Skip to main content
1

Add a Source Entry

Open your sheet configuration YAML and add an entry to the sources array. Each source requires an id, title, model, and query:
The from value must match an entity type defined in your data model (e.g., UserNeed, SystemRequirement, Hazard).
2

Add a Filter with `where`

To restrict which entities are loaded, add a where clause to the query. The where clause uses filter predicates:
This loads only UserNeed entities whose status is not deleted.Common filter patterns:
The exact predicate syntax supported in where clauses depends on the query engine. Simple equality and comparison operators are widely supported. For complex predicate patterns, see Use Predicates.
3

Add Sorting with `orderBy`

Control the default order in which the query returns entities by specifying property paths and directions:
Append desc after the property path for descending order. The orderBy clause governs the order of results produced by the query itself, which also determines the default order in which pickers and other query consumers present entities.
4

Add Expansion Paths

To load related entities (for multi-level hierarchical display), add an expand section to the source:
Expansion paths follow the navigation properties defined in your data model. For deeper hierarchies, nest expansions:
See Expand Navigation Properties for detailed guidance on multi-level expansion.
5

Limit Results with `take`

For performance, limit the number of entities returned:
Queries without a take limit or a where filter may load thousands of work items, causing slow sheet loading. Always apply appropriate filters for production configurations. See Optimize Queries for performance guidance.

Complete Example

Verification

After saving the sheet configuration and opening the associated document:
  1. You should now see the sheet populated with entities matching your query
  2. Expanded relationships should display as nested rows beneath parent items
  3. The row count should reflect the filter criteria in your where clause

See Also

Last modified on July 10, 2026