Basic PDF Export
- Open your RISKSHEET document in Polarion
- Click the Export button in the toolbar
- Select Export to PDF
- The browser downloads a PDF file named after your document
- Landscape A4 orientation for maximum column visibility
- 26pt margins on all sides
- Automatic row height calculation based on content
- Preserved styling including background colors, text colors, and borders
How Column Types Render in PDF
Column types export with specific formatting:| Column Type | PDF Rendering | Notes |
|---|---|---|
| Boolean | Text: true or false | Checkboxes become text |
| Item Link | Plain text link label | Hyperlinks not preserved |
| Server-Rendered | Plain text with <li> → newlines | HTML tags stripped |
| Multi-Item Link | Newline-separated list, * for new items | JSON parsed and formatted |
| Multi-Enum | Enum names (not IDs) | Resolves via config.enums |
PDF Export Flow
Customize PDF Export with Scripts
For advanced PDF layouts, attach arisksheetPdfExport.vm Velocity template to your document:
- Create a file named
risksheetPdfExport.vm - Write Velocity/JavaScript code using the PDF export API
- Attach the file to your RISKSHEET document in Polarion
- Export to PDF – your script controls the output
exporter– PDF generation utilitiesPDFExportandGridPDF– layout classesdoc– current Polarion document objectconfig– RISKSHEET configuration (enums, ratings, formulas)isInCompare,compareRevision,currentRevision– baseline comparison statepdfExportMacros.vm– helper macros for common PDF operations
Hide Columns During Export
You can selectively hide columns in the PDF without removing them from your view: Option 1: Use Saved Views- Create a saved view with only export-relevant columns visible
- Apply the view before exporting
- Export to PDF
- Switch back to your working view
risksheetPdfExport.vm script:
If you use calculated columns that auto-populate description or title fields, those formula columns must be visible when the sheet loads. Formulas only execute on visible columns. Use saved views to hide them after the sheet loads but before export.
Pagination and Multi-Page Content
PDF exports automatically paginate content:- Page breaks occur when content exceeds page height
- Header rows repeat on continuation pages for context
- Row height adjusts automatically to fit cell content
Verify the Export
Open the downloaded PDF file. You should see:- Landscape A4 layout with all visible columns
- Row headers showing work item IDs
- Cell background and text colors preserved
- Automatic pagination with repeated headers
- Readable text without excessive truncation
risksheetPdfExport.vm script for baseline filtering configuration. See PDF Export API for details.
See Also
- Customize PDF Export Scripts - Advanced Velocity scripting for PDF layout
- Add Multi-Page Images to PDF - Include diagrams and visuals
- Control Column Visibility in Exports - Manage which columns export
- PDF Export API - Complete API reference for scripting
- Export to Excel - Alternative export format
- Export Performance Issues - Troubleshoot slow PDF generation