Legacy preset groups

If your organization has legacy preset groups, they appear in the v1 (Legacy) tab. Updated preset groups appear in the v2 (New) tab.

Legacy preset groups use an earlier schema that is incompatible with current filtering infrastructure. Migrating them ensures compatibility and enables full use of the Presets tab.

Legacy preset groups:

• Can be viewed and downloaded.

• Cannot be edited or hidden.

• On v37.0+, cannot be used in case review until migrated to v2 schema (the Presets tab is inactive when a legacy group is applied).

Migrate a legacy preset group to v2 schema

1

Download the legacy preset group configuration file

1. In Organization Settings → Lab workflow → Preset groups → v1 (Legacy) tab, locate the preset group you want to migrate.

2. Select the Download icon on the right.

The file containing the preset group definition — including preset logic, preset names, and preset order — is downloaded in JSON format.

2

Upload the file as a v2 preset group

1. In Organization Settings → Lab workflow → Preset groups → v2 (New) tab select Add new.

2. From the dropdown, select From file.

3. Upload the JSON file. The system validates JSON format and schema (structure, field names, field values, and file name). If validation succeeds, the preset group is created.

Result:

• A new v2 preset group is added to the preset groups list in the v2 (New) tab. It becomes available during case creation and can be viewed, edited, hidden, or downloaded.

• Any presets referenced in the JSON file that do not already exist in your organization are automatically added to the presets table.

• When the migrated preset group is active in a case, the Presets tab becomes active again.

Revert a migration

To delete a v2 version of a legacy preset group:

1. In Organization Settings → Lab workflow → Preset groups → v1 (Legacy) tab, locate the migrated preset group you want to revert.

2. Select the Revert icon on the right.

Note: If a migrated v2 group is set as the default, it cannot be reverted.

Result: The corresponding v2 version of the legacy preset group is removed from the v2 (New) tab.