How-To Guides

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Domain Model

• Create an Entity Type — Add a new entity type to your domain model YAML
• Configure a Relationship — Define relationships between entity types with link roles
• Add a Custom Property — Expose Polarion custom fields in your domain model
• Configure Constraints — Scope entity loading, creation, and picker filters
• Set Entity Permissions — Control read and write access at the property level
• Map to Polarion Types — Map entity types to Polarion work item types
• Create Bidirectional Links — Set up forward and reverse navigation properties
• Configure Many-to-Many Relationships — Handle complex multi-item relationships
• Validate Your Data Model — Check your domain model for common errors

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Sheet Configuration

• Add a Column — Add a column bound to an entity property
• Configure a Column Group — Group related columns with shared styling
• Create a View — Define named column visibility presets
• Apply Column Styles — Apply CSS styling to columns
• Configure a Formatter — Add conditional formatting rules
• Configure Sources — Define data sources and expansion paths
• Set Default Sort Order — Configure initial row sorting
• Configure Column Width — Set column widths and minimums
• Add External Reference Column — Display linked external references
• Configure Multi-Item Column — Handle one-to-many column display
• Configure Read-Only Column — Prevent editing on specific columns
• Use JavaScript Display Functions — Custom display rendering
• Configure Conditional Formatting — Style cells based on values
• Configure Collapsible Groups — Set up collapsible column groups
• Assign Configuration to Document — Link a sheet configuration to a document
• Download Configuration as YAML — Export configuration files

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Queries

• Write an Entity Query — Construct queries for loading data
• Use Predicates — Filter results with predicate expressions
• Expand Navigation Properties — Load related entities via expansion paths
• Filter by Document — Scope queries to specific documents
• Filter by Project — Scope queries to specific projects
• Use Function Expressions — Apply computed values in queries
• Query Baseline or Revision — Access historical data
• Optimize Queries — Improve query performance

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Server Rendering

• Create a Computed Property — Define server-computed values
• Use Velocity Templates — Write server-side rendering templates
• Access Polarion Services — Use Polarion APIs in templates
• Debug Template Errors — Troubleshoot rendering issues

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Save Operations

• Create a Work Item — Add new work items from the sheet
• Update a Work Item — Modify existing work item properties
• Create a Link — Establish relationships between work items
• Handle Validation Errors — Resolve save errors

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Customization

• Create a Custom Field — Define new Polarion custom fields
• Configure an Enum Field — Set up enumeration properties
• Customize Header Styles — Style column group headers
• Use Model Helper Widget — Visualize domain model structure
• Configure Picker Filters — Filter entity selection dropdowns

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Migration

• Migrate from Legacy Configuration — Update to current YAML format
• Migrate from Risksheet to Powersheet — Transition from Risksheet

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Troubleshooting

• Fix Model Connection Errors — Resolve model loading failures
• Fix Type Name Errors — Correct entity type naming issues
• Fix Relationship Errors — Debug relationship configuration
• Fix Multi-Item Column Errors — Resolve multi-item display issues
• Debug Custom Field Issues — Troubleshoot custom field problems
• Resolve Validation Errors — Fix save validation failures