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What you will achieve

By the end of this tutorial you will have:
  • The Powersheet topic added to your project’s navigation
  • Powersheet Drive visible in the left sidebar for configured user views
  • A working entry point for all powersheet documents in your project

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Prerequisites

  • Powersheet plugin installed and licensed (see Installing Powersheet)
  • Administrator access to the Polarion project
Without completing this step, Powersheet will not be accessible even via direct links. The navigation topic controls the visibility of Powersheet Drive, which aggregates all available configured documents.

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Step 1: Open the Topics configuration

Navigate to Administration > Portal > Topics in your Polarion project. You should see: A list of views (such as admin, team, docspec) with their configured topics.

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Step 2: Add the Powersheet topic

Add the following topic entry to each view where Powersheet should be available: 
<topic id="powersheet"/>
Typically, you want to add this to the admin, team, and docspec views so that all relevant user roles can see the Powersheet Drive. You should see: The topic entry appears in the view configuration alongside other topics.
Adding the topic to a view makes Powersheet Drive visible for all users assigned to that view. You can selectively enable it for specific roles by only adding it to certain views.

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Step 3: Verify the Powersheet Drive

Save the topics configuration and navigate to your project home page. In the left sidebar, you should now see the Powersheet Drive entry. diagram You should see: Clicking Powersheet Drive displays a list of all documents that have a valid nextedySheetConfig custom field value. If you have set up the demo project, the demo documents appear here.
The Powersheet Drive lists documents based on a Lucene query that searches for documents with the nextedySheetConfig field populated. If no documents appear, verify that at least one document has a sheet configuration assigned.

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Step 4: Understand the document query

The Powersheet Drive discovers documents using a configurable query. By default, it finds all documents that have the nextedySheetConfig custom field set. The domain model and sheet configuration files can be managed at both the project and global level through:
  • Administration > Nextedy POWERSHEET > Domain Models — for domain model YAML files
  • Administration > Nextedy POWERSHEET > Sheet Configurations — for sheet configuration YAML files
These administration pages are available at project, project group, and global repository scope.
Configuration scopeDescription
ProjectConfiguration files specific to one project
GlobalConfiguration files shared across all projects (shown with “(Global)” suffix)

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Next steps

Source Code
  • DatabridgeMetadata.java
  • prod-powersheet-src/com.nextedy.powersheet.client/ltc-repo/__tests__/test-viewModel.ts
  • Relationship.java
  • riskmanagement_model.yaml
  • configContext.ts