We create a defect, (call it: "Sagi Template").
In our template we'll set a default value to the User Story. Also, we shall set a default value to our custom drop-down field.
We have a custom drop-down field named: "Sagi_Test_SingleValued". This drop-down has 4 values (Value1,Value2,Value3,Value4). When creating the artifact (in this example a Defect) without the template it will default to 'No-Entry' , see here:
The field values are in the drop-down, as you see:
We will create a Defect named: Sagi Template. We will set the User Story field with the value of the user story we need. Also, we shall select Value3 to be our default value for our drop-down custom field, see here:
Click Create and to create this defect. And you can find it listed as part of your other defects:
1. To create a Template off of this defect, let's open the defect and click Templates:
The Templates window opens up.
2. In that window click on “New Template from DE18” (which is our defect in this example).
3. Choose your field values.
A window opens up where you see suggested fields for this template. This suggestion is based on this defect's fields that are set with a value. This window is meant for you to pick and choose which of these fields to include in your template. Many of these fields you may not want to include, you will need to click the "x" button to the left of these fields to exclude from your template.
For our template we demonstrate here we kept ScheduleState, SubmittedBy and we kept our drop-down custom field with the preset "Value3".
4. In this window, designate a scope for your template. You can choose between "Me", "Project", "Workspace" whereas the first option will make this template available to you only, the second to all defects in this project, the last for all defect part of this workspace.
5. Make certain you name your template (in this example we named it: SagiTemplateValue3). Then, click Add.
Here is our template (Both Color and Name fields should not be part of this, they can be removed per above instructions like all other fields):
After clicking 'Add', we will see our created template in the window (again, notice # of fields indicates '5', because these screen shots include Color and Name , a total of 5 fields as you see in above screen shot - if we removed them it will be 3):
You are set and ready to use your template.
To use this template:
1. Create a new Defect
2. Click Templates
3. Select that template from the list of available templates
4. Click Apply
At that point you shall see your Defect has all values already set based on this template, including the selected value of the drop-down field (being set to Value3 as in our example).
You can create many templates. When used they will populate the fields they have preset in their definitions. You may want to make certain you name your template accurately so that the populated fields are what you expect them to be.