Release Notes and Announcements

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Jama Connect Cloud Release Notes 8.49+

By Kristina King posted 04-24-2018 15:32

  

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Jama Connect 8.85 Cloud

Release Date US: 2023/03/31
Release Date AU/EU: 2023/04/01

 

Introducing the Baseline Compare Feature

This release introduces the ability to compare two versions of a baseline using the baseline in-app Compare option via Document View. This feature allows users to compare older baselines with newer versions of baselines within the same source, a first for baseline management directly within Jama Connect.

When you view a baseline in the new document layout, select Compare to activate the in-app comparison feature. Previously, users had to export a report to view baseline-to-baseline changes.

 

Changes are displayed inline with version indicated by color: 

  • Red
    • Edited or deleted text/data from an older version

  • Green
    • Edited or added text/data from a new version

Note: The new document layout and baseline comparison aren't visible if the organization admin disabled Document View. Also, baseline comparison reports are still available to support certain use cases.   

 

Create a Baseline from the Filter Tab

To create a baseline from a filter more efficiently, you can now right-click on a filter and select Add baseline.

 

Usability Improvements

Document View

  • Quick Edit mode now opens when you double-click on an item.
    • Also, when you click in the white space to the right of the content, the item is selected or deselected. 

  • When you hover over an item and Quick Mode isn't activated, editable user fields now include a gray background.  

  • In Quick Edit mode, the only fields that are displayed now are required fields with an empty value.
    • Required fields with a value are hidden unless you configure them to be displayed. 

 

Review Center

Guardrails now prevent you from performing actions on previous revisions of a review or from making changes to closed reviews. 

 

Resolved Issues

ID Description
SOS-DEF-989

When you convert an item type to another item type that has a pick list with a mandatory field, the field is now populated with the default value.  

SOS-DEF-5112 Items exported from Baseline List View now appear in the correct order in tables.  
SOS-DEF-6602

Sending a cycle to review now always includes runs that were not deleted while editing groups in a cycle.

SOS-DEF-6727

When you select Undo from the baseline "Confirm deletion" window, the tabs and Find me option are now updated correctly.

SOS-DEF-6807 An item synced with another item can now be restored from a baselined version of that item before synchronization.  
SOS-DEF-6834 Attempting to delete or edit a baseline that has already been deleted or edited now correctly displays an error message.
SOS-DEF-6846 Electronic signature is now available when the username is configured for authentication via SAML.  
SOS-DEF-6857 When changing the direction of a relationship, the relationship type is automatically updated to the defined relationship type. If the updated direction is configured for relationship type "Any," a user can now select the relationship type.   
SOS-DEF-6861

Jama Connect Advisor: When more than 400 characters are selected, the Analyze button is disabled and you can't click through and analyze text. 

 

 

Known Issues

ID Description
SOS-DEF-6860

Filters: When a read-only user tries to add a baseline from a filter, an unexpected error message is displayed instead of the action being disabled. 

SOS-DEF-6859

Filters: When adding a baseline from a filter, the filter name is displayed in the title window instead of Add baseline

SOS-DEF-6877

Baselines: Version information shows the version number incremented by 1 instead of [Deleted] for deleted items in the baselines Document View. 

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Jama Connect 8.84 Cloud

Release Date US: 2023/03/03
Release Date AU/EU: 2023/03/04

 

Reports Administration Now Available for Cloud Customers

Organization admins in a Cloud environment can now manage custom reports and exports from Admin > Reports. With Microsoft Office Template and Velocity report templates, you can now:

  • Add reports
  • Edit existing reports
  • Delete existing reports

Important Note:  Any new or edited reports should be tested in a non-production environment before implementing them in a production environment.   

Also, please contact Support for help with uploading custom BIRT reports. 

 

 

Velocity PDF Report Templates — Table of Contents, Table of Tables, and Table of Figures

This release introduces new options for Velocity PDF report templates: Table of Contents, Table of Tables, and Table of Figures. 

  • If a report template includes a title page that is wrapped in a <div> container with the given class name TitlePage, the export now places the "Table of..." list on a new page after the title page.
    • Without the container and class name, the "Table of..." list appears on the first page. 

  • Each "Table of..." list is enclosed in a unique <div> container/class name so that they are targeted by the Velocity template with a specific CSS.

  • Support for h5-h7 tags has been added with unique class names so that they are targeted by the Velocity template with a specific CSS.

For more information, see Quick Start: HTML Templates for Velocity PDF Reports.

 

 

Usability Improvements

From Admin > Organization > Details, you can now disable or enable Document View. You might disable it if your organization prefers to manually manage the transition from Reading View. 

 

 

Resolved Issues

ID Description
SOS-DEF-1987 Emails are now sent to the specified email address if the license usage threshold has been reached.  
SOS-DEF-4864 The relationship type configured via relationship rules is now applied when editing relationships.  
SOS-DEF-6628 We have updated the text of the error message that appears when you delete a user group that has permissions for review transitions. 
SOS-DEF-6728 Review activities are now displayed correctly when certain fields in the review are blank.
SOS-DEF-6761 Organization admins can now successfully delete a project. 
SOS-DEF-6765

The CKEditor description field options are now displayed correctly in the Edit Cycle Details window in a test cycle. You now see the following options: Add/Edit Diagram, Add Image, Add Image from Server, Check Accessibility, Math Editor, and Chemistry Editor. 

SOS-DEF-6774 In List View, pick list values are now saved when you perform an inline edit. 
SOS-DEF-6778 You can now successfully provision a new instance or migrate using a .jama backup. 
SOS-DEF-6812 In List View, inline editing an item and then selecting another row now saves the edit in the original item.




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Jama Connect 8.83 Cloud

Release Date US: 2023/02/03
Release Date AU/EU: 2023/02/04

 

Report History Page Updates 

This release introduces new features and a complete redesign of the Report History page. 

Now you can: 

  • Search for a report 
  • Sort columns to reorganize the table 
  • Download multiple reports at a time 
  • Delete multiple reports at a time 
  • Determine the origin of a report or export by viewing the new Context column  

 

Test Management Updates

Testers can now save progress during execution of a test run when they select Save

 

Velocity Update

The Velocity Cloud API method for returning a list of ChangeRequestAssociation objects is now given a ChangeRequest ID. 



Resolved Issues

ID Description
SOS-DEF-6733

Managing categories in List View no longer creates duplicated categories when you select the plus (+) icon.

SOS-DEF-6735

Sets with specific permissions that are converted to a folder will display correctly in List View.


Known Issue

A user making inline edits via the list view will not be able to automatically save the change by clicking out of the row. The user must use the save button, double-click into a different row's cell to make a separate edit, or use the enter key when editing text. We are working to resolve this in a future release.




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Jama Connect 8.82 Cloud


Release Date US: 2023/01/06
Release Date AU/EU: 2023/01/07

 

Introducing Document View 

Jama Connect has added a new streamlined authoring and editing experience called Document View. You can write, read, and edit items all in one view — without losing your place in the overall document and context of related content.

Key features of Document View include:

  • One View
    • Read and write content in a simplified format. 
  • Inline Editing
    • Double-click on an item to open quick edit mode, where you can update a subset of fields in a condensed form.
    • Switch to full edit mode to work with all available fields. 
 
  • Insert Items
    • Add new items exactly where you want without losing your place in the document. 

 


    Document View — Future Enhancements

    Document View will continue to evolve in future releases with the addition of new features and capabilities. 

    A new slide-out panel will include:

    • Comments, allowing users to scroll throughout Document View while viewing related comments.

    • More widgets and actions, including related items, connected users, activities, versions, and more. 


    Additional features currently under consideration for the longer-term roadmap: 

    • New content alert and refresh for collaborating with colleagues on content development.

    • Breadcrumb and jump-to navigation to quickly access specific content. 

    • Nested tables for components or folders. 

    • Advanced field configuration for mixed item types. 

    • Extending Document View design and usability to other areas of Jama Connect, including Reviewing Center.  


    Jama Connect Advisor Now Supports Document View 

    You can now analyze requirements when you edit an item in both Document View and Single Item View. 

    As announced previously, the benefits of the Jama Connect Advisor add-on include:

    • Improved requirements authoring with recommendations are now accessible when and where users need them most. 

    • Higher quality and more consistent requirements can decrease confusion and the need for rework. 

     

    Baseline Improvements 

    Users with permission to create baselines can now create them from the Project Explorer Tree by right-clicking on a set, component, folder, or item.

     

    Test Management Improvements

    Testers now have the option to execute multiple tests in a row without closing and reopening the Test Execution window.

    • Select Open my next assigned test to allow a user to execute or navigate through multiple runs assigned to them.

     

    • From the Test Execution window, after you run through or execute multiple runs, a summary of all test runs by status now appears for that cycle.  

     

    Review Center Performance

    Loading time for the Review Center table view has been improved for customers with a large number of items and item revisions. 

    v1 API Updates

    • We have updated the GET/items/{id}/versioncategories API parameters.
      • The versionID has been replaced with versionNumber to match our existing patterns.  

     

    Additional Updates

    • Velocity reports now include the option to retrieve categories with items. 




    Resolved Issues

    ID Description
    SOS-DEF-6614

    When you search for Categories and assign them to items, those Categories now correctly match terms in the displayed path.

    SOS-DEF-6668

    In Trace View and in Coverage Explorer, exported items with Matrix Lookup Calculations are now displayed correctly.

    SOS-DEF-6697

    For test runs, you no longer need to populate custom date fields to save the test run.

    SOS-DEF-6714

    When a baseline item is edited, converted, or reverted, the pop-up text, Can't replace with baseline, no longer appears.

    SOS-DEF-6717

    Test Cycle custom attributes are now displayed correctly in the Add/Edit Cycle Details window.

    SOS-DEF-6736

    In a review, when a moderator clicks Resolve below the original comment, the comment is now saved correctly and the item content isn't changed.




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    Jama Connect 8.81 Cloud



    Release Date US: 2022/12/09
    Release Date AU/EU: 2022/12/10

     

    Baseline Improvements

    • You can now email a link to a baseline from the baselines header. 
    • The Find me option (breadcrumb navigation) was moved from the baselines header to the baseline ID. 

     

     

    Test Management Improvements

    • From the Test Run Execution window, you can now copy text without clicking Start Test Run

    • When a test run without steps is started and saved before it has passed or failed, the status In progress is now applied. 

    • When the Test Run Execution window opens, associated items are no longer automatically unlocked and action buttons are disabled until you click Start Test Run

     

    User Administration Improvements

    • Organization admins can now export a list of all users from the Users page. 

     

     

    Resolved Issues

    ID Description
    SOS-DEF-4832

    Replace with baseline window now reflects the correct item number and reports when no updates are needed.

    SOS-DEF-5375

    When a test group name changes, the updated name is now reflected in Table View and Single Item View. 

    SOS-DEF-5561

    When you select the option Fix URL References, the URLs for images in test steps are now updated. 

    SOS-DEF-6595

    When you update Test Runs via REST API, the execution time now remains unchanged and no longer resets to midnight. 

    SOS-DEF-6696

    When you edit a description field with an image, the Save & done button is now enabled when there is a slow internet connection.



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    Jama Connect 8.80 Cloud


    Release Date US: 2022/11/11
    Release Date AU/EU: 2022/11/12

     

    Now Available — Jama Connect Advisor™

    On October 26, 2022, Jama Software launched Jama Connect Advisor, a fully integrated add-on product for Jama Connect Cloud which helps users write effective, efficient, and well-organized requirements. Based on industry-accepted INCOSE rules (International Council for Systems Engineering) and EARS notation (Easy Approach to Requirements Syntax), Jama Connect Advisor utilizes natural language processing to deliver insight into requirement quality and accuracy in real-time.

    For details and licensing information, visit our website or contact your Jama Software Customer Success Manager.  

     

    Introducing Multiple Project Dashboards

    With this release, you can now expand dashboard organization and categorize data with individually-named project dashboards. Project and organization admins can create, edit, or delete a dashboard. Users with read/write permissions can view dashboards created by their admins; work with your admin to create a dashboard with the widgets that best support your team's needs.


    Organization and project admins can now click on Add dashboard to name and create project dashboards within these parameters: 

    • The initial project dashboard is allowed an unlimited number of widgets but, for optimal performance, we recommend a maximum of 20 widgets.
      • Subsequent dashboards are limited to 20 widgets. 

    • You can have a maximum of 20 dashboards per project.

    When you use the dashboard feature, your role determines your interactions and the options that are available. 

    Role Responsibilities and Actions
    User with read/write permissions
    • View the dashboards created by an admin
    • Choose your default dashboard
    • Download or view data from a chart
    • Switch dashboards
    • Print the contents of your dashboard
    Organization and project admins
    • Create, edit, and delete dashboards for users with read/write permissions
    • Choose your default dashboard
    • Download or view data from a chart
    • Switch dashboards
    • Print the contents of your dashboard

    ​​​​For more information about the dashboard feature, see Working with dashboards in the Jama Connect User Guide

     

    Updates to Velocity PDF — Table of Contents, Table of Tables, and Table of Figures

    For Velocity PDF exports and reports, there is a new configuration available in the Add/Edit Report modal to include a Table of Contents, Table of Tables, and Table of Figures. The best part - no changes to your Velocity template file are required to include these tables in the output file!

    When adding a new Velocity template file or editing an existing one, follow the steps below:

    1. Ensure the Report Type = Velocity and the Report Format includes PDF

    2. Note there is a new section labeled Include Table of... (PDF only):
      • Select the checkboxes for the tables you would like to include in the output file

    3. Save the report template after completing all other relevant fields


    When a user runs a report that includes these options, they will be notified in the report window when PDF is selected as the file format.

    Please note: PDF files that contain tables of contents, figures, or tables will take longer to generate in order to create the hyperlinks to each section -- the more pages the PDF includes, the longer the report will take to generate.


    Once the file is generated and downloaded, the Tables will be included in the PDF output with each section linked to the appropriate page.  

     

    Usability Improvement 

    When an organization admin selects Clean up categories, a message now appears in the Activity history. 

     

     

    License Admin Page 

    The exported data Excel sheet has the following changes:

    • A new column was added that calculates the Duration in Milliseconds into an hh:mm:ss format for clarity on the duration of time the user was logged in.

    • The 'UTC' text was removed from the LoggedInAt and LastActivityAt columns so that Excel can recognize these as date/time formats.

    v1 API Updates

    • GET v1/baselines/{baselineId}/versioneditems
      • Response now contains the applied category snapshots at the time of the baseline

     

    Resolved Issues

    ID Description
    SOS-DEF-4031

    Leading and trailing spaces in a text field can now be removed went editing an item.

    SOS-DEF-5865

    <>& characters are now displayed in Reading View as expected.

    SOS-DEF-6577

    When a participant is changed from Approver to Reviewer and a new revision is published, the approve/reject count on the new revision does not count items that were formerly approved/rejected by that user when they were an Approver.

