> ## Documentation Index > Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt > Use this file to discover all available pages before exploring further. # Toolbar and Risksheet Menu > Reference for the Nextedy RISKSHEET toolbar and **Risksheet Menu**, including where actions live, how toolbar visibility is configured, and how to reach the configuration editor. export const LastReviewed = ({date}) => { if (!date) return null; const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", { year: "numeric", month: "long", day: "numeric", timeZone: "UTC" }); return

Last reviewed on {formatted}

; }; 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. ## Where the toolbar lives 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). diagram ## Risksheet Menu — administration entry point 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. ## Document-level configuration menu 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 configuration in the sheet configuration 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. ```yaml theme={null} 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. ## View switcher in the toolbar 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. ```yaml theme={null} 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](/risksheet/reference/saved-views) for the full property list and selection logic. ## Refresh, save, and the configuration editor The toolbar surfaces the standard data lifecycle actions: 1. **Refresh** — reloads risk items and downstream task items from Polarion. Behavior on save is governed by `global.refreshOnSave`. 2. **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. 3. **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. ## Toolbar actions and license tier 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. ## Subsheet navigation from the toolbar 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`. ```yaml theme={null} 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](/risksheet/reference/configuration/document-config-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. ## See also * [Saved Views](/risksheet/reference/saved-views) * [Keyboard Shortcuts](/risksheet/reference/keyboard-shortcuts) * [Risksheet Configuration](/risksheet/reference/configuration/index) * [Document Configuration Override](/risksheet/reference/configuration/document-config-override) * [Top Panel Template](/risksheet/reference/templates/top-panel-template) * [Levels Configuration](/risksheet/reference/levels-configuration)