Version 9.38 — Cloud

Kelli Greenwald
Kelli Greenwald
  • Updated

Release date US: 2026/07/24

Release date AU/EU: 2026/07/24

Jama Connect® v9.38

Auto-Apply Categories to New Items

When filtering by category, you can now choose to automatically apply the selected categories to any new component, set, item, or folder created within that filtered view. This option helps keep new content categorized consistently so that it appears in the appropriate filtered results as soon as it is created.

Auto-Apply Categories to New Items screenshot

 

Initiate a Review from a Baseline

Accelerate incremental reviews by comparing approved baselines with current content.

Initiate a Review from a Baseline screenshot

Review from baseline settings screenshot

 

Convert up to 5,000 items

You can now convert up to 5,000 items at a time, increased from the previous limit of 1,000 items.

 

Export Trace View with double-byte characters

Trace View note supports exporting double-byte characters. 

 

New Duplicate Project API Endpoint (Labs Only)

A new Project API endpoint is now available in Labs. You can use this endpoint to duplicate an entire project via the API, empowering teams to efficiently clone items, settings, and relationships. Projects with up to 100,000 items are supported.

Endpoint Description
POST /projects/{projectId}/duplicate Duplicate project with the given projectId
Get /workrequests/{workKey} Get the operation's status by providing the workKey

 

Jama Connect Advisor — Relationship Discovery

Relationship Discovery streamlines the process of finding potential relationships between records. By selecting source and target items, users can analyze similarities and quickly identify candidate relationships that might need further review.

Key Features

  • Flexible item selection — Choose source and target items to analyze for potential relationships.
  • Similarity analysis — Compare selected items using similarity criteria to identify candidate relationships.
  • Ranked results — Review potential relationships ordered by similarity to prioritize evaluation.
  • Interactive review — Collaborate with co-workers to quickly examine and validate candidate relationships before taking action.

Benefits

  • Reduce the time spent manually comparing records.
  • Identify potential relationships that might otherwise be overlooked.
  • Prioritize the most relevant candidates with similarity-based ranking.
  • Improve confidence and consistency when discovering relationships.

Relationship Discovery ranked results screenshot

Relationship Discovery filters screenshot

Relationship Discovery results screenshot

 

Jama Connect Advisor — Quality Analysis Enhancements

Quality Analysis has been enhanced to provide more complete and actionable feedback. These updates improve analysis coverage, increase transparency into rule evaluations, and streamline the review experience.

Key Updates

  • Expanded analysis limit — Increased the supported text length from 400 to 2,000 characters.
  • Improved analysis processing — Updated the analysis service to evaluate the full content instead of stopping at the first period(.).
  • Analysis summary — Added a high-level summary to provide a quick overview of results.
  • Enhanced rule explanations — Expanded rule details to explain why each issue was flagged and how to fix it.

Benefits

  • Analyze longer requirements without truncation.
  • Receive more complete and accurate quality assessments.
  • Understand quality issues more quickly with a concise summary.
  • Gain clearer guidance for improving requirement quality.

Quality Analysis Enhancements screenshot

 

Jama Connect Advisor — Requirement Refinement Enhancements

Requirement Refinement has been updated to be able to apply suggested improvements more easily.

Key Updates

  • Immediate rewrite suggestion — A suggested rewrite is now provided with the initial analysis.
  • One-click application — Apply rewrite suggestions directly to the item without having to manually copy and paste text.

Benefits

  • Save time when refining requirements.
  • Reduce manual editing and copy/paste actions.
  • Create a more efficient and seamless refinement experience.

Requirement Refinement suggested rewrite screenshot

 

Updates from User Feedback

  • Dashboards can now be included with project duplication.

Duplicate project cycle screenshot

  • Overbar/Overline notation can now be applied from the Rich Text toolbar.

Overbar and overline rich text screenshot

 

Review Center — Setting Recommendation

The Jama Connect 9.37 release includes enhancements to Review Center that streamline review workflows and improve efficiency. As a result, Review Center behavior might differ in some scenarios. 

