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Jama Connect User Guide

Custom fields

Organization admins can add custom fields that are unique to their organization. Custom fields can be similar to predefined fields, or they can be multi-select, URL, calculated, rollup, and item of type fields.

To find a field, search using the field name because they aren't indexed.

You can add a custom field of these types:

Type

Details

Item of Type

Create a new pick list field that is populated by a list of existing items in the current project that are the specified item type. In this manner, users can reference items of another type. Only one item can be selected in an Item of Type pick list.

Flag

Flag fields are displayed as checkboxes to those working with the item type. By default, all flags are labeled No (false).

Integer

Allows only whole number positive numerals.

Release

Each pick list is populated by the list of releases created within each project. Some item types are configured with a release field by default. If the release field is removed from the item type, it's available in the predefined field list.

Pick List

A set of specific values that can be entered in a field.

Float

Use float fields to accurately capture numeric values. The float field follows IEEE 754. These fields can be positive or negative.

Multi-select pick list

Allows the user to select multiple values in a pick list.

URL

Similar to a regular text box, a URL field performs some minor validation of text entered in the field to check that it’s a URL and displays the text as a link when submitted.

Text field

Holds plain text strings with no line breaks. If line breaks are required, use the Text box field.

Text box

Holds more data than a typical Text field in plain text or rich text, Can include line breaks and have a template applied to it.

Rollup

Shows progress on downstream items without having to open each downstream item. You can opt to open a filter with any downstream items included in the rollup calculation. Progress on the downstream item is tracked by a pick list (often a Status pick list).

Indicate the downstream item type, the pick list field on that downstream item type, and the pick list value that shows that progress is complete.

Calculated fields*

Allows admins to configure automated calculations using addition, multiplication, average, Weighted Shortest Job First (Scaled Agile prioritization model), and simple logic (2D lookup matrix). You can add calculated field results to the List View and use them for sorting and filtering.

You must select the following options:

  • Calculation type — Average, Multiply, Sum, Weighted Shortest Job First, or Lookup matrix.

  • Calculation source — This item or Related item(s).

  • Related item type

  • Relationship direction — Upstream or Downstream.

  • Fields upon which to base the calculation — Displays pick list, multi-select, integer, other calculated fields from the same item, number of upstream or downstream relationships, and number of comments fields.

    • Pick list field — Value used in the calculation.

    • Multi-select field — Value used is the sum of the value of each selected item.

    • Calculated field — Result is used in the calculation. Once a calculated field is chosen as an input for a calculated field, it can't be used as an input in additional calculated fields.

  • Number of decimals to display — Up to 4.

  • Whether to require all values to be present before the calculation is performed — If you don’t select this option, the calculation is performed each time a value is entered into one of the selected fields.

* American or British-style decimals must be used in the fields where the calculations are derived. Otherwise, errors occur. If a calculation is based on a related item, the calculated field isn’t update until the item containing the calculated field is edited.