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Prerequisites

  • You have administrator privileges for the Polarion project (the configuration option appears only when your account is authorized to edit Risksheet configuration)
  • 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. Authorization is managed through standard Polarion roles — Risksheet does not maintain its own permission store.
1

Open the Configuration Editor

  1. Open your Risksheet document in Polarion.
  2. Click the Menu button in the Risksheet grid toolbar.
  3. Hover Configuration to open its submenu, then choose Edit Risksheet Configuration
  4. The full path is Menu → Configuration → Edit Risksheet Configuration
Menu > Configuration > Edit Risksheet Configuration, the recommended built-in path to the editor
  1. The configuration editor opens in a new browser window with the project and document context automatically loaded.
The configuration editor opening in a new tab in YAML mode, with syntax highlighting and history
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.
2

Navigate Editor Sections

The configuration editor organizes your sheet configuration into the following sections:
SectionWhat You Can Edit
ColumnsColumn definitions: bindings, type, header, width, level, visibility, ordering
LevelsLevel definitions: name, controlColumn, zoomColumn for the visual cell-merging hierarchy
Data TypesRisk and task work item type definitions (dataTypes.risk, dataTypes.task) and link roles
Global SettingsCulture/locale (global.culture), help URL, refresh behavior, default sort
FormulasNamed JavaScript formula functions for calculated columns
StylesCSS class definitions referenced by cell decorators
Cell DecoratorsConditional formatting functions that map cell values to CSS classes
ViewsSaved column visibility presets (columnIds, defaultView, @all)
ReviewsReview workflow configuration (reviews.reviewManager)
Query FactoriesNamed Lucene query functions used by itemLink autocomplete (advanced)
Risk severity, occurrence, and detection scales — as well as any dropdown options — are not defined inside the sheet configuration. They are managed as standard Polarion enumerations under Administration > Enumerations, and referenced from columns using type: rating:<enumId> or type: enum:<enumId>. The editor does not contain a separate “Ratings” or “Enums” tab.
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, or switch to the YAML view (v25.5.0+) for structural edits.
  4. Click Save to apply the changes.

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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.
The editor displays the source clearly at the top of the screen. If a template is in use, its name appears as the source label.
To create a document-specific configuration that is independent of the global template, see Override Template Configuration.

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Common Configuration Tasks

TaskEditor SectionKey Properties
Add a new columnColumnsbindings, header, type, level
Change risk item typeData TypesdataTypes.risk.type
Use a severity/occurrence scaleColumnstype: rating:<enumId>, bindings: <fieldId> (enum defined in Polarion)
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
Save a column presetViewscolumnIds, defaultView, @all, -<columnId> to exclude

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Troubleshooting

  • “Error while reading configuration” — The sheet configuration may contain a syntax error. Switch to the YAML view (v25.5.0+) to see error highlighting, or download the attachment and validate it externally.
  • 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.
  • My changes did not take effect — Confirm that you saved the configuration and that you are viewing the current revision, not a baseline. A hard refresh of the browser page forces the grid to reload from the latest configuration.

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Verification

After saving your configuration changes and returning to the document view, the Risksheet grid should display the updated settings. All changes are stored in Polarion and tracked under the standard Polarion document history — Risksheet does not maintain a separate change log.

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See Also

Last modified on July 10, 2026