Configuration Interactions - Nextedy Documentation

Property interactions may vary between Risksheet versions. Test combinations in a development environment before deploying to production.

Interaction Categories

Configuration interactions fall into three categories:

Category	Description
Override	One property forces the value of another property regardless of explicit setting
Dependency	One property requires another property to be set for correct behavior
Co-occurrence	Properties that commonly appear together and affect the same feature area

Column Property Interactions

formula and readOnly

Properties	Interaction Type	Behavior
`columns[].formula` + `columns[].readOnly`	Override	When `formula` is set, `readOnly` is automatically forced to `true`. Setting `readOnly: false` on a formula column has no effect.

columns:
  - id: rpn
    formula: commonRpn
    readOnly: false

Result: Column is read-only despite readOnly: false because formula is set.

serverRender, type, and readOnly

Properties	Interaction Type	Behavior
`columns[].serverRender` + `columns[].type` + `columns[].readOnly`	Override	When `serverRender` is set, `type` is forced to `text` and `readOnly` is forced to `true`. Explicit values for `type` and `readOnly` are ignored.

columns:
  - id: traceability
    serverRender: traceabilityRenderer.vm
    type: itemLink
    readOnly: false

Result: Column is text type and read-only despite explicit settings, because serverRender is set.

bindings and id

Properties	Interaction Type	Behavior
`columns[].bindings` + `columns[].id`	Dependency	If `id` is not specified, it is auto-generated from `header` or `bindings`. The `bindings` property determines which Polarion work item field the column reads from and writes to.

Relying on auto-generated IDs can cause issues when other properties reference columns by ID (e.g., cellDecorators, views, sortBy). Always set id explicitly for columns that are referenced elsewhere.

type and bindings (auto-detection)

Properties	Interaction Type	Behavior
`columns[].type` + `columns[].bindings`	Default inference	When `type` is not specified, Risksheet infers the type from the Polarion field type associated with the `bindings` field ID. If inference fails, the column defaults to `string` type.

canCreate and column type

Properties	Interaction Type	Behavior
`columns[].canCreate` + `columns[].type`	Conditional	`canCreate` is only meaningful for `itemLink` and `multiItemLink` column types. For other column types, the property is ignored. Default: `true`.

headerGroup and collapseTo

Properties	Interaction Type	Behavior
`columns[].headerGroup` + `columns[].collapseTo`	Dependency	`collapseTo` is a boolean property (default `false`). When `true`, the column remains visible even when its `headerGroup` is collapsed; the other columns in the group are hidden. This makes the column the “summary” column shown in the collapsed state.

columns:
  - id: severity
    header: Severity
    headerGroup: Initial Risk
    collapseTo: true
  - id: occurrence
    header: Occurrence
    headerGroup: Initial Risk
  - id: detection
    header: Detection
    headerGroup: Initial Risk

Result: When the Initial Risk header group is collapsed, only the severity column remains visible.

cellRenderer and cellDecorators

Properties	Interaction Type	Behavior
`columns[].cellRenderer` + `cellDecorators`	Dependency	The column `cellRenderer` property is a reference to a function defined in the `cellDecorators` section. The referenced decorator function must exist; otherwise the column renders without custom styling.

columns:
  - id: rpn
    cellRenderer: rpn
cellDecorators:
  rpn: "function(info){ $(info.cell).toggleClass('rpn3', info.value > 250); }"

format and type

Properties	Interaction Type	Behavior
`columns[].format` + `columns[].type`	Dependency	The `format` property controls display formatting and is relevant for temporal types (`date`, `datetime`, `time`) and numeric types (`int`, `float`, `currency`). The format string interpretation depends on the column `type`.

typeProperties Interactions (itemLink and multiItemLink Columns)

typeProperties is a nested object on itemLink / multiItemLink columns that configures how the column resolves linked items. It has six sub-properties:

