Task Link Columns

Column Definition Properties

Core Properties

Property	Type	Default	Description
`bindings`	`string`	Required	Polarion field ID used to store the task link reference. This field stores the task work item identifier.
`type`	`string`	Auto-detected	Must be `taskLink` for task link columns. Auto-detected from the Polarion field type if not specified. Since v25.3.1, multiple types may be specified as a comma-separated list.
`header`	`string`	Required	Display text shown in the column header.
`id`	`string`	Auto-generated	Unique identifier for the column. Auto-generated from `header` or `bindings` if not specified.
`width`	`number`	See application	Column width in pixels.
`level`	`number`	Not set for task columns	Hierarchical level at which this column appears. Task-level columns typically do not have a level assigned.
`readOnly`	`boolean`	`false`	Controls whether the column is editable. Automatically set to `true` for formula columns and when permissions deny modification.
`filterable`	`boolean`	`true`	Controls whether users can filter the grid by values in this column.
`canCreate`	`boolean`	`true`	Column-level toggle controlling whether users can create new task items directly from the cell editor. When `false`, users can only link to or unlink existing items — no inline creation. Applies to `itemLink`, `multiItemLink`, and `taskLink` columns.

Binding Patterns

Task link columns and their nested task attribute columns use three binding patterns:

Pattern	Example	Description
`fieldId`	`bindings: mitigationTaskId`	Direct field on the risk work item (used by the task link column itself).
`linkedItem.fieldId`	`bindings: task.title`	Field on the linked task item, displayed read-only in a task attribute column.
`linkedItem.$item`	`bindings: task.$item`	Entire linked task object, exposed to a `serverRender` Velocity template via `$item.fields()` for custom rendering.

Link Field Convention

Every task link column has an associated link field identified by appending _link to the binding name. This _link suffix field stores the hyperlink URL to the linked work item:

Field	Purpose	Example
`taskId`	Stores the task work item identifier	`MIT-015`
`taskId_link`	Stores the hyperlink reference to the task	Polarion work item URL

When a new task is created, Nextedy RISKSHEET automatically sets both the taskColumn value and the taskColumn_link field to maintain synchronized references.

Task Data Type Configuration

Task link columns depend on the dataTypes.task configuration in the sheet configuration. This section defines the work item type, link role, display name, navigation behavior, document scope, and filtering for all task-related operations.

Core Task Properties

Property	Type	Default	Description
`dataTypes.task.type`	`string`	None	Polarion work item type for tasks (e.g., `action`, `mitigationTask`). Since v25.3.1, a comma-separated list of multiple types is supported. Evaluated through expression evaluation for dynamic values.
`dataTypes.task.role`	`string`	None	Link role used when creating relationships between risk items and tasks. Evaluated through expression evaluation.
`dataTypes.task.name`	`string`	`"Task"`	Display name for the task type shown in the toolbar, context menus, and UI labels (e.g., `"Mitigation Action"`, `"Safety Requirement"`).
`dataTypes.task.zoomColumn`	`string`	None	Column ID that receives focus after a new task is created and serves as the target for task-level zoom/drill-down navigation.
`dataTypes.task.document`	`string`	None	Restricts loaded task items to a specific LiveDoc path (e.g., `Risks/FHA-SYS-001`). Useful when tasks live in a dedicated downstream document.
`dataTypes.task.query`	`string`	None	Lucene query used to further filter retrieved task items.
`dataTypes.task.canCreate`	`boolean`	`true`	Task-level toggle that globally enables or disables task creation. When `false`, users cannot create any new task items — they can only link to existing tasks from all `itemLink`, `multiItemLink`, and `taskLink` columns bound to this task type.
`dataTypes.task.linkToRisksheet`	`boolean`	`false`	When `true`, the task link column becomes a clickable hyperlink that navigates to the downstream risksheet specified by `dataTypes.task.document`. Enables subsheet (master-detail) navigation.

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation Action
    zoomColumn: taskTitle
    document: Risks/Mitigation Plan
    query: status:open

Two-Level `canCreate` Control

canCreate operates at two independent levels and both must permit creation for users to add new items inline:

Scope	Property	Effect
Global (task type)	`dataTypes.task.canCreate`	When `false`, disables creation of new tasks across every column bound to this task type. Users may still link existing tasks.
Per column	`column.canCreate`	When `false`, disables inline creation for a single `itemLink`, `multiItemLink`, or `taskLink` column.

A common regulated-industry pattern combines both: dataTypes.task.canCreate: false together with per-column canCreate: false on link columns forces users to pick tasks from a curated library rather than create new ones inline.

Task Creation Target Document

Property	Type	Default	Version	Description
`dataTypes.task.createInCurrentDocument`	`boolean`	`false`	All versions	When `true`, new task work items are created inside the current LiveDoc.
`dataTypes.task.createInDocument`	`string`	None	v24.8.1+	Target LiveDoc path where newly created tasks are placed (e.g., `Risks/Mitigation Plan`). Overrides `createInCurrentDocument`.

