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Understanding Creation vs. Loading

By default, RISKSHEET creates new items in the same document you load them from. You can override this behavior to:
  • Load items from multiple documents but create new ones in a single target document
  • Load items from a query across projects but create in a specific project and document
  • Separate read scope (what appears in autocomplete) from write scope (where new items go)
diagram

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Configure Target Document for Downstream Items

To create new downstream items (tasks, mitigations) in a specific document:
  1. Open your risksheet.json configuration file
  2. Locate the downstream dataType definition (e.g., task)
  3. Add the createInDocument property with the full document path:
"dataTypes": {
  "task": {
    "type": "riskControl",
    "role": "mitigates",
    "name": "Risk Control Measure",
    "zoomColumn": "taskTitle",
    "project": "med_library,TestRisk1",
    "query": "status:released OR status:draft",
    "createInDocument": "Risks/ControlMeasures"
  }
}
You can load items from multiple projects and documents using project, document, and query parameters, while all newly created items will go to the createInDocument location. This keeps your workspace organized.

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Configure Target Document for Upstream Items

For upstream items (hazards, requirements), configure the target in the column’s typeProperties: 
{
  "header": "Hazardous Situation",
  "type": "itemLink",
  "id": "assessedHazardousSituation",
  "typeProperties": {
    "linkRole": "assessedHazardousSituation",
    "linkTypes": "hazardousSituation",
    "project": "med_library",
    "query": "status:released",
    "createInDocument": "Risks/HazardousSituations"
  }
}
Always use the complete document path including the folder: "FolderName/DocumentName". Partial paths will fail.

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Create in Current Document

To force new items into the current RISKSHEET document (not the source document): 
"dataTypes": {
  "task": {
    "type": "task",
    "role": "mitigates",
    "createInCurrentDocument": true
  }
}
For upstream columns: 
"typeProperties": {
  "linkRole": "assessedHarm",
  "linkTypes": "harm",
  "document": "Risks/Harms",
  "createInCurrentDocument": true
}

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Multi-Project Creation Workflow

When creating items with multiple projects configured, users choose the target project and type:
StepUser ActionSystem Behavior
1Click + to create itemOpens creation dialog
2Select project dropdownShows all configured projects
3Select work item typeShows types available in selected project
4Fill item propertiesCreates item in selected project/document
If the user doesn’t select a project, RISKSHEET uses the first project in the comma-separated project list.

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Decision Matrix: Which Configuration to Use?

Scenario                          | Configuration
──────────────────────────────────┼────────────────────────────
Create in same doc as loaded      | (no config - default)
Create in current risksheet doc   | createInCurrentDocument: true
Create in specific doc            | createInDocument: "path"
Create across multiple projects   | project: "A,B" + type picker

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Verification

After configuring target document creation:
  1. Open a RISKSHEET and create a new linked item
  2. Navigate to the target document in Polarion
  3. You should see the newly created work item in the specified document, regardless of which documents you queried for loading existing items
  4. Autocomplete should still show items from all configured sources, but creation always goes to the target document
The createInDocument feature was introduced in RISKSHEET version 24.8.1. Earlier versions only support createInCurrentDocument.

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See Also

KB ArticlesSupport TicketsSource Code
  • RisksheetViewServlet.java
  • ExportToPdf.ts
  • PdfExportConfigurationService.java
  • DocumentConfigProvider.java
  • NewBaselineCommand.ts