    SOS-DEF-6589

    Calculated and Logic fields now export as expected in Velocity.

    SOS-DEF-6613

    When you export a baseline with categories, the categories now maintain the baselined information.

    SOS-DEF-6642

    In Reading View, the required date fields now appear in the correct location above the categories table.

    SOS-DEF-6669

    The Trace View item preview panel shows the correct version number for the item.




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    Jama Connect 8.79 Cloud


    Release Date US: 2022/10/14
    Release Date AU/EU: 2022/10/15

     

    Test Management Updates

    • Deleted test runs are now logged in the project activity stream.

    • Make Test Runs Current is now called Sync Test Runs to Test Cases for improved clarity. 
    • When you select Sync Test Runs to Test Cases — previously called Make Test Runs Current — the test run is now versioned instead of replaced.
      • Synced test runs are versioned and updated to reflect the changes from the test case; any previous progress, results, or statuses are saved in the test run version history.
        • To restore previous results, select Make current in the test run version history widget. 

    • While you edit the contents of a test cycle, selecting the same test groups no longer deletes and replaces the test runs that haven't run.

    • When you edit the contents of a test cycle, and the selected groups or statuses alter the contents of the cycle, you can now preview changes before committing them.

     

    New Categories Labs API Endpoints

    Organization admins can now create categories from the Labs API: 

     

    Ability to Manually Update Applied Categories

    Organization admins now have the ability to perform a manual update to applied categories with current and historical items. To perform this action, select Admin > Organization > Categories, then click Clean up categories

     

    Performance Improvements 

    Review Center Dashboard 


    This release includes additional improvements to the enable the Review Center views to load much faster than previously, even if you have a large number of reviews. 

      

    Usability Updates

    Categories

    • HTML title tags now appear in the Admin Category tree. When hovering over an icon, admins now see these category types:
      • Global category
      • Project category 
      • Unassigned category
    • The header in Category List View now contains active links.

     

    License Administration

    • The language for the Downgrade and Denial statistics has been changed from Number of users - to Number of login attempts -, to more accurately describe the captured data. 
    • The percentage of licenses used on a daily bases was updated. Now, when you view all license types, the statistic represents the overall percentage instead of a sum of each licenses' percentage. 

     

    Baselines

    When you select an item with previous versions in the baseline, the historical view of that item opens in Single Item View. Selecting an item's link from a baseline will route you to the baselined version — historical or current. You can hover over a link to see the available versions of an item.

     

    Version History

    When you click Make current from an item's version history widget, you now see a confirmation message. Improvements were also made to the system comments and activity logs to more clearly indicate that the version has been copied. 

     

    OpenSearch

    Jama Connect now utilizes OpenSearch for application-wide searching and other index-driven applications. OpenSearch is a community-driven, open-source search suite and is a fork of Elasticsearch that was first announced in January 2021. 

    Coming Soon — Jama Connect Advisor

    Following the release of Jama Connect 8.79, Jama Software will be launching Jama Connect Advisor, a fully integrated add-on product for Jama Connect Cloud to help users write effective, efficient, and well-organized requirements. Based on industry-accepted INCOSE rules (International Council for Systems Engineering) and EARS notation (Easy Approach to Requirements Syntax), Jama Connect Advisor utilizes natural language processing to deliver insights into requirement quality and accuracy in real-time.

    For more information and to try a free, beta version of this technology, please visit labs.jamasoftware.com.    

     

    Resolved Issues

    ID Description
    SOS-DEF-6558

    When workflow versioning is disabled, you no longer receive an error when retrieving baselines via the REST API. 

    SOS-DEF-6590

    When you route items with the same version as the baseline, the UI now automatically refreshes when you navigate back to the previous page. 

    SOS-DEF-6593

    Admins can no longer add a customer field named Item Path to items, which previously caused a conflict with the existing Item Path field.  

    SOS-DEF-6594

    In Single Item View for a historical item version, the Relationship widget now displays the correct number.

    SOS-DEF-6633

    From Admin > Organization > Item types, a highlighted selection now remains on the row when you select the up or down arrow to move to another selected field. 

     

    Known Issues

    ID Description
    SOS-DEF-6613

    When you export a baseline with categories, the categories do not maintain the baselined information. 

    SOS-DEF-6614

    From the Manage Categories window, categories can't be grouped. 

    SOS-DEF-6615

    Categories with more than four spaces in the middle of the name are displayed inconsistently across Jama Connect. 

    SOS-DEF-6616 A 400 error appears when you edit a category name that uses all lowercase to include uppercase letters.


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    Jama Connect 8.78 Cloud


    Release Date US: 2022/09/16
    Release Date AU/EU: 2022/09/17


     

    End of Life (EOL) Features — New Section in Admin Details Page

    The Organization Admin Details page now includes a new section, EOL Features, that lists which features will be discontinued. EOL features can be enabled or disabled as needed.  ​

     

    End of Life for Trace Matrix Feature

    As announced in the 8.76 release notes, the Trace Matrix will no longer be supported within the next year. This decision was guided both by the superior capabilities and the significantly higher usage (over 20x) of Trace View.  

    With this release, an organization admin now controls the visibility of the Trace Matrix feature in Jama Connect; by default, it is disabled (Off). This configuration is available only until the Fall 2023 self-hosted release, when the Trace Matrix feature will EOL. 


    New Dashboard Widget: Complex Chart Widget

    This release introduces the Complex Chart Widget, which is a reusable, configurable dashboard widget -- it displays a granular snapshot of data based on filter, field, and series selections.  

     

    The first enabled chart type is the Stacked Bar Chart. The Stacked Bar Chart has a wide range of filters, fields, and series selections that display data in a user-friendly format.

     

    View Previous Versions of An Item

    In Single Item View, you can now use a new Version drop-down menu to view the differences between items that have more than one version. View the history of an item to quickly identify changes and track progress. 

    When you view an older version of an item: 

    • The in-app tab appears in blue.
    • The Relationship widget displays all relationships up to the version that is being viewed.
    • The Categories table displays a new Unapplied column. The table represents when a category was applied or unapplied.

    When previewing an item in a baseline, you can choose to navigate to the most current version or to the baselined version. 

     

    Ability to Enable Category Management for Locked Items

    Organization admins now have the option to allow users to manage categories on system-locked and user-locked items.  

    • This option is disabled by default. 
    • When enabled, users with read/write access can manage Categories on locked items.
    • When enabled or disabled, a message appears in the Admin Activity stream. 

     


    Categories Feature Now Available in Baselines

    When enabled by an organization admin, historical versions of Categories are now visible in the baseline.   

     

    List View:

     

    Reading View:

     

    Performance Improvements: Review Center Dashboard 

    The Review Center views now load much faster than previously, even if you have a large number of reviews. 

     

    Resolved Issues

    ID Description
    SOS-DEF-766

    The complete list of Editor templates is now visible in the Organization Admin menu.

    SOS-DEF-1757

    Bullets and numbering are now consistently applied to the selected test step cell.

    SOS-DEF-2677

    When you select a formatting option from the Text Editor, the cursor now remains in the highlighted cell.

    SOS-DEF-5606

    When an item is removed from an older version of a review, its associated comments now appear in Single Item View. 

    SOS-DEF-6539

    In Review Center Reading View, the Test Case field for a test run is now correctly displayed.

    SOS-DEF-6554

    In the section for usage stats for the last 30 days for all licenses, the stats for the Number of days where 80% or more of licenses were in use now displays the correct number.

    SOS-DEF-6557

    When you view an older review, an error message no longer appears. 

     

    Known Issues

    ID Description
    SOS-DEF-6590

    When you route items with the same version as the baseline, the UI doesn't automatically refresh when you navigate back to the previous screen.

    SOS-DEF-6594

    In Single Item View for a historical item version, the Relationship widget sometimes displays the incorrect number.




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    Jama Connect 8.77 Cloud

    Release Date US: 2022/08/19
    Release Date AU/EU: 2022/08/20


    Version History Now Available for Item Categorization

    In Single Item View and Reading View, the Categories table now includes the Applied column. 

    View this column to see which version the item was at when a category was applied. 



    Usability Updates

    • When you add a defect from the Test Execution window, a confirmation message now appears. 
    • The full Category Path is now displayed in the project's List View and is based on the cell width. 
    • You can now apply relationship indicator icons to the Dashboard filter widget. 

     


    Resolved Issues

    ID Description
    SOS-DEF-5095

    Admins can now include an ampersand (&) in the workflow status for a pick list field without receiving an error.

    SOS-DEF-5610

    When you attempt to log in to Jama Connect with Atlassian Crowd and you use incorrect login information, you see the correct error message.

    SOS-DEF-5886

    Baseline Compare Velocity reports no longer produce a DiffService error.

    SOS-DEF-6498

    When code blocks are sent to a review, the formatting is now preserved.

    SOS-DEF-6537

    When you add custom fields to the Test Run item type, the Test Execution window now displays those fields below the Actual Results field. 

    SOS-DEF-6559

    In the Sync Items window, you can now select Sync All for either direction (up or down) without receiving an error. 

     


    Known Issue

    ID Description
    SOS-DEF-6539

    In Review Center Reading View, the Test Case field for a test run now correctly displays the Test Case link, ID, and Name.




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    Jama Connect 8.76 Cloud



    Release Date US: 2022/07/22
    Release Date AU/EU: 2022/07/23


    SCIM Provisioning for Group Management

    This release builds on the new System for Cross-Domain Identity Management (SCIM) workflows for user management that were introduced in Jama Connect 8.74. Your organization can now automatically provision groups from Okta into Jama Connect. 

    With SCIM group management, you can:

    • Create new organization-level groups
    • Read existing org-level group membership
    • Update org-level group membership (add/remove)
    • Delete org-level groups

    In addition to SCIM support for Okta, Jama Connect now includes SCIM support for Microsoft Azure AD. Contact Jama Customer Support to assist with enablement and to ensure successful implementation. 


    Announcing EOL Support for Trace Matrix

    Within the next year, the Trace Matrix will no longer be supported. In an upcoming release, default access to the Trace Matrix will be disabled. Organization Admins can manually enable access to the Trace Matrix until this feature is officially EOL; more details to come in a future release and accompanying release notes.

     

    Improvements from Community User Feedback

    You Can Now Quickly Scan and Identify the Relationship Status for Live Traceability Coverage in Your List of Requirement Items

    • Individual icons will become highlighted in their coordinating color when the item violates the relationship rule applied to the project. Hovering your cursor over the icon will display the specific relationship status name in a tooltip:
      • Suspect Item is indicated by an orange exclamation point icon in the first column.
      • Causing Suspect is indicated by a yellow question mark icon in the second column.
      • Orphan Item is indicated by a teal up arrow in the third column.
      • Missing Downstream is indicated by a teal down arrow in the fourth column.
    • In List View and in Trace View, unique icons for the Relationship Status Indicator now display the "Relationship Status" show/hide fields column configuration.
    • When you hover over the arrow icon, informative tool tips now appear. 
    • Individual icons and tool tip text now display the status of a relationship: Suspect Links, Causing Suspect, Orphan Item, and Missing Downstream.
    • Relationship status icons now appear in separate columns. 

    Note: In Jama Connect 8.77, new icons will appear in the Dashboard filter widget.

    Do you have feedback on the Relationship Status feature improvements? Join our Community where you can comment on this Ideation card.

     

    Ability to Expand Row Height in Baseline List View

    • In List View for baselines, you can now manually expand the row height and toggle between Condensed, Medium, and Extended row heights. 

    Do you have feedback on the "Adjustable Row Height" feature for baselines? Join our Community where you can comment on this Ideation card.

     

     

    Improved Activity Stream Audit Messaging for Clearing Suspect Links

    • Simplified messaging describes which item relationship was modified by clearing the Suspect Link.
    • Clearing the Suspect Link in one item produces a second audit activity for the coordinating related item.

    Do you have any feedback on the ability to clear all Suspect Links on an item? Join our Community where you can comment on this Ideation card

     

    Usability Updates

    • In the Project activity stream, a link now takes you to the source in the baseline tree.
    • The item types list now correctly displays all data, even when you change the screen size.
    • The "Lock" button now includes the locked and unlocked icons.
    • The gear settings icon and its drop-down menu were replaced with a new layout button.
    • When you publish an edited item in a review, your scroll position is now maintained in the details of the review.
    • The item types page for organization admins includes improved language and behavior. The Add item option is now Add field. When a new item is added, the right panel now opens automatically.
    • The Pick lists page for organization admins includes improved language and behavior. The UI text items is now values. When a new item is added, the right panel now opens automatically.
    • Infotips for multi-select item type fields is now consistent in Reading View, List View, and reviews. 

     

    Resolved Issues

    ID Description
    SOS-DEF-5721

    Deleted upstream relationships no longer appear below the Relationship widget in a Test Run item

    SOS-DEF-5831

    You can now move versioned attachments to a different project without an error

    SOS-DEF-5857

    In Single Item View, when you add sub-items from the Explorer Tree and Add item options, the content header name is now correctly displayed

    SOS-DEF-5858

    Multiple links are no longer created in the component header breadcrumb when the set name contains a '|' vertical bar with or without spaces

    SOS-DEF-5869

    In a review, a delay in comment replies no longer allows for a different reply for the same comment





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    Jama Connect 8.75.1 Cloud


    Release Date US: 2022/06/28
    Release Date AU/EU: 2022/06/29



    Resolved Issue

    ID Description
    SOS-DEF-6506

    The actual results are now saved in the test execution window.





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    Jama Connect 8.75 Cloud



    Release Date US: 2022/06/24
    Release Date AU/EU: 2022/06/25

    Introducing Lookup Matrix Calculated Field Type

    Lookup matrices serve as a source for logic-based calculations in lookup matrix type calculated fields, and provide logic-based calculations (for example, 3 * 5 = High).


    They also can return results with color formatting, which visually helps users interpret the calculation results.


    Admin Changes 


    Pick lists now have a type:



      • Standard: Default single-select field

      • Lookup Matrix: Appropriate when planning to use pick list in a logic-based calculation (powered by lookup matrices)




     


    New Admin Tab — Lookup Matrix


    You can now configure lookup matrices as the calculation source for Lookup matrix type calculated fields. 




     


    New Calculated Field Type  Lookup Matrix


    When configuring a calculated field, you can now select the Lookup matrix type (along with the existing options for Sum, Multiply, and Weighted Shortest Job First). 




     


    Advanced Filters Now Include Categories


    When you create a filter, you can now select Categories and choose is equal to or is not equal to when you add a rule. 




     


    Categories Now Include Project Activity Messages


    When you apply or unapply categories to items:



      • A project activity stream message now appears

      • A Single Item View activity message now appears





       


      REST API Updates



        • POST /picklist endpoint now includes the option for STANDARD and LOOKUP_MATRIX type pick lists

        • GET /pick list endpoint now returns STANDARD and LOOKUP_MATRIX type pick lists


       


      Usability Updates




        • The Find items secondary panel tree, results, and selected items UI have been updated to provide consistency and align with Jama Software design standards.







