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Prerequisites

  • You have administrator privileges for the Polarion project (canAdmin must be true)
  • The Risksheet document is open in your browser
  • You are viewing the current revision (not a historical baseline), since configuration editing is disabled in read-only mode
If you see a read-only view or the configuration option is not available, contact your project administrator. Modifying Risksheet configuration requires the Admin role for the project.

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Step 1: Open the Configuration Editor

  1. Open your Risksheet document in Polarion.
  2. Click the Menu button in the Risksheet toolbar.
  3. Select Configuration from the dropdown menu.
  4. The configuration editor opens in a new browser window with the project and document context automatically loaded.
The editor URL follows this pattern: 
<base-url>/risksheet/configuration/?project=<projectId>&document=<documentId>&type=<section>
The type parameter determines which section of the configuration opens first. Valid values include columns, settings, and levels.

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Step 2: Navigate Editor Sections

The configuration editor organizes your risksheet.json into the following sections:
SectionWhat You Can Edit
ColumnsColumn definitions: binding, type, header, width, visibility, ordering
LevelsHierarchical level definitions, control columns, and menu visibility
Data TypesRisk and task work item types, link roles, query factories
Global SettingsCulture/locale (global.culture), help URL, refresh behavior
FormulasNamed JavaScript formula definitions for calculated columns
StylesCSS class definitions for conditional cell formatting
Cell DecoratorsConditional formatting logic that maps cell values to style classes
EnumsEnumeration options for dropdown columns
RatingsRisk rating scales for severity, occurrence, and detection parameters
ViewsSaved column visibility presets
ReviewsReview workflow configuration (reviews.reviewManager)

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Step 3: Edit and Save Configuration

  1. Navigate to the appropriate section in the editor.
  2. Locate the property you want to modify.
  3. Make your changes in the editor form fields.
  4. Click Save to apply the changes.
The editor writes the updated configuration back to the risksheet.json attachment on the document. After saving, the editor redirects you back to the document view where the Risksheet grid reloads with the new settings.
Configuration Editor Workflow
Open Document Open Editor Edit & Save Grid Reloads
Risksheet--->Menu >--->Modify JSON--->New settings
view loadedConfigurationvia formsactive
v
Updates risksheet.json
attachment on document

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Template vs. Document Configuration

When you open the editor, Risksheet determines whether the current configuration comes from a global template or a document-specific attachment:
  • Template-linked configuration — The editor shows the inherited template configuration. Changes update the template and affect all documents that inherit from it.
  • Document-specific configuration — The editor shows the configuration attached directly to the current document. Changes affect only this document.
Check the source and templateName properties in the configuration metadata. If templateName is populated, the configuration is inherited from a template.
To create a document-specific configuration that is independent of the global template, see Override Template Configuration.

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Copy Configuration from a Template

To apply a different template’s configuration to the current document:
  1. Open the configuration editor.
  2. Select the source template you want to copy from.
  3. Save the configuration with the scope set to indicate a template copy.
This replaces the document’s current risksheet.json with a copy of the selected template’s configuration.

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Common Configuration Tasks

TaskEditor SectionKey Properties
Add a new columnColumnsbinding, header, type, level
Change risk item typeData TypesdataTypes.risk.type, dataTypes.risk.role
Set up severity scaleRatingsratings with id, name, description
Enable review workflowReviewsreviews.reviewManager
Define calculated fieldFormulasformulas.<name> with JavaScript function
Set default sort orderGlobal SettingssortBy array with column IDs
Customize help URLGlobal Settingsglobal.help

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Troubleshooting

  • “Error while reading configuration” — The risksheet.json file may contain invalid JSON syntax. Download the attachment from Polarion and validate it with a JSON linter.
  • Editor opens but shows empty fields — Verify that you have read access to the project where the template configuration is stored.
  • Browser console errors during editing — Check the browser console on non-Risksheet Polarion pages first. Some errors (such as “Uncaught Positive number expected”) may originate from Polarion itself rather than from the Risksheet configuration.

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Verification

After saving your configuration changes and returning to the document view, you should now see the Risksheet grid displaying the updated settings. If the grid does not reflect your changes, try a hard refresh of the browser page.

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See Also

KB ArticlesSupport TicketsSource Code
  • ShowConfigurationCommand.ts
  • CellEditorFormatter.ts
  • RisksheetViewServlet.java
  • AppConfigParser.ts
  • AppConfig.ts