Preset groups

Use the Preset groups section in Lab workflow settings to view and manage preset groups 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.

Create a preset group

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

From existing presets

1

In Organization Settings → Lab workflow → Preset groups, select Add new.

2

From the dropdown, select New.

3

Enter a name for the preset group.

Note: Preset groups cannot be renamed!

4

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

5

Select Add.

6

Repeat steps 4 and 5 for each preset to be included in the preset group.

7

Drag presets to reorder them if needed.

8

Select Save.

Result: A new preset group is added to the preset groups list. It becomes available for selection during case creation or editing and can be viewed, edited, hidden, or downloaded in Lab workflow settings.

From a JSON file

1

In Organization Settings → Lab workflow → Preset groups, select Add new.

2

From the dropdown, select From file.

3

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.

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 or editing and can be viewed, edited, hidden, or downloaded 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 Expand icon next to the preset group name to view included presets.

Edit a preset group

1

Select the Edit icon on the right.

2

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 Remove icon.

Reorder presets by dragging them.

Note: You can edit the preset group content but not its name.

3

Once you're done with changes, select Save.

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 Hide icon on the right to remove a preset group from the preset group selection.

Result:

• A hidden preset group becomes unavailable for use in new cases, until it's unhidden by selecting the Unhide icon.

• Hidden groups remain available in Settings for editing and download.

A default preset group cannot be hidden.

Download a preset group

To download a configuration file defining a preset group, select the Download icon. This exports the definition of the preset group, including preset logic, names and order in JSON format.