        • The Find items search capabilities now allow you to search by item ID, tags, name, and description.







        • The Find items and Filter items by windows now include condensed headers, borders, and backgrounds. Updates were also made to their search box, tab index orders, accessibility, and more for improved consistency with Jama Software design standards. 



        • Now, when you add source content with '<pre>' HTML tag (pre-formatted text), the text is wrapped so you can compare the types of items more easily. 






        • Infotips are now supported for multi-select fields


        • When an organization or process admin edits a pick list or item type, the content in the right panel now automatically reflects their selections. This update prevents unintentional changes to the wrong item or pick list. 


        • Test execution window now reflects the same field order as test case and test run items, with description presented above test steps instead of below them.


        • When you delete a custom field from an item type, that data is now automatically removed, avoiding issues in calculations and item updates when the unique field name is reused later. 





      Resolved Issues







































      ID Description
      SOS-DEF-5396

      In a review, when you click CommentReply, or Resolve in a comment without text, validation is no longer missing in review, stream, and item comments. 

      SOS-DEF-5822

      When you export a Word, Excel, or PDF file that includes the Lookup Matrix type, the string format is now displayed correctly in the Calculated and Logic field.

      SOS-DEF-5784

      When you switch to the Categories List View tab, the screen no longer refreshes and your selections are preserved.

      SOS-DEF-5840

      In a review, the action drop-down menu now closes as expected.

      SOS-DEF-5887

      When you delete a custom field from an item type that data is now automatically removed, avoiding issues in calculations and item updates when the unique field name is reused later.

      SOS-DEF-6476

      Users with create/edit permissions without project admin permissions can use the REST API to assign a test case to a test group.

      SOS-DEF-6477

      In a review, when a comment is resolved by a moderator, that comment is now saved correctly and the item content is not impacted.

      SOS-DEF-6483

      The correct number is now displayed for the Collaborator license count that appears on the Admin and Root pages.





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      Jama Connect 8.74 Cloud




      Release Date US: 2022/05/27
      Release Date AU/EU: 2022/05/28


       


      Baseline Updates


      Once an organization admin creates and configures a baseline-specific pick list, they can enable the baseline status for users to be able to select the pick list. The baseline status pick list can't be edited after it's configured. 




      Once the pick list is enabled, users can apply this option when they edit a baseline. The pick list values appear in the headers for Baselines List View and View details page. 





       

      The View details page now includes the Rich Text Editor along with the new baseline pick list -- when editing a baseline, you can now update the pick list and add Rich Text as needed. When the baseline pick list is updated, the activity is captured in the baseline and project activity streams.




       




       


       



         


        Project Dashboard Updates


        New dashboard views use visual storytelling to improve comprehension.


        For line, bar, and pie chart widgets, the new Data Table View provides a detailed breakdown of the filtered segments, presented in an easy-to-read table format.



        If you need this information elsewhere, you can download individual bar, line, or pie chart data directly from an individual widget in three formats:



          • PNG

          • CSV

          • SVG 


        The new Full Screen View creates greater visibility and clarity for seeing a broad view, guiding focus to the screen and into the data.




          


        The legends in dynamic dashboard widgets help you to drill down, focus, and compare the widget information you need while deselecting and selecting legend segments.




         



        License Administration


        The Admin License page has been redesigned and enhanced for ease of use and readability. 



          • The page filter drop-down menu now includes all license types. You are no longer limited to a portion of your license usage; you can now select All to group overall license usage into a single view.

          • The bar chart has been updated to an area chart to display grouped license types with more clarity.

          • When viewing the area chart as a date range, you can click on a single day to view the hourly breakdown; you can also click on a single hour to view a new minute-by-minute breakdown for better real-time analysis.

          • The page data is now displayed in your local time zone (converted from UTC). 









          • A newly-added statistic represents when a user tries to log in with a creator (float) license but is downgraded to a reviewer (float) license due to lack of availability.





          • A new CSV export helps you analyze license usage trends within Excel. The exported data represents a UTC time zone. 




         



        SCIM Provisioning for User Management


        A new System for Cross-Identity Management (SCIM) workflow allows your organization to automatically provision users from Okta into Jama Connect. Contact Jama Support to assist with enablement and to ensure successful implementation.


        SCIM provides the ability to:



          • Create new users (initial license management occurs during creation) 

          • Read existing users

          • Update user information

          • Deactivate users


         



        Updates from Customer Feedback


        The Relationship widget window now includes the ability to multi-select and clear multiple Suspect Links in Single Item View.




        You can now:



          • Use control (command+shift on Mac) to select the links you want to clear.

          • Select Clear Suspect Links from the Edit drop-down menu.

          • Clear links in batches of 1–50.


        To add comments to this popular use case, see Add ability to clear all suspect links on a given item.


         



        Usability Updates



          • On the Review Details page, users can now resize the "Find item" and "Filter items by" panels.

          • A new “View in tree” option has been added to both menus in Reviews, which allows you to open the Find item panel and view the item in the review hierarchy.

          • The window used to add @mentions and #hashtags has been adjusted so that the text is displayed regardless of screen size or position.



           



          REST API Updates 



            • PATCH /items to update multiple items


          When a baseline-specific pick list is enabled:



            • GET /baselines endpoint now returns the baseline pick list option 

            • GET /baselines/ {baselineId} endpoint now returns the baseline pick list option

            • PUT /baselines/ {baselineId} endpoint now can update the baseline pick list option


           



          Resolved Issues































































          ID Description
          SOS-DEF-505

          When workflow is enabled, previous versions of an item that have been converted to a different item type can now be transitioned to Current.

          SOS-DEF-2108

          Selecting two different sets of items before the first tab opens no longer causes issues.

          SOS-DEF-2376

          Using REST API POST /projects/{projectId}/attachments with required field settings no longer produces an error.

          SOS-DEF-4014

          Now, when you move sets of items to a new project, workflow settings are aligned with the new project.

          SOS-DEF-5310

          If items in a workflow where converted to a folder, you can now use the option Replace with baseline.

          SOS-DEF-5745

          Enabled categories no longer appear as disabled (OFF) when they're actually enabled (ON).

          SOS-DEF-5751

          When a user is assigned to many user groups, their project screen now loads more quickly. 

          SOS-DEF-5804

          Now, if an item is converted to a new item type without a defined workflow, you can assign workflow settings at a later date.  

          SOS-DEF-5822

          The Calculated and Logic field is now displayed in integer format instead of string format when you export Word, Excel, or PDF. 

          SOS-DEF-5826

          When configuring an item workflow as an organization admin, the Workflow heading is now displayed correctly after you click Cancel.

          SOS-DEF-5842

          An error no longer appears when you save an item with tags twice.

          SOS-DEF-5860

          When disabled, the option Allow users to change their username now behaves as expected.

          SOS-DEF-5862

          The option to reset a forgotten password is no longer available to IdP (SAML) users. 


           





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          Jama Connect 8.73 Cloud




          Release date US: 2022/05/06


          Release date AU/EU: 2022/05/07


           


          Project Access in Categories


          Organization admins can now manage a category’s visibility in one, many, or all projects.


          Category Permission Visibility Types 



            • Unassigned AccessNot visible in any projects.


            • Project Access

              Visible in one or more defined projects.


            • Global Access
              Visible in all defined organization projects.


          As projects are added to the organization, visibility is automatically applied. Note: Newly added categories are “unassigned” by default, meaning they’re not visible in any projects.


          Unassigned Categories


          Unassigned categories don't appear in your projects, including in these project views: 



            • Project 

            • List View

            • Reading View

            • Single Item View

            • Tree

            • Manage Categories window


          By default, users don't have access to categories that have just been added, allowing organization admins time to configure categories without disrupting or revealing them to the organization.





          Organization admins can configure unassigned categories at any time. Here's how:



            • Global Access: Enable to make the category visible to all projects. 

            • Manage Access: Configure the specific projects in which the category should be visible. 





           




          Global vs. Project Access


          Global access allows all projects to access a category, while project access means a category will only be visible to specified projects.


          The global access option can be enabled or disabled at any time with the Global access checkbox. When enabled, all active organization projects have visibility to that category. The Manage access option is disabled in this usage case because the category is set as being visible to all projects.


          If the user disables global access, the category is then converted to a “Project access” category, and all projects will still have access to it. The user can then manage which projects should maintain access to the category.  


          Project access categories can only be seen and used in the projects specified by their organization admin; the organization admin can then choose to manage access and make any needed changes.




          Manage Project Access


          Project access can only be managed on one non-global category at a time. When the Manage access button is clicked, the Manage access window is displayed; this is where organization admins can hide or show any active projects in the organization.


          Note: Access can only be edited on top-level parent categories; all child categories inherit the top-level (parent) access. This also affects all move, copy, and merge actions.







            • Hidden projects are listed in the left panel

            • Visible projects are listed in the right panel

            • Projects are displayed with the project name, followed by the project key

            • Projects can be moved from either pane

            • Impact counts display the staged actions at the bottom of the window

            • Clicking Save applies the staged access options to the selected category

            • Access activities are posted and displayed in the Admin activity history



            Note: If a category has been applied to items in a project, that project can no longer be removed from the Visible projects list. All applied categories must be unapplied from all items in the selected projects before removing the category from the project. This restriction also applies to all move, copy, and merge actions.


            Managing access has an impact on cross-project use of categories. When a user who is working with a cross-project List View or Reading View selects Manage categories, the visible categories are limited to Global categories and categories that intersect with the selected projects.


             




            Other Callouts



              • If a deleted item is restored, any associated categories aren't restored.

              • If a project is archived and later restored, the categories aren't restored.

              • When a user, in a cross-project List View or Reading View, selects Manage categories across the list, they will see only categories that are global and intersect with the current project.







              Usability Updates


              Admin



                • Improved language and updated instructions when adding notification emails to the System Health Report settings page.

                • Updated inline alert to the new library component on the Categories admin page to match Jama Software design standards, providing more consistency to the application.


              Projects




                • Updated highlight, hover, and selected colors to match Jama Software design standards, providing more consistency to the application.



              Reviews


                • Added a new Go to item link as an option in the drop-down menu on the Reviews left sidebar, providing easier access to items in projects.

                • Added clarifying icons to the Add moderator and Add participants buttons in the Reviews header.

                • When a user comments on a review, the content of the comment is now maintained when switching from Reply to Resolve; the user no longer has to re-enter the content. 

                • Improved language for user messages when they can't publish a new review revision because the filter that was used to create the review has been deleted.



                Reviews Index


                  • IMPORTANT: The default view on the Reviews index page is now Table View instead of Grid View.

                  • Updated the navigation tabs, buttons, spinners, and other UI elements to newer components that match Jama Software design standards and provide consistency to the application.

                  • Adjusted the Reviews index page view preference (Grid or Table) to persist throughout the user's Jama Connect session.

                  • Updated the filters on the Reviews index page to keep selections throughout the user’s review session and to apply on initial selection from the drop-down menu.

                  • Expanded table column data and sort functionality in the reviews index table view. You can now sort by Review Status, Role, Revision, Moderators, End date, and My progress.

                  • The Reviews tab count now reflects the total and filtered counts for both “My” and “All” reviews simultaneously.

                  • Removed unnecessary back-end calls when review and count data are loaded, improving navigation performance on the reviews index page. 



                    




                  Resolved Issues























































                  ID Description
                  SOS-DEF-1259

                  In the Test Center, when the unique ID of a test case is long, the full ID can now be viewed in a title tag when you hover over the ID link.

                  SOS-DEF-1825

                  Items are no longer locked when they are edited in List View. 

                  SOS-DEF-4814

                  Review comments are now saved when a session is renewed or refreshed. 

                  SOS-DEF-5077

                  From the Jama Connect API, a locked parent item still allows sub-items to be edited. 

                  SOS-DEF-5442

                  In the Review Center table view, when you sort by project, the results are now sorted in alphabetical order. 

                  SOS-DEF-5733

                  When a review comment includes an @mention and is edited or deleted, the count is now updated to reflect that change.

                  SOS-DEF-5746

                  Comments in private reviews are no longer visible to non-participants.

                  SOS-DEF-5758

                  Related items in reviews are now visible after you publish a new revision.

                  SOS-DEF-5760

                  Review activities now displays the correct designation of a new version compared to a new review.

                  SOS-DEF-5798

                  The test cycle start and end dates are now visible in the Reading View of a review.

                  SOS-DEF-5816

                  When moving your cursor over a review, images in the description are no longer downloaded from the server, causing performance issues.


                   


                  Known Issues















                  ID Description
                  SOS-DEF-5822

                  The Calculated and Logic field appears in integer format instead of string format when you export it to Word, Excel, or PDF.




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                  Jama Connect 8.72.1 Cloud


                  Release date US: 2022/05/02


                  Release date AU/EU: 2022/05/03



                  Velocity Report PDF Error


                  This release resolves an issue where users receive a "License Being Loaded Is Expired" error when running a Velocity report to PDF. This resulted from an issue updating the license of a third-party component used for rendering PDFs.  




                  Jama Connect 8.72 Cloud



                  Release date US: 2022/04/01


                  Release date AU/EU: 2022/04/02



                  Jama Connect 8.71 Exceeds All Published SaaS Performance and Scale Benchmarks Within the Requirements Management and Product Lifecycle Management PLM Space


                  Learn more HERE


                   


                  Performance Improvements


                  This release features performance and scale improvements in our continuous efforts to align usability and capability in Jama Connect with our customers' growing adoption and usage. 


                  Experience significant improvements when deleting a large number of items, such as an entire set or folder.  


                   


                  New Labs API Endpoints 


                  This release introduces the following new Labs API Endpoints:











                   


                  Update to the Review Center Actions Menu 


                  Language in the Review Center Actions menu and window has been updated to reflect the same pattern as the Project workflow. When you select multiple items for batch update, the text is now Edit instead of Update.


                   


                  Updates from Customer Feedback 



                    • Understand from what source the information you are reporting on by adding the new List Source ID parameter in your context-sensitive Velocity reports.  Sources include filters, baselines, folders or sets, etc.

                    • Use the REST API to return the connected Review ID of the baseline it was derived from.

                    • Attachments in Review Center will now appear in the item only when the user has the correct read permissions to view the attachment.


                   


                  Resolved Issues



























































                  ID Description
                  SOS-DEF-541

                  Reviews that are created at the same time now have different review numbers.

                  SOS-DEF-2050

                  When you edit an item in a review, existing tags are now visible.

                  SOS-DEF-2588

                  CSV exports from Trace View now show quotation marks (") correctly.

                  SOS-DEF-3073

                  When you insert an image into a shape from the Diagram Editor, those changes are now saved and displayed correctly.