Sub-property	Type	Description
`linkRole`	string	Link role ID connecting the row work item to the target item (e.g., `mitigates`, `relates_to`).
`linkTypes`	string	Comma-separated list of allowed Polarion work item type IDs for the link target (e.g., `requirement,functionalRequirement`).
`linkDirection`	string	Direction of link traversal. Set to `back` to traverse links in reverse (incoming links instead of outgoing).
`backLink`	boolean	Render the column as a back-link (display items that link TO this row).
`itemTemplate`	string	Velocity template string for custom item display in the autocomplete and cell.
`queryFactory`	string	Reference to a named function in the `queryFactories` section that returns a Lucene query to filter autocomplete suggestions.

typeProperties and column type

Properties	Interaction Type	Behavior
`columns[].typeProperties` + `columns[].type`	Dependency	`typeProperties` is only meaningful when `type` is `itemLink`, `multiItemLink`, or `taskLink`. For other column types, the property is ignored.

columns:
  - id: upstreamRequirements
    type: multiItemLink
    header: Requirements
    typeProperties:
      linkRole: implements
      linkTypes: requirement,functionalRequirement
      linkDirection: back

typeProperties.queryFactory and queryFactories

Properties	Interaction Type	Behavior
`typeProperties.queryFactory` + `queryFactories`	Dependency	The `queryFactory` value must reference a function defined in the top-level `queryFactories` section. The function receives an `info` object and returns a Lucene query string used to filter autocomplete suggestions.

queryFactories:
  hazardQuery: "function(info){ return 'type:hazard AND document.id:' + info.documentId; }"
columns:
  - id: hazard
    type: itemLink
    typeProperties:
      linkRole: mitigates
      linkTypes: hazard
      queryFactory: hazardQuery

DataTypes Property Interactions

dataTypes and levels

Properties	Interaction Type	Behavior
`dataTypes` + `levels`	Co-occurrence	The `dataTypes` configuration defines the two entity types that populate the grid (risk and task), while `levels` defines the visual hierarchy via cell merging. Task-level columns should not have a `level` property set.

The data model has exactly two entities (risk and task), but the levels array can define any number of visual levels by merging cells with shared values in a designated controlColumn. Each level entry has three required properties:

levels:
  - name: Item
    controlColumn: item
    zoomColumn: item
  - name: Failure mode
    controlColumn: failureMode
    zoomColumn: failureMode
  - name: Cause
    controlColumn: systemItemId
    zoomColumn: causes

Level property	Type	Purpose
`name`	string	Display name shown in the level navigation/zoom menu (e.g., “Item”, “Failure mode”).
`controlColumn`	string	Column ID used as the grouping key for cell merging. Consecutive rows with the same value in this column have their cells merged.
`zoomColumn`	string	Column ID used as the target for zoom/drill-down navigation.

dataTypes.risk.removeStrategy and rejectedAction/rejectedStatus/rejectedResolution

Properties	Interaction Type	Behavior
`removeStrategy` + `rejectedAction` + `rejectedStatus` + `rejectedResolution`	Dependency	Only the `rejected` removeStrategy consumes the `rejectedAction`, `rejectedStatus`, and `rejectedResolution` properties — they define the workflow transition executed when an item is removed, and all three must be valid for the work item type’s workflow. The other non-`delete` strategies do not use them: `hide` simply filters the item out of the grid (the work item is left untouched), and `recycle_bin` moves the work item to Polarion’s recycle bin. Neither performs a workflow transition.

dataTypes:
  risk:
    type: failureMode
    removeStrategy: rejected
    rejectedAction: reject
    rejectedStatus: rejected
    rejectedResolution: invalid

The rejectedAction must correspond to a valid workflow action available from the work item’s current state. If the action is not available (common with imported work items), the delete/reject operation fails with the error: no rejected action found.

dataTypes type and role

Properties	Interaction Type	Behavior
`dataTypes.<name>.type` + `dataTypes.<name>.role`	Co-occurrence	The `type` property specifies the Polarion work item type, and `role` specifies the link role used to connect risk rows to task rows. Both are evaluated through the expression evaluator, supporting dynamic resolution from Risksheet Configuration Properties.

