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Prerequisites

  • Access to Administration > Nextedy POWERSHEET > Configurations in your Siemens Polarion ALM project
  • An existing sheet configuration you want to download

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Step 1: Open the Configuration Manager

  1. Navigate to Administration > Nextedy POWERSHEET > Configurations
  2. You will see a list of all available sheet configurations for the current scope (project, project group, or global)
The configuration manager is available at three scope levels:
ScopeWhat It Shows
ProjectConfigurations stored in the project repository
Project GroupConfigurations shared across a project group
Global (Repository)Configurations available to all projects

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Step 2: Locate Your Configuration

Find the configuration you want to download. Project-specific configurations appear by filename. Global configurations are listed with their full repository path.
The configuration manager provides a file manager interface where you can browse, open, and download YAML files. Look for the download or export option for the configuration you want to retrieve.

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Step 3: Download the YAML Content

Open the desired configuration entry. The YAML content is displayed in the editor. You can:
  1. Copy the YAML content directly from the editor and paste it into your local text editor
  2. Use the file manager download option if available in your Powersheet version
The downloaded file contains the complete sheet configuration including: 
columnGroups:
  Requirements:
    groupName: Requirements
    groupStyle: blue
    collapseTo: systemRequirements.systemRequirement.title

columns:
  title:
    title: Title
    width: 250
    hasFocus: true
  systemRequirements.systemRequirement.title:
    title: Sys Req
    width: 200
    columnGroup: Requirements

views:
  Summary:
    title:
      visible: true
    systemRequirements.systemRequirement.title:
      visible: false

formatters:
  readOnly:
    - expression: "true"
      style: readonly

sources:
  - id: main
    title: User Needs
    model: rtm-model
    query:
      from: UserNeed
    expand:
      - name: systemRequirements
        title: System Requirements
The exact download mechanism may vary depending on your Powersheet version and the file manager interface. If a direct download button is not available, copy the YAML content from the configuration editor.

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Step 4: Edit Locally

Once you have the YAML file locally, you can edit it with any text editor or IDE that supports YAML syntax highlighting. Common modifications include:
  • Adding or removing columns
  • Adjusting column widths and formatters
  • Modifying expansion paths in sources
  • Creating new views
Powersheet does not validate YAML content before saving to the repository. Syntax errors in your YAML (incorrect indentation, missing colons, tab characters) will cause the configuration to fail when loaded. Always validate your YAML with a linter before uploading.

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Step 5: Upload the Modified Configuration

After making changes:
  1. Return to Administration > Nextedy POWERSHEET > Configurations
  2. Open the configuration you downloaded or create a new entry
  3. Paste or upload the modified YAML content
  4. Save the configuration
The updated configuration takes effect immediately for any document referencing it. Users need to reload the powersheet document to see changes.

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Verification

After downloading and re-uploading a configuration:
  1. Open a LiveDoc that references the configuration
  2. You should now see the sheet reflect any changes you made to the YAML
  3. Verify that all columns load correctly and data sources return expected results

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See Also

KB ArticlesSource Code
  • prod-powersheet-src/com.nextedy.powersheet/src/com/nextedy/powersheet/PowersheetDocumentConfigurationService.java
  • prod-powersheet-src/com.nextedy.powersheet/src/com/nextedy/powersheet/enumProvider/SheetConfigEnumProvider.java
  • prod-powersheet-src/com.nextedy.powersheet/src/META-INF/hivemodule.xml
  • prod-powersheet-src/com.nextedy.powersheet.client/src/modules/Powersheet/Powersheet.tsx
  • prod-powersheet-src/com.nextedy.powersheet/src/com/nextedy/powersheet/PowersheetProduct.java