Run an AI action on a level of the sheet in Nextedy POWERSHEET, review the work items it suggests, and apply the ones you want as edits you can undo before saving.
The AI Assistant suggests Polarion work items for a level of your sheet — for example, system requirements that could implement a customer requirement — and adds the ones you accept to the sheet. Each level of the sheet has its own AI actions, set up by your administrator.The assistant opens in a panel on the right of the sheet. The sheet narrows to make room, so the panel never covers your rows.
The AI Assistant panel next to the sheet, listing the actions for the selected level.
Click a cell on the level you want help with — for example, a system requirement. The toolbar highlights that level. The action works on that level’s work item in the selected row.
2
Open the level's AI actions
The highlighted level in the toolbar shows a sparkle button ✦ (AI actions for this <level>). Hover over it or click it to see the level’s actions, then choose one. The panel opens and the action starts.
The sparkle button on the highlighted level lists that level's AI actions.
No sparkle button means the level has no actions. Try another level, or ask your administrator. An administrator can also limit an action to some columns of a level, so if an action you expect is missing, select a cell in a different column of the same level.You can also choose Menu › AI Assistant to open the panel first. It lists the same actions under Actions for this cell.
3
Review the suggestions
The panel first says which work item the action is working on. It then lists the suggested work items, each with a short reason why it fits.
A finished action: the work item it worked on, and the suggestions, each with a reason and its own Apply.
Work items that are already linked, and work items you could not pick by hand in that column, are left out. Already linked means linked in the sheet as you see it now, including changes you have not saved yet. If nothing is left, the panel says so.The reason explains why the assistant picked an item — it does not prove the item is right. Open the work item and check it before you apply it.
4
Apply the ones you want
Select Apply next to a suggestion. It is added to the row the action ran on, even if you have selected another cell since. Usually it appears as a new linked row in the sheet; an action can also set a reference instead. A confirmation appears in the panel.
After Apply: the new link is in the sheet, Save is available, and the panel offers Undo.
Applying into a cell that holds several linked items is not supported yet. Add those links with the cell editor instead.If a suggestion cannot be applied — for example, the sheet is read-only or the item is already linked — the panel says why.
5
Save
Applied suggestions are not in Polarion yet. The confirmation reads Unsaved — the sheet’s Save button commits it. Select Save to keep them. If you leave or reload the document without saving, they are lost.
Check before you saveThe panel reminds you that “AI can make mistakes. Verify before applying.” A saved suggestion is a real traceability link, and in a regulated project it becomes part of the audit trail.
To ask about the result, type into the message box at the bottom of the panel (Message AI Assistant…) — for example, why one item ranks above another, or what is wrong with the list.After you send a message, a ⟳ Refine button appears. It runs the same action again on the same work item, using your conversation as guidance, and shows a new list.
After a follow-up message, Refine runs the action again with the conversation as guidance.
Refine reads only the first 4,000 characters of the conversation, so give your most important guidance early.
Each action starts a new conversationOnly Refine continues a conversation. New chat in the panel header clears the panel. Each document keeps its own conversation, and it comes back when you return to the document in the same browser tab — closing the panel with ✕ does not clear it.
An applied suggestion is a normal sheet edit, so you can undo it before you save. Select Undo in the confirmation, or press Ctrl+Z. Undo in the panel reverses the sheet’s most recent change, so use it straight after applying.
With a cell selected on a level that has actions, the highlighted level in the toolbar shows the sparkle button.
Running an action lists suggested work items.
Applying a suggestion adds it to the sheet and shows a confirmation with Undo.
Errors appear in the panelIf a request fails, the panel shows the error instead of interrupting your work in the sheet. If the message mentions your session, reload the document and sign in again.