dataTypes.task canCreate and column canCreate

Properties	Interaction Type	Behavior
`dataTypes.task.canCreate` + `columns[].canCreate`	Complementary	`dataTypes.task.canCreate: false` globally disables task creation from all UI entry points. `canCreate: false` on individual link columns disables inline creation from those specific columns. Both can be used independently or together.

dataTypes.task.canCreate: false alone: All task creation paths disabled at the data type level.
columns[].canCreate: false alone: Per-column inline creation disabled, but other creation paths remain available.
Both false: No creation path available for that item type.

dataTypes document and createInDocument

Properties	Interaction Type	Behavior
`dataTypes.<name>.document` + `dataTypes.<name>.createInDocument`	Independent	`document` controls which document items are loaded from (read scope). `createInDocument` (v24.8.1+) controls where new items are stored (write target). These paths are completely independent — you can load from the whole project while creating in a specific document.

dataTypes:
  task:
    type: mitigationTask
    role: mitigates
    createInDocument: Risks/Tasks

Use the folder/documentId path format for createInDocument. Without this property, new items go to the project tracker instead of a specific document.

dataTypes.task.linkToRisksheet and dataTypes.task.document

Properties	Interaction Type	Behavior
`dataTypes.task.linkToRisksheet` + `dataTypes.task.document`	Dependency	When `linkToRisksheet: true`, the task ID column becomes a clickable hyperlink that opens the downstream risksheet document specified by `dataTypes.task.document`. Both properties together enable hierarchical subsheet navigation (master/detail risksheets).

Global Property Interactions

readonly and revision

Properties	Interaction Type	Behavior
`readonly` + document `revision`	Override	When viewing a historical revision (non-empty `revision`), `readonly` is automatically forced to `true` regardless of the configured value.

downstreamReadonly and dataTypes

Properties	Interaction Type	Behavior
`downstreamReadonly` + `dataTypes`	Scope restriction	`downstreamReadonly: true` makes all downstream linked task items read-only. This affects the task data type configured in `dataTypes.task`. Individual column `readOnly` settings on downstream columns are overridden.

global.culture and column formats

Properties	Interaction Type	Behavior
`global.culture` + `columns[].format`	Dependency	The `culture` setting affects how date, number, and currency values are formatted. Column-level `format` strings are interpreted in the context of the active culture. For example, date columns format dates differently for `en` (MM/DD/YYYY) vs. `de` (DD.MM.YYYY).

Styling Interactions

cellDecorators, styles, and columns

Properties	Interaction Type	Behavior
`cellDecorators` + `styles` + `columns`	Chain	Cell decorators reference CSS classes defined in `styles`. Decorators are applied to columns by matching the decorator key to a column ID or by being referenced from the column’s `cellRenderer` property. The chain is: column value -> decorator function -> CSS class toggle -> style applied.

cellDecorators:
  rpn: "function(info){ $(info.cell).toggleClass('rpn3', info.value > 250); }"
styles:
  '.rpn3': '{background-color: #f8eae7 !important; color: #ab1c00 !important;}'

Cell decorators MUST use toggleClass() rather than inline style assignment. The canonical form — used throughout the Risksheet reference templates — is jQuery $(info.cell).toggleClass(...); wijmo.toggleClass(...) is an equivalent alternative. Grid cells are reused as the user scrolls, so inline styles persist on the wrong rows. toggleClass ensures classes are correctly added or removed based on each row’s current value.

headers.rowHeader.renderer and cellDecorators

Properties	Interaction Type	Behavior
`headers.rowHeader.renderer` + `cellDecorators`	Dependency	The `headers.rowHeader.renderer` property references a named function from the `cellDecorators` section. The referenced function must be defined.

