Views - Nextedy Documentation

See also: Columns | Column Groups | Styles

Powersheet document with a 'Change view' switcher in the top toolbar, demonstrating how users toggle between preconfigured column layouts (e.g. 'Whole RTM Sheet' showing User Need, Design Input, and Design Output columns)

Views Structure

The base view is defined by the columns section. Each entry in views extends the base view by overriding column visibility. The views selector UI presents all configured views to the user.

View Properties

Each view is defined as a keyed entry under the views map. The key becomes the display name shown in the views selector.

In the property table below, <ViewName> is a placeholder for the actual YAML map key you define, such as Without V&V, Compact, or Requirements Only. This key is the user-visible label in the views selector dropdown.

Name	Type	Default	Description
`<ViewName>`	`object`	—	Top-level key in the `views` map. The key string is the display name shown to users in the views selector.
`<ViewName>.name`	`string`	Key name	Human-readable label for the view. Visible in the views selector list. If omitted, the YAML key is used as the name.
`<ViewName>.default`	`boolean`	`false`	When set to `true`, this view is applied automatically when the document loads. Only one view should have `default: true`. When a default view is configured, the base view option may be hidden from the menu.
`<ViewName>.columns`	`object`	—	Required. Column visibility overrides for this view. Keys must be binding paths that match column definitions in the top-level `columns` section.
`<ViewName>.columns.<binding>`	`object`	—	Override object for a specific column identified by its binding path.
`<ViewName>.columns.<binding>.visible`	`boolean`	`true`	Set to `false` to hide this column in the view. Columns not listed in the view inherit their `visible` setting from the base `columns` section.

Defining Views

Views are defined in the top-level views section of the sheet configuration. Each key in the views map becomes a selectable view in the UI:

views:
  Without V&V:
    columns:
      validationTestCases.validationTestCase:
        visible: false
      systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
        visible: false
      systemRequirements.systemRequirement.designRequirements.designRequirement.verificationTestCases.verificationTestCase:
        visible: false

In this example, the “Without V&V” view hides validation and verification test case columns while keeping all other columns at their default visibility.

Views only need to list columns that differ from the base state. Columns not mentioned in a view retain their visible setting from the columns section. This means most views are short — you only specify what you want to hide (or show, if hidden by default).

Base View

The base view is the column layout defined by the top-level columns section in the sheet configuration. It represents the complete set of columns at their configured visible state. The base view serves as the foundation that all named views extend.

Scenario	Behavior
No `views` section defined	Only the base view is available. No views selector appears.
`views` defined but no `default` view	Base view is active on document load. Labelled “Default view” in the selector.
`views` defined with a `default` view	The default view is active on document load. Base view option may be hidden from the menu.
Invalid view requested	Falls back to the base view column configuration.
View cleared by user	Returns to the base view.

The base view can be given a custom name by defining an empty view entry:

views:
  Full RTM:
    columns: {}
  Without V&V:
    columns:
      validationTestCases.validationTestCase:
        visible: false

In this example, the base view is labelled “Full RTM” in the selector, with an empty columns override meaning no visibility changes from the base.

Default View

One view can be designated as the default view by setting default: true. When configured, this view is applied automatically when the document loads, instead of the base view:

views:
  Compact:
    default: true
    columns:
      systemRequirements.systemRequirement.designRequirements.designRequirement:
        visible: false
      validationTestCases.validationTestCase:
        visible: false

Property	Value	Effect
`default`	`true`	This view loads automatically on document initialization.
`default`	`false` (or omitted)	Base view loads on document initialization.

Only one view should have default: true. If multiple views set default: true, the behavior is undefined and may vary. When a default view is set, the base view option may be hidden from the views menu.

View Selection Methods

Users can switch between views at runtime through two mechanisms:

Method	Description
Menu	Access via the alternative views menu item in the sheet toolbar. Shows all configured views with a “Selected” indicator next to the active view.
Dropdown selector	Quick-access dropdown list showing view names. Selecting a view immediately applies its column visibility overrides.

Both methods present the same list of available views. The currently active view is visually indicated in both the menu and the dropdown.

Animated demonstration of switching between named views in a Powersheet document, with the dropdown selector applying different column visibility presets to the sheet

View-Specific Column Visibility

Each view independently controls which columns are visible. Views can hide entire entity-level columns (hiding all related child data) or selectively hide individual property columns:

views:
  Requirements Only:
    columns:
      systemRequirements.systemRequirement.designRequirements.designRequirement:
        visible: false
      validationTestCases.validationTestCase:
        visible: false
      systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
        visible: false

  Design Focus:
    columns:
      severity:
        visible: false
      validationTestCases.validationTestCase:
        visible: false

How column binding paths work in views: The columns keys in a view must match the binding paths defined in the top-level columns section. A binding path follows the navigationProperty.childProperty.propertyName pattern from the data model. For details on binding path syntax, see Binding Syntax.

