How-To Guides

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Column Configuration

Column Configuration — Add, configure, and customize columns in the Risksheet grid

• Add a Basic Column — Add a standard data column to your risksheet
• Add Assignee Column — Display and edit work item assignees
• Configure Calculated Columns — Set up formula-based columns like RPN
• Configure Upstream Traceability Columns — Link risk items to requirements
• Configure Downstream Traceability Columns — Show mitigation tasks and controls
• Show Multiple Linked Items — Display multiple linked work items in a single column
• Enable Editing of Upstream Columns — Override read-only on upstream columns
• Consolidate Multiple Link Columns — Merge link columns into one
• Render Custom Data — Use custom data rendering in columns
• Customize Link Rendering — Control how linked items are displayed
• Display Sub-Columns — Show sub-columns for multi-item link columns
• Configure Column Sorting — Set default sort order
• Create Clickable Links — Add hyperlink columns
• Enable Conditional Linking — Link items based on conditions
• Configure Date Fields — Set up date and time columns
• Control Column Visibility — Show and hide columns
• Display Multi-Level Hierarchies — Configure nested level display
• Configure Enum Columns — Set up dropdown selection columns
• Configure Multi-Enum Columns — Set up multi-select dropdown columns
• Work with Rich Text Fields — Configure rich text editing

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Styling and Formatting

Styling and Formatting — Customize the visual appearance of the grid

• Configure Cell Styles — Apply custom CSS styles to cells
• Configure Row Header Styles — Customize row header appearance
• Add Header Tooltips — Add descriptive tooltips to column headers
• Apply Conditional Formatting — Color cells based on values
• Configure Item Colors — Set item-level color coding

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Configuration Management

Configuration Management — Manage risksheet.json files and templates

• Use the Configuration Editor — Edit configuration through the UI
• Find Configuration Files — Locate risksheet.json attachments
• Set Up Global Templates — Create shared configuration templates
• Configure Multi-Project Setup — Share configuration across projects
• Configure Template Paths — Set document creation paths
• Override Template Configuration — Override inherited settings

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Customization

Customization — Personalize the Risksheet interface

• Customize the Top Panel — Add custom buttons and UI elements
• Customize the Context Menu — Add custom right-click actions
• Create Saved Views — Define column visibility presets
• Configure Dropdown Categories — Organize dropdown options
• Create Custom Renderers — Build custom cell renderers
• Configure Column Visibility — Control per-user column display

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Risk Management

Risk Management — Configure FMEA, HARA, STRIDE, and other risk workflows

• Configure Multiple Risk Types — Support multiple risk item types
• Set Up Risk Matrices — Configure severity/occurrence matrices
• Configure Downstream Tasks — Set up mitigation task linking
• Configure Multiple Downstream Types — Support multiple task types
• Configure Remove/Delete Actions — Control risk item removal
• Implement STRIDE Analysis — Set up cybersecurity risk analysis
• Configure FMEA Workflows — Set up Failure Mode and Effects Analysis
• Configure HARA Workflows — Set up Hazard Analysis and Risk Assessment
• Set Up Action Priority Matrix — Configure action prioritization

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Review Management

Review Management — Set up and manage risk review workflows

• Set Up Review Process — Choose and configure a review strategy
• Configure Comment-Based Reviews — Use Polarion comments for reviews
• Configure Approval-Based Reviews — Use approval workflows
• Configure Work Item-Based Reviews — Create review work items
• Manage Cross-Project Reviews — Review across project boundaries

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Export

Export — Export risk data to Excel and PDF

• Export to Excel — Generate formatted Excel exports
• Export to PDF — Generate PDF reports
• Customize PDF Export Scripts — Write custom export templates
• Add Multi-Page Images to PDF — Handle images across PDF pages
• Control Column Visibility in Exports — Configure export column sets

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Integration

Integration — Integrate Risksheet with Polarion features

• Embed Risksheet in LiveDoc — Render in LiveDoc pages
• Navigate to Risksheet from LiveDoc — Open from LiveDoc context
• Open Nested Risksheets — Navigate between risksheets
• Work with Branched Documents — Support branched work items
• Use Project Templates — Install and use templates
• Configure Variant Management — Manage product variants
• Work with Collections — Use Polarion collections

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Licensing

Licensing — Manage Risksheet licenses and users

• Understand License Types — Server users vs. active users
• Choose License Tier — Select the right license
• Assign Active Users — Configure edit access
• Manage User Groups — Administer user groups

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Administration

Administration — Install, update, and administer Risksheet

• Update Risksheet — Apply version updates
• Configure Permissions — Set up access controls
• Add Risksheet to Existing Project — Install in existing projects
• Troubleshoot Administration Issues — Resolve admin problems

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Advanced Configuration

Advanced Configuration — Advanced features and configuration patterns

• Configure Queries — Write custom Lucene queries
• Use Query Factory — Dynamic query filtering
• Configure Dependent Enums — Cascading dropdown options
• Configure Multi-Select Enums — Multi-select dropdowns
• Work with Formulas and Hidden Columns — Hidden formula columns
• Create Personal Filters — User-specific filters
• Configure Target Document Creation — Control document creation
• Perform Bulk Editing — Edit multiple items at once
• Configure Cross-Project Linking — Link across projects
• Manage Cross-Project Resources — Share resources
• Use Undo and Redo — Revert and reapply changes

Sources

Support Tickets

• #6690