Release date US: 2026/10/30
Release date AU/EU: 2026/10/30
Jama Connect® v9.41.2
Traceability Enhancements
Traceability features now provide more flexible ways to edit items, explore relationships, and assess coverage. Updates include Trace View and Trace View Canvas, customizable Live Trace Explorer diagrams, improved Traceability Information Model views, and enhanced Trace View exports.
Edit Items in Trace View
You can now edit items directly in Trace View. When you select an item, a slide-out panel displays the available fields for that item. You can update the fields and save your changes without leaving Trace View.
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.
Export Trace View with double-byte characters
Trace View now supports exporting double-byte characters.
Live Trace Explorer — Custom Diagrams
You can now customize Live Trace Explorer diagrams by selecting which tiles to include and their order of appearance. Teams can create subsystem-specific diagrams that highlight coverage gaps, risks, and dependencies, making it easier to assess coverage and focus on actionable issues.
Traceability Information Model Diagram Improvements
You can now open the Traceability Information Model in a full-screen interactive view with zoom and navigation controls, making it easier to explore and understand large, complex traceability diagrams.
Updates to Reviews
You can now quickly search, filter, and manage reviews at enterprise scale, making it easier to locate reviews, monitor progress across concurrent activities, and drive reviews to completion without time-consuming manual workarounds or performance-impacting reports.
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A new column that identifies the review type: Peer or Approval
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Search and filter options for each column.
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The Grid View has been replaced with an updated Table View.
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A "Revision requested" status now appears in the My Progress column when you select it as a filter option.
- Finalizing a review now prevents approval of outdated content. If reviewed items are no longer current, the moderator must create a new revision before proceeding.
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A baseline is automatically created when a review is finalized. The baseline captures the status of each reviewed item after workflow transitions are completed. Baselines created this way include the finalized suffix.
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Moderators can now edit categories while modifying an item in a review.
- A new Organization Admin > Reviews setting for approval reviews keeps Finalize approval review disabled until all approvers complete the review. Once all approvers have completed the review, the moderator can then select the option to finalize and close the review.
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You can now initiate a review from a baseline. Accelerate incremental reviews by comparing approved baselines with current content.
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Moderators now add participants to sequential approval reviews. Moderators can also 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.
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Reviews 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.
- A new checklist feature in reviews allows moderators to add a checklist when creating an approval or peer 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:
- Apply a checklist to the entire review or to each item in the review.
- View each participant’s responses on the Checklist Stats page.
Live Compliance
This release introduces Live Compliance, a new capability that integrates compliance activities into the day-to-day product development and review process. You can manage regulatory, quality, and internal-process compliance alongside your existing requirements and validation work in Jama Connect.
Create configurable checklists for regulatory standards, quality processes, or internal policies, then group related checklists into reusable compliance frameworks. These frameworks help teams apply consistent compliance across projects and reviews.
During reviews, participants can complete checklist questions and, when configured, add notes to support their responses. This process creates a structured, auditable record of compliance activities and reduces reliance on separate spreadsheets, documents, and manual tracking.
The new Live Compliance dashboard provides a current view of compliance status across reviews and checklists. Compliance teams, engineering leaders, and auditors can monitor progress, identify incomplete or noncompliant work earlier, and gather supporting evidence more efficiently.
By surfacing compliance gaps during development, Live Compliance can reduce late-stage rework, certification delays, and audit preparation effort.
New permission controls help organizations manage who can create and administer project-level or global checklists and frameworks, participate in compliance reviews, and view dashboard results. Access depends on each users’ project access and applicable licensing.
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.
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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
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Relationships
- RELATIONSHIP_CREATED
- RELATIONSHIP_UPDATED
- RELATIONSHIP_DELETED
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Projects and baselines
- PROJECT_CREATED
- PROJECT_DELETED
- BASELINE_CREATED
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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
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Attachments
- ATTACHMENT_CREATED
- ATTACHMENT_UPDATED
- ATTACHMENT_DELETED
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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 Notice
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.