Views and Column Interactions

views and columns

Properties	Interaction Type	Behavior
`views` + `columns[].id`	Dependency	Saved view definitions reference columns by their `id` in the `columnIds` array. View configurations toggle column visibility. Referenced column IDs must match `id` values in the `columns` array. The special token `@all` includes every column; prefixing a column ID with `-` excludes it.

views:
  - name: Full Analysis
    defaultView: true
    columnIds:
      - '@all'
  - name: Classification Summary
    columnIds:
      - function
      - failureCondTitle
      - classification

sortBy and columns

Properties	Interaction Type	Behavior
`sortBy` + `columns[].id`	Dependency	The `sortBy` array references column IDs to define default sort order. Referenced IDs must match existing column `id` values.

Interaction Summary

Source Property	Target Property	Interaction
`formula`	`readOnly`	Forced `true`
`serverRender`	`readOnly`	Forced `true`
`serverRender`	`type`	Forced `text`
`revision`	`readonly`	Forced `true`
`bindings`	`type`	Auto-inferred if missing
`bindings`	`id`	Auto-generated if missing
`dataTypes`	`levels`	Row structure
`levels[].controlColumn`	`columns[].id`	Cell merging target
`levels[].zoomColumn`	`columns[].id`	Zoom navigation target
`typeProperties.queryFactory`	`queryFactories`	Function reference
`removeStrategy: rejected`	`rejectedAction` / `rejectedStatus` / `rejectedResolution`	Linked settings (only the `rejected` strategy uses them)
`cellDecorators`	`styles`	CSS class references
`cellRenderer`	`cellDecorators`	Function reference
`rowHeader.renderer`	`cellDecorators`	Function reference
`views[].columnIds`	`columns[].id`	Visibility toggle
`sortBy`	`columns[].id`	Sort target
`global.culture`	Column format	Interpretation
`dataTypes.task.document`	`dataTypes.task.createInDocument`	Independent paths
`dataTypes.task.canCreate`	`columns[].canCreate`	Complementary controls
`dataTypes.task.linkToRisksheet`	`dataTypes.task.document`	Subsheet navigation

​Interaction Categories

​Column Property Interactions

​formula and readOnly

​serverRender, type, and readOnly

​bindings and id

​type and bindings (auto-detection)

​canCreate and column type

​headerGroup and collapseTo

​cellRenderer and cellDecorators

​format and type

​typeProperties Interactions (itemLink and multiItemLink Columns)

​typeProperties and column type

​typeProperties.queryFactory and queryFactories

​DataTypes Property Interactions

​dataTypes and levels

​dataTypes.risk.removeStrategy and rejectedAction/rejectedStatus/rejectedResolution

​dataTypes type and role

​dataTypes.task canCreate and column canCreate

​dataTypes document and createInDocument

​dataTypes.task.linkToRisksheet and dataTypes.task.document

​Global Property Interactions

​readonly and revision

​downstreamReadonly and dataTypes

​global.culture and column formats

​Styling Interactions

​cellDecorators, styles, and columns

​headers.rowHeader.renderer and cellDecorators

​Views and Column Interactions

​views and columns

​sortBy and columns

​Interaction Summary

​See Also

Interaction Categories

Column Property Interactions

formula and readOnly

serverRender, type, and readOnly

bindings and id

type and bindings (auto-detection)

canCreate and column type

headerGroup and collapseTo

cellRenderer and cellDecorators

format and type

typeProperties Interactions (itemLink and multiItemLink Columns)

typeProperties and column type

typeProperties.queryFactory and queryFactories

DataTypes Property Interactions

dataTypes and levels

dataTypes.risk.removeStrategy and rejectedAction/rejectedStatus/rejectedResolution

dataTypes type and role

dataTypes.task canCreate and column canCreate

dataTypes document and createInDocument

dataTypes.task.linkToRisksheet and dataTypes.task.document

Global Property Interactions

readonly and revision

downstreamReadonly and dataTypes

global.culture and column formats

Styling Interactions

cellDecorators, styles, and columns

headers.rowHeader.renderer and cellDecorators

Views and Column Interactions

views and columns

sortBy and columns

Interaction Summary

See Also