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Define Views in Configuration

Saved views allow users to switch between predefined column layouts without manually toggling individual columns.
  1. Open the RISKSHEET Configuration Editor: Menu > Configuration > Edit Risksheet Configuration
  2. Locate or create the views section
  3. Add view definitions with column IDs:
"views": [
  {
    "name": "Potential Failures",
    "columnIds": [
      "item",
      "failureMode",
      "effect",
      "severity"
    ]
  },
  {
    "name": "No Mitigations",
    "columnIds": [
      "@all",
      "-task",
      "-taskTitle",
      "-taskStatus"
    ]
  }
]
  1. Save the configuration
  2. Reload the RISKSHEET page

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View Definition Syntax

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Show Specific Columns Only

List exact column IDs to display: 
{
  "name": "Risk Assessment",
  "columnIds": [
    "systemItemId",
    "failureMode",
    "sev",
    "occ",
    "det",
    "rpn"
  ]
}

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Show All Except Specific Columns

Use @all to include all columns, then exclude specific ones with - prefix: 
{
  "name": "Export View",
  "columnIds": [
    "@all",
    "-formulaColumn",
    "-internalNotes"
  ]
}
Use saved views to hide formula columns or internal fields before PDF/Excel export. Formula calculations run on page load even if columns are hidden, so computed values remain available.

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Column Visibility Patterns

diagram

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Set Default View

Starting with version 24.1.0, specify which view loads automatically when opening a RISKSHEET.

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Static Default

Add defaultView: true to the desired view: 
"views": [
  {
    "name": "Standard View",
    "defaultView": true,
    "columnIds": ["@all"]
  },
  {
    "name": "Export View",
    "columnIds": ["@all", "-task"]
  }
]

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Dynamic Default Based on User Role

Use Velocity scripting in the top panel template (risksheetTopPanel.vm): 
<script>
#foreach($r in $securityService.getRolesForUser($securityService.getCurrentUser()))
  #if($r.equals("admin"))
    risksheet.appConfig.views[1].defaultView = true;
  #end
#end
</script>
This example sets the second view as default for users with the admin role.

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Dynamic Default Based on Document Metadata

<script>
#if($document.customFields.documentType == "DFMEA")
  risksheet.appConfig.views[0].defaultView = true;
#elseif($document.customFields.documentType == "PFMEA")
  risksheet.appConfig.views[1].defaultView = true;
#end
</script>
Saved views are admin-defined and shared across all users. Personal filter settings (available in the filter panel) are user-specific and saved in browser local storage. Use saved views for standardized layouts; use personal filters for individual query preferences.

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Select Views from the Interface

Once configured, users can switch views:
  1. Open the RISKSHEET document
  2. Click the View dropdown in the toolbar (or Menu > Select View)
  3. Choose the desired view from the list
  4. The spreadsheet refreshes to show only the configured columns

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Use Cases for Saved Views

View NamePurposeColumn Strategy
Review ViewFocus on review status and commentsShow only status, reviewer, comments columns
Export ViewClean data for external sharingHide formulas, internal notes, system fields
Risk AnalysisCore FMEA parameters onlyShow severity, occurrence, detection, RPN
TraceabilityUpstream and downstream linksShow item links, requirements, tasks
Admin ViewFull visibility for configurationShow all columns including hidden/debug fields
Formulas execute on page load for all columns, even if hidden by saved views. This ensures calculated fields (titles, descriptions, RPN values) are available for display or export without requiring formula columns to be visible.

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Alternative: Select Visible Columns

For ad-hoc column visibility without pre-configured views:
  1. Click Menu > Select Visible Table Columns
  2. Check or uncheck columns in the dialog
  3. Click Apply
This approach is useful for one-time adjustments but does not persist across sessions or users.
  • Saved Views: Standardized layouts for recurring tasks, shared team workflows, or export templates
  • Select Visible Columns: Personal exploration, debugging, or one-time column adjustments
  • Personal Filters: User-specific query criteria (stored in local storage, not configuration)

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Verification

After creating saved views:
  1. Reload the RISKSHEET page
  2. Open the View dropdown in the toolbar
  3. You should now see your configured view names listed
  4. Select a view and confirm only the specified columns appear in the grid

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See Also

KB ArticlesSupport TicketsSource Code
  • AppConfig.ts
  • CommandFactory.ts