Jama Connect User Guide

Custom fields

An organization administrator can add custom fields that are unique to their organization. They can be similar to predefined fields, or can be multi-select fields, URL fields, rollup and item of type fields. These fields are not indexed and therefore must be searched using the field name.

When adding a custom field, these are the types you can choose:

  • Item of type

    Use this to create a new pick list field that is populated by a list of existing items in the current project that are of the specified item type. Users can reference items of another type in this manner. Only one item can be selected in an item of type picklist.

  • Multi-select pick list

    Use the multi-select pick list field to allow the user to select multiple values in a pick list.

  • URL

    A URL field is similar to a regular text box. It performs some minor validation of text entered in the field to check that it is a URL and will display the text as a link when submitted.

  • Text

    A text field is designed to hold plain text strings with no line breaks. If line breaks are required, use the Text box field.

  • Text box

    A text box field is designed to hold more data than a typical text field. It can store plain text or rich text and can also have a template applied to it.

  • Rollup

    A rollup field shows progress being made on downstream items without having to open each downstream item individually. You can select the progress bar to open a filter with any downstream items that are included in the rollup calculation.

    rollup_field.png

    Progress on the downstream item is tracked by a pick list (often a Status pick list).

    You will need to indicate the downstream item type, the pick list field on that downstream item type, and the pick list value that indicates progress is complete.

  • Calculated

    A calculated field allows the user to add, multiply or automatically average several integer or pick list fields. You can also create Weighted Shortest Job First (WSJF) fields to help prioritize items in Jama. You can add calculated field results to the List View and use them for sorting and filtering.

    You will ned to select the following options:

    • Calculation type

      Average, Multiply, Sum or Weighted Shortest Job First

    • Calculation source

      This item or Related item(s)

    • Related item type

    • Relationship direction

      Upstream or Downstream

    • Fields upon which to base the calculation

      This will display pick list, multi-select, integer, number of upstream or downstream relationships, and the number of comments fields. If a pick list field is chosen, the value field will be used in the calculation. If a multi-select field is chosen, the value used will be the sum of the value of each selected item

    • Number of decimals to display (up to 4)

    • Whether to require all values to be present before the calculation is performed

      If you do not select this option, the calculation will be performed each time a value is entered into one of the selected fields.

    Note

    American or British-style decimals must be used in the fields from which the calculations are derived. Errors will occur if non-American or British style decimals are entered.

    If a calculation is based on a related item, the calculated field will not update until the item containing the calculated field is edited.