Item functions

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Item functions

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Item View Menu

The Views menu provides access to:

Open Relate - Opens the Relate panel on the right-side of the Detail area.
Impact Analysis - A separate window that displays all the related items, both upstream and downstream, that could potentially be impacted by a change to the source item.
Hide item details - Setting that determines whether the item widgets (sub-tabs at the bottom of the detail area) are visible.

viewmenu

Item actions menu

The Actions menu provides access to:

Reuse item - Opens the Reuse Item(s) window which allows the user to reuse or create a duplicate synchronized item.
Delete item - Deletes selected item.
Lock item - Locks the item from being edited by other users.
Find me - Select Find me to open the Explorer Tree and places the selected item into focus. This is helpful if you’ve navigated to an item from search results, filter results or tags and want to know the location of the item within the Explorer Tree.
Email link - Use Email link to open a pop-up with a direct link to the item:

EmailItem

Select the Email button to open a new email (using your default email client) pre-populated with a link to the current item.

Subscribe - Select this option to notify you by email when the item is updated.
Subscribe others - Allows you to notify other users when this item is updated.
Send for review - Initiate a review for this item.

 

actionsmenu

 

Item widgets

Each item in Jama has a sub-tab section for accessing related content. The Administrator will configure the needed widgets for each item type. By default, these sub-tabs are hidden, but selecting the appropriate button described below will open each tab. Selecting the button a second time will close the sub-tab. In addition, selecting the little arrow at the bottom of the screen will also open or close the sub-tab.

open close sub tab

Relationship Status Indicator

The Relationship Status Indicator shows the required relationships for this item and whether or not the item is in compliance with the project's relationship rules. Suspect relationships are also flagged. Select this button to open or close the Relationships tab.

relationship_status_indicator

Connected Users

The Connected Users button opens the Connected Users window, which displays those users who are directly associated to the item as well as those who are indirectly associated via related/traced items. The number displayed is the number of connected users.

connected_users_btn

Comments

Select this button to toggle the Comments tab open and closed. The number displayed is the total number of comments for this item.

comments button

Activities

Select this button to open and close the Activities tab.

activities button

Versions

Select this button to open and close the Versions tab. The number displayed is the total number of versions for this item.

versions button

Synchronized Items

Select this button to open and close the Synchronized Items tab.

synchronized items button

Sub-Items

This button will only appear if the selected item has sub-items. Select this button to open and close the Sub-Item tab.

subitem button

Items to be changed

Select this button to open and close the change request tab.

change request button

Rollup fields

Select a rollup field progess bar (in the Single Item View or in the List View) to open a filter with any downstream items that are included in the rollup calculation (i.e. a previously designated item type and only one level downstream).

Item Rollup field

Expand Button

If an image has been added to an item, but is too large to display fully on the screen, hovering over the image will display the Expand button. Select this button to view the image in its entirety.

 

Converting an item

Right-clicking or accessing the context menu of an item in Jama allows users to convert items to other item types. Note that only valid conversions will display in the list.

Component Conversions - An empty component can be converted to a set of any item type.
Set Conversions - An empty set at the first level of the project hierarchy can be converted to a component. An empty set at any level can be converted to another set of any item type.
Folder Conversions - Folders can always be converted to a regular item that matches the item type of the set container.
Item Conversions - Regular items can be converted to folders or text items. Components and sets can be converted to text items. Special Case 1: regular items which are sub-items of another regular item cannot be converted to a folder unless the parent is converted first. Special Case 2: regular items with sub-items cannot be converted to text items.
Text items - Text items can be converted to any item type depending on where they exist in the hierarchy tree.

Recursive Conversion

When converting an item to a folder or when converting a folder to an item there is an option at the bottom of the window to recursively convert all similar items. This option will convert all "parent items" at every level beneath the item being converted to the selected conversion type.

Note: When converting to a folder, items will lose functionality of certain widgets and all custom field values.