Single vs. Multi-Project Configuration

Property	Type	Version	Description
`dataTypes.task.project`	`string`	All versions	Single project ID for task items. Use when all tasks belong to one project.
`dataTypes.task.projects`	`array`	v23.7.0+	Array of project IDs for multi-project task configurations.

Having a Task project column visible in the Risksheet configuration can cause duplication errors when copy-pasting existing tasks between rows (Ctrl+C / Ctrl+V). The workaround is to remove the Task project column from the configuration. For single-project task configurations, use project (singular) instead of projects (plural) in the dataTypes section.

When dataTypes.task.linkToRisksheet: true is combined with dataTypes.task.document, the task link column’s cell becomes a clickable hyperlink that opens the referenced child risksheet document. This enables hierarchical risksheet architectures, for example:

Master risksheet lists hazards with a task link column (e.g., RC ID).
Child risksheets hold the detailed mitigation analysis for each hazard.
Clicking the cell opens the matching child risksheet.

dataTypes:
  task:
    type: risk
    role: relates_to
    name: Detailed Analysis
    linkToRisksheet: true
    document: E_3_Sample_Risk_Analyse

Reverse-Direction Linking

Property	Type	Default	Description
`typeProperties.backLink`	`boolean`	`false`	When `true`, the column traverses the link in the reverse direction (from the linked item back to the risk item). Used for back-link rendering of relationships defined elsewhere.

Task Column Identification

The grid identifies which column holds the task identifier through the taskColumn property in grid settings:

Property	Type	Default	Description
`taskColumn`	`string`	None	Binding name of the column that stores the task identifier. Required for task creation, removal, and autocomplete operations.

This property is essential for all task management operations. Without it, add task, remove task, and task autocomplete functions will not work.

Task Creation Behavior

When you create a new task (via context menu or toolbar), Risksheet follows one of two paths depending on whether the risk item already has tasks:

First Task on a Risk Item

A unique task ID is generated automatically using the ID generator.
The task ID is stored in the taskColumn field.
The corresponding _link field is populated with the work item reference.
The cursor focuses on the zoomColumn (if configured) for immediate editing.
The operation is recorded for undo support.

Additional Tasks on a Risk Item

The current row record is cloned.
Task-level fields are cleaned (task ID, link fields, readonly flags, and all task attribute columns).
Multi-enum columns are initialized to empty arrays to prevent undefined values.
A unique task ID is generated for the new task.
The new row is inserted immediately after all existing sibling tasks (rows sharing the same systemItemId).
The operation is recorded for undo support.

Task Removal Behavior

Task removal operates with context-aware logic based on whether the risk item has single or multiple tasks:

Single Task Removal

When the risk item has only one task, removing it clears all task-related fields from the work item record rather than deleting the entire row. The risk item row is preserved. Fields cleared include:

Task column value and its _link field
All task attribute fields on the row
Task-level link references

Multi-Task Removal

When the risk item has multiple tasks (detected by checking if adjacent rows share the same systemItemId), removing a task deletes the entire row from the grid. The row ID is marked with a ;* suffix before deletion for processing during save.

Permission Checks

Task removal validates permissions before executing:

Permission Check	Condition	Effect
Grid readonly	`readonly` is `true`	Task removal blocked
Downstream readonly	`downstreamReadonly` is `true` AND `systemReadOnly` flag is set	Task removal blocked
Task readonly	`systemTaskReadOnly` flag is set on the row	Task removal blocked

All task removal operations are fully undoable.

Autocomplete and Search

Task link columns provide autocomplete functionality for linking existing tasks:

Feature	Behavior
Uniqueness validation	Prevents duplicate task assignments to the same risk item. Displays error: “This item is already linked to selected row.”
New task mode	When the task ID is empty or starts with `*` (unsaved), the nested title column provides task autocomplete for finding existing tasks.
Existing task mode	When a task ID is assigned, nested columns switch to regular text editing mode.
Query factory support	Custom `queryFactory` functions can filter autocomplete suggestions by name reference from the `queryFactories` section.

Nested Task Columns

Task link columns typically have nested sub-columns that display properties of the linked task. Nested task attribute columns use the linkedItem.fieldId binding pattern (e.g., bindings: task.title) to surface fields from the linked task work item. These columns are automatically cleared when creating new tasks and are subject to task-level readonly permissions (systemTaskReadOnly and systemTaskReadOnlyFields).

Readonly Protection

Task link columns respect multiple layers of readonly protection:

Property	Type	Default	Description
`systemReadOnly`	`boolean`	From Polarion permissions	Marks entire items as non-editable based on permissions or item state.
`systemReadOnlyFields`	`array`	From Polarion permissions	Lists specific field names that are non-editable for an item.
`systemTaskReadOnly`	`boolean`	From Polarion permissions	Marks linked task items as non-editable. Prevents task editing and removal regardless of other settings.
`systemTaskReadOnlyFields`	`array`	From Polarion permissions	Lists specific fields that are non-editable in linked task items.
`downstreamReadonly`	`boolean`	`false`	Global setting that makes all downstream linked items read-only to prevent edits to items from other documents.