Jama Connect MCP™
You can now configure Jama Connect MCP as a custom plugin for LLMs like ChatGPT. Jama Connect MCP supports two authentication options:
- OAuth service provided by Jama Connect
- Customer-provided OAuth through your organization’s identity provider
When you use Jama Connect’s OAuth service, you can customize access-token and refresh-token expirations.
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.
Updates from User Feedback
This release includes usability improvements for category navigation, reviews, baselines, subscriptions, and project duplication. It also includes refinements to picklists, rich-text formatting, and item versioning.
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Advanced filter category selection now uses a tree view, making it easier to navigate and manage complex category hierarchies.
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You can now create a review or baseline directly from the category’s secondary context menu.
- You can now create a review or baseline from the category list or Document View.
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You can now select item IDs in My Profile > My Subscriptions, allowing you to quickly open items you're subscribed to.
- Picklist items can now be alphabetized.
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Dashboards can now be included with project duplication.
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Overbar/Overline notation can now be applied from the Rich Text tool bar.
- The option to disable item versioning has been removed.
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Categories can now be included with project duplication.
- You can now convert up to 5,000 items at a time, increased from the previous limit of 1,000 items.
Updates to the Categories feature
Category management now supports automatically applying categories to new content, filtering projects by up to five categories, and including category-related admin activity when duplicating projects.
Automatically 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.
Category-based Project Organization
Users can now organize and focus project content with category-based filtering. Apply up to five categories at a time to narrow project views to items that match any selected category, similar to a category filter with multiple OR conditions.
When a category filter is applied, Jama Connect preserves the user’s current context while narrowing results in List View and Document View. Users can change the active category variant at any time to apply a different view, and clear active category filters when they're no longer needed.
Create Nested Categories
Organization admins can now create nested categories to organize content in a clear, hierarchical structure.
Configure Item Versioning for Category Management
Organization admins can now configure items to create a new version when categories are changed.
Note: This new option can only be enabled when "Allow management for locked items" is not enabled.
Reuse and Sync Categories
Category Sync is now available in Full Item Sync, Field-Level Sync, and Item Type Advanced Reuse.
Category differences appear in Detailed Comparison and contribute to the Out-of-Sync status. When you select Category Sync, categories in the target project are updated to match the source, including removing categories that are no longer present. Existing requirements for synchronization eligibility, branches, organizations, and persistence modes continue to apply.
Project-Level Category Management
Project admins can now create and manage categories in individual projects without requiring assistance from organization admins.
Miscellaneous Updates
Security Improvements and Updates
This release includes security improvements and updates across the Jama Software ecosystem.
New Look — Navigation Bar
The global navigation header now has a new, modernized look and feel.
Updated Admin Activity Messages
Organization and project admin activities are now included when you duplicate a project and include categories.
Removed Support for Atlassian Crowd
Atlassian has announced the end of life for its Data Center products, including Crowd, and no longer sells new Crowd licenses. Starting with Jama Connect 9.41, Crowd authentication is no longer supported for self-hosted deployments. Crowd settings have also been removed from Jama Connect in the 9.41 self-hosted release.
REST API Updates
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 |
| 0000 | 0000 |
|---|
New Labs REST API Endpoint
- GET /categories/{categoryPathId/items
- Retrieves a list of items associated with a specific category, identified by the provided categoryPathId.
REST API Performance Improvements
Several REST API operations now provide faster response times and greater reliability for high-volume integrations. These improvements deliver more consistent performance when working with large datasets or making frequent API requests.
