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