Version 9.40 — Cloud

Release date US: 2026/09/18

Release date AU/EU: 2026/09/18

Jama Connect® v9.40

Trace View Canvas — Beta

Trace View Canvas provides an interactive graph for exploring item relationships. It displays a selected item and its upstream and downstream relationships as connected cards, helping you understand relationship structures and identify coverage issues.

With Trace View Canvas, you can:

• Pan and zoom the canvas
• Preview items using their document keys
• Identify suspect relationships and missing upstream or downstream coverage using status icons
• Use relationship counts to find additional connections

Introducing Jama Connect Webhooks

Jama Connect Webhooks send real-time HTTPS notifications to registered endpoints when supported events occur in Jama Connect. This reduces the need to repeatedly poll the REST API for changes.

Use webhooks to keep downstream systems, automation platforms, and collaboration tools up to date when Jama Connect data changes. For example, you can trigger a workflow when an item changes, notify a connected system when a review is published, or start an integration process when relationship or baseline data changes.

Configure webhook subscriptions

Configure webhook endpoints and subscriptions through Jama Connect Interchange™. After you register and verify an endpoint, create subscriptions for the events relevant to your workflow.

Supported events

You can subscribe to the following event types.

• Items
  • ITEM_CREATED
  • ITEM_UPDATED
  • ITEM_DELETED
  • ITEM_RESTORED
  • ITEM_COPY
  • ITEM_COMMENT_ADDED
  • ITEM_ATTACHMENT_ADDED
  • ITEM_ATTACHMENT_REMOVED
• Reviews
  • REVIEW_CREATED
  • REVISION_PUBLISHED
  • REVIEW_FINALIZED
• Relationships
  • RELATIONSHIP_CREATED
  • RELATIONSHIP_UPDATED
  • RELATIONSHIP_DELETED
• Projects and baselines
  • PROJECT_CREATED
  • PROJECT_DELETED
  • BASELINE_CREATED
• Test plans, cycles, and runs
  • TEST_PLAN_CREATED
  • TEST_PLAN_UPDATED
  • TEST_PLAN_DELETED
  • TEST_PLAN_RESTORED
  • TEST_CYCLE_CREATED
  • TEST_CYCLE_UPDATED
  • TEST_CYCLE_DELETED
  • TEST_CYCLE_RESTORED
  • TEST_RUN_CREATED
  • TEST_RUN_UPDATED
  • TEST_RUN_DELETED
• Attachments
  • ATTACHMENT_CREATED
  • ATTACHMENT_UPDATED
  • ATTACHMENT_DELETED
• Bulk operations
  • BATCH_UPDATE
  • BATCH_COPY

For setup instructions, event details, and payload information, see: Jama Connect Webhooks

Receive event notifications

Jama Connect Webhooks send HTTPS POST requests with structured event metadata, including the event type and timestamp. Each payload includes resource data that corresponds to the related Jama Connect REST API response.

Security and permissions

Jama Connect Webhooks use system-level access rather than an individual user’s permissions. Payload data isn’t filtered by user-level access rights. Make sure your receiving endpoint and downstream applications enforce appropriate access controls and data-handling policies.

Add Participants to Sequential Approval Reviews

Moderators can now assign users and groups to stages in an approval review, ensuring that participants review content in the required order. Each stage begins after the previous stage is complete, helping teams route approvals efficiently and involve later reviewers only when needed.

Participants receive notifications when their stage becomes active. For group participants, one group member can claim the review and sign on behalf of the group. If a participant rejects the content, the review returns to the first stage when the next revision begins.

New Checklist Feature in Approval Reviews

Moderators can now add a reusable checklist when creating an approval review, and reviewers can complete it during the approval process. This feature brings compliance checks into the workflow that teams already use to review and approve product requirements, validations, and other project artifacts.

Moderators can view each participant’s responses on the Checklist Stats page. 

By replacing disconnected spreadsheets and checklist documents, this feature helps teams minimize context switching, identify compliance gaps earlier, and make compliance assessments a consistent, repeatable part of day-to-day engineering work.

This release introduces the first phase of the new checklist functionality. An advanced checklist library, dashboard, workflow governance, and richer versioning are planned for a future release.

Restricted Access Mode in Reviews

Organization admin review settings now include Restricted Access Mode, an optional organization-level setting that limits review participation and sharing based on item access. 

When enabled by an organization admin, Restricted Access Mode: 

• Limits review participation to users and groups with access to every item in the review.
• Hides details about related items or relationships that participants can't access. This helps teams collaborate on sensitive or segmented content while maintaining established access boundaries.
• Disables public links, limited-public access, external invitations, email-only invitations, and REST API access to new reviews.
• Applies to new reviews and participant changes in existing reviews. Existing reviews aren't updated automatically unless the participant list is edited.

Jama Connect Advisor™ — PDF Parsing

The ability to parse PDFs helps turn unstructured PDF content into reviewable, traceable items, while you remain in control of the results throughout the import process.

• Automatically extract and categorize content from PDF documents.
• Review the suggested content and categories, making adjustments as needed.
• Complete the import to create items that reflect the source document's presentation. 

Note: Additional enhancements, including error reporting and item type selection, are planned for a future release.

Jama Connect MCP™ — Create Approval Review

You can now use Jama Connect MCP to create approval reviews for requirements and other project artifacts. Participants can provide feedback and approval before the artifacts move forward.

• Use AI to create a review based on your requirements to keep humans in the loop. 
• Set a review deadline and invite participants.
• Automatically create a baseline and review, return links to both, and email the participants.

Jama Connect MCP™ — Image Retrieval

The Image Retrieval feature helps you use visual information stored in Jama Connect with MCP clients and LLMs.

• Retrieve and interpret embedded images from supported rich-text and custom text fields.
• Supported formats include PNG, JPEG, GIF, and BMP.
• Choose whether image content is included in retrieval results.

Updated Admin Activity Messages

Organization and project admin activities are now included when you duplicate a project and include categories.

Resolved Issues