                  SOS-DEF-4217

                  In Review Center Single Item View, related item links are now displayed correctly for all items.

                  SOS-DEF-5372

                  If the "subscribe others" setting is disabled and you try to subscribe a user, then click OK when prompted, Jama Connect is no longer stuck in a loop.

                  SOS-DEF-5631

                  Text for Review Center comments now wraps correctly and is no longer truncated.

                  SOS-DEF-5694

                  Review Center settings are now saved when you click Save Settings in review templates.

                  SOS-DEF-5703

                  When you compare versions of an item, contents in tables now accurately reflects any changes.

                  SOS-DEF-5729

                  Project settings are now saved when a customer's database includes a specific property value.

                  SOS-DEF-5734

                  If a reviewer is tagged with @mention in the top level of the comment box, and isn't attached to items, the total now appears in My Mentions.

                  SOS-DEF-5787

                  When you use a calculated field as input with another calculated field in the same item, the reuse and sync option now works correctly. 


                   


                  Known Issues















                  ID Description
                  SOS-DEF-5785

                  When an organization admin tries to copy or move an existing category, the Category tree organization options window doesn't appear. 




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                  Jama Connect 8.71.1 Cloud






                  Release date US: 2022/03/11


                  Release date AU/EU: 2022/03/12 


                  Resolved Issues 



























                  ID Description
                  SOS-DEF-5787

                  When you use a calculated field as input with another calculated field in the same item, you can now reuse and sync the item.

                  SOS-DEF-5788

                  Reviews created from Test Cycles now open when the Test Plan field is configured to display in the review's Reading View.

                  SOS-DEF-5791

                  An error message no longer appears when the Test Run's Field link is selected by an organization admin.

                  SOS-DEF-5793

                  When you batch-update multiple items, the Modified Date and Last Activity Date are now updated correctly.





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                  Jama Connect 8.71 Cloud






                  Release date US: 2022/03/04


                  Release date AU/EU: 2022/03/04


                   


                  Redesigned Relationship Settings 


                  This release introduces a new design, which now clearly indicates the direction of the relationship created between two items.





                   


                  Performance Improvements


                  This release features performance and scale improvements in our continuous efforts to align usability and capability in Jama Connect with our customers' growing adoption and usage. 


                  Experience significant improvements when you batch update or batch workflow transition multiple items. 


                   Important: The batch update improvement requires a separate zero-downtime settings update by Jama Software after the release.  This improvement will be available on or before Wednesday, March 9, 2022.


                   


                  Admin-Configurable Infotips for Field Labels and Pick List Values


                  Admins can now configure infotips for field labels and pick list values.


                  Because field labels and pick list values are concise by design, infotips can provide clarity on their meaning. This can reduce time to train new users and time spent by occasional users looking at help docs and wiki pages. It also reduces the risk of users misinterpreting field labels and pick list values. 


                  Infotips:



                    • Are an optional configuration — Off by default when no text is present in the infotip; on automatically when text is present.

                    • Can be configured by organization admins for both field labels (while configuring fields in item types) and pick list values (while configuring values in pick lists).

                    • Are visible to any user with project access when they hover their mouse over a field label or pick list value, or when expanding a pick list selector.








                   


                  Extended Capability for Calculated Fields for Risk Scoring


                  Admins can now use a calculated field as input to another calculated field within the same item (not across related items).


                  When you are configuring a calculate field, additional calculated fields only appear as an input option if they haven't already been used in any other calculations. Once a calculated field is used in another calculated field, it is automatically filtered out of future calculated input options. 


                  For example: 


                  If field 3 = [field 1 * field 2], then field 5 can = [field 3 * field 4], so long as field 4 is not also a calculated field.


                  Additionally:


                  If field 5 = [field 3 * field 4] then field 7 can't = [field 3 * field 6] because field 3 was already used in another calculated field and won't show up as a calculation input option while you configure field 7.


                  This feature is generically available for all calculated fields, but the intention is to better support our customers using Jama Connect for risk scoring activities. Having the ability to extend calculations means likelihood and probability scoring calculations can function as an input into overall risk and severity scoring calculations.  


                  In the future, we will expand our support for formatted and logic-based results for calculated fields, adding methods to automate translation of risk scoring for end user. Watch for more improvements in future releases.




                  @mention Feature in Review Comments


                  In a review, you can now use the @mention feature to direct comments to a specific reviewer. This is useful when you have several reviewers and need to direct a question to a specific subject matter expert.



                    • Only users participating in the review appear in the list of possible reviewers who can be tagged with @mention.

                    • Anyone participating in the review can use the @mention feature to tag other participants. 

                    • Comments that include @mention are highlighted by color. Light yellow = comment for you. Light blue = comment for another reviewer. 




                  To use the @mention feature:



                    1. In a review, select the comment icon and type @ followed by the name of the reviewer. 





                    1. Type your message, then click Comment

                    1. (Optional) To display only items where you are mentioned, select Filters > My mentions




                  Do you have feedback on the @mention feature? Join our Community, where you can comment on this Ideation card.



                   


                  Updates from Customer Feedback 


                  "Restore defaults" Button Now Available in List View and Reading View


                  You can now quickly reset your project List View and Reading View to the original administrator defaults in the Show/hide fields configuration panel (enabled only for lists with single item types). 




                  Do you have feedback on this "Restore defaults" button? Join the conversation in this Jama Software Community Ideation card.


                   


                  Report Type Identifier Added to Report Detail View


                  Report type is revealed in a newly added Report Detail area in the Run Reports module.



                   


                  Usability Improvements




                    • Updates to the Select items to baseline window, the Duplicate projects window, and the List View last saved information in the main header to make the data more consistent with current Jama Connect UI standards.







                    • New slide-over panels are now enabled by default system-wide. Updated slide-over panels include Baselines item preview, Trace view item preview, Admin activity history, Attachments preview, and Links preview. Enhancements include a more consistent UI, all slide-overs are now resizable, and linked items in other projects now open in a new browser tab.








                    • The Export drop-down menu and window references "Export options" to be more accurate when referencing export types. Test runs and the Items with attachments widget now have updated UI and language on their Export drop-down menus.







                    • The inactive Collapse button has been removed from the tree’s temporary preview panel display.






                    • Category type, project count, and item count have been added to the Selected category path header in the organization admin area of Jama Connect.




                  Diagram Editor Upgrade


                  The Diagram Editor was upgraded to enhance usability and provide further support for character diagram rendering, including for Chinese, Japanese, and Korean characters. 


                   


                  Resolved Issues 



























































                  ID Description
                  SOS-DEF-5089

                  The compare item view in the Review Center now shows heading numbers.

                  SOS-DEF-5576

                  The second publish confirmation modal is no longer blocked by a continuous creating revision spinner.

                  SOS-DEF-5600

                  After adding HTML to the accepted attachments formats, Velocity reports are downloaded from the reports history page and opened in a new browser tab.

                  SOS-DEF-5670

                  Moderator's abilities are no longer impacted when editing a review that is approved and finalized.

                  SOS-DEF-5677

                  In the header of the project activity stream messages, the inactive links to a baseline source have been converted to labels because routing to a baseline source isn't possible.

                  SOS-DEF-5680

                  The Review Center tab in the My Profile window has been updated to reflect the language change from "Follow" to "Subscribe." This change is consistent with the recently updated language in reviews.

                  SOS-DEF-5688

                  When you click on an item link from the Filters list, the "Find me" action now works correctly.

                  SOS-DEF-5704

                  When all items are removed from a review, they are now correctly displayed when the option Show removed items is enabled.

                  SOS-DEF-5707

                  To prevent an error, you can no longer enter data in the Batch transition field. Instead, you must select a field.

                  SOS-DEF-5709

                  Custom date fields now show the correct date. 

                  SOS-DEF-5719

                  You can now configure core fields in the "Items assigned to me" section of the projects dashboard.

                  SOS-DEF-5744

                  Users no longer receive a "TypeError" when reloading or opening a review.


                   


                  Known Issues 



























                  ID Description
                  SOS-DEF-5728

                  If the tree hasn't been refreshed when trying to move a category that was already removed, the error does not display the correct message.

                  SOS-DEF-5733

                  "My mentions" quick filter in Review Center: When established Review Center comment @mention is edited or deleted, the count doesn't reflect the reduction.

                  SOS-DEF-5734

                  "My mentions" quick filter in Review Center: If a reviewer is tagged with @mention in the top level of the comment box (not attached to any item) in the feedback area, that count is reflected but now shows in the "Filter items by" results because it is not attached to any item.

                  SOS-DEF-5787

                  When you use a calculated field as input with another calculated field in the same item, then attempt to reuse and sync the item, an error occurs and it won't complete.


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                  Jama Connect 8.70 Cloud








                  Release date US: 2022/02/04


                  Release date AU/EU: 2022/02/05


                   


                  Performance Improvements


                  This release features additional performance and scale improvements as we continue to align the usability and depth of capability in Jama Connect with the explosive growth of our customers' adoption and usage. 

                  Experience significant performance improvements when you enable workflow at the organization or project level.




                  Categories Feature Now Available in List View, Reading View, and Coverage Explorer


                  List View



                   



                  Reading View




                  Coverage Explorer






                  Usability Improvements



                    • When reusing items and selecting a location, you will no longer see an unformatted message if you hover the cursor over an item that has multiple permission restrictions.

                    • You can now expand images in a review.

                    • In Reading View, certain fonts are no longer reduced in size.



                  Introducing Industry-Leading Auth0 for Frictionless Single Sign-On (SSO)


                  Jama Software is partnering with Auth0 to provide seamless enterprise integration with our cloud customers' authentication and authorization management systems.


                  With Auth0, authentication and identity management occur within our client’s systems, allowing Jama Connect to be easily and securely woven into a your critical enterprise systems. Because of our partnership with Auth0, Jama Connect can integrate with multiple identity providers, including Active Directory/LDAP, Ping, Microsoft Azure AD, Okta, Open ID Connect, Google Workspace, and many more.


                  For Jama Connect cloud customers currently using SAML for authentication, this change requires setup and transition from the current configuration. This process is straightforward and can be coordinated with Jama Software Customer Support.  This is NOT a breaking change with the 8.70 release; however, we ask that all current cloud SAML customers coordinate this with our support team before April 30, 2022.  For more information, please see this data sheet.


                  Important: This change does not affect authentication via the API (for example, OAuth) or Self-Hosted customers.     



                  Resolved Issues























                  ID Description
                  SOS-DEF-4760

                  Relationships from deleted items now appear in Velocity baseline reports. 

                  SOS-DEF-5648

                  Review names are now limited to 250 characters to match other text entry fields in Jama Connect.

                  SOS-DEF-5702

                  Advanced filters now return results and are saved when using sub-queries, such as "has downstream items matching a filter" in a large data set. 



                  Known Issues















                  ID Description
                  SOS-DEF-5719

                  In the project dashboard, core fields can't be configured in the "Items assigned to me" section.






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                  Jama Connect 8.69 Cloud



                  Release date US: 2022/01/07


                  Release date AU/EU: 2022/01/08 







                  Review Center Performance Improvements


                  This release features the first in a series of performance and scale improvements as we continue to align the usability and depth of capability in Jama Connect with the explosive growth of our customers' adoption and usage. In Jama Connect 8.69, users will experience a significant reduction in time to open an existing review in Review Center.  While users will experience appreciable improvements in reviews of any size, larger reviews of 250+ items will see remarkable improvements in load times.   


                  Performance and usability guidance


                  With this release, additional guidance messages have been added throughout Jama Connect. These messages are informational only and won't prevent you from completing the intended action.

                  These messages are designed to:



                    • Notify you when an action might have an unintended performance or usability impact.

                    • Provide insights into how the application can be used more efficiently.


                  These messages now appear when you attempt to:



                    • Create a baseline with more than 1,000 items

                    • Delete more than 500 items at a time

                    • Send a notification to a large group of recipients


                  Note: Additional performance warning messages for the Review Center and project duplication were added in the previous release. For more information, see the Jama Connect 8.68 Release Notes.


                  Select items to baseline

                   


                  Usability improvements



                    • Comments no longer allow "blank spaces only" in Reviews, Stream, and Single Item View comment streams.

                    • The Admin panel is now resizable.



                  Resizable admin panel


                  Resolved issues

























































                  ID Description
                  SOS-DEF-4519 Setting review page view to 250 items no longer results in significant delay in item load times.  
                  SOS-DEF-5085 Images resize and maintain their aspect ratio when exporting Baseline Comparison Report to PDF.
                  SOS-DEF-5099 Users can now relate a Test Case to a Test Plan without an error.
                  SOS-DEF-5279 The # of Attachments field is no longer displayed as a search filter option.
                  SOS-DEF-5403

                  When you select a filter or test plan, the interface no longer switches to the Explorer Tree.

                  SOS-DEF-5562

                  When you select the Test Case widget for a test run in Single Item View, and the test case is downstream of a test run, an error message no longer appears. 

                  SOS-DEF-5588 Exporting a Review that includes a Test Run with a rich text field does not show HTML markup.  
                  SOS-DEF-5604 When 'Allow multiple items with the same Global ID in a single project" is disabled, restoring an item will only generate a new Global ID when a another active item has the original Global ID.
                  SOS-DEF-5644 Editing and saving a review under specific conditions no longer results in a marshalling data error.  
                  SOS-DEF-5649

                  You can now create a category name with a pipe character (|), and when you select a category from the project Category Tree and its name includes a hashtag (#), an error message no longer appears. 

                  SOS-DEF-5654 Updating Test Steps on a Test Case with the REST API no longer results in an error when attempting to view the Test Case.
                  SOS-DEF-5661 Number of relationships field shows correct values in Review Center reading view.  



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                  Jama Connect 8.68 Cloud



                  Release date US: 2021/12/10


                  Release date AU/EU: 2021/12/11
                   


                  Introducing the Categories feature


                  We are excited to introduce the first iteration of the cross-project feature categories. Use the Categories feature to organize and view items based on classifications like configurations, allocations, releases, or features. This feature offers a view into how items and components can build a final product. 


                   Use the Categories feature to:



                    • Allocate requirements to a hierarchy of items in a system of systems context where the items might exist in multiple projects

                    • Manage releases for multiple items that live in multiple projects

                    • Identify variants of products

                    • Organize and view items in a cross-project hierarchy


                    The Categories feature is available in these areas of Jama Connect:



                      • Admin

                      • Single Item View

                      • Categories tab, when enabled, in the Explorer Tree

                      • Labs API:

                          • Associate categories with an item

                          • Retrieve categories that are associated with an item




                    In future releases, categories will be supported in these features: 



                      • List View, Reading View, Trace View

                      • Filters

                      • Exports

                      • Velocity reports

                      • Baselines

                      • Review Center

                      • Item version history

                      • Item activity

                      • Project activity stream

                      • Imports


                    Enabling the Categories option


                    The Categories option is disabled by default. The organization admin must enable it for the option to appear in Jama Connect and be available for users.


