Set default values for fields

The Set Default Values dialog box enables you to set default values for certain fields when defining new tests, test configurations, and defects.

To access

Click  from the following dialog boxes:

  • New Test dialog box

  • New Test Configuration dialog box

  • New Defect Dialog box

Available from the following modules: Test Plan and Defects
Important Information

  • Each user sets his/her own default values for each entity.

    The default values are set for the entity regardless of module. For example, the same default values are used for defects created in the Defects module and the defects created in the Test Plan module.

  • To clear default values, choose Edit > Clear Default Values.

  • The size of default field values per module per user is limited to 5K.

  • Your project may contain a workflow that enables you to specify that a different field list be used for a (secondary) field depending on the value of another (primary) field. In this case, the order in which you add fields to the list in the Set Default Values dialog box is important. First add the primary field to the list, and then add the secondary field. (You can also reorder the fields as necessary.) This ensures that the list of possible default values displayed for the secondary field are viable according to the selected primary field value and defined workflow rules.

    For details about workflow and dependencies between field values and lists, see Customize Defects module field lists.

User interface elements are described below:

UI Element

Description
Field

Identifies the field for which to set a default value.

Click the down arrow to see a drop-down list of the fields for which you can specify a default value.

Tip: ALM does not support the setting of default values for all fields. Additionally, workflow rules based on events (such as fieldChange or fieldCanChange) can be defined to set certain fields to read-only or invisible. Fields whose default values cannot be set, read-only fields, and invisible fields are not displayed in the drop-down list.
Value

The default value for the selected field.

For memo fields, date fields, and fields with user-defined lists, click the down arrow to open up a window that enables you to type text or select values from a list.
Add

Adds the Field and Value values to the grid.

Tip: To modify the default value for a field that was already added to the list, add it again. You are prompted to override the original one.
Remove

Removes the selected fields and their values from the grid.

Up / Down

Moves the selected fields and their values up or down in the grid.

Note: Reordering the fields in the list helps ensure that the list of possible default values displayed for each field are available and viable according to defined workflow rules.
Selected values

Grid listing fields whose default values are set.

Reordering the fields in the grid helps ensure that the list of possible default values displayed for each field are available and viable according to defined workflow rules. For details, see Important Information.
When creating a new entity, use these defaults automatically

If checked, indicates that when you create a new entity, the default values for that entity's fields are automatically filled in.

If unchecked, default values are not filled in automatically. To use default values, click the Use Default Values button when creating the entity.