# Preset groups

Use the **Preset groups** section in **Lab workflow settings** to view and manage [**preset groups**](/emedgene/emedgene-analyze-manual/launching-analysis/creating_a_single_case/3.-case-info/preset_groups.md) configured by your organization.

If your organization has preset groups created using an earlier schema, the section is split into **v1 (Legacy)** and **v2 (New)** tabs to distinguish legacy and current preset groups. For more information, see [**Legacy preset groups**](/emedgene/emedgene-analyze-manual/settings/organization_settings_-330+/lab-workflow/preset-groups/legacy-preset-groups.md).

## Create a preset group

You can create a preset group **from existing presets** or **from a JSON configuration file**.

### From existing presets

{% stepper %}
{% step %}
In **Organization Settings** → **Lab workflow** → **Preset groups**, select **Add new**.
{% endstep %}

{% step %}
From the dropdown, select **New**.
{% endstep %}

{% step %}
Enter a name for the preset group.

{% hint style="warning" %}
**Note:** Preset groups cannot be renamed!
{% endhint %}
{% endstep %}

{% step %}
Browse the dropdown list or filter presets by name (case‑sensitive). Select the preset to add it.
{% endstep %}

{% step %}
Select **Add**.
{% endstep %}

{% step %}
Repeat steps 4 and 5 for each preset to be included in the preset group.
{% endstep %}

{% step %}
Drag presets to reorder them if needed.
{% endstep %}

{% step %}
Select **Save**.
{% endstep %}
{% endstepper %}

**Result:** A new preset group is added to the **preset groups** list. It becomes available for selection during case [creation](/emedgene/emedgene-analyze-manual/launching-analysis/creating_a_single_case/3.-case-info/preset_groups.md) or [editing](/emedgene/emedgene-analyze-manual/reviewing_a_case/editing_an_existing_case.md) and can be [viewed](#view-preset-group-contents), [edited](#edit-a-preset-group), [hidden](#hide-unhide-a-preset-group), or [downloaded](#download-a-preset-group) in **Lab workflow settings**.

### From a JSON file

{% stepper %}
{% step %}
In **Organization Settings** → **Lab workflow** → **Preset groups**, select **Add new**.
{% endstep %}

{% step %}
From the dropdown, select **From file**.
{% endstep %}

{% step %}
Upload a JSON file that defines the preset group. The system validates the file’s JSON format and schema, including structure, field names, field values, and file name. If validation succeeds, the preset group is created.
{% endstep %}
{% endstepper %}

**Result:**

* A new preset group is created based on the uploaded configuration and added to the **preset groups** list. It becomes available for selection during case [creation](/emedgene/emedgene-analyze-manual/launching-analysis/creating_a_single_case/3.-case-info/preset_groups.md) or [editing](/emedgene/emedgene-analyze-manual/reviewing_a_case/editing_an_existing_case.md) and can be [viewed](#view-preset-group-contents), [edited](#edit-a-preset-group), [hidden](#hide-unhide-a-preset-group), or [downloaded](#download-a-preset-group) in **Lab workflow settings**.
* Any presets referenced in the file that are not yet part of your organization’s settings are automatically created and added to the **presets table**.

## View preset group contents

Select the <i class="fa-chevron-down">:chevron-down:</i> **Expand** icon next to the preset group name to view included presets.

## Edit a preset group

{% stepper %}
{% step %}
Select the <i class="fa-pen">:pen:</i> **Edit** icon on the right.
{% endstep %}

{% step %}
**Modify the group contents**

**Add presets**

1. Find a preset of interest: browse the dropdown menu or filter presets by name (case-sensitive).
2. Select preset name.
3. Select **Add.**

**Remove presets** from the group with the <i class="fa-xmark">:xmark:</i> **Remove** icon.

**Reorder presets** by dragging them.

{% hint style="info" %}
**Note:** You can edit the preset group content but not its name.
{% endhint %}
{% endstep %}

{% step %}
Once you're done with changes, select **Save.**
{% endstep %}
{% endstepper %}

**Result:** The preset group is updated. Changes take effect **immediately** and apply to any existing and future cases that use this preset group.

## Hide/Unhide a preset group

Select the <i class="fa-eye">:eye:</i> **Hide** icon on the right to remove a preset group from the [preset group selection](/emedgene/emedgene-analyze-manual/launching-analysis/creating_a_single_case/3.-case-info/preset_groups.md).

**Result:**

* A hidden preset group becomes unavailable for use in new cases, until it's unhidden by selecting the <i class="fa-eye-slash">:eye-slash:</i> **Unhide** icon.
* Hidden groups remain available in Settings for editing and download.

{% hint style="info" %}
A [default preset group](/emedgene/emedgene-analyze-manual/settings/organization_settings_-330+/lab-workflow/default-preset-group.md) cannot be hidden.
{% endhint %}

## Download a preset group

To download a configuration file defining a preset group, select the <i class="fa-arrow-down-from-line">:arrow-down-from-line:</i> **Download** icon. This exports the definition of the preset group, including preset logic, names and order in JSON format.


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