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Understanding Personal Filters vs Saved Views

Nextedy RISKSHEET provides two mechanisms for customizing the display:
FeatureSaved Views (System-Wide)Personal Filters (User-Specific)
ScopeShared across all usersPrivate to individual user
What it storesColumn layout, visibility, and widthFilter criteria only (not layout)
Configured byAdministrators in risksheet.jsonUser via Polarion personal preferences
AccessView dropdown menuQuick-access for frequent queries
Use Saved Views for organization-wide layouts (e.g., “FMEA View”, “Review View”). Use Personal Filters for your individual workflow needs (e.g., “My Open Risks”, “High Priority Items”).

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Create a Personal Filter

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Step 1: Apply Filter Criteria

Click the filter icon in any column header to set filter conditions: Text Columns:
  • Contains specific text
  • Starts with / ends with patterns
  • Equals exact value
Enum Columns:
  • Select one or multiple values from dropdown
  • Check/uncheck options to filter
Numeric Columns:
  • Greater than / less than thresholds
  • Range filters (between X and Y)
Date Columns:
  • Before / after specific dates
  • Date range selection

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Step 2: Combine Multiple Filters

Apply filters to multiple columns simultaneously. The grid displays only rows matching all active filter criteria (AND logic): Example Multi-Column Filter: Status = “open” AND Severity >= 8 AND Assignee = “currentUser” Result: Shows only open, high-severity risks assigned to you

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Step 3: Save as Personal Filter

Once you’ve configured your filter criteria:
  1. Open the RISKSHEET Menu (top-right ☰ icon)
  2. Select 💾 Save Current Filter
  3. Enter a descriptive name (e.g., “My High-Priority Risks”)
  4. Click Save
The filter is now stored in your personal Polarion settings.

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Access Saved Personal Filters

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Quick Access from Filter Menu

  1. Click the Filter icon in the toolbar
  2. Your saved personal filters appear in the dropdown
  3. Select a filter name to instantly apply all criteria

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Manage Personal Filters

View All Filters:
  • Menu > ** Manage Personal Filters**
  • See complete list of your saved filters
Rename a Filter:
  • Select the filter from the management dialog
  • Click ** Rename**
  • Enter new name and confirm
Delete a Filter:
  • Select the filter from the management dialog
  • Click ** Delete**
  • Confirm deletion
Deleted personal filters cannot be recovered. If you might need the filter criteria again, consider renaming to “Archived: <name>” instead of deleting.

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Common Personal Filter Patterns

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My Work Items

Filter ColumnCriteria
AssigneeCurrent User
StatusNot “closed”, not “rejected”

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Recent Changes

Filter ColumnCriteria
UpdatedLast 7 days

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High-Risk Items

Filter ColumnCriteria
RPN> 200
Status”open” or “analyzed”

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Review-Ready Items

Filter ColumnCriteria
Status”ready for review”
ReviewerCurrent User

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Unassigned Items

Filter ColumnCriteria
Assignee(empty)
StatusNot “rejected”

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Advanced Filtering Techniques

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Filter by Document-Level Values

To filter work items based on document properties:
  1. Ensure document attributes are exposed as columns in risksheet.json
  2. Add a column binding to the document property:
{
  "header": "Document Status",
  "bindings": "$document.status",
  "type": "string",
  "filterable": true
}
  1. Apply filter to the document property column
  2. Save as personal filter for quick access

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Combine with Query Configuration

Personal filters work in addition to the base query configured in risksheet.json. The effective filter is: 
Final Result = Base Query (from config) AND Personal Filter (from user)
Example:
  • Base query: type:risk AND project.id:MyProject
  • Personal filter: status:open AND severity:>5
  • Effective query: Shows only open, high-severity risks from MyProject
Configure the base query to scope RISKSHEET to relevant work items (project, type, document). Use personal filters to narrow results based on your current task (assignee, status, priority).

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Troubleshooting

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Filter Doesn’t Appear in Dropdown

Personal filters are stored per-user in Polarion preferences. If filters don’t appear:
  • Verify you’re logged in as the same user who created the filter
  • Check browser console for permission errors
  • Clear browser cache and reload RISKSHEET

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Filter Returns No Results

If a previously-working filter returns zero rows:
  • Verify filter criteria still match existing data (enum values may have changed)
  • Check if base query configuration has changed to exclude items
  • Temporarily remove filter criteria one-by-one to identify the restrictive condition

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Can’t Save Filter (Permission Error)

Personal filter storage requires write access to user preferences:
  • Verify you have a valid Polarion user account (not guest)
  • Check with administrator if user preference storage is enabled
  • Ensure you’re not in a read-only project context

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Verification

You should now see:
  • Applied filter criteria reflected in the grid (filtered row count)
  • Personal filter name appearing in the Filter dropdown menu
  • Ability to switch between filters instantly
  • Saved filters persisting across browser sessions and RISKSHEET reloads

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See also

Support TicketsSource Code
  • TextEditor.ts
  • AppConfig.ts
  • SuggestionServlet.java
  • CommandFactory.ts
  • ResultFilter.java