The optimized endpoints include:
GET /rest/v1/abstractitems
GET /rest/v1/activities
GET /rest/v1/attachments/{attachmentId}/comments
GET /rest/v1/attachments/{attachmentId}/versions/{versionNum}
GET /rest/v1/baseline/{baselineId}/versioneditems/{itemId}
GET /rest/v1/baselines
GET /rest/v1/comments
GET /rest/v1/items
GET /rest/v1/items/{itemId}/activities
GET /rest/v1/itemtypes
GET /rest/v1/relationshiprulesets
GET /rest/labs/reviews/{reviewId}/comments
GET /rest/v1/testcycles/{id}/testruns
GET /rest/v1/testcycles/{testCycleId}
GET /rest/v1/testruns
GET /rest/v1/usergroups/{id}/usersConfigurable REST API Pagination Limits
A new Root Admin setting controls the REST API pagination limit for each tenant, with a maximum of 250 items per page. This flexibility helps you align API response sizes with your integration and performance needs.
For self-hosted deployments, admins can access the setting from the Root menu.
Resolved Issues
| Issue ID | Description |
|---|---|
| SOS-DEF-379 | Traceability search pagination now resets when you enter a new search. |
| SOS-DEF-517 | Changing a test case status no longer changes its Modified by or Modified date values. |
| SOS-DEF-536 | Daily subscription emails now include the user who changed an item along with the modification time. |
| SOS-DEF-543 | Text items can now be converted to folders when they are within a set of text items. Text sets can also be converted to a different item type set. |
| SOS-DEF-632 | In reviews, dates are now correct for reply-to-comment notifications. |
| SOS-DEF-933 | Single Item View now opens items correctly instead of displaying them in a nested comments frame. |
| SOS-DEF-1062 | Pick list fields can now be reset to an empty value after a value is selected. |
| SOS-DEF-1333 | When Test Runs are removed from an active Test Plan, the Test Case Status no longer remains Scheduled. |
| SOS-DEF-1395 | When you export content, hyperlinks created in Jama Connect now retain the blue text formatting. |
| 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-2121 | In Admin Configure View, removing the Name or Description column from the Review Center Reading View now successfully removes that field from the review. |
| SOS-DEF-2422 | In Coverage Explorer, you can now export an Excel document with special characters in its name. |
| SOS-DEF-2962 | In the REST API, PATCH /testplans/{id} no longer returns "200 OK" for an invalid path. |
| SOS-DEF-4074 | Users with create permissions at the component or set level can now restore items they deleted. |
| SOS-DEF-4286 | You can now add relationships when an item type uses different upstream and downstream relationship types. |
| 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-5007 | When working with items, REST API admin updates no longer allow system fields or invalid predefined field names that cause errors. |
| SOS-DEF-5202 | Test Plans and Test Runs now list the subscribed users/groups in Single Item View > Action > Subscribe Others. |
| 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-5276 | In reviews, email approvers and email moderators no longer return an error when multiple email addresses are separated by commas in Microsoft Outlook and Gmail. |
| SOS-DEF-5459 | In test case steps, the Move Down pop-up window no longer appears. |
| SOS-DEF-5555 | You can no longer add tags to items in List View when the Tags widget is disabled. |
| SOS-DEF-5558 | The profile hyperlink now appears when you navigate to the Stream tab. |
| 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-5660 | Review notification emails now display the reviewer role instead of $(reviewerRole). |
| SOS-DEF-5873 | Coverage Explorer now populates the item path in exports. |
| 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-6606 | The Change Request widget now follows the Java Date Time Format preference set in Admin > Details. |
| SOS-DEF-6672 | When you create a defect in the Test Run Execution window, tags are now saved. |
| SOS-DEF-6685 | The chart on the Licenses page now correctly represents Collaborator, Stakeholder, Reviewer, and Trial license data. |
| SOS-DEF-6702 | When you select an item from a dashboard widget link, the URL to the selected item is now updated. |
| SOS-DEF-6743 | Picklists created in the REST API now retain their type when you edit them in the UI. |
