Configure "Remove/Delete" Risk Action

Modified on Mon, 28 Jul at 1:23 PM

The “Delete/Remove” action in the Risksheet toolbar defines how selected risk items are handled when a user wants to get rid of them. This action is configurable, and depending on your organizational workflow, you can choose one of several strategies.


Below are the supported configurations for the removeStrategy property in risksheet.json.




TABLE OF CONTENTS


Configuration

Delete Risk Work Item

By default, it deletes the work item completely. You do not need to do anything if you have the default configuration.


For a reference, this can also be ensured by using "removeStrategy":"delete" in the dataTypes configuration in risksheet.json.

 ...
  "dataTypes": {
    "risk": {
      "type": "risk",
      "removeStrategy":"delete"
    },
...



Reject Risk Work Item

Instead of deleting the work item, mark it as rejected (or any other status defined in your workflow).


Fields Explanation:

  • rejectedAction: The workflow action that transitions the item to the rejected state.

  • rejectedStatus: The name of the workflow state representing rejection.

  • rejectedResolution: Resolution label applied upon rejection.

 ...
  "dataTypes": {
    "risk": {
      "type": "risk",
      "rejectedAction":"reject",
      "rejectedStatus":"rejected",
      "rejectedResolution":"invalid",
      "removeStrategy":"rejected"
    },
...




Move to the Recycle Bin

An extension of the “Reject” strategy. The risk is marked as rejected and moved to the Recycle Bin area within the document.


This approach allows teams to preserve auditability by keeping “removed” risks in a hidden state rather than deleting them outright.

 ...
  "dataTypes": {
    "risk": {
      "type": "risk",
      "rejectedAction":"reject",
      "rejectedStatus":"rejected",
      "rejectedResolution":"invalid",
      "removeStrategy":"recycle_bin"
    },
....



Hide items from the grid

Starting with version 23.7.7, filter out specific status values (like rejected) from appearing in the Risksheet grid, effectively hiding them from view.


This applies both to Risk and Task data types.

...
"dataTypes": {
      "risk": {
         "type": "risk",
        "rejectedStatus":"rejected"
      },
...



For any assistance, please don’t hesitate to reach out by submitting a ticket here.


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