The Round-Trip feature is designed to conduct mass editing of multiple items in Jama. It is important to keep in mind that this feature is exclusive to Excel documents only.
This is done so by exporting the desired items to an Excel Document, making the desired changes offline, and importing the edited document back into Jama, where you will see the updated changes to the items.Step 1: Selecting and Exporting Items for Round-trip
In this example, we will be using test cases. While in List View, select the files you wish to export for Round Trip. You can select multiple items by holding the Ctrl button while clicking on the items you need.
Go to the "Export" in the top right corner, and select "Office Templates".
This will open a pop-up window. Select "Excel Export for Roundtrip" and click "Run". Note: Roundtrip is only available to be exported to Excel. Rich-Text Fields can oftentimes create difficulties within Excel and should not be used for Round-Trip.
Your export should open shortly, looking similar to the picture below:Step 2: Editing your Excel Document
You are now ready to make changes to your document. In the above picture, we see three test cases with names that need to be changed, which we have edited in the picture below: Adding Items
It is also possible to add new items to the Round-Trip export that will in turn
be added into Jama once the document is imported.
If you add an item to your Round-Trip document, it will appear at the bottom of the Set or Folder you decide to import to. It is important to keep in mind that you can only add one type of item, which will be the same as the chosen set or folder
. The ID and Global ID will be assigned to the item once it is imported, so be sure to leave those columns blank. Assigned and Priority are
all columns that can be filled out,
but are not required. Step 3: Importing Your Modified Document
When you are satisfied with the changes to your document, it is time to import it back into Jama. (Be sure to save the file before importing.) Right click
the folder or set you exported your items from, and select "Import".
Select your file and hit "Next". Step 4: Adjusting Import Settings
Jama will now ask you to choose the Excel Options for your import. It is important to note two things on
1. The Excel Header Row starts at 2 on the Round-Trip export; be sure to change it as it will automatically be selected as Row 1.
2. Making sure the "Update Items" box is checked. You also have the option to decide how your items will update if there is a conflict between your Excel document and Jama. If you want your Excel document to "win" should a conflict occur, be sure to change this option.
The Field Mapping area has many item fields for customizing details of the item you are importing. You will map this the same way you map a typical Excel document. You should have something like the image shown below: Step 5: Set the Hierarchy
Since this is a Round-Trip document, it is likely that you will not need to set the hierarchy, and we will not for this example. However, should you need to use hierarchy in your other Excel imports, you can do so by indenting or coloring cells. Please note that for Round Trip reports, hierarchy changes will only be applied to new items in the Round Trip report. More information on hierarchies is available in our User Guide, available here. Step 6: Review and Submit Your Import
Remember to refresh your window in Jama to see your updates.
If you are still experiencing issues with Round-Trip, please contact Jama Support and we will be happy to help you further!#requirementsmanagement #OfficeTemplates