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Jama Connect Interchange Help

Map relationships and Item of Type associations

If your Excel Functions template includes references to upstream or downstream items, or to the item selected in an Item of Type field, complete these steps to map relationships and associations.

You can map a maximum of 100 associated items in an Excel Functions integration.

  1. On the Field Mappings page below the field mappings for the base item, select Add new associated mapping group.

    The drop-down lists in each row of the Field Mappings page let you map fields and cells between Jama Connect and Excel; the Add new associated mapping group option is highlighted.
  2. On the page that opens, make these selections.

    • Select association type — Select whether the items you want to map are:

      • Upstream from the base items

      • Downstream from the base items

      • Selected in an Item of Type field on the base items

    • Select option — Select the item type of the associated item.

      The page includes a group item type setting and drop-down lists for selecting upstream/downstream and item type.
  3. Select Create.

    A new section is added for mapping fields in the associated items.

  4. Add more field mapping rows as needed.

    The drop-down lists in each row of the Field Mappings page let you map fields and cells between Jama Connect and Excel.
  5. Select Save Changes.