Add items

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Add items

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There are four ways to add an item into Jama: Add item in Context, Add from the Explorer Tree, Add Related item and via an Import. Add Item, Add from the Explorer Tree and Add Related Item will be covered here.

Note: Adding components, sets, and folders is very similar to adding other items from the Explorer Tree.

Add item in context

The quickest and most flexible way to create an item is to add it using the Add menu in the item display pane of the Jama workspace. From a list of items of the same types, select the Add menu:


Add Item Same Item Type Menu

If no items are selected, the menu will allow you to enter an item of the same item type, a text item or a set to the bottom of the list.

If an item is selected, use Add Menu to insert a new item or a sub-item:

Add Item Menu

Insert New: Select the item, below which you want to add a new item. Select Add, then select the type of item to be added. A window will pop up asking you to enter a new item of that type, which will be inserted directly below the selected item in the Explorer Tree.

Add Sub: Select the item, below which you want to add a sub-item. Select Add and in the drop-down select which sub-item type you would like. A window will pop up asking you to enter a new sub-item of the selected type.

Note: Adding an item using the Add Menu is only available when in a list of a single item type. Addition is not available in lists of mixed item types or filters.

Add Related: Traceability is one of Jama's powerful features. The easiest way to automatically create a relationship between two or more items is by first selecting the target item(s) and then adding a new related item.

1.Select the item(s) that you want the new item to be related to.
2.Select the Add Related option from the Add menu. If a traceability rule set has been applied to the project, only item types that meet the rules will be available for selection.
3.Select the desired valid location for the new item.
4.Complete data entry and Save and Close.


Add item from the Explorer Tree

1.When you are under the Filter, Explorer, Baselines, or Releases tab, select Add to reveal all of the available items you can add. Selecting one of these items will open the Add Item window where you can define details of the item.


2.After submitting details in the Add Item window you'll notice Jama will help you find valid locations for the chosen item to add. Invalid locations, such as adding a Requirement item to a Use Case set will be grayed out in the location panel. See Moving items for the rules of valid locations.
3.Use the context menu Add or an open item's 'Add' drop-down to add an item at this location.

Note: Adding an item via the context menu or an item's 'Add' drop-down will only list valid item's to add for this location.

4.If you don't see an item that you'd like to add, be sure to check the Organization Administration to verify the item type has been created and also check the project configuration to verify the item type is visible to the project.
5.Fill out the form and select Save to continue working, or select Save and done to commit your changes. Select Save and notify to commit your changes and notify selected users, or Save and add another to commit and open a blank form for a new item.

Add Item


save options

Version Note and Email Notifications

After selecting Save and done you will be taken to the Version and Email Notification dialog.

1.Jama will populate the Version Notes with the field names of items that where updated or, after creating a new item, Jama enters "Initial creation" in the version notes.
2.Any comments created in this window will display in the item activities widget as part of the Version Notes. You may append additional comments or overwrite the default comments.
3.Select from the list of users or groups if you'd like Jama to notify one or more people about the item. Jama will send an email with the version notes, details of the change and a link back to Jama.
4.Select Commit to save your changes and return to Jama.