> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How-To Guides

> Nextedy POWERSHEET how-to guides provide step-by-step instructions for common configuration and administration tasks.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## Data Model

**[Data Model Guides](/powersheet/guides/data-model/index)** -- Define entity types, relationships, and properties in your data model.

* **[Create an Entity Type](/powersheet/guides/data-model/create-entity-type)** -- Add a new entity type to your data model YAML
* **[Configure a Relationship](/powersheet/guides/data-model/configure-relationship)** -- Define relationships between entity types with link roles
* **[Configure Constraints](/powersheet/guides/data-model/configure-constraints)** -- Scope entity loading, creation, and picker filters
* **[Set Entity Permissions](/powersheet/guides/data-model/set-permissions)** -- Control read and write access at the property level
* **[Create Bidirectional Links](/powersheet/guides/data-model/create-bidirectional-links)** -- Set up forward and reverse navigation properties
* **[Configure Many-to-Many Relationships](/powersheet/guides/data-model/configure-many-to-many)** -- Handle complex multi-item relationships
* **[Validate Your Data Model](/powersheet/guides/data-model/validate-model)** -- Check your data model for common errors

## Sheet Configuration

**[Sheet Configuration Guides](/powersheet/guides/sheet-configuration/index)** -- Configure columns, views, formatters, and sources.

* **[Add a Column](/powersheet/guides/sheet-configuration/add-column)** -- Add a column bound to an entity property
* **[Configure a Column Group](/powersheet/guides/sheet-configuration/configure-column-group)** -- Group related columns with shared styling
* **[Create a View](/powersheet/guides/sheet-configuration/create-view)** -- Define named column visibility presets
* **[Apply Column Styles](/powersheet/guides/sheet-configuration/apply-style)** -- Apply CSS styling to columns
* **[Configure a Formatter](/powersheet/guides/sheet-configuration/configure-formatter)** -- Add conditional formatting rules
* **[Configure Sources](/powersheet/guides/sheet-configuration/configure-sources)** -- Define data sources and expansion paths
* **[Add External Reference Column](/powersheet/guides/sheet-configuration/add-external-reference-column)** -- Display linked external references
* **[Configure Multi-Item Column](/powersheet/guides/sheet-configuration/configure-multi-item-column)** -- Handle one-to-many column display
* **[Configure Read-Only Column](/powersheet/guides/sheet-configuration/configure-read-only-column)** -- Prevent editing on specific columns
* **[Use JavaScript Display Functions](/powersheet/guides/sheet-configuration/use-javascript-display)** -- Custom display rendering
* **[Configure Collapsible Groups](/powersheet/guides/sheet-configuration/configure-collapsible-groups)** -- Set up collapsible column groups
* **[Assign Configuration to Document](/powersheet/guides/sheet-configuration/assign-config-to-document)** -- Link a sheet configuration to a document
* **[Download Configuration as YAML](/powersheet/guides/sheet-configuration/download-config-as-yaml)** -- Export configuration files

## Queries

**[Query Guides](/powersheet/guides/queries/index)** -- Write and optimize entity queries.

* **[Write an Entity Query](/powersheet/guides/queries/write-entity-query)** -- Construct queries for loading data
* **[Use Predicates](/powersheet/guides/queries/use-predicates)** -- Filter results with predicate expressions
* **[Expand Navigation Properties](/powersheet/guides/queries/expand-navigation-properties)** -- Load related entities via expansion paths
* **[Filter by Document](/powersheet/guides/queries/filter-by-document)** -- Scope queries to specific documents
* **[Query Baseline or Revision](/powersheet/guides/queries/query-baseline-revision)** -- Access historical data
* **[Optimize Queries](/powersheet/guides/queries/optimize-queries)** -- Improve query performance

## Server Rendering

**[Server Rendering Guides](/powersheet/guides/server-rendering/index)** -- Computed properties and Velocity templates.

* **[Use Velocity Templates](/powersheet/guides/server-rendering/use-velocity-template)** -- Write server-side rendering templates
* **[Access Polarion Services](/powersheet/guides/server-rendering/access-polarion-services)** -- Use Polarion APIs in templates
* **[Debug Template Errors](/powersheet/guides/server-rendering/debug-template-errors)** -- Troubleshoot rendering issues

## Save Operations

**[Save Operations Guides](/powersheet/guides/save-operations/index)** -- Create and update work items through Powersheet.

* **[Create a Work Item](/powersheet/guides/save-operations/create-work-item)** -- Add new work items from the sheet
* **[Update a Work Item](/powersheet/guides/save-operations/update-work-item)** -- Modify existing work item properties
* **[Create a Link](/powersheet/guides/save-operations/create-link)** -- Establish relationships between work items
* **[Handle Validation Errors](/powersheet/guides/save-operations/handle-validation-errors)** -- Resolve save errors

## Customization

**[Customization Guides](/powersheet/guides/customization/index)** -- Extend Powersheet with custom fields and behaviors.

* **[Use Model Helper Widget](/powersheet/guides/customization/use-model-helper)** -- Visualize data model structure
* **[Configure Picker Filters](/powersheet/guides/customization/configure-picker-filters)** -- Filter entity selection dropdowns

## Migration

**[Migration Guides](/powersheet/guides/migration/index)** -- Migrate from legacy configurations.

* **[Migrate from Risksheet to Powersheet](/powersheet/guides/migration/migrate-from-risksheet)** -- Transition from Risksheet

## Troubleshooting

**[Troubleshooting Guides](/powersheet/guides/troubleshooting/index)** -- Diagnose and fix common issues.

* **[Fix Model Connection Errors](/powersheet/guides/troubleshooting/fix-model-connection-errors)** -- Resolve model loading failures
* **[Fix Type Name Errors](/powersheet/guides/troubleshooting/fix-type-name-errors)** -- Correct entity type naming issues
* **[Fix Relationship Errors](/powersheet/guides/troubleshooting/fix-relationship-errors)** -- Debug relationship configuration
* **[Fix Multi-Item Column Errors](/powersheet/guides/troubleshooting/fix-multi-item-errors)** -- Resolve multi-item display issues
* **[Debug Custom Field Issues](/powersheet/guides/troubleshooting/debug-custom-field-issues)** -- Troubleshoot custom field problems
* **[Resolve Validation Errors](/powersheet/guides/troubleshooting/resolve-validation-errors)** -- Fix save validation failures

<Tip title="Where to Start">
  If you are new to Powersheet configuration, begin with [Creating Your First Data Model](/powersheet/getting-started/first-data-model) and [Creating Your First Sheet Configuration](/powersheet/getting-started/first-sheet-configuration) before diving into these guides.
</Tip>

<LastReviewed date="2026-07-02" />