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Jama Connect Interchange Help

Map items in the Project Explorer Tree

Map your Excel template to a set or folder of items in the Project Explorer tree in Jama Connect. For example, a set of risk evaluations or test cases.

  1. On the Integrations page, select the link for the integration you just created.

    The Integrations page displays a search string and a 2-column table (Type and Name), with Excel Risk Calculations highlighted.
  2. Select the Field Mappings tab.

    The Field mappings tab is highlighted on the Jama to Excel Functions integration page.
  3. For each field mapping group you add, select Add new field mapping group.

    The Add new field mapping group button is highlighted at the bottom of the integration's Field mappings tab.
  4. On the page that opens, select Explorer, then select Next.

    On the Add a new Field Mapping Group page, the Explorer option is selected and highlighted.
  5. Complete these fields, then select Create.

    • Name — Enter a descriptive name for the field mapping group.

    • Jama Location Selector — Select the Jama Connect sets or folders you want to sync. All selected sets must use the same item type (for example, User Stories or Defects).

      The Add a new Field Mapping Group page includes a Name field and two columns, Location Selector and Selected Locations, where you select sets/folders you want to sync.
  6. Using the drop-down lists, map the fields and cells to one another. Add a separate row for each field/cell combination, as shown in this example.

    The drop-down lists in each row let you map fields and cells between Jama Connect and Excel.

    These fields are available in each row:

    • Select Field — Select the field in Jama Connect that is being mapped to Excel.

    • Directionality — Select whether data is written from Jama Connect to Excel (→) or from Excel to Jama Connect (←).

    • Select Sheet — Select the sheet in the Excel template where the cell is located.

    • Input Cell — Enter the cell location in the Excel template. For example, G5.

  7. Organize your mappings in this order:

    • List the fields written from Jama Connect to Excel (input fields).

    • List the fields written from Excel back to Jama Connect after the function runs (output fields).

    Typically, output fields are read-only in Jama Connect to prevent users from updating them manually. If you mark a field as read-only in Jama Connect, you must also select Allow API Overwrite in the field settings to allow the integration service to write the updated Excel value to the item.

    The Edit field window includes fields for label, infotip, and unique name, as well as three options, two of which are selected.
  8. Select Save Changes.