You can configure the columns and additional settings that are related the opened risksheet.
The configuration is stored in a configuration file: risksheet.json
The format is described in: risksheet.json - Format Reference
This document describes where is the configuration stored and how to upload a new configuration.
There are additional documents that describe the actual use cases, such as:
- Add risksheet column
- Configure calculated column (formula)
- Configure the style of row header
- and more in the how-to section
Where to put the document
Similar to the configuration of the document header, you can:
a) configure the setting specifically for the opened document
b) or configure the default settings per document template.
A) Configure Header for Opened Document
- Open the live document
- Open attachments panel
- Attach the risksheet.json to the document
- If it is already attached there - click the Overwrite button
- If it is already attached there - click the Overwrite button
- and save the document
B) Configure Header for all the documents based on the same template
- Open the live document
- Check that it is connected with a template:
- Open document properties
- The custom field (id:templateDoc) must point to the document template. Open the document template by clicking on the document icon (see picture)
- If such document custom field does not exist, create one in polarion admnistration
- If such document custom field does not exist, create one in polarion admnistration
- Open document properties
- Attach the configuration document to the template document, by following chapter points 2-4 from chapter A) Configure Header for Opened Document
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