Creating a preset

Use this page for instructions on how to create 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

Select Save.

Result: The new filter-based preset is saved in Lab workflow settings and becomes available for use in preset groups.

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

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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.