                     When enabled, users with read/write permissions can interact with:



                      1. Categories tab in the Explorer Tree

                      1. Categories table in Single Item View

                      1. Manage categories button in Single Item View, Reading View, and List View



                    When enabled, organization admins can interact with:



                    1. Categories admin tree


                    2. Selected category path option 


                    3. Variations of selected category option


                     
                    Roles for the Categories feature 



                      Your role determines which tasks you can perform when you use the Categories feature. 


















                      Role 


                      Responsibilities and actions 


                      User with read/write permissions 




                        • Organize your requirements across projects. 



                        • Apply a category to items from Single Item View, List View, or Reading View. 



                        • View categorized items in the Category tree. 



                        • See a list of cross-project items. 



                        • View Category paths. 



                        • View Category path IDs. 




                      Organization admin 




                        • Control and manage the Category tree: 




                            • Add, move, copy, and merge categories. 



                            • Edit, remove and delete a category. 





                        • See category details like description, when it was created, and the last time it was used. 



                        • View Category paths. 



                        • View Category path IDs. 



                        • View Category IDs. 





                         


                        New performance and usability guidance 


                        With this release, several new guidance messages have been added throughout Jama Connect. These messages are informational only and won't prevent you from completing the intended action. Additional messages will be added in a future release of Jama Connect.  


                        These messages are designed to:



                          • Notify you when an action might have an unintended performance or usability impact.

                          • Provide insights into how the application can be used more efficiently.


                        These messages now appear when you:



                          • Create a review with more than 500 items

                          • Send a review to more than 30 recipients

                          • Copy a project with more than 10,000 items





                        Updates to the Admin workflow



                          • A warning message now appears when you enable or disable the workflow for your organization.




                          • A warning message now appears when a project manager enables or disables the project workflow override option for a project.




                          • Drop-down menus are now searchable.




                          • Workflow page layout has been updated for a better user experience. 




                        Updates from customer feedback 


                        New option for exporting Velocity reports to Excel


                        As a root user, you can configure settings that allow users to export a Velocity report to Excel in XLSX format.


                        Users can now export directly to Excel rather than using the legacy format.




                          • In some cases, custom reports written in support of XLS format (legacy), might require minor formatting corrections.

                          • This new option is available only for Velocity reports; for other report types, the XLS format (legacy) option is still available. 

                          • This option is not enabled by default. You must manually configure this option for each report. 



                        New Community report: "Baseline Diff One Column" report


                        This release adds a new Visual Comparison Report. You can use a visually enhanced version of the Baseline Comparison Report to measure progress in your requirements from baseline to baseline. Similar to a Jama Connect version comparison view, you can configure, run, and export this new report.

                        You can also analyze requirement changes by looking for these indicators: 



                          • Additions to text — Green text with green dotted underline

                          • Deletions to text — Red text with red highlight

                          • Deleted images — Border highlighted in red

                          • Resized Images — Dotted-line border highlighted in blue

                          • New images — Border highlighted in green

                          • Changes to relationships — Appear the same as the original Baseline Compare report




                        You will be able to access the reports to install from here: 

                        Baseline to Baseline Diff - One Column Community Reports GitHub repo.
                        Baseline to Current Diff - One Column Community Reports GitHub repo.

                        Do you have feedback?
                         Join our Community where you can comment on this idea card in our Customer Ideation Portal.


                        New Quick-add option


                        You can now access the Quick-add option from a subset of items:








                        Additional Test Center customization options


                        For the Test Run item type, you can now use Editor Templates in custom rich text fields:



                          • Organization admins can configure the default Editor Templates for the Test Run item type in the Admin panel.

                          • Templates can be edited in the Test Execution window.

                          • To export the Editor Template information for a Test Run item: From Single Item View, select Export > View all templates > All Item Details, then click Run.


                        Usability improvements



                          • Tooltips now appear when you expand and collapse the Explorer Tree.




                          • Item type names with more than 30 characters are now shortened to avoid text wrapping in the header. 




                          • The Details option is now displayed at the top of the organization admin navigation panel.




                          • In List View, Reading View, and Single Item View, labels on the action buttons now display the icon only (depending on the size of your screen).




                        Resolved issues

















































                        ID Description
                        SOS-DEF-4800

                        In Single Item View, the Workflow field no longer switches between values when a corresponding item, created by the Jama Connect API, uses a non-default value for that field. 

                        SOS-DEF-5204

                        The Item Path field is no longer displayed as a search filter option. 

                        SOS-DEF-5243

                        As root admin, you can now edit an organization admin's username and license information.

                        SOS-DEF-5422

                        In the "Update moderators/Add review/Request review delegation" windows, the placeholder text in the search field is now cleared when you enter text.

                        SOS-DEF-5545

                        You can now lock items for test plans and test runs. 

                        SOS-DEF-5564

                        When using the Quick-add option, items are no longer duplicated if you click Save more than once. 

                        SOS-DEF-5566

                        When you perform a sync with Crowd, large sets of users are now successfully removed. 

                        SOS-DEF-5578

                        When you select View Moved Items in the Activity Stream, API IDs are no longer displayed in the content header. 

                        SOS-DEF-5582

                        The View details link no longer appears in the post-reuse content header. 

                        SOS-DEF-5589

                        Licenses are now updated for users who are removed then re-enabled with Crowd sync.


                        Known issues















                        ID Description
                        SOS-DEF-5649

                        If you create a category name with a pipe character (|), the category List View header displays only the text after the pipe character.


                        When you select a category from the project Category Tree and its name includes a hashtag (#), this error message appears: "Syntax error: Your search contains invalid search parameters. Update your query and try again."



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                        Jama Connect 8.67 Cloud



                        Release date EU/US: 2021/11/12


                        Release date AU: 2021/11/13



                           


                          Remove and recover items from a review 


                          With this release, review moderators can remove and recover items from active reviews without altering the project source. 



                            • When you pair these actions with the Approval workflow, those items remain in their original state and aren't updated when the review is finalized. 

                            • When an item is removed from the review and the review is republished, the item in the corresponding baseline is also removed. 


                          When items are removed, you can't:



                            • Access Single Item View from the review

                            • Approve, reject, or add comments

                            • Edit the item


                          To remove items from a review:




                              1. In the review, select the triangle drop-down menu next to the items you want to remove, then select Remove.


                                 The "Tagged for removal label" appears.  


                            2. Publish a new revision to remove the items from the review.


                            A label appears with the version the item was removed in. 




                            To recover items in a review:



                              1. In the review, select Recover to recover the item you removed. 


                                   The "Tagged for recovery" label appears.    


                               2. Click Publish new revision to recover the item. 





                            Usability improvements







                                  • When a user with read-only permissions selects an item from List View or Reading View, they no longer see the Reuse button. 

                                  • When you reopen a saved and released Trace View, previously selected items are now saved. 

                                  • The Export drop-down menu has a new design and language pattern.







                              • The Add drop-down menu now includes a plus icon. 




                              • When you edit an item that is locked by another user, a refresh button now appears so you can quickly see changes. 

                              • In List View or Reading View, the text for the "number of selected items" has been updated. 





                            Updates from Customer Feedback

                              • With this release, Velocity PDFs now support the following languages: Chinese, Albanian, Polish, Hindi, Portuguese, Punjabi, Armenian, Azerbaijani, Russian, Igbo, Serbian, Japanese, Korean, Kurdish, Latvian, Lithuanian, Macedonian, Thai, Vietnamese, Georgian, Marathi, Greek, and Norwegian.
                              • List View, Reading View, Trace View
                              • Filters
                              • Exports
                              • Velocity reports
                              • Baselines
                              • Review center
                              • Item version history
                              • Item activity
                              • Project activity stream
                              • Imports


                            Coming soon — Categories (in progress)

                            In a future release, Jama Connect will introduce the cross-project feature categories. With this feature, organizations can organize and view items by categories like configurations, allocations, or features. This feature must be enabled by your Organization admin to manage categories in a hierarchical tree view.


                            You can use categories to:



                              • Allocate requirements to a physical or logical architecture in a system of systems context where the items might exist in multiple projects

                              • Manage releases for multiple items that live in multiple projects


                            Categories will be available in these areas of Jama Connect:



                              • Admin

                              • Single Item View

                              • Categories tab, when enabled, in the left-hand Explorer Tree navigation

                              • Labs API:

                                  • Associate categories with an item

                                  • Retrieve categories that are associated with an item




                            Features supported in future releases of Categories: 





                            Resolved issues





















































                            ID Description
                            SOS-DEF-515 When you rename a test cycle, the new name now appears immediately when it's exported. 
                            SOS-DEF-694

                            Now when you re-create a field with the same name as a field that was deleted, the name is saved as written.

                            SOS-DEF-2966

                            HTML tags no longer appear in the Activity Stream after you delete a comment from an item. 

                            SOS-DEF-4175

                            HTML tags no longer appear in the Details Preview Panel when you add a relationship. 

                            SOS-DEF-4820

                            HTML tags no longer appear in the Activity Stream after you delete related items. 

                            SOS-DEF-5447

                            In the Participant progress tab of a review, the Time Spent column no longer appears when Enable time tracking is not selected. 

                            SOS-DEF-5499

                            A tooltip now appears when you hover over the Project Selector icon (<<) and space was added between the divider for Modify | Remove

                            SOS-DEF-5508

                            In List View or Reading View, you can now select more than 50 items and send them for review or select Relate to existing

                            SOS-DEF-5548

                            When you hover over a test plan, the author's name now appears. 

                            SOS-DEF-5570 Associated test cases are now included when you send a review from a test plan. 
                            SOS-DEF-5624 Performance improvement related to View all locked items count.

                             



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                            Jama Connect 8.66 Cloud


                            Release date US/EU: 2021/10/15


                            Release date AU: 2021/10/16


                             


                            Integrating OSLC Model Connector with Jama Connect


                            With this release, you can now integrate the Open Services for Lifecycle Collaboration (OSLC) model connector with Jama Connect through Smartfacts. This integration provides clear visibility to model artifacts in real-time, further enhancing your Model-Based Systems Engineering (MBSE) approach.


                            Important: Contact your Jama Software Account Manager to set up access to the OSLC Model Connector and MID Smartfacts. For more information, see Jama Connect OSLC Model Connector Datasheet


                             In Single Item View, you can configure specific item types for the OSLC Model Connector using the OSLC Artifacts widget.


                            Support for WIRIS MathType floating license


                            This release removes support for the WIRIS MathType named license. Jama Connect now supports the WIRIS MathType floating license. 


                             













                            End of life for WIRIS MathType named license support

                            The MathType column was removed from the Admin Permissions table. 


                             


                            For organizations that managed WIRIS MathType named licenses in the Admin Permission table, we recommend that you remove individual users to keep things organized.   

                            Jama Connect now supports the WIRIS MathType floating license

                            The WIRIS MathType Equations Editor requires a separate license.


                            Contact your Jama Software Account Manager to: 



                              • Inquire about purchasing a license. 

                              • Convert existing WIRIS MathType named licenses to floating licenses. Self-Hosted and Airgap environments with named licenses must complete this conversion before upgrading to Jama Connect 8.66.


                            Note: In Cloud environments, WIRIS MathType availability isn't impacted by this change.    


                            MathType and ChemType buttons are now visible to all creator users from any Rich Text Editor. 



                              • Depending on license availability, creator users obtain a license by opening the equation editor. 

                              • To release the license back to the floating license pool, close the equation editor. 



                             



                            Updates from customer feedback



                              • Test runs now remain open when a session has timed out. 

                              • In the Reports tab of root admin, the "Restrict to Group" options are now listed in alphabetical order. 

                              • New improved library to support PDF exports of Velocity reports.

                              • You can now use "Find me" to locate a folder in a folder. 


                             


                            Usability improvements



                              • You can now resize review comment windows.

                              • Trace View filters now support multiple choices. 

                              • On the Jama Connect homepage, you can now bookmark projects, components, sets, or folders so they appear under Bookmarks and remain in the Recently viewed sections. Having them appear in both places allows you to keep track of recently viewed items even if you remove the bookmark. 

                              • When you try to delete a filter that was used to create a review, a warning now appears. 

                              • In Single Item View, a refresh button has been added to the content header. 

                              • The "View all locked items" button was moved to the actions area of the content header. 

                              • In Single Item View, you can no longer unlock an item while you edit. 


                             


                            Resolved issues

































































                            ID Description

                            SOS-DEF-344


                            When a new flag field is added to pre-existing items, a null value is now treated as 'false' in filter results.


                            SOS-DEF-1751


                            When "Include Unexecuted Test Runs in Status Calculations" is set to "No", calculations are now displayed correctly.


                            SOS-DEF-4847


                            API "GET users" is no longer case sensitive when you search by email.


                            SOS-DEF-4861


                            PowerPoint file attachments are now indexed consistently.


                            SOS-DEF-5314


                            After you change the workflow setting for an item type on the Project Admin page, the "Current Workflow State" option is now correctly displayed in Single Item View. 


                            SOS-DEF-5423


                            The "Unlock item" tooltip now reflects the date and time format that was configured by the organization admin. 


                            SOS-DEF-5431


                            In the item set name of the breadcrumb link in Single Item View, special characters &, ", <, > are now displayed correctly. 


                            SOS-DEF-5458


                            In List View, when you selected the option "Add Sub Attachment," an error occurred. This option was removed in this release.  


                            SOS-DEF-5481


                            When you hover over an advanced filter, the name of the author now appears. 


                            SOS-DEF-5506


                            Multiple links are no longer created in the breadcrumb navigation when the item set name includes "/" (slash) with or without spaces. 


                            SOS-DEF-5515


                            The edge of the "Add" button is no longer highlighted when you select the space between the "Trace View" and "Add" buttons. 


                            SOS-DEF-5521


                            After you edit and save an item, the Test Plan header is refreshed and now reflects the changes you made. 


                            SOS-DEF-5544


                            When you move from the Filter to Tag view, the correct in-app tab name is now displayed.

                            SOS-DEF-5570 When you send a test plan for review, test groups and test cases linked to those groups are now included. 

                             




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                            Jama Connect 8.65 Cloud


                            Release date US/EU: 2021/09/17


                            Release date AU: 2021/09/18


                             


                            The Review Center header gets a new look


                            This release continues the introduction of a new interface design for the Jama Connect Review Center. For a consistent and organized user experience, we created a standardized design pattern to make actions and views more visible. Buttons replace drop-down menus and interactive links (breadcrumb navigation) now indicate the location in your project hierarchy.

                            2d862b80-1426-4168-a9ce-53c3e697de8f


                            Add multiple items with "Quick add"


                            When brainstorming with your team, you may want to quickly capture the flow of ideas. In Jama Connect, the Quick add option lets you easily add multiple items using only the Name and Description fields. After you create the item, you can edit it to add more fields. 

