Toolbar and Risksheet Menu

This page describes the toolbar entry points and the configuration surface that controls them. Exact action labels, icons, and grouping may differ across Risksheet versions — cross-check against your installation when scripting against menu paths.

The Risksheet toolbar appears at the top of every Risksheet grid embedded in a Polarion LiveDoc. It hosts grid-level actions (refresh, view switching, export, configuration access) and is rendered above the top panel (also known as the attributes panel in the Nextedy Support Portal).

Access global Risksheet administration from the Polarion top bar: Administration > Nextedy Risksheet > Setup Use this entry point for:

Licensing and feature activation
Global Risksheet properties (the nextedy.risksheet.* properties)
Project-level defaults that flow down to documents

In Polarion’s project Administration, this section appears as Nextedy Risksheet (with the Nextedy prefix), alongside Nextedy POWERSHEET. Some older support articles abbreviate it to Administration > Risksheet > Setup — both refer to the same menu. This documentation uses the prefixed form Administration > Nextedy Risksheet > Setup to match what you see in the product.

From inside a LiveDoc that contains a risksheet, open the configuration editor through the Polarion document menu: Menu > Configuration > Edit Risksheet Configuration This opens the sheet configuration editor, which since v25.5.0 supports YAML editing with syntax highlighting, error detection, and edit history. The underlying file is the risksheet’s sheet configuration attached to the document.

Risksheet has three distinct configuration files. The toolbar configuration editor edits the sheet configuration:

File	Edits in toolbar	Purpose
Sheet configuration	Yes — via Edit Risksheet Configuration	Columns, levels, formulas, views, styles
Top panel configuration (Velocity)	Edited separately as a document attachment	Info panel above the grid
PDF export configuration (Velocity)	Edited separately as a document attachment	PDF export layout

Toolbar visibility and behavior are controlled from the global section of the sheet configuration. The global section is present in every production sheet configuration and is the place to adjust culture, refresh behavior, and toolbar-related defaults.

global:
  culture: en
  refreshOnSave: true
  # Additional global toolbar settings live here.
  # Consult your installed product version for the full list
  # of supported global keys.

The exhaustive list of supported global keys depends on the installed product version. Open the configuration editor on a representative risksheet and inspect the schema hints to confirm which keys are valid for your deployment.

When the sheet configuration defines a views section, the toolbar exposes a view switcher that lets users move between saved column-visibility presets without editing the configuration.

views:
  - name: Full Analysis
    defaultView: true
    columnIds:
      - "@all"
  - name: Classification Summary
    columnIds:
      - function
      - failureCondTitle
      - classification
  - name: Mitigations only
    columnIds:
      - "@all"
      - "-upstreamRisks"

Key points:

The property is columnIds (not columns).
"@all" includes every column.
A leading hyphen (-columnId) excludes a column from the @all set.
defaultView: true (v24.1.0+) marks the view that loads when the document opens.

See the Saved Views reference for the full property list and selection logic.

Refresh, save, and the configuration editor

The toolbar surfaces the standard data lifecycle actions:

Refresh — reloads risk items and downstream task items from Polarion. Behavior on save is governed by global.refreshOnSave.
Save — persists pending edits as Polarion work item updates. Because Risksheet does not maintain a separate data store, every save writes through to Polarion work items immediately.
Edit Risksheet Configuration — opens the YAML editor for the sheet configuration attached to the current document.

Risksheet visualizes and edits Polarion data — it does not store data separately. Every toolbar action that mutates state writes through to Polarion work items, subject to standard Polarion authorization.

The set of enabled toolbar actions depends on the Polarion license held by the current user:

License tier	Toolbar capabilities
ALM / Requirements / QA	Full access: create, modify, link, export, configuration access
PRO	Modify existing rows only — creation actions are disabled
REVIEWER	Read-only: navigation, view switching, export; mutating actions are hidden or disabled

Users with a PRO license can only modify existing risk items. Create actions in the toolbar (new row, new task) are disabled for these users. Confirm license tier before reporting “missing buttons” as a defect.

When a parent risksheet uses the subsheet pattern (dataTypes.task.linkToRisksheet: true), the toolbar of a child risksheet displays the standard actions, and the parent’s grid exposes the child’s RC ID column as a clickable hyperlink. Selecting a row’s RC ID navigates from the parent risksheet to the child document defined by dataTypes.task.document.

dataTypes:
  task:
    type: risk
    role: relates_to
    linkToRisksheet: true
    document: E_3_Sample_Risk_Analyse

Configuration override flow

Toolbar settings configured at three levels are merged before the grid renders. The configuration editor opened from the toolbar always edits the document-level configuration.

Level	Source	Edited from
Global	`nextedy.risksheet.*` system properties	Administration > Nextedy Risksheet > Setup
Template	Sheet configuration on the template document	Open the template document, then Menu > Configuration > Edit Risksheet Configuration
Document	Sheet configuration on the current document	Toolbar — Menu > Configuration > Edit Risksheet Configuration

See Document Configuration Override for the precedence rules.

Common pitfalls

The action is only visible to users with sufficient Polarion permissions on the document and configuration attachments. Verify the user’s project role and the moduleOnlyPermissions setting before assuming a product defect.

The dev server and the Polarion client do not always hot-reload the sheet configuration after edits. Save the configuration, then reload the document in the browser. If a view still does not appear, confirm that the views entry uses columnIds (plural) and that at least one referenced column ID exists in the columns section.

Tasks loaded via dataTypes.task.query or dataTypes.task.document are filtered server-side. If a task created outside the current document does not appear, confirm it matches the configured query and that dataTypes.task.document (when present) is not restricting tasks to a different LiveDoc path.

Verification

You should now see:

The Risksheet toolbar at the top of every Risksheet grid inside a LiveDoc.
A view switcher exposing every views entry defined in the sheet configuration, with the defaultView: true entry selected on open.
Menu > Configuration > Edit Risksheet Configuration opening the YAML editor on the sheet configuration.
Toolbar action availability matching the current user’s Polarion license tier.

Risksheet Menu — administration entry point

Document-level configuration menu

Refresh, save, and the configuration editor

Configuration override flow

Common pitfalls

Verification

See also

​Where the toolbar lives

​Risksheet Menu — administration entry point

​Document-level configuration menu

​Toolbar configuration in the sheet configuration

​View switcher in the toolbar

​Refresh, save, and the configuration editor

​Toolbar actions and license tier

​Subsheet navigation from the toolbar

​Configuration override flow

​Common pitfalls

​Verification

​See also

Where the toolbar lives

Risksheet Menu — administration entry point

Document-level configuration menu

Toolbar configuration in the sheet configuration

View switcher in the toolbar

Refresh, save, and the configuration editor

Toolbar actions and license tier

Subsheet navigation from the toolbar

Configuration override flow

Common pitfalls

Verification

See also