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To simplify data entry and improve data accuracy it is often advisable to set default data capture values for your projects.
Project Defaults are determined by the Processes that have been defined in the Project Template that your projects are created from and the fields on the Screens that they are set to use. If, for example, you have a project from a Template that uses the out-of-the-box field “Status” and a Custom Field “Browser Version” then you will be able to set defaults for both fields because Gemini treats Custom Fields as if they were part of the core application.At the same time, if you have two processes, “Bug” and “Task” and “Bug” uses Browser Version but Task does not, then you will be able to set the default value for “Browser Version” just for processes of type “Bug”.
To setup Project Defaults,navigate to the project for which you wish to create values and select “Settings” from the project menu. You will then see the following options just below the menu bar. Click on Defaults.
Fig 1.0 Project Defaults in Gemini
You will be prompted to set defaults for all processes in your projects, or for a specific process. Setting defaults for a specific process will always override the settings for all processes.
Fig 2.0 Drop-down of “All” or specific process defaults
You will see every field from a superset of fields representing data capture screens from all of the possible processes in your project.
If you select a specific process then you are setting defaults for just that process but you will still see every field. This gives you two very important capabilities. The first is that you can capture data programmatically that is not shown on a screen, but which might be important for some integration with a non-Gemini system. The second, and more common scenario, is that you can easily transition your tasks not just from one status to another, but from one Process Type to another.
You could, for example, set up a type “Ticket”, which captures data from incoming support requests. At that stage the person capturing the data will not necessarily know about the process that subsequently occurs if an incoming issue turns out to be a bug in software that a development team will have to handle. If the Ticket turns out to represent a bug, then someone with the appropriate permissions could change its Process Type to “Bug” and rather than having all of the fields associated with a Bug being empty, the Ticket (now Bug) could have all of the correct defaults for the Software Development team to take over.
To create Project Defaults simply choose whether the default relates to “All” or a specific process, enter/select the values that you wish to act as defaults, and click Save.