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 This loads only
where clause to the query. The where clause uses filter predicates: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 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.
expand section to the source:5
Limit Results with `take`
For performance, limit the number of entities returned:
Complete Example
Verification
After saving the sheet configuration and opening the associated document:- You should now see the sheet populated with entities matching your query
- Expanded relationships should display as nested rows beneath parent items
- The row count should reflect the filter criteria in your
whereclause
See Also
- Use Predicates — advanced filtering with comparison and logical operators
- Expand Navigation Properties — multi-level relationship expansion
- Filter by Document — scope queries to the current document
- Configure Sources — full source configuration reference
- Add a Column — configure sorting and column properties at the sheet level