Configure Downstream Traceability Columns

Define the Task Data Type

The mitigations section of a Nextedy RISKSHEET showing downstream tasks linked to risk items

Downstream mitigation tasks displayed against their parent risk items

In the dataTypes section of the sheet configuration, configure the downstream item type. Provide the work item type, the link role, a display name for menus and toolbars, and the column used for zoom navigation after task creation:

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation
    zoomColumn: taskTitle

Property	Description
`type`	Polarion work item type for downstream items. Since v25.3.1, comma-separated values are supported for multiple types.
`role`	Link role connecting the risk item to the downstream item (for example, `mitigates`).
`name`	Display name shown in toolbar and context menus (for example, “Mitigation”, “Safety Requirement”).
`zoomColumn`	Column ID that receives focus when the user zooms into a newly created task.

Consolidating multiple downstream task and control work item types into a single column via a comma-separated type

Add Downstream Columns

Add columns that bind to downstream task properties using the task. binding prefix. The link column itself uses type: taskLink; additional columns display task fields read-only via dotted bindings such as task.title or task.status:

columns:
  - id: taskId
    bindings: task
    header: Mitigation
    type: taskLink
    width: 120
  - id: taskTitle
    bindings: task.title
    header: Action Title
    width: 250
  - id: taskStatus
    bindings: task.status
    header: Status
    width: 100

Downstream task columns (task link, title, status) shown against their parent risk items in the Risksheet grid

The task.status binding displays the Polarion workflow status field as plain text. Risksheet does not have a dedicated workflow column type — status data is shown through standard bindings on the underlying field.

Set canCreate: 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. To disable task creation globally across all link columns, set canCreate: false on dataTypes.task instead.

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 Lucene-based filtering, configure the query property on the task data type:

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation
    zoomColumn: taskTitle
    query: "NOT status:closed"

The query is applied to task loading when the nextedy.risksheet.applyQueryOnTasks project property is set to true (default).

Scope Tasks to a Specific Document

To restrict downstream tasks to a specific LiveDoc document path, configure the document property on the task data type. This is the recommended pattern when tasks are organized in a dedicated mitigation plan or risk control document rather than scattered across the project:

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation
    zoomColumn: taskTitle
    document: Risks/Mitigation Plan

When document is set, only tasks living in that document are loaded and displayed in the grid. The path uses the Polarion space and document name (for example, Risks/FHA-SYS-001).

Load Tasks From Multiple Projects

To load downstream tasks from projects other than the current one, use either project (single project) or projects (multi-project, v23.7.0+):

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation
    zoomColumn: taskTitle
    projects:
      - SharedMitigations
      - QualityControls

Use project when all tasks live in a single project, and projects when they may originate from several projects (for example, a shared library plus a project-specific repository).

Control Where New Tasks Are Created

By default, new tasks created from the grid are added wherever the configured role link points. Two properties let you target task creation explicitly:

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation
    zoomColumn: taskTitle
    createInCurrentDocument: true
    createInDocument: Risks/Mitigation Plan

Property	Version	Description
`createInCurrentDocument`	All versions	When `true`, new tasks are inserted into the document that holds the current risksheet.
`createInDocument`	v24.8.1+	Target document path for new task creation (for example, `Risks/Mitigation Plan`). Useful when mitigations must be collected in a dedicated document regardless of where the risk item lives.

The new-task dialog where you choose the target project and work item type for a downstream task

Downstream tasks are always sorted by local ID in ascending order (for example, MIT-1, MIT-2, MIT-10), regardless of link creation order. This provides a predictable display across sessions.

Verification

Save the sheet configuration and reload your Risksheet. You should see the downstream columns in the grid. Right-click 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. If you configured document, projects, or query, verify that only matching tasks are loaded.

​Verification

​See Also

Verification

See Also