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Jama Connect User Guide

Converting items to another item type

In Jama Connect you can change an existing item or items from one type to another. When you convert an item to another type, these attributes remain intact: short name, description, relationships, versions, activities, comments, and tags.

To convert an item, folder, set, or component, you can use:

Important considerations
  • A field is converted only if its name or data type is identical in the current and new item types.

  • A lookup field is converted only if it refers to the same pick list (and has has the same name and data type) in the current and new item types.

  • Converting an item breaks the sync if you reused that item.

  • If converting an item puts the item out of compliance with the relationship rules, the issue is reflected in the relationship diagram.

  • When you convert a set, all items in that set are converted to a different item type.

  • You can't "undo" an item conversion but you can convert the item back to the original item type. Use the same procedure you used to convert items.

You can convert from...

To...

Notes

Component

set

text item

Set within the original component convert to folders in the newly created set.

Set

component

set

folder

text item

For components, the original set must be empty and at the top level of the hierarchy.

The original set must be empty.

Folder

item

folder

Item

item

text item*

folder**

Text item

component

set

item

* An item that includes child items can't be converted to a text item.

** A child item can't be converted to a folder unless the parent is converted first. When converting to a folder, items lose widget functionality and custom field values.