Creating a preset

Use this page for instructions on creating a filter-based or gene list–based preset.

Creating a filter-based preset

Filter-based presets are created from the active filters you apply in a case.

1

Open a case.

2

In the Filtering panel, go to the Filters tab.

3

In the upper-left corner of the Filters tab, open the actions menu ().

4

Select Clear to remove all filters, including the default filters.

5

Apply the filter conditions you want to save.

6

In the upper-left corner of the Filters tab, open the actions menu ().

7

Select Save as preset.

8

Enter a name for the preset.

Note:

• Presets cannot be renamed once saved!
• Use only Latin characters (ISO-8859-1) to ensure compatibility across systems and avoid issues when exporting JSON definitions.

9

Optional (v100.40.0+): To add the new preset to the preset group used in the case, select the Add to current preset group checkbox. The update affects all existing and future cases that use the preset group.

By default, the Add to current preset group checkbox is unselected.

Limitation: The checkbox is unavailable when the case uses custom preset groups.

10

Select Save.

Result:

• The new filter-based preset is saved in Lab workflow settings and becomes available for use in preset groups.
• If Add to current preset group was selected:

  • The preset is added to the preset group used in the case.
  • The preset immediately appears in the Presets tab in all cases that use this preset group. If you don't see the preset, try reloading the browser page.

Important: For a filter-based preset to appear in a case, it must belong to the preset group selected for that case.

---

Creating a gene list–based preset

Gene list–based presets are created from gene lists within the current case.

1

Open a case.

2

In the Filtering panel, go to the Presets tab.

3

Locate the Gene lists section (scroll down if needed).

4

Next to the section title, select Add.

5

Select one or more gene lists to use for filtering. You can browse or search by gene list name.

6

Select Save to confirm your selection.

Result: For each selected gene list, a new gene list–based preset appears under Presets → Gene lists. These presets are available only in the current case.