Skip to main content

​
Toolbar Layout

The toolbar is automatically rendered when a Powersheet document loads. It integrates with the document context, configuration, and permissions to determine which actions are available to the current user. diagram

​
Toolbar Actions

ActionDescriptionPermission Required
SavePersists all pending entity changes to PolarionEditor
RefreshReloads data from the server without losing unsaved changesViewer
ViewsOpens the Views Selector for switching column presetsViewer
ExportExports visible data to file formatViewer
ImportImports data from external fileEditor
Edit ConfigOpens the YAML configuration editorAdministrator
HelpOpens documentation or context helpViewer
The exact set of toolbar buttons may vary depending on the Powersheet version, document permissions, and license status. The actions listed above represent the standard toolbar configuration.

​
Permission-Based Visibility

Toolbar actions are conditionally displayed based on the current user’s permissions:
Permission LevelAvailable Actions
ViewerRefresh, Views, Export, Help
EditorAll Viewer actions + Save, Import
AdministratorAll Editor actions + Edit Config
Permissions are configured through the document access control settings. See the source configuration for viewer and editor group definitions. The toolbar integrates with the Menu system to provide additional actions through dropdown menus. Menu items are context-aware and adapt based on:
  • Current user permissions (viewer, editor, administrator)
  • Document configuration
  • Entity selection state

​
Data Guard

The toolbar and all sheet content are protected by a data initialization guard that prevents rendering until:
  1. Document context is loaded (project, revision)
  2. Configuration is parsed (YAML sheet configuration)
  3. Metadata is fetched (domain model, entity types)
  4. Data sources are resolved (query parameters, dynamic values)
While data is loading, the toolbar displays a loading indicator. Save and other data-dependent actions are disabled until initialization completes.

​
Document Context

The toolbar operates within the document context, which provides:
ContextDescription
DocumentCurrent Powersheet document identifier
RevisionCurrent data revision (for baseline queries)
ProjectActive Polarion project
ConfigurationParsed YAML sheet configuration
PermissionsUser access level for the current document

​
License Panel

Below the sheet data area, a license status panel displays the current Nextedy POWERSHEET license state:
StateDisplay
ValidNo banner (or minimal indicator)
TrialTrial period banner with remaining days
ExpiredExpiration warning with link to obtain license
InvalidError banner with license troubleshooting link

​
Configuration

The toolbar itself is not directly configurable via YAML. Its behavior is driven by the document configuration, access control settings, and the available views and sources defined in the sheet configuration. 
access:
  viewers:
    - group1
  editors:
    - group2

views:
  default:
    columns:
      title:
        visible: true
      severity:
        visible: true
  detailed:
    columns:
      title:
        visible: true
      severity:
        visible: true
      description:
        visible: true
KB ArticlesSource Code
  • prod-powersheet-src/com.nextedy.powersheet.client/src/modules/Powersheet/Powersheet.tsx
  • prod-powersheet-src/com.nextedy.powersheet.client/ltc-repo/packages/common/types/domain/document.ts