| SOS-DEF-7066 | The contents of the Test steps column is now sorted correctly in List View. |
| SOS-DEF-7116 | Selecting Stream no longer causes the Home page to load continuously when the Disable Stream and project comments setting is enabled in Admin. |
| SOS-DEF-8248 | In the Review Center, the Discard changes modal responds correctly to Yes and No responses. |
| SOS-DEF-8407 | You can now add relationships when an item type uses different upstream and downstream relationship types. |
| SOS-DEF-8521 | Alternative text pasted from image properties into the Results column during a test run execution is now saved correctly. |
| SOS-DEF-8625 | The review view no longer displays a repeating gear icon in the Task field. |
| SOS-DEF-8792 | In Test Runs, opening a filter in Document View and selecting Show related items for Test Runs with a downstream defect no longer generates an error. |
| SOS-DEF-8793 | Filter results no longer shows the incorrect message “no items found.” |
| SOS-DEF-8833 | The REST API now correctly returns "project: <project-id>" from GET to /items/{id}/location on the Test Plan folder. |
| SOS-DEF-8938 | After upgrading from Jama Connect 9.6.x, column widths in Excel exports now remain consistent. |
| 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-8962 | Tags in the Review Center view are now displayed correctly when the latest revision isn’t published. |
| SOS-DEF-8983 | Test Cycles now remain locked while they are in edit mode. |
| SOS-DEF-9037 | The Test Case Status no longer remains Scheduled when there is no associated Test Run. |
| SOS-DEF-9047 | In Single Item View, all item versions now appear in the Version drop-down list. |
| SOS-DEF-9061 | Inconsistent performance degradation no longer occurs when you batch edit test cases. |
| SOS-DEF-9132 | You can now duplicate a test plan even if deactivated users were assigned to the test group. |
| SOS-DEF-9167 | A user with project admin permissions can now duplicate a project successfully. |
| SOS-DEF-9240 | The Not Applicable field now appears when you select a new Test Run Status from Batch Edit. |
| SOS-DEF-9336 | When you reuse items or duplicate a project, attachments now retain their Active or Inactive status in the destination project. |
| SOS-DEF-9465 | In the REST API, performance for the GET /users endpoint is improved when a project is specified. |
| SOS-DEF-9472 | In a review, when you select Mark as Reviewed, the correct error is now displayed. |
| SOS-DEF-9500 | Moving a large number of items now correctly updates the parentNodeId of the root document node. |
| SOS-DEF-9532 | Database performance is now improved through more efficient data processing and indexing. |
| SOS-DEF-9548 | When a filter is applied, syncing a test run now updates only the selected test run. |
| SOS-DEF-9558 | Duplicated Items are no longer displayed in the original project. |
| SOS-DEF-9575 | When you select Baseline > View details for large baselines, SQL Server error 8632 no longer occurs. |
| SOS-DEF-9606 | Batch editing or executing test runs now requires users assignment when the field is required. |
| SOS-DEF-9645 | When duplicating a project, duplicate Test Plan folders are no longer created. |
| SOS-DEF-9647 | Self-hosted internet installations now pull images from the Replicated Proxy Registry without an ImagePullBackOff error. |
| SOS-DEF-9776 | The Third-Party License Info link in My Profile now works correctly. |
| SOS-DEF-9806 | The REST API now refreshes the permissions cache when the license type changes. |
| SOS-DEF-9820 | When you move a large number of items, they now appear in the destination project and their documentnode values update correctly. |
| SOS-DEF-9830 | Relationships copied with a project now appear in subsequent baselines. |
| SOS-DEF-9874 | Images added to rich text fields in test case steps now remain visible after you save and close the item. |
| SOS-DEF-9878 | Deleting a completed review now creates an entry in the Project Activity Stream. |
| SOS-DEF-9880 | In the Synced Items window, the comparison screen now remains displayed when you select saved Diff Views. |
| SOS-DEF-9916 | The Velocity API $documentSource.getAllCategoryPathsByDocumentId now retrieves item categories. |
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