How Various Word Layouts Will Look When Imported into Jama Connect®

Author: Amanda Jennewein

Updated: August 2024

Audience: Everyone

Products Applicable: Jama Connect®

Use Case

How Various Word Layouts Will Look When Imported into Jama Connect®

Headings

Jama Connect® utilizes the Heading font styles incorporated into Word during document imports. These font styles indicate the start of a new item or if an item is a folder or child item.

For example, if you were to use headings in your Word document like this:

It should look like this in your Project Tree in Jama Connect®:

Likewise, this organization:

Will import like this:

Headings are an effective way to indicate hierarchy when importing items into Jama Connect®. It's important to note that using up to seven (7) hierarchy levels in Word is feasible.

Tables

You can import items into Word using tables in three different ways.

1. Treating tables as part of your item's description would look like:

2. Treating each table as an individual item. Cells directly to the right of identifiers will populate corresponding item fields.

3. Treating each row in the table as an individual item makes it similar to importing items from Excel. Each row within the table will be imported as an item, and the fields will be mapped similarly to Excel.

How Do I Map Tables I Created in Word?

Tables in Word can only be mapped using one style. If you use multiple tables, they must have the same Import Style. Additionally, the Rich Text Editor in Jama Connect is best compatible with a "Table Style" within Word and Excel.

This is recommended when importing tables that are part of the item's description; it is optional for importing tables or rows as individual items.

When importing tables as a part of the item's description, there is no need to map the table. Jama Connect will add the table to the description of your item in Jama Connect. To illustrate this, a Word document with a table such as this:

Using the "Descriptions may include tables" option:

It will look like this in Jama Connect®:

The table is editable within the description.
The second and third examples listed above will import differently, and Jama Connect® needs to do further mapping to understand how and where to import your information.

Mapping each table as an individual item

Your Word document will resemble this:

Please note that the item fields are in the left columns, while the field values are in the correct columns. No special formatting is required for the item fields, but some users prefer highlighting or bolding the font to differentiate them from the field values.

To import the document, right-click the set or component you want to import or go to Project > Import. Follow the standard import instructions until Step 2, where you can choose the table format. Once you select the second table, a field mapping option will appear at the bottom of the pop-up window. If you've mapped Excel spreadsheets before, this process will familiarize you.

After completing the import, your items will appear similar in Jama Connect®:

If you open one of the items, you will find the data you entered in the table within the item's information.

Treating Each Row as an Individual Item 

Tables can also be formatted to import multiple individual items. An example of this is below:

Like an Excel import, the table's top row contains item fields you want to import, such as ID, Name, and Description.
Select the third Table Import Style for this format. Similar to importing tables as individual items, you will have to map the fields of your table, as we have done in the example below.

If you have successfully imported this document, the items will appear like this in your Project Tree:

The item's details will be based on the information provided during the import process, such as the description.

References

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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