                            9f352501-d03e-46c0-873e-3e7ad7a22f4f



                            Within the Quick Add module:



                              • Add up to 50 rows at a time. Each row represents a single item that can be added to a set of like items. 

                              • Use the tab key to quickly move across the table. 

                              • Module will respect item-type configurations of the Description field (read-only, required field)


                            324cdf53-db5c-43c0-9b7e-6f0f65bf7c20


                            Newly updated Trace View header


                            This release adds new enhancements to the interface design for the Jama Connect Trace View header. This update includes a consistent and organized user experience. We've created a standardized design pattern to make actions and views more visible. Buttons replace drop-down menus.


                            43a3cf78-9fda-45db-bb8b-255649954cc5



                            Additional features:


                              • A new confirmation modal when enabling/disabling workflow options in the Admin area.

                              • A new link to "Go to item" in a new browser tab from the item preview menu in Review Center.


                             


                            Resolved issues





























                            ID Description
                            SOS-DEF-1730 A trace view can now be generated when items are added in a release already opened in list view.
                            SOS-DEF-5408 Users are no longer able to create duplicate relationships through reuse and "Add relationship to original item."
                            SOS-DEF-5413 The View all Locked items and Send for review buttons were not aligned properly when 'Relate item(s)' window was opened.
                            SOS-DEF-5484

                            In some recent Jama Connect Cloud instances, the Current Version and Version fields appeared multiple times in a field picklist. This release resolves this issue.

                            SOS-DEF-5495 Office Template reports no longer fail with a Java error.   




                            Known issues



















                            ID Description
                            SOS-DEF-5470

                            When overriding a workflow, project admins see the message "You don't have permission to perform this action." 

                            SOS-DEF-5314

                            After changing the workflow setting for an item type from the Project Admin page, the New Status drop-down menu doesn't appear. 




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                            Jama Connect 8.64 Cloud



                            Release date US/EU: 2021/08/20


                            Release date AU: 2021/08/21


                             


                            Updates from customer feedback



                              • Project Admins can now unlock user-locked items in Single Item View.


                             


                            Resolved issues





























                            ID Description
                            SOS-DEF-2637

                             Locked items can be unlocked by a project admin with the appropriate permissions. 

                            SOS-DEF-4625 Users with create/edit permissions can now assign a test case to a test group from the API using POST /testplans/{id}/testgroups/{testGroupId}/testcases.
                            SOS-DEF-5334 Project admins can now unlock single items in their assigned projects.
                            SOS-DEF-5364

                            When you send items for review, a notification now appears in the activity stream. 

                            SOS-DEF-5476 You can now batch edit items from a smart filter list without receiving an error.  



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                            Jama Connect 8.63.1 - Cloud


                            Release date US: 2021/08/03


                            Release date AU/EU: 2021/08/04


                             


                            The Jama Connect header gets a new look


                            This release continues the introduction of a new interface design for the Jama Connect content headers. For a consistent and organized user experience, we created a standardized design pattern to make actions and views more visible. Buttons replace drop-down menus and interactive links (breadcrumb navigation) now indicate the location in your project hierarchy. 


                             


                            The header is divided into two sections:



                              • Views — Information and actions that relate to the presentation of your data. 

                              • Actions — The things you can do with the currently displayed content. 


                             


                            Where can I see it? 


                            The new header design now also appears in Single Item View, List View, and Reading View. Previously, it was first introduced to Baselines. In a future release, this design will also be available in Reviews and Trace View. 

                            ce457266-7349-4dd3-a55d-04807cd634ad




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                            Jama Connect 8.63 Cloud



                            Release date US: 2021/07/23


                            Release date AU/EU: 2021/07/24



                            Usability improvements



                              • You can now resize review comment windows. 


                             


                            Updates from customer feedback



                              • In List View, you can now remove tags when you bulk edit items.



                            f7b2b524-7e18-42cc-aecf-4da02af9d732


                            Resolved issues

































                            ID Description
                            SOS-DEF-5044

                            When you batch edit items from filter results, you can no longer update release and tag values from another project.

                            SOS-DEF-5138 When the rich text editor is maximized, the formatting bar and header are now correctly displayed.
                            SOS-DEF-5153 You can now save and add another item from Single Item View.
                            SOS-DEF-5302

                            You can now delete your reports from the Reports History. 

                            SOS-DEF-5358

                            When you export a Word document from a review, numbered lists are now displayed in sequential order. 

                            SOS-DEF-5449 Admin users can override workflow at the project level.  



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                            Jama Connect 8.62.2 Cloud



                            Release date AU/EMEA/US: 2021/06/25
                              


                            This patch release resolves an issue where select items were not viewable due to a workflow-related data exception and customers were receiving an "Unknown error" message. 


                               


                            Resolved issues


                             













                            ID Resolution
                            SOS-DEF-5365 Items are now viewable and do not display an "Unknown error" message.  



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                            Jama Connect 8.62 Cloud


                            Release date US: 2021/06/04


                            Release date AU/EU: 2021/06/05


                             


                            SAML and multi-mode authentication: New option that controls user provisioning


                            You can now control the auto-provisioning of new SAML users in both single SAML and multi-mode. If your users are set up as a user in SAML but not yet added to your user table, this option allows you to control whether users can auto-provision in Jama Connect.



                              • New option, Disable the auto-generation of new SAML users, was added to the root admin authentication properties. 


                            209b7159-bf7d-4942-8177-11d03f156ede


                              • When this checkbox is selected and properties are saved, your SAML users (SAML and multi-mode) can't sign in to Jama Connect until you add them to the user table. A message tells them to finish the authentication process with their administrator. 

                              • This option is selected by default after you upgrade to Jama Connect 8.62.

                              • Cloud customers, if you prefer that new SAML users appear in your instance before they are actually set up (with the correct Permissions, Licenses, User Groups) in the Jama User Table, please contact Support. They can de-select this option in your Root menu.


                            Updates from customer feedback


                            New field type: Float


                            You can now use custom floating decimal fields to accurately capture values and avoid converting values to another data type. The float field follows IEEE 754. These fields can be positive or negative.

                            4b748416-9e87-4cbd-827a-ef2879896963
                            c02e4ebb-f77a-4b14-85d8-3540e340bc79


                            Attachments in Reviews


                            Moderators now have the opportunity to include item attachments in the Review Center.


                            5abcd297-785c-40c0-9874-260552a4708a
                            0ca207b0-92a4-44f4-99ab-8ca3c6af9a63
                            Additional updates



                              • Test runs are now automatically unlocked when a user's session times out.

                              • New pop-up notification now informs users when download is complete and available on the Reports History page. 


                            Usability improvements


                            Reviews 



                              • When you apply an activity filter to a review, then select an action (approve or reject, review, follow or unfollow), the page now reloads and takes you back to your previous location in the review. 

                              • When viewing all your reviews in the table view and opening a review in a new browser tab, you no longer see an error. 


                            REST API updates


                            The REST API now supports PUT and PATCH for custom fields in a test run to align with recent updates in UI. These options are available with /v1 and were previously available only within /labs.


                            Resolved issues

























                            ID Description
                            SOS-DEF-2587 When you use these field values in a duplicated project, they now match the time and user who performed the duplication: createdBy, createdDate, modifiedBy, and modifiedDate. 
                            SOS-DEF-5251 The filter conditions "Empty" and "Is Not Empty" now return the correct results. 
                            SOS-DEF-5332 Large image attachments are now uploaded correctly after a virus scan runs. 
                            SOS-DEF-1061 

                            When right-clicking and selecting "Open in New Tab/Window" on a Review, the selected Review opens (instead of an "Oh No" page.)  


                             




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                            Jama Connect 8.61.1 Cloud


                            Release date US: 2021/05/13
                            Release date AU/EU: 2021/05/14


                            This patch addresses issues found in the new Review Center template functionality and configuration. These issues were previously resolved via applied configurations by Jama Software; however, this hotfix will provide a more permanent resolution.


                            Resolved issues





















                            ID Description
                            SOS-DEF-5296

                            In the new Review Center Approval and Peer templates, the default values no longer affect previous settings. 

                            SOS-DEF-5299

                            Previously, due to a hard-coded value, some customers received an error when they created a review. This issue has been resolved and the error no longer appears. 




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                            Jama Connect 8.61 Cloud


                            Release date US: 2021/04/23


                            Release date AU/EU: 2021/04/24



                            Introducing multi-mode authentication 


                            The combination of Jama Connect Basic and SAML authentication (Basic + IdP) provides extra security by separating your internal users from external partners.


                             Contact Support to enable it. 


                            Review center and workflow enhancements


                            Review center now includes templates for Approval and Peer reviews. This change provides a new way to transition items when an approver finalizes a review. By adding templates, we streamline the review configuration workflow to ensure reviews are up to date and compliant.    


                             The Add review status workflow option has been replaced with Approval and Peer review templates


                            To use this feature, organization administrators must enable an Approval review in Review center settings. 


                            Once enabled, select 
                            Organization | Workflow, then select the items you want to transition when finalizing an Approval review.


                            New administration roles


                            We're excited to announce the release of the new Jama Connect administration roles: user admin, process admin, and add project. The new roles help alleviate the challenges that sometimes occur for organization admins working in an enterprise environment. Managing users and configurations can be an overwhelming task, potentially introducing risk if the organization admin role is assigned to a lot of users. 


                            User administrator


                            The user administrator role manages licenses, users, and groups. This role can be assigned to an individual or a group. The user admin must also be a project admin to set permission for users and groups.  


                            Process administrator


                            The process administrator role focuses on configuring content and connections in Jama Connect. The process admin must also be a project admin or user admin to access projects, users, groups, and permissions.


                            Add Project


                            The add project role is a new role that allows lets users add projects outside of the organization admin role. Users/groups will also have the ability to duplicate projects where they are a project admin.


                            For more information, see New administration roles and user visibility controls.


                             


                            User and group visibility updates


                            Improved filtering for users and groups


                            Users and groups associated with items, comments, and notifications are now only visible to those with project access. Controlled by permissions, users no longer receive assignments or notifications for content they can't access. 


                            New settings


                            Allow project administrators access to all users and organization groups


                            In project groups or permissions, organization admins can give project admins the ability to add users outside of their project. You can find the new setting here: Admin > Organization > Details.


                            Enable new comments in global Stream


                            Creating new comments from the global Stream page (accessed from the Jama Connect header) is disabled by default. Most organizations prefer to limit access to all users and groups in Jama Connect. Users can continue to reply to comments in the global Stream, but @mention is now filtered by the project associated with the original comment. You can find the new setting here: Admin > Organization > Stream.


                            REST API — New permissions for GET/users and GET/usergroups


                            To reduce the exposure of users and user groups, additional permissions are applied to limit these calls to organization and user admins. A new project ID parameter now provides access for project admins.



                              • Access to GET/users and GET/usergroups will require organization or user admin roles. The user admin role is new in Jama Connect 8.61. Project admins can continue to use these endpoints, but will be required to provide a project ID where they are a project admin.

                              • Access to GET/users/{userId} and GET/usergroups/{id} will now perform a permissions check, ensuring the requesting user has access to the same project as the requested user or user group.


                             Updates from customer feedback



                              • A new reports history page lists previously generated reports with the option to download them. Available from Reports in the Jama Connect header, reports now run in the background so your screen isn't blocked when you run them.




                              • You can now edit a Test Cycle's name, description, and date fields without updating its content.




                              • In List View, project admins can now batch unlock items manually. In a previous release, only organization admins could do this.




                              • When you click x to close the Test Execution window, the test run is no longer locked. 

                              • The HTML clean-up process no longer runs when you generate a non-PDF report, allowing for more control over the output.

                              • We have replaced the icon and label used for filters and reports. Instead of the star icon you now see the bookmark icon and instead of the "Favorites" label you now see "Bookmarks."




                            Resolved issues

































































                            ID Description

                            SOS-DEF-1499

                            Temporary reports are now removed from the TempReports folder after 7 days.

                            SOS-DEF-4434

                            The ability to see project-level user groups is now restricted to admins who have access to those projects.

                            SOS-DEF-5036

                            Project admin access for organization admins is now restricted when the organization admin doesn't have admin rights to a specific project. 
                            SOS-DEF-5189 Deleting multiple items at the same time no longer causes duplicate version numbers. 

                            SOS-DEF-5196

                            When you batch-lock items, a user lock is no longer placed on an item already in a system-locked state.

                            SOS-DEF-5218

                            In the Review Center administration, approved email domains for inviting users from outside the project are now correctly displayed after you click Save

                            SOS-DEF-5223

                            A NullPointerException error no longer occurs when you export a template that includes upstream or downstream items and a numbered list in the description. 

                            SOS-DEF-5233

                            When you use a mix of bulleted and numbered lists, the formatting is now correctly exported in Word and PDF formats. 

                            SOS-DEF-5234

                            Duplicate version numbers no longer appear when you select Replace with baseline, then click Restore in the Activity stream.

                            SOS-DEF-5238

                            When you edit a review from the Table view, the wizard now advances to the next page when you click Next

                            SOS-DEF-5247

                            When you export a Trace View that includes the Tags column, the export now finishes in the expected amount of time.  

                            SOS-DEF-5250

                            You can now use default export templates to format bulleted items in rich text fields. 

                            SOS-DEF-5253

                            When you modify an item, users and groups in the "Assigned To" fields are now limited to only those with access to that project.
                            Data fix This release resolves the issue where version numbers didn't increment sequentially. For specific questions about this fix, contact Support

                            Known issues















                            ID Description
                            SOS-DEF-5222

                            When you archive a picklist option, it remains visible but you can't select it. If you use multi-select to edit this option, the selection might disappear. 



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                            Jama Connect 8.60 Cloud


                            Release date US: 2021/03/12


                            Release date AU/EU: 2021/03/13


                             


                            Updates from customer feedback


                            This release provides the ability to:



                              • Resize the columns in the test step table when executing a test. 

                              • Export the number of links, attachments, and item path in compatible reports. 


                            Velocity logging enhancement


                            Debugging custom Velocity reports can be difficult and time consuming. To help alleviate these challenges, this release adds logging information to contour.log from the Velocity LogTool.


                            Sample:


                            ## sets a variable x to some value and then logs a message that includes the variable value in the output


                            #set($x = 8675309)


                            $logTool.info("What is the value? ${x}")



                            Coming soon — Changes to review workflows


                            In an upcoming release, the Review center will include templates for Approval and Peer reviews. This change provides a new way to transition items when an approver finalizes a review. By adding templates, we streamline the review configuration workflow to ensure reviews are up to date and compliant.    


                            The Add review status workflow option will be replaced with Approval and Peer review templates



                            To use this feature, organization administrators must enable an Approval review in Review center settings. 



