Configure Remove/Delete Actions - Nextedy Documentation

Step 1: Choose a Remove Strategy

The dataTypes.risk.removeStrategy property determines what happens when a user removes a risk item from the grid. The default strategy is delete, which permanently removes the work item:

{
  "dataTypes": {
    "risk": {
      "type": "fmeaRisk",
      "role": "has_risk",
      "removeStrategy": "delete"
    }
  }
}

Strategy	Behavior	Recoverable
`delete`	Permanently deletes the Polarion work item	No
Status-based	Transitions item to a rejected status, hiding it from the grid	Yes

For regulated environments where traceability requires preserving all risk items (e.g., ISO 26262, ISO 14971), the status-based approach is recommended.

Step 2: Configure Status-Based Soft Delete

Configure the rejected status properties to implement soft delete. This hides the item from Risksheet by transitioning it to a specific workflow state:

{
  "dataTypes": {
    "risk": {
      "type": "fmeaRisk",
      "role": "has_risk",
      "rejectedAction": "reject",
      "rejectedStatus": "rejected",
      "rejectedResolution": "invalid"
    }
  }
}

Property	Default	Description
`rejectedAction`	`reject`	Workflow action to execute when removing the item
`rejectedStatus`	`rejected`	Target status value after the action executes
`rejectedResolution`	`invalid`	Resolution value set on the work item

When a user removes a risk item with this configuration, Risksheet executes the workflow action, setting the item’s status and resolution. Items in the rejectedStatus are automatically filtered from the grid view.

The rejectedAction must correspond to a valid workflow action available from the item’s current state. If the action does not exist or is not reachable, the removal fails with a “No rejected action found” error. Verify the workflow configuration in Polarion’s workflow editor.

Work items imported via the Polarion XLSX importer may fail to delete even when manually created items delete without error. The “No rejected action found” error indicates a workflow mismatch specific to imported items. Verify that the rejectedAction is available from the workflow state assigned to imported work items.

Step 3: Verify Workflow Configuration

Ensure your Polarion work item workflow supports the configured transition:

Open the Polarion workflow editor for your risk work item type
Verify that the reject action (or your configured rejectedAction) is available from all active states
Confirm the action transitions to the rejected status (or your configured rejectedStatus)
Ensure the rejected status allows the configured resolution value

The Polarion resolution field cannot be directly displayed or edited in the Risksheet grid. Use rejectedAction, rejectedStatus, and rejectedResolution in the dataTypes configuration to handle rejection automatically through the workflow.

Risksheet does not support electronic signatures for rejection workflows due to Polarion API limitations. If your process requires signatures when rejecting items, split the rejection into a Risksheet action (without signature) and a separate Polarion workflow action (with signature) performed outside Risksheet.

Step 4: Configure Task Removal Behavior

Downstream task items have their own removal logic with two distinct behaviors depending on whether the risk item has single or multiple tasks:

Multiple tasks: the task row is deleted from the grid, and the link relationship is removed
Single task: the task fields are cleared from the row, but the risk item row is preserved

All task removal operations are fully undoable through the undo function.

Set downstreamReadonly to true to prevent users from removing downstream task items. Tasks with the read-only flag set are also protected from removal regardless of other settings.

Step 5: Restrict Item Creation

To prevent users from creating new items directly in Risksheet (ensuring all required fields are filled in Polarion):

Set showInMenu to false on the data type to remove the creation button from the toolbar
Set canCreate to false on individual column configurations to allow linking existing items only

{
  "dataTypes": {
    "risk": {
      "type": "fmeaRisk",
      "showInMenu": false
    }
  },
  "columns": [
    {
      "binding": "linkedReq",
      "type": "itemLink",
      "canCreate": false
    }
  ]
}

The toolbar delete button removes the entire row from the grid. To clear only a cell’s content without removing the row, use the keyboard Delete key instead.

Verification

After saving your configuration:

Open a Risksheet document with risk items
Right-click on a risk item to open the context menu
Select the remove option
For delete strategy: confirm the item is permanently removed from Polarion
For status-based strategy: confirm the item disappears from the grid but still exists in Polarion with the configured status and resolution

You should now see the configured remove behavior when deleting risk items. With status-based removal, items are hidden from Risksheet but remain as work items in Polarion — you can find them using Polarion queries that include the rejected status, and restore them by changing the status back to an active state.

​Step 1: Choose a Remove Strategy

​Step 2: Configure Status-Based Soft Delete

​Step 3: Verify Workflow Configuration

​Step 4: Configure Task Removal Behavior

​Step 5: Restrict Item Creation

​Verification

​See Also

Step 1: Choose a Remove Strategy

Step 2: Configure Status-Based Soft Delete

Step 3: Verify Workflow Configuration

Step 4: Configure Task Removal Behavior

Step 5: Restrict Item Creation

Verification

See Also