Advanced Configuration

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Query and Filtering

• Configure Queries — Customize Lucene queries for work item filtering, SQL query support, and escaped quotation marks in JSON
• Use Query Factory — Create dynamic query factories for context-aware filtering of linked items in autocomplete dropdowns

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Enum Configuration

• Configure Dependent Enums — Set up cascading enum dropdowns where child options filter based on parent selection
• Configure Multi-Select Enums — Enable multi-value selection for enum columns

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Formula and Column Techniques

• Work with Formulas and Hidden Columns — Manage formula dependencies on column visibility and export-specific layouts
• Create Personal Filters — Configure user-specific data filtering for large Risksheets

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Document and Item Operations

• Configure Target Document Creation — Control where downstream documents are created from Risksheet actions
• Perform Bulk Editing — Edit multiple risk items simultaneously with batch operations
• Use Undo and Redo — Revert and reapply changes during editing sessions

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Cross-Project Features

• Configure Cross-Project Linking — Link risk items across multiple Polarion projects
• Manage Cross-Project Resources — Share and reference resources between projects