Using presets in case review

With presets, you can:

• Apply a preset to filter variants without setting conditions manually.
• View preset logic by expanding a preset to see the filter conditions it applies.
• Refine filtering through variant search to narrow preset results with extra search terms, without changing the saved preset.
• Mark a preset as reviewed to show teammates the preset has been checked, coordinate work, and avoid duplication.

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Applying a preset

Presets let you filter variants without manually setting conditions.

1

In the Filtering panel, go to the Presets tab.

2

Select the name of the preset you want to apply.

Result: The variant list updates using the preset’s filtering conditions.

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Viewing preset logic

Expand a preset to review the filter conditions it applies.

Preset logic in the Presets tab is view-only. To edit preset logic, go to Lab workflow settings.

1

In the Filtering panel, go to the Presets tab. The tab lists the presets in the preset group selected for the case.

2

Select the Expand icon () next to a preset name to view its filter conditions.

3

Click the Collapse icon () to close the logic.

Result: The preset's filtering conditions appear below its name.

Preset logic display formats

How preset logic appears depends on whether you created the preset in Quick Filters or Query Builder.

Query Builder preset logic shows the full query structure:

• Each condition and logical operator appears on its own row.
• Nested groups use increasing indentation.
• Groups appear in parentheses, with operators between filters.
• Excluded conditions begin with Exclude.

Note: Before v100.41, the tab does not show logic for Query Builder presets — review it in Lab workflow settings instead.

Query Builder preset logic shows conditions, operators, and nested groups.

Quick Filters preset logic shows only the filter conditions, grouped by category. It does not show the relationships between categories.

Quick Filters preset logic groups preset conditions by filter category.

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Refining results with variant search

Variant search adds conditions without changing the preset. For example, reduce a multi-gene preset to one gene.

1

In the Filtering panel, go to the Presets tab.

2

In the variant search box, enter one or more queries. See Variant search for details on query building.

Result: Variant search filters intersect each preset's results in the case's selected preset group. Results update in real time. Refinements are temporary and do not change saved preset logic.

To remove refinement filters:

• To clear an individual filter, select next to it.
• To remove all filters, select the vertical ellipsis () in the upper-left corner. Then select Reset to default.

Save the refined preset as part of a custom preset group if you want to reuse it within the same case.

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Marking a preset as reviewed

Marking presets as reviewed helps teams coordinate and avoid duplicate work.

1

In the Filtering panel, go to the Presets tab.

2

Select the checkbox next to the preset name.

Result: The preset is marked as reviewed. All analysts working on the case can see this status. You can revisit reviewed presets at any time.