Assign Configuration to Document

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Prerequisites

• At least one sheet configuration created in Administration > Nextedy Powersheet > Sheet Configurations
• A data model configured in Administration > Nextedy Powersheet > Data Models
• The nextedySheetConfig custom field defined for your document type

1

Create the Custom Field

If the nextedySheetConfig custom field does not yet exist, create it in Siemens Polarion ALM:

1. Navigate to Administration > Documents & Pages > Document Custom Fields
2. Decide whether the field applies to all documents or only a specific document type (e.g., powersheet, userNeedsSpec)
3. Create a new field with these settings:

Property	Value
Id	nextedySheetConfig
Name	Sheet Config
Type	Enum: Nextedy - Sheet Config

The enum provider automatically discovers configuration files from both global and project-specific repository locations. Global configurations appear with a (Global) suffix in the dropdown. There is no default configuration — users must explicitly select one.

2

Assign the Configuration to a Document

1. Open the Polarion LiveDoc you want to connect to Powersheet
2. Open the document properties panel
3. In the Sheet Config field, select the desired sheet configuration from the dropdown

The dropdown lists all available configurations:

• Project-specific configurations — shown by filename without path
• Global configurations — shown with (Global) suffix, ID starts with /

3

Understand Configuration Scopes

Powersheet discovers configurations at two levels:

Scope	Repository Location	ID Format	Use Case
Project	.polarion/nextedy/sheet-configurations/	Filename only	Project-specific layouts
Global	Global repository location (see Configuration Hierarchy)	Starts with /	Shared across multiple projects

A single sheet configuration can be reused across multiple documents. Each document references the configuration independently through its nextedySheetConfig field.

The sheet configuration references column binding paths that must exist in the associated data model. If you assign a configuration designed for one data model to a document using a different model, columns with unresolvable bindings will fail to display correctly.

New users should begin with a minimal single-entity configuration and extend incrementally. Jumping directly to complex multi-entity configurations leads to hard-to-diagnose errors. See Incremental Configuration Approach for guidance.

4

Edit the Assigned Configuration from the Document

Once a configuration is linked to a document, authors can open it directly from the Powersheet toolbar without returning to the administration page. Inside the document, open Menu > Configuration > Edit Sheet Configuration to jump straight into the YAML editor for the currently assigned configuration. The same submenu also exposes Edit Data Model to reach the associated data model.

This shortcut is the fastest way to iterate on a configuration while testing it against real data in the document.

5

Use Template-Based Documents

For standardized deployments, you can create template documents that already have the sheet configuration pre-assigned. New documents duplicated from the template inherit the configuration assignment, saving administrators from manually assigning configurations for each new document.Templates can be duplicated across projects. The configuration and data model are resolved in the target project context.

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Verification

1. Open the LiveDoc in Polarion
2. You should now see the Powersheet table view embedded in the document, displaying columns and data according to your configuration
3. The sheet should load data from the sources defined in the configuration
4. The Powersheet Drive sidebar topic should list your document

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See Also

• Creating Your First Sheet Configuration — build a configuration from scratch
• Creating Your First Powersheet Document — end-to-end document setup tutorial
• Download Configuration as YAML — export an existing configuration for editing
• Configure Sources — define data sources within a sheet configuration
• Incremental Configuration Approach — best practices for building configurations gradually