                            Once enabled, select Organization | Workflow, then select the items you want to transition when finalizing an Approval review.


                            Why are we making this change? 


                            Many of our users asked for the ability to merge the item and review workflows. The existing review workflow isn't integrated with the more complex item workflow process. In its current form, a completed review can't implement the item workflow or provide status updates. To integrate these workflows, we need to remove the existing review workflow. 


                            How does this change impact users?


                            The item status update options will no longer be available when you finalize a review. To continue item status updates, your administrator will have to configure the items' workflow and review approval state. 


                            We recommend batch updating items in a review or project if: 



                              • You don't want to configure the system's workflow feature.

                              • You find value in updating the status for items when a review workflow is completed.


                            For more information about workflow status change, see Managing workflow.


                             What are the benefits? 


                            The new templates and workflow integration offer a streamlined experience for moderators. Reviews are consistent and up to date. 


                            Coming soon — New administration roles


                            We're excited to announce the release of the new Jama Connect administration roles. Starting in 8.60, this feature is available to select customers with plans to make it available to all customers in 8.61. Jama Connect will include new administrator roles: user administrator and process administrator. The new roles help alleviate the challenges that sometimes occur for organization admins working in an enterprise environment. Managing users and configurations can be an overwhelming task, potentially introducing risk if the organization admin role is assigned to a lot of users.


                            User administrator


                            The user administrator role manages licenses, users, and groups. This role can be assigned to an individual or a group. The user admin must also be a project admin to set permission for users and groups. 


                            Process administrator


                            The process administrator role focuses on configuring content and connections in Jama Connect. The process admin must also be a project admin or user admin to access projects, users, groups, and permissions.


                            New administration roles and user visibility controls


                            Coming soon  Internet Explorer support ending Fall 2021


                            Microsoft is ending support for Internet Explorer and Edge. Microsoft Edge Chromium will be the supported browser going forward.


                             We recommend that you access Jama Connect from these browsers:



                              • Chrome

                              • Firefox

                              • Safari

                              • Edge Chromium


                            If you have questions or comments, submit a ticket at support.jamasoftware.com


                            Resolved issues





































                            ID Description
                            SOS-DEF-1834 When signing in to Jama Connect using IE 11, it no longer matters how fast or slowly you type your username and password. 
                            SOS-DEF-4181 When you access the Help from Admin > Workflow, the correct topic now appears. 
                            SOS-DEF-4388 When you hover over a Test Cycle, the full name is now correctly displayed. 
                            SOS-DEF-4855 You can now import images from Microsoft Word to Rich Text fields. 
                            SOS-DEF-5109 Users with a Collaborator license type can now unlock Test Runs that they locked. 
                            SOS-DEF-5173 Smart filters with a subquery no longer cause timeouts when searching.
                            SOS-DEF-5175 The Description field for text and images, which appears when you edit an item in a review, has been expanded.


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                            Jama Connect 8.59 Cloud


                            Release date US: 2021/02/12


                            Release date AU/EMEA: 2021/02/13


                            Admin activity history improvements


                            The Project admin panel now includes added administrative activities filtered by project.


                              



                            New audit activities available at project level


                            The Project admin activity stream includes actions from these tabs: 


                             















































                            Tab Available information
                            Settings Changes in version items; maximum number of items displayed in the Explorer Tree; where to save test run defects. 
                            Item Types Item types that transition from visible to hidden and from hidden to visible. 
                            Release List What was added, edited, deleted, archived, and unarchived in a project release. 
                            Project Permissions Modifications to inherited permissions; added and removed permissions at the project level. 
                            Workflow Overriden items and who overrode them; removed and configured workflows per item type in a project. 
                            Attachments Attachments added from the Attachments tab of the Project admin panel. 
                            Tag Management What was added, deleted, and edited to a tag in a project. 
                            Index When a project level index was initiated. 
                            Clean Up When project cleanup and project baselines cleanup are initiated. 

                             


                            Ability to track project management for org admins


                            Organization administrators can now see basic create and delete activities at the project level, such as adding a project or project folder; deleting a project or project folder, and archiving and unarchiving a project. 


                             



                            Updates from customer feedback



                              • You can now send items for review directly from List View. In List View, select the items you want reviewed, then select Actions > Send for review.


                             



                              • You can now see attachment and link details in List View. When configured to appear in List View, the # of Links and # of Attachments columns display a link with the total count. Select the number to open a panel with more details.  







                              • You can now include the tags column in exports from the Trace View.



                              • Organization and Project administrators will no longer be able to Override or Modify users or groups assigned the Organization Admin role. The Organization Admin is a role that has access to all projects and items and the appearance of overriding access has resulted in confusion and difficultly in navigating permission settings.




                            Updates to CKEditor


                            Jama Connect now uses CKEditor 4.15.0 for rich text editing.  This upgrade includes several resolved issues, including SOS-DEF-4689 (see details below). 


                            Updates to REST


                            A new header option "x-jama-date-fields-with-time" has been introduced to the REST API for serializing dates in the fields as ISO-8601. This will help eliminate confusion around dates that may be affected by UTC.


                            When the header is not used or set to false the system will continue include the field values as dates. When the value is set to true the values will be a complete datetime.


                            ​​

                                     



                            Coming soon — Changes to review workflows


                            In an upcoming release, the Review center will include templates for Approval and Peer reviews. This change provides a new way to transition items when an approver finalizes a review. By adding templates, we streamline the review configuration workflow to ensure reviews are up to date and compliant.    


                             


                            The Add review status workflow option will be replaced with Approval and Peer review templates





                            To use this feature, organization administrators must enable an Approval review in Review center settings. 


                             


                            Once enabled, select Organization | Workflow, then select the items you want to transition when finalizing an Approval review.


                             


                             


                            Why are we making this change? 


                            Many of our users asked for the ability to merge the item and review workflows. The existing review workflow isn't integrated with the more complex item workflow process. In its current form, a completed review can't implement the item workflow or provide status updates. To integrate these workflows, we need to remove the existing review workflow. 


                             


                            How does this change impact users?


                            The item status update options will no longer be available when you finalize a review. To continue item status updates, your administrator will have to configure the items' workflow and review approval state. 


                             


                            We recommend batch updating items in a review or project if: 



                              • You don't want to configure the system's workflow feature.

                              • You find value in updating the status for items when a review workflow is completed.


                            For more information about workflow status change, see Managing workflow.


                             


                            What are the benefits? 


                            The new templates and workflow integration offer a streamlined experience for moderators. Reviews are consistent and up to date. 


                            If you have questions or comments, submit a ticket at support.jamasoftware.com


                            Coming soon — New administration roles


                            In an upcoming release, Jama Connect will include new administrator roles: user administrator and process administrator. The new roles help alleviate the challenges that sometimes occur for organization admins working in an enterprise environment. Managing users and configurations can be an overwhelming task, potentially introducing risk if the organization admin role is assigned to a lot of users.


                             


                            These roles provide the ability to control the administrators' responsibilities at a more granular level. 


                            User administrator


                            The user administrator role manages licenses, users, and groups. This role can be assigned to an individual or a group. The user admin must also be a project admin to set permission for users and groups. 


                            Process administrator


                            The process administrator role focuses on configuring content and connections in Jama Connect. The process admin must also be a project admin or user admin to access projects, users, groups, and permissions. 


                             This role can modify these settings:


                             



                              • Item types

                              • Pick lists

                              • Relationship rules

                              • Review Center

                              • Risk management

                              • Workflow



                            Resolved issues

































                            ID Description
                            SOS-DEF-2509 During a re-sign-in user is routed to correct page.
                            SOS-DEF-4673 A project folder can no longer be assigned as its own parent from the REST API.
                            SOS-DEF-4689 Formatting issues no longer occur when you copy and paste a numbered list from Microsoft Word or Chrome.
                            SOS-DEF-4850 When you export to Microsoft Word from Review Center, numbered lists are now displayed as separate sections and bulleted lists are preserved. 
                            SOS-DEF-5040 When you add project permissions from the Permissions tab, you now see only the current project's groups.
                            SOS-DEF-5163 Opening a second folder after viewing another folder opens the second folder as expected.  


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                            Jama Connect 8.58 Cloud


                            Release date US: 2021/01/15
                            Release date EU/AU: 2021/01/16


                            A new look for Stream comments


                            This release introduces a new interface design for Stream comments. You can see the new look when you add, resolve, or reply to a Stream comment.  


                            Improvements include:



                              • Layout and consistency with the rest of the application

                              • New user avatar design in all commenting views

                              • Better user experience for resolving comments with open actions


                            updated Stream comment UI


                            Database traffic management improvements


                            This release includes improvements to database traffic management, which reduces the impact of traffic spikes from users. 


                            Resolved Issues





















                            ID Description
                            SOS-DEF-1673 Comments widget now shows the correct number of comments for Test Plans and Test Runs.
                            SOS-DEF-3105

                            Selecting a set from the Explorer Tree now returns the correct items when a group is granted read access rights for only one set in a component.

                            SOS-DEF-5137

                            In the message "Review is closed," the date is now displayed in the correct format you configured. 



                            Jama Connect 8.57 Cloud


                            Release date US: 2020/12/18
                            Release date EU/AU: 2020/12/19



                            Configurable date formats 


                            Organization administrators can now configure the date format from the Organization Details page. The default setting is month/day/year, but can be changed to year/month/day or day/month/year as needed.






                            Redesign of Reviews and Stream commenting 


                            This release introduces a new interface design and layout when you make comments in Reviews and the Stream.


                             


                            Updates to Stream



                              • Introduces a new "agree" interaction, so you can agree or like Stream comments by selecting the thumbs up icon. 

                              • Displays a new interface layout and updated color scheme. 







                            Updates to reviews



                              • Streamlined process for moderators to resolve comment threads using a consistent resolve button and interaction. 

                              • Changes to the "agree" or like interaction allow users to re-select the thumbs icon if they no longer agree with a comment. 

                              • Displays a new interface design and layout. 





                            Workflow updates


                            This release introduces an option that controls the items you version during a workflow transition. Previously, all transitions created a new version of the item, but now an organization administrator can configure an item type so the version doesn't change. The audit history is preserved because the transition is recorded in the version history and that activity is added to the stream.




                            This update also addresses compliance concerns because an item can be marked "Approved" or "Complete" and locked without changing the version that was reviewed. By default, items are versioned during a workflow transition.


                             


                            Baseline REST API updates



                              • The baseline model now includes the baseline key, source key, source ID, and source name, which can be accessed from the Jama Connect Public REST API. 

                              • We continue to add more baseline options from the Jama Connect Public REST API. For example, from the new endpoint in the Labs API, you can now create a baseline from an existing source. 

                              • You can now edit the name and description of a baseline from the Jama Connect Public REST API.


                            Baseline updates


                            You can now resize the slide-out preview panel in the baseline List View and Reading View. 




                            A link is now added in the baseline header when a baseline is created from a review or a new revision of a review. Use the link to navigate to a specific review quickly.  




                              • A long baseline name is now shortened with an ellipsis (...). 

                              • If you hover over an icon in the baseline tree, you see hover text describing the contents of the item. 

                              • If you hover over a name in the baseline tree, you see hover text describing the name of the folder, source, or baseline.


                             


                            Archiving pick list values


                            Managing historical data has just gotten easier. Individual pick list options can now be archived, preserving previously selected entries. However, archived entries are no longer a valid selection for items going forward.





                            These entries can be filtered. We recommend adding a character or word to the beginning of the file name to indicate it has been archived. For example, *Information. 


                             


                            Additional audit activities for organization administrators


                            Organization administrators can now view audit activities for these areas: 


                             



                              • Review Center  

                              • License Update activity from Root Admin panel 

                              • Reporting activities from the Root Admin panel 

                              • Risk Management  

                              • System Health Report  

                              • Editor Template activities 

                              • Stream  

                              • Plug-ins

                              • Org Details page, Java Date Time formatting 







                            Updates from customer feedback



                              • When opening an item, the Explorer Tree now loads the item's location (same functionality as Actions > Find me).






                              • In Single Item View, organization administrators can now unlock an item from its Actions menu. Previously, this button worked only for the person who originally locked the item.








                              • The width of the Test Center's Cycle menu now allows for longer titles without having to resize the menu. 






                              • A PDF-compatible version of the Baseline Comparison report is now available.








                              • You can now generate a Trace View from the Product Progress roll-up field link for a single item. 



                              1. Select the roll-up field link. 






                              1. Select Trace View.





                              • You can now edit tags inline in List View. 





                            Resolved issues

















































                            ID Description
                            SOS-DEF-393

                            If you select individual items for review, they now retain headings or hierarchical numbering. 

                            SOS-DEF-1394

                            Filter and "Preview List" results now match when a rule is set for "All Item Types" and another rule is set for a different item type using the same filter. 

                            SOS-DEF-1668 You can now navigate to the Jama Software Community from the System Health Report. 
                            SOS-DEF-4313 You can now add a user email address with ".local" and ".lab" domains. 
                            SOS-DEF-4764 The number of items in the "Preview List" is now consistent with the filter results. 
                            SOS-DEF-4844 When you search for items with populated field values, the results no longer include items with empty field values. 
                            SOS-DEF-4910 MathType Editor equations are now correctly displayed in Edit mode when the equation is centered. 
                            SOS-DEF-4967 Links are now preserved when you save Velocity reports as PDF. 
                            SOS-DEF-5070 The "Advanced search" field now returns the expected results when you apply a filter. 
                            SOS-DEF-5108 Date and time stamps in Review comments now show the correct date values when using d/m/y format.

                             


                             


                            Known issues















                            ID Description
                            SOS-DEF-5137 If you select a closed review, the closed date is formatted incorrectly.

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                            Jama Connect 8.56 Cloud


                            Release date AU: 2020/11/06
                            Release date US/EMEA: 2020/11/06


                             


                            Increased security


                            Jama Software has increased security for our Cloud customers. To protect users, we now offer virus scanning when you upload attachments.


                             


                            Updates from customer feedback


                            Admin Activity stream now includes the ability to refresh and resize.




                            Out-of-the-box Excel exports, accessed from the Export menu, now support tags as an exportable field. 





                            The ability to include the item path as a field on items is now visible in List View and Reading View.





                            Test Run results field is now displayed in Reviews and Reading View.






                            Administrators managing reports now have the ability to limit access to run custom reports by user group.





                            The ability to batch lock and unlock items is now available in the Batch update window in List View or Reading View.





                            When hovering on a date field, the time and UTC offset are now visible.





                            Jama Connect Top Tasks survey


                            We'd love to hear which Jama Connect tasks are most important to you. Your responses will help us prioritize how we present the product in documentation and the UI, so that we can focus on the information that really matters to our customers.  


                            Click this link to take the survey: Top Tasks


                            Resolved issues

























































                            ID Description
                            SOS-DEF-2120

                            Checking the license usage history no longer causes high CPU usage.

