How to prepopulate user-defined fields to a New Defect from a Test Run?
We have a few User defined fields (lists) in both Test Plan and Defects modules. They are Product name, Module, and Sub Module. When the manual run for the test is failing we need to create a new Defect with the same value for these 3 fields. We need prepopulate default value for these fields. Do you have any suggestions how to write a workflow for this?
I believe one solution would be that each time you navigate to a Test Instance in the Test Lab (the MoveTo workflow) you need to pick up those values from the Test Instance (or the parent Test Case) and write them to global variables. Then when you click the button to create a new defect (the Bug_New workflow) you need to read those global variable values and use the information to set the default values in your user defined fields.
There is information in the Administrator Guide about working with global variables and modifying the various workflows, and lots of examples.