Right-clicking a task link cell provides task-specific menu options:

Menu Action	Availability	Description
Open Task Item	When cell contains a valid task link	Opens the task work item in Polarion’s item editor. Menu label uses `dataTypes.task.name` if configured.
Add Task	Grid is not readonly; `downstreamReadonly` allows creation; `dataTypes.task.canCreate` is not `false`	Creates a new task for the current risk item. Placement is controlled by `createInCurrentDocument` / `createInDocument`.
Remove Task	Grid is not readonly; task-level permissions allow removal	Removes the task (clears fields or deletes row depending on task count).

Export Behavior

Excel Export

Task link columns export as plain text, with HTML link markup stripped to produce clean text values. Multi-task rows are exported as separate rows in the Excel output.

PDF Export

Task link columns render in PDF using the renderDataCell function, which resolves the link label property for display. Use exportSubTable or exportDownstreamTable to export task data as separate tables in the PDF output.

Complete Example

columns:
  - bindings: mitigationTaskId
    header: Mitigation
    type: taskLink
    width: 120
    canCreate: true
  - id: mitigationTitle
    bindings: task.title
    header: Task Title
    width: 250
  - bindings: task.status
    header: Status
    width: 100
  - bindings: task.assignee
    header: Assignee
    width: 120

dataTypes:
  task:
    type: mitigationAction
    role: mitigates
    name: Mitigation Action
    zoomColumn: mitigationTitle
    document: Risks/Mitigation Plan
    createInDocument: Risks/Mitigation Plan
    canCreate: true

This configuration creates a task link column for mitigation actions with three nested columns showing the task title, status, and assignee read from the linked task. New tasks are created as mitigationAction work items linked via the mitigates role, scoped to the Risks/Mitigation Plan document (v24.8.1+).

Internal Properties

The following flags are managed automatically by the grid engine when a column is configured as a task link or task attribute. They are NOT user-configurable in the sheet configuration:

Internal Flag	Set When	Purpose
`isTaskLink`	Column has `type: taskLink`	Marks the column as the task identifier column at runtime.
`isTaskAttrib`	Column binds to a task field (e.g., `task.title`)	Marks the column as displaying linked task attributes at runtime.

Do not set these flags directly — configure type: taskLink and use the linkedItem.fieldId binding pattern instead.

Item Link Columns for upstream traceability columns linking to requirements and hazards
Multi-Item Link Columns for columns displaying multiple linked items per cell
Column Type Reference for the complete list of column types
Data Types for the full dataTypes configuration reference
Levels Configuration for hierarchical level settings that interact with task columns

Column Definition Properties

Core Properties

Binding Patterns

Link Field Convention

Task Data Type Configuration

Core Task Properties

Two-Level `canCreate` Control

Task Creation Target Document

Single vs. Multi-Project Configuration

Subsheet Navigation Pattern

Reverse-Direction Linking

Task Column Identification

Task Creation Behavior

First Task on a Risk Item

Additional Tasks on a Risk Item

Task Removal Behavior

Single Task Removal

Multi-Task Removal

Permission Checks

Autocomplete and Search

Nested Task Columns

Readonly Protection

Context Menu Actions

Export Behavior

Excel Export

PDF Export

Complete Example

Internal Properties

​Column Definition Properties

​Core Properties

​Binding Patterns

​Link Field Convention

​Task Data Type Configuration

​Core Task Properties

​Two-Level canCreate Control

​Task Creation Target Document

​Single vs. Multi-Project Configuration

​Subsheet Navigation Pattern

​Reverse-Direction Linking

​Task Column Identification

​Task Creation Behavior

​First Task on a Risk Item

​Additional Tasks on a Risk Item

​Task Removal Behavior

​Single Task Removal

​Multi-Task Removal

​Permission Checks

​Autocomplete and Search

​Nested Task Columns

​Readonly Protection

​Context Menu Actions

​Export Behavior

​Excel Export

​PDF Export

​Complete Example

​Internal Properties

​Related Pages

Column Definition Properties

Core Properties

Binding Patterns

Link Field Convention

Task Data Type Configuration

Core Task Properties

Two-Level `canCreate` Control

Task Creation Target Document

Single vs. Multi-Project Configuration

Subsheet Navigation Pattern

Reverse-Direction Linking

Task Column Identification

Task Creation Behavior

First Task on a Risk Item

Additional Tasks on a Risk Item

Task Removal Behavior

Single Task Removal

Multi-Task Removal

Permission Checks

Autocomplete and Search

Nested Task Columns

Readonly Protection

Context Menu Actions

Export Behavior

Excel Export

PDF Export

Complete Example

Internal Properties

Related Pages