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Prerequisites

Before overriding template configuration:
  1. Ensure you have project administrator permissions (or nextedy.risksheet.disable_admin_check=true is set)
  2. Open the RISKSHEET document you want to customize
  3. Verify the document currently uses a template (visible in the Configuration Editor header)

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Switch to Document-Specific Configuration

  1. Open your RISKSHEET document
  2. Navigate to Menu > Configuration > Edit Risksheet Configuration
  3. In the configuration editor (opens in new tab since v25.5.0), look for the Override Template button in the toolbar
  4. Click Override Template to switch to document-specific configuration mode
  5. Verify the editor header now shows “Document Configuration” instead of “Template: [template-name]”
  6. Make your customizations in the editor
  7. Click Save to apply changes
Once you override the template, this document will no longer receive updates from the global template. Changes made to the template configuration will not propagate to this document. This is permanent until you revert.

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Manual Override via Attachment

Alternatively, attach a risksheet.json file directly to the document:
  1. Open the document in Polarion LiveDoc editor
  2. Add a new attachment named exactly risksheet.json
  3. Upload your custom configuration file
  4. Save the document
  5. Refresh the RISKSHEET view
The presence of a risksheet.json attachment automatically overrides template configuration.

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Configuration Loading Priority

diagram When risksheet.json exists as a document attachment, the system stops searching and uses that configuration exclusively.

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Revert to Template Configuration

To restore template synchronization:
  1. Open the Configuration Editor for your document
  2. Click Revert to Template (or similar option depending on version)
  3. Confirm the action
Reverting to template mode discards all document-specific configuration changes. This action cannot be undone. Consider downloading your document configuration first via the editor’s download button.
Alternative manual revert:
  1. Open the document in Polarion LiveDoc
  2. Delete the risksheet.json attachment
  3. Save the document
  4. Refresh the RISKSHEET view

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Common Use Cases

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Exclude Specific Documents from Template Updates

Scenario: You have 10 RISKSHEET documents using a global template, but one document needs project-specific risk matrices that shouldn’t change when the template is updated. Solution: Override the template for that single document. The other 9 documents continue to inherit template changes.

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Test Configuration Changes Before Template Rollout

Scenario: You want to test new column configurations before deploying to all documents. Solution:
  1. Override template on a test document
  2. Test your configuration changes
  3. Once validated, apply changes to the global template
  4. Optionally revert the test document back to template mode

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Multi-Project Environments with Project-Specific Customization

Scenario: You have a central template but need project-specific customizations (e.g., different task types, link roles, or workflows). Solution: Use template override for documents requiring project-specific settings. See Configure Multi-Project Setup for advanced patterns.

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Verification

After overriding template configuration, verify the change:
  1. Open the Configuration Editor
  2. Check the header shows “Document Configuration” (not “Template: …”)
  3. The templateName field in the editor should be empty or show only the document name
  4. Make a small configuration change (e.g., adjust a column width) and save
  5. Refresh the RISKSHEET view — your changes should appear immediately
  6. Verify changes to the global template do not affect this document
You can verify configuration source by checking window.risksheet.fromTemplate in browser DevTools console:
  • true = loaded from template
  • false = loaded from document attachment

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See Also

KB ArticlesSupport TicketsSource Code
  • DocumentConfigProvider.java
  • AppConfig.ts
  • RisksheetViewServlet.java
  • OpenHelpCommand.ts
  • PdfExportConfigurationService.java