To help maintain consistent review behavior, enable the Block review finalization when item versions mismatch setting. 

For more information, see Configure review access. If you have questions about this recommendation or need help enabling the setting, contact your Jama Customer Success Manager or Consultant.

 

Resolved Issues

ID Description
SOS-DEF-721 Stakeholders, Collaborators, and Test Runners now must have permission to be able to use the Reuse wizard.
SOS-DEF-1333 When Test Runs are removed from an active Test Plan, the Test Case Status no longer remains Scheduled.
SOS-DEF-1546 You can now successfully filter test runs in a test plan or test cycle within the current project if any sourced test cases are from a different project.
SOS-DEF-2673 The Review Center Stats Report now correctly exports the Test Run stats.
SOS-DEF-4431 Now, when you try to delete a parent/set container that includes “locked” children, a success message is no longer displayed.
SOS-DEF-5230 The Test Run Status field in a test case no longer shows archived Test Plan or Test Run results.
SOS-DEF-5246 You can now edit a test run when the duration field is set to Required and the test run is not set to Read-only.
SOS-DEF-5290 Test case steps now recognize line breaks.
SOS-DEF-5362 Test runners with read-only permissions can no longer edit and add defects.
SOS-DEF-5459 In test case steps, the Move Down pop-up window no longer appears.
SOS-DEF-5609 When creating a new user, if you add that user to a user group, the activity is correctly recorded in the Org Activity stream.
SOS-DEF-6500 Error in table width visualization description field of an item no longer occurs.
SOS-DEF-6535 The Activity Stream Tag filter now includes the ability to add tags to items.
SOS-DEF-6600 Special characters such as &, <, and > are now displayed correctly in the Review Center.
SOS-DEF-8248 In the Review Center, the Discard changes modal responds correctly to Yes and No responses.
SOS-DEF-8521 Alternative text pasted from image properties into the Results column during a Test Run execution is now saved correctly.
SOS-DEF-8589 Get testCycles testgroup no longer returns removed test groups in test cycle results.
SOS-DEF-8793 Filter results no longer shows the incorrect message “no items found.”
SOS-DEF-8946 The test cycle now displays the correct end date.
SOS-DEF-8949 The email notification that is sent after a batch edit now shows the correct number of items that were updated.
SOS-DEF-9037 The Test Case Status no longer remains Scheduled when there is no associated Test Run.
SOS-DEF-9132 You can now duplicate a test plan even if deactivated users were assigned to the test group.
SOS-DEF-9158 Exports from the filtered test cycle view now apply the selected filters correctly.
SOS-DEF-9548 When a filter is applied, syncing a test run now updates only the selected test run.
SOS-DEF-9575 When you select Baseline > View details for large baselines, SQL Server error 8632 no longer occurs.
SOS-DEF-9576 The REST API no longer returns inconsistent itemType values for test cycles and test runs.
SOS-DEF-9606 Batch editing or executing test runs now requires users assignment when the field is required.
SOS-DEF-9624 In Trace View, the side panel now shows item-specific categories for each selected item.
SOS-DEF-9645 When duplicating a project, duplicate Test Plan folders are no longer created.
SOS-DEF-9725 In the Explorer Tree, when you select Show Relationships, related items now open in multi-item view, as expected.
SOS-DEF-9731 The Refine button in Jama Connect Advisor is now displayed correctly. 

 

Known Issues

ID Description
SOS-DEF-9770

Users with a Test Runner license can't access Edit, Lock, or Delete actions in the Single Item View or List View top toolbar. They can can still edit items by double-clicking their fields.

 
Users can:
  • Unlock items from My Profile > My Locked Items
  • Manage Test Run lock status
  • Delete Test Runs from Test Cycle > Test Runs view
  • Delete defects by right-clicking them in the Explorer tree and selecting Delete.

 

Additional Resources

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