Use Project Templates

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Standard Project Templates

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Step 1: Create a Template Document

1. Navigate to the space where you want to store templates (e.g., Risks/)
2. Create a new LiveDoc with your desired document type (e.g., riskSpecification)
3. Name it descriptively (e.g., “FMEA Template” or “HARA Template”)
4. Configure the RISKSHEET as needed (columns, data types, risk matrices, etc.)

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Step 2: Configure the Template Field

1. Open Administration > Documents & Pages > Document Custom Fields
2. Select your document type (e.g., Risk Specification)
3. Ensure the templateDoc field exists with type Enum:Document
4. Open your template document
5. In Document Properties, set templateDoc to the path of itself (e.g., Risks/FMEA Template)

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Step 3: Register the Template Path

1. Navigate to Administration > Configuration Properties
2. Add or update the property:

nextedy.risksheet.risksheetTemplatePath=Risks/FMEA Template

nextedy.risksheet.risksheetTemplatePath=Risks/FMEA Template,Risks/HARA Template,Risks/STRIDE Template

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Step 4: Create Documents from Templates

1. Open the Risksheet topic from the Polarion sidebar
2. Click + New Blank Document
3. Select your template from the list
4. Enter a document name and location
5. Click Create

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Global Templates (Cross-Project)

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Step 1: Create a Global Template Project

1. Create a Polarion project dedicated to templates (e.g., GlobalLibrary)
2. In this project, create your RISKSHEET template documents
3. Critical difference: Change the templateDoc field type to STRING (not Enum:Document):
   • Administration > Documents & Pages > Document Custom Fields
   • Select your document type
   • Change templateDoc type from Enum:Document to STRING

4. Set the templateDoc property using the format PROJECTID:path:

GlobalLibrary:Risks/FMEA Template

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Step 2: Configure Target Projects

1. In each project that will use the global template, change the templateDoc field type to STRING
2. Add the configuration property pointing to the global template:

nextedy.risksheet.risksheetTemplatePath=GlobalLibrary:Risks/FMEA Template

nextedy.risksheet.risksheetTemplatePath=GlobalLibrary:Risks/FMEA Template,GlobalLibrary:Risks/HARA Template

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Step 3: Verify Global Template Access

1. Open the Risksheet topic in a target project
2. Click + New Blank Document
3. You should see templates from the GlobalLibrary project
4. Create a document and open Configuration (gear icon)
5. The configuration editor should indicate it’s loading from another project

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Template Selection Flow

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Verify the Setup

1. Open the Risksheet topic
2. Click + New Blank Document
3. You should see your configured templates in the selection list
4. Create a document and verify it inherits the expected configuration

1. Verify the template appears in projects other than the GlobalLibrary project
2. Create a document from the global template
3. Open Configuration and confirm it shows the source project in the title (e.g., “Configuration from GlobalLibrary”)

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See Also

• Set Up Global Templates - Detailed global template configuration
• Configure Template Paths - Template path property reference
• Override Template Configuration - Document-specific configuration overrides
• Add RISKSHEET to Existing Project - Project setup guide
• Risksheet.json Format - Configuration file structure