Binding Path Example	What It Hides
`severity`	Root-level severity column
`validationTestCases.validationTestCase`	Entire validation test case entity column
`systemRequirements.systemRequirement.verificationTestCases.verificationTestCase`	Verification tests nested under system requirements
`systemRequirements.systemRequirement.designRequirements.designRequirement.verificationTestCases.verificationTestCase`	Deep-nested verification tests under design requirements

Cross-Document View Linking

Views can reference alternative documents with the same name, enabling switching between different tool representations of related data. When configured, the views selector dropdown shows both view names and linked document names, allowing users to navigate between different perspectives.

Cross-document view linking depends on the alternativeViewDocument property on the document configuration. The views selector displays both in-document views and alternative document links in the same dropdown.

Error Handling

Views handle configuration errors gracefully:

Error Condition	Behavior
Non-existent binding path in view `columns`	View still loads; unrecognized paths are silently ignored. Base view columns remain unchanged for those paths.
Invalid view definition (missing `columns`)	Falls back to the base view.
View references column not in `columns` section	No effect; the column override is skipped.

Start with a minimal view configuration and extend gradually. A view with a single column override is valid and useful for quickly creating focused perspectives.

Runtime Behavior

The following details describe how views behave at runtime:

View switching is instant. Changing views only toggles column visibility; it does not re-fetch data from the server.
Data remains loaded. Hidden columns still have their data loaded in memory. Showing them again via a different view is instantaneous.
Views do not affect sorting or filtering. Column sort state and filter state are independent of the active view. Sorting by a hidden column still applies.
Views persist during the session. The selected view remains active until the user switches to another view or reloads the document.
Configuration is read-only at runtime. Users cannot create or edit views from the UI; views must be defined in the YAML configuration by an administrator.

Complete YAML Example

The following example demonstrates a full sheet configuration with multiple views for an RTM (Requirements Traceability Matrix) use case using the standard entity hierarchy (UserNeed -> SystemRequirement -> DesignRequirement -> Hazard -> RiskControl):

columns:
  outlineNumber:
    title: "#"
    width: 80
    isReadOnly: true
    frozen: true

  title:
    title: User Need
    width: 200
    hasFocus: true

  severity:
    title: Severity
    width: 100

  systemRequirements.systemRequirement.title:
    title: Sys Req Title
    width: 200
    columnGroup: sysReq

  systemRequirements.systemRequirement.severity:
    title: Sys Req Severity
    width: 100
    columnGroup: sysReq

  systemRequirements.systemRequirement.designRequirements.designRequirement:
    title: Design Outputs
    width: 180
    multiItem: true
    display: title

  validationTestCases.validationTestCase:
    title: Validation Tests
    width: 180
    multiItem: true
    display: title

  systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
    title: Verification Tests
    width: 180
    multiItem: true
    display: title

columnGroups:
  sysReq:
    groupName: System Requirements
    groupStyle: darkblue
    headerStyle: blue
    collapseTo: systemRequirements.systemRequirement.title

views:
  Without V&V:
    columns:
      validationTestCases.validationTestCase:
        visible: false
      systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
        visible: false

  Requirements Only:
    columns:
      systemRequirements.systemRequirement.designRequirements.designRequirement:
        visible: false
      validationTestCases.validationTestCase:
        visible: false
      systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
        visible: false

  Compact:
    default: true
    columns:
      systemRequirements.systemRequirement.severity:
        visible: false
      systemRequirements.systemRequirement.designRequirements.designRequirement:
        visible: false
      validationTestCases.validationTestCase:
        visible: false
      systemRequirements.systemRequirement.verificationTestCases.verificationTestCase:
        visible: false

sources:
  - id: rtm
    query:
      from: UserNeed
    expand:
      - name: systemRequirements
        expand:
          - name: designRequirements
          - name: verificationTestCases
      - name: validationTestCases

In this configuration:

The base view shows all eight columns including system requirements, design outputs, and both test types.
Without V&V hides both test columns, focusing on requirements and design.
Requirements Only hides design outputs and both test types, showing only user needs and system requirements.
Compact is the default view (default: true), loading automatically. It shows only user need columns and system requirement titles, hiding severity details, design outputs, and all tests.

Configuration Tips

Use descriptive view names that communicate the analysis perspective: “Without V&V”, “Requirements Only”, “Risk Analysis”, “Compliance Review”. The view name appears directly in the dropdown selector.

Views work with column groups. Hiding all columns in a group effectively hides the entire group header. Consider defining views that align with your column group boundaries for clean visual results.

View column keys must exactly match the binding paths in the columns section. A typo in the binding path (e.g., systemRequirement.title instead of systemRequirements.systemRequirement.title) will be silently ignored, and the column will remain visible.

Related pages: Columns | Column Groups | Binding Syntax | Styles

​Views Structure

​View Properties

​Defining Views

​Base View

​Default View

​View Selection Methods

​View-Specific Column Visibility

​Cross-Document View Linking

​Error Handling

​Runtime Behavior

​Complete YAML Example

​Configuration Tips

Views Structure

View Properties

Defining Views

Base View

Default View

View Selection Methods

View-Specific Column Visibility

Cross-Document View Linking

Error Handling

Runtime Behavior

Complete YAML Example

Configuration Tips