πŸ“‹ Kaloux Field Defaults

User Guide

Welcome to Kaloux Field Defaults

Save time and maintain consistency when creating Jira issues. Kaloux Field Defaults automatically fills in custom field values based on your configuration, so you don't have to enter the same information over and over again.

Whether you're creating new issues or updating existing ones, this app helps your team work faster and ensures everyone uses the correct default values.

Why Use Kaloux Field Defaults?

⚑ Save Time

Stop typing the same field values every time you create an issue. Set them once, use them everywhere.

βœ… Stay Consistent

Ensure your team uses standardized values across all issues, reducing errors and confusion.

🎯 Easy Setup

Configure your defaults in minutes through a simple, user-friendly interface.

πŸ”„ Flexible

Apply defaults automatically when creating issues, or manually apply them to existing issues.

Getting Started

Step 1: Access the Settings

To configure your default field values:

  1. In Jira, click on the Apps menu in the left sidebar
  2. Select Kaloux Field Defaults from the dropdown menu
  3. The settings page will open

Step 2: Configure Your Default Values

On the settings page, you can:

  1. Browse the list of available custom fields in your Jira instance
  2. Select the fields you want to set default values for
  3. Enter the default value for each field
  4. Click Save to store your configuration
πŸ’‘ Tip: You can set defaults for multiple fields at once. The app supports various field types including text, select lists, and more.

Step 3: Start Creating Issues

Once configured, your defaults will automatically apply when you create new issues!

Creating Issues with Auto-Filled Defaults

Automatic Population

When you create a new issue in Jira:

  1. Click the Create button in Jira (as you normally would)
  2. The create issue dialog opens
  3. Watch as your configured default values automatically fill in the appropriate fields
  4. Review the values and make any changes if needed
  5. Click Create to save the issue
⚠️ Note: You can always override the default values by typing different information. The defaults are just there to save you timeβ€”you're always in control.

Applying Defaults to Existing Issues

Need to update an issue that's already been created? Kaloux Field Defaults makes it easy:

Using the Issue Glance Button

  1. Open any existing issue in Jira
  2. Look for the "Apply Kaloux Field Defaults" button in the issue header area (top of the page)
  3. Click the button
  4. A panel will open showing which defaults will be applied
  5. Confirm the action
  6. The default values are now applied to your issue
πŸ’‘ Tip: This is especially useful when you've updated your default values and want to apply them to issues created before the change.

Common Use Cases

🏒 Teams & Departments

Set default values for team assignments, department labels, or workflow stages that are commonly used by your team.

πŸ“‹ Project Templates

Create consistent issue templates by pre-filling priority levels, components, or custom field values that are standard for your project.

πŸ”„ Recurring Issues

If you regularly create similar types of issues (like weekly reports or standard requests), save time by auto-filling repetitive information.

✨ Onboarding New Users

Help new team members create properly formatted issues by providing smart defaults that guide them toward best practices.

Tips & Best Practices

🎯 Start Simple

Begin by configuring defaults for just 2-3 fields that your team uses most frequently. You can always add more later.

πŸ‘₯ Coordinate with Your Team

If multiple people have access to configure defaults, communicate about changes to avoid confusion.

πŸ” Review Periodically

Set a reminder to review your default values every few months to ensure they're still relevant and accurate.

πŸ“ Document Your Defaults

Consider maintaining a team wiki page that lists which defaults are configured and why, especially for new team members.

Troubleshooting

Fields aren't auto-filling when I create issues

  • Make sure you've saved your configuration in the settings page
  • Try refreshing your browser page and creating a new issue
  • Verify that the fields you configured are available in the project you're creating issues in
  • Contact your Jira administrator to ensure the app is properly installed

I don't see the "Apply Defaults" button on my issue

  • Refresh the issue page
  • Make sure you have permission to edit the issue
  • Check with your administrator that the app is installed and enabled

I can't access the settings page

  • Verify you have the necessary permissions in Jira
  • Try accessing it through: Apps β†’ Kaloux Field Defaults
  • Contact your Jira administrator if you need access
Need Help? If you're experiencing issues not covered here, contact your Jira administrator or IT support team for assistance.

For Administrators

If you're a Jira administrator, you can also access Kaloux Field Defaults settings through:

  • Settings β†’ Apps β†’ Manage Apps β†’ Kaloux Field Defaults

This provides the same configuration interface with additional administrative controls.

πŸ’‘ Admin Tip: You can control which users have access to modify default values by managing app permissions in your Jira settings.

Questions or Feedback?

We're always looking to improve Kaloux Field Defaults! If you have:

  • Questions about how to use the app
  • Suggestions for new features
  • Issues or bugs to report

Please reach out to your Jira administrator, who can provide support or forward feedback to the development team.