allow you to restrict and allow which items in a project can be related to each other.
In order to configure a set of Relationship Rules you will need to be an Organization Admin. You can find the Relationship Rules menu under Admin > Relationships
. Relationship Options
will allow you to toggle the Status
fields in the Relationship widget in an item’s single item view. The Status
field will allow you to define a status of the relationship (more on this below) while the Note
field will allow you to leave a note to accompany the relationship. Relationship Types
is the pick list with the types you will be able to set to each rule. None of them have functional differences. They are purely to label different types of relationships and are customizable. To make Note
fields visible in the widget make sure Show Note
and Show Status
in the Relationship Types
section is set to true
To add rules, select Add Rule Set
then Add Another Relationship
. The Upstream
drop down menus will list all of the items you have available in your Organization. The Upstream
columns will dictate which direction the items can be related. It is possible to create the same relationship in both directions using two entries. As mentioned above, the Relationship Type
does not have any functional purpose. It is for differentiating types of relationships with a label.
When setting relationships, you will have the option to make it For Coverage
by selecting the checkbox. When it is For Coverage
it will allow the Relationship Status Indicator
to trigger if a required relationship has not been satisfied or there is an orphan item. As of 2015.2 you will need to resolve all of the item's relationship needs as outlined in the Relationship Rules
to toggle this indicator off. You will see one of the two below images in single item view indicating this depending on your version of Jama.
To add a project to a Rule Set, select Add Project
next to the rule set's title. Multiple projects can share a relationship rule set to keep it consistent. One Relationship Rule Set can be assigned per project. Additional rules can be added to the existing rule set if more are required.
To edit a rule, select the rule you would like to change and it will become editable. Make the changes you wish and select Save
to apply. To delete, select the X
icon next to the rule.
The selection at the bottom Allow relationships with item types not in this rule
will allow any item not listed in this rule set to be related with any other item not in this rule. It will not affect the existing relationship rules.#traceability