                            SOS-DEF-2700 You can no longer create a duplicate user when sending multiple "User Add" requests. 
                            SOS-DEF-2702 PUT & PATCH /v1/testruns/id call now updates the Execution Date with the correct date. 
                            SOS-DEF-2857 Updating multiple items with an existing pick list value now updates the date, versions the item, and logs the activity. 
                            SOS-DEF-4995 You can now run multiple Velocity reports simultaneously without producing an error.
                            SOS-DEF-5033 Velocity now retrieves change requests successfully. 
                            SOS-DEF-5043 You can now duplicate test plans.
                            SOS-DEF-5045 The Test Run execution window now closes when a default value is assigned. 
                            SOS-DEF-5048 Velocity now supports $relationship.getRelationshipType().getValue().get(0).
                            SOS-DEF-5049 Velocity now supports $relation.relationshipType.id.
                            SOS-DEF-5051 Velocity now supports getRelationshipTypeList.
                            SOS-DEF-5053 In Admin, you can now scroll when you drag and drop a project.

                             



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                            Jama Connect 8.55 Cloud


                            Release date AU: 2020/09/26
                            Release date US/EMEA: 2020/09/25  


                             


                            Baseline improvements 


                            This release adds the ability to show or hide IDs for sources, baselines, and folders in the baseline tree. When the IDs are visible, you can search for them using the baseline search box.




                            You can now see the relationships that were established at the time a baseline was taken. For example, if you relate one item to another item and the first item is baselined, you can view the corresponding data from the related item. 


                             


                            Expand Show related items, then select the item's link. The details are displayed in the panel that opens. 




                            Administration improvements


                            This release introduces usability improvements and enhanced auditing capabilities for Jama Connect administrators. 


                            Simplified project administrator access


                            We reduced clutter and streamlined the Project menu, which no longer includes the following options: 



                              • Add Project

                              • Configure Project

                              • Manage All Projects


                            All admins — project and organization — now use Admin in the header to access administrator tasks.


                            Select Admin to access the Project tab.





                            Organization Admin Activity stream


                            Organization administrators now have the ability to monitor user updates and process details. Activities are created for changes to item types, pick lists, users, permissions, and more. 


                            Events that appear in the stream are based on activity from the Organization tab. We plan to add support for project activities in the future.  


                            As organization administrator, click the Activity stream button on the right side of the content header to view the new activity stream. 






                            Need to find something quickly?

                            Search for activities by entering the search term, like the name of a pick list or the user who performed the action.





                            Updates from customer feedback


                            In Single Item View, you can now generate a Trace View from View > Trace View.





                            Resolved issues









































                            ID Description
                            SOS-DEF-4539

                            New items are now locked when you work in the "Add item" window. 

                            SOS-DEF-4629

                            A review moderator with Project Administrator permissions can now assign the signer role. 


                            SOS-DEF-4860 


                            Support enabled option per report to address exporting an item from a Word or PDF document and the item has more than one table, the lower border of the table now appears.

                            SOS-DEF-4892

                            When importing test steps from an Excel round trip, a duplicate API error no longer occurs. 

                            SOS-DEF-4987

                            You can now access or update reviews associated with a baseline, even if a a baseline is missing a baseline tree node. 

                            SOS-DEF-4988

                            Exporting from Trace View now works as designed. 

                            SOS-DEF-4990

                            When an action is included in a stream comment, the email is successfully sent to the recipient. 

                            SOS-DEF-4998

                            The workflow override option is now available to Project Administrators. 


                             


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                            Jama Connect 8.54.1 Hotfix 


                            Release date AU/US/EMEA: 2020/09/18



                            This patch release resolves errors occurring if specific fields were selected when you exported from Trace View. 


                             


                            Resolved issues 













                            ID Resolution

                            SOS-DEF-4988

                            Exporting from Trace View now works as designed.  


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                            Jama Connect 8.54 Cloud


                            Release date AU: 2020/08/28
                            Release date US/EMEA: 2020/08/28  


                            Baseline improvements 


                            The baseline header, List View, and Reading View were redesigned for a streamlined user experience.  


                            List View now follows the same pattern as Project List View



                              • You can now add custom fields, sort, and drag and drop.

                              • To display the baselined and current versions in List View or Reading View, select the gear icon, then select ​Current version​ and ​Version​​.






                              • Preview item now appears as a slide-out panel. From here, you can view the item version and versioned fields that were included for the item when it was baselined. 





                            Reading View now follows the same pattern as Project Reading View 



                              • You can now add custom fields from the gear icon. 

                              • Preview Item now appears as a slide-out panel where you can view the item version and versioned fields that were included when it was baselined. 


                             


                            A redesigned baseline header provides easier access to actions



                              • If you accessed the baseline from a link or the Explorer Tree hierarchy is collapsed, select Find me to locate the baseline in the baseline tree.  




                             



                              • The Home icon is replaced with View details. Select View details to access the home screen from a new in-app tab. 





                            Additional information about baselines 



                              • If a user doesn't have permission, the actions are grayed out and disabled or hidden from view. 

                              • The baseline ID is now visible in the baseline header. 

                              • List View and Reading View are located in the header instead of the Actions drop-down menu.


                             


                            Updates to Projects List View and Reading View



                              • To display the item's version in List View or Reading View, select the gear icon, then select Current version


                             


                            Updates from customer feedback



                              • In List View, you can now add a Test Run Results column to Test Cases. The column displays the status of all Test Runs that are downstream. 





                            Coming soon


                            We're excited to announce the release of the new Jama Connect activity stream for organization administrators. Starting in 8.54, this feature is available to select customers with plans to make it available to all Cloud customers in 8.55. 





                            Additionally, the access to project administration has been streamlined.


                            We've reduced the clutter in the Project menu and view configuration by removing the multiple buttons and provided project admins with the ability to access all of their projects in one place. 


                            Select the Admin option in the header to access project administration.





                            Resolved issues





































                            ID Description
                            SOS-DEF-1222 Running an uploaded Excel document without saving it no longer generates cryptic text. 
                            SOS-DEF-1162 An email notification to a user who has never logged in now contains the correct URL. 
                            SOS-DEF-2971 An exported CSV file now shows the correct pick list values if they were copied from another column to the same defect type. 
                            SOS-DEF-2641 In Reading View, tables in rich text are now wrapped correctly. 
                            SOS-DEF-4433 Review administrators can now access a public review if they have permission to review all items.
                            SOS-DEF-4626 The public review option "Only those with permission to ALL items in the Review" no longer causes issues to users with read-only permissions when items are changed or deleted. 
                            SOS-DEF-4841 Updating the project key with one in use by another project no longer changes the key. 

                              


                            Known issues













                            ID Description

                            SOS-DEF-4961

                            In List View, if you add Version and Current version, the exported baseline results in an Excel file with duplicate columns. 

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                            Jama Connect 8.53 Cloud


                            Release date AU: 2020/08/07
                            Release date US/EMEA: 2020/08/07   


                             


                            Configure review comments to appear in your project


                            Comments made during a review can now be configured to appear in the project view for that item. When enabled by the administrator, review moderators can — for each review — allow comments to be displayed for the item in that project. Comments are visible as they are made and during the review, and remain after the review is closed.   


                            This option needs to be enabled in two places for it to take effect. The administrator must enable it in the Review Center Settings and moderators must enable it when they create a review.


                             


                            Review Center Settings: 


                             

                            Initiate review settings: 




                            Project Single Item View:



                             


                            Enhanced text highlighting in reviews


                            Scanning comments in reviews is now easier, thanks to new colors representing the comment's state. Yellow = open; green = resolved; and red = rejected. When you select a highlighted comment, the remaining highlighted comments temporarily change to gray, so you can focus on the selected comment.


                             


                             

                            Updates from customer feedback



                              • Adjust row height Ability to adjust the line height in List View, enabling word wrap. The page might take a few seconds to load when multiple columns are being re-aligned to wrap the text. 


                             



                             



                              • Configure custom fields to appear when executing a Test Run — Add fields to the Test Run item type to have access to them when executing a Test Run. 


                            Example: Add a test field to capture the serial number for a product being tested.


                             


                             


                              • Update to @mention — Suggested names are now limited to the users within the project.


                             


                            TFS and Jira connectors have been removed from Admin 


                            The TFS and Jira connectors, which were previously announced as coming to end of life in April 2019, have now been removed from the Admin section.  


                             


                            Resolved issues











































                            ID Description
                            SOS-DEF-2609 In reports, the mail merge tag "TableStart:STEPS" no longer causes HTML to export with test case steps. 
                            SOS-DEF-2635 The jamacore container entry script no longer throws an exception when it parses trusted certificate .pem files that contain zero-width, no-break spaces. 
                            SOS-DEF-2958 When you create an export with mail merge codes, items in tables are now exported in the correct order. 
                            SOS-DEF-4241 The Synchronized Items widget no longer causes performance issues. 
                            SOS-DEF-4275 All selected fields are now included when you export to Word from List View.
                            SOS-DEF-4831 Test Run exports to Word no longer contain HTML code in Test Steps and images are now rendered correctly. 
                            SOS-DEF-4853 The Velocity engine now successfully retrieves relationship types from baselines. 
                            SOS-DEF-4888 Velocity report permission checks are now processed significantly faster when the "permissionsOff" report parameter is enabled.

                            Jama Connect 8.52 Cloud


                            Release date AU: 2020/07/10
                            Release date US/EMEA: 2020/07/10


                             


                            New options for custom reports 


                             


                            Formatting 


                            An upgraded Velocity exporter allows report writers to upload HTML templates with full Velocity script support, including header and footer customization, and control of page size, margin, style, and layout.  


                            Important: For Velocity reports in PDF format to appear correctly, changes must be made to your custom PDF reports. For more information, see the community guide on custom velocity PDF exports or contact your consultant.



                             


                            Permissions 


                            Self-Hosted organization administrators now have the ability to selectively extend permission for specific custom reports. Cloud customers must contact Support to configure these settings. 


                             



                             

                            Updates from customer feedback


                            This release adds the ability to sort from the Tags column in List View.


                             



                            Performance improvements


                            This release provides general performance improvements.


                             


                            Resolved issues







































                            ID Description
                            SOS-DEF-368 Reuse and edit options are now correctly displayed when a user with read access selects items from List View or filter results. 
                            SOS-DEF-607 In List View, the configure fields drop-down list now includes a scroll bar for item types. 
                            SOS-DEF-656 Exporting a Word document no longer adds an extra paragraph above the heading. 
                            SOS-DEF-2146 The Tag Cloud now correctly updates when adding more than 20 tags. 
                            SOS-DEF-4378 Duplicating a project with more than 12 workflow overrides now successfully completes. 
                            SOS-DEF-4583 You can now relate test runs to items from the API. 
                            SOS-DEF-4793 Exporting to Word using the Office Template no longer creates an extra line break after rich text fields. 

                            Known issues















                            ID Description
                            SOS-DEF-4860

                            When exporting an item from a Word or PDF document, and the item has more than one table, the lower border of the last table is missing. 


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                            Jama Connect 8.51 Cloud


                            Release date AU: 2020/06/05
                            Release date US/EMEA: 2020/06/05


                             


                            Managing access to the equation editor



                              • Organization administrators can assign individual users access to the WIRIS MathType Editor.


                            Note: Access to the equation editor is optional.  Contact your Jama Software account manager if you are interested in licensing this capability.



                             


                            Updates from customer feedback



                              • In List View, you can now include the number of attachments and links in the items table. 




                             



                              • The Actions menu now includes the option to View all locked items




                             



                              • When editing items, the Save & done button is now highlighted in blue as the primary action.




                            Resolved issues















                            ID Resolution
                            SOS-DEF-1253 You can now relate items if both are locked by the system or another user.

                             


                            Jama Connect 8.50 Cloud


                            Release date AU: 2020/05/08
                            Release date US/EMEA: 2020/05/08


                             


                            Updates to baseline permissions 



                              • Organization and project administrators can edit the name and description of a signed baseline.


                             


                            Updates from customer feedback



                              • From the Organization Details page, administrators can generate equation images as PNG or SVG files using the WIRIS MathType editor.  


                             


                            Resolved issues

























                            ID Resolution
                            SOS-DEF-4064 The logout timer now works as designed.

                            SOS-DEF-4678


                            When updating existing items with round-trip imports, the system will stop the import and alert the user when there are two rows in Excel that refer to the same API ID. 

                            SOS-DEF-1840

                            Items locked by the user or systems are now correctly duplicated. 


                             

                            SOS-DEF-4242 Using the Rich Text Editor to copy and paste larger images now finishes successfully. 




                            Jama Connect 8.49 Cloud


                            Release date AU/US/EMEA: 2020/04/17


                            Baseline search and usability improvements


                            Use the new baseline search feature to find a source or baseline. Keep the number of project baselines and sources under 14,000 to maintain efficient search performance. 
                             


                            When you type a search request, the results are highlighted so you can find them easily. 


                             


                             

                            When you clear the search field, the results from the previous search are expanded and highlighted in the baseline tree. 


                             



                             


                            When you create a folder or baseline, it is highlighted in the baseline tree. Selecting the baseline ID in the activity stream highlights the baseline and expands the source. 


                             



                             


                            Filtering improvements in reviews


                            This release introduces a new filter-and-find experience for reviewers. 


                            From the review header, select Filter to open the filter panel, which now slides out from the left.


                             



                             



                            When you select filters, the active filters appear in a bar under the review header. 


                             




                            Updates to filters 

                            When you select multiple filters, the workflow is the same as other areas of Jama Connect with multi-select filters. 


                             


                            New filters allow moderators and power users to take action on the items that matter most—items that are potentially holding up review progress:



                              • Items with open comments

                              • Items with closed comments

                              • Items with comments in a specific version

                              • Items with comments by a specific participant


                             


                            When filters are selected:



                              • The number of items that match the filter criteria update dynamically. 

                              • A subsequent find search can be performed based off the filtered items. 

                              • Reviewers can navigate to different areas of the review workspace without losing their filter or search selection. For example, if you make a filter selection and go to another view, your filter selection is saved when you navigate back to the review. 


                            Note: Filtering does not persist across user sessions or browser refreshes.




                             



                              The Search/TOC tab that was part of the filter panel is now called Find. The default for this panel is the table of contents. 


                               




                              When you select an item from the search results or table of contents, the item is selected and outlined in blue.



                                • Previously, the highlight appeared only briefly, making it difficult to track the results. 

                                • The outline goes away when you click outside it.

                                • You can now scroll without the outline disappearing.


                               




                              Highlighting improvements in reviews


                               


                              Highlights are now specific to the selected revision


                               


                              When highlighting is enabled, the highlights shown are specific to the revision that is selected in the review header. This allows viewers quickly to identify new comments and remove the noise from previous comments. 



                               


                              Please note, when highlighting is disabled the reviewer can't highlight content in the review r