Adjust risksheet configuration - download/upload risksheet.json

Modified on Sat, 06 Feb 2021 at 10:10 PM

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:

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

  1. Open the live document

  2. Open attachments panel

  3. Attach the risksheet.json to the document

    1. If it is already attached there - click the Overwrite button

  4. and save the document

B) Configure Header for all the documents based on the same template

  1. Open the live document

  2. Check that it is connected with a template:
    1. Open document properties

    2. The custom field (id:templateDoc) must point to the document template. Open the document template by clicking on the document icon (see picture)

      1. If such document custom field does not exist, create one in polarion admnistration

  3. 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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