> For the complete documentation index, see [llms