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Step 1: Define the Task Data Type

In the dataTypes section of risksheet.json, configure the downstream item type: 
{
  "dataTypes": {
    "task": {
      "type": "mitigationAction",
      "role": "mitigates",
      "showInMenu": true,
      "name": "Mitigation"
    }
  }
}
PropertyDescription
typePolarion work item type for downstream items
roleLink role connecting the risk item to the downstream item
showInMenuControls whether the item creation option appears in menus (default: true)
nameDisplay name shown in menus and context actions

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Step 2: Add Downstream Columns

Add columns that bind to downstream task properties using the task. binding prefix: 
{
  "columns": [
    {
      "id": "taskId",
      "binding": "task",
      "header": "Mitigation",
      "type": "taskLink",
      "width": 120
    },
    {
      "id": "taskTitle",
      "binding": "task.title",
      "header": "Action Title",
      "width": 250
    },
    {
      "id": "taskStatus",
      "binding": "task.status",
      "header": "Status",
      "type": "workflow",
      "width": 100
    }
  ]
}

{
  "downstreamReadonly": true
}
Set canCreate to false on the taskLink column to allow linking existing tasks but prevent creating new ones from the grid. The default is true for link columns.

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Step 4: Filter Downstream Items

Downstream items are automatically filtered by the configured type in dataTypes.task. Only work items matching this type appear as downstream items. To apply additional query-based filtering, configure a custom query in the task data type: 
{
  "dataTypes": {
    "task": {
      "type": "mitigationAction",
      "role": "mitigates",
      "query": "NOT status:closed"
    }
  }
}
Custom query filtering on tasks is controlled by the nextedy.risksheet.applyQueryOnTasks project property. When set to true (default), the query further filters which tasks are shown.

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Step 5: Load Tasks from a Document

To retrieve downstream tasks from a specific document location instead of work item links, configure the loadTasksFromDocument property in the task data type: 
{
  "dataTypes": {
    "task": {
      "type": "mitigationAction",
      "role": "mitigates",
      "loadTasksFromDocument": "Mitigations/Mitigation Plan"
    }
  }
}
This is useful when tasks are organized in a separate LiveDoc document rather than linked directly to risk items.
Downstream tasks are always sorted by local ID in ascending order (e.g., MIT-1, MIT-2, MIT-10), regardless of link creation order. This provides a predictable display across sessions.

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Verification

Save the configuration and reload your Risksheet. You should now see the downstream columns in the grid. Right-click on a risk item row and select the option to create a new mitigation task. The new task should appear in the downstream columns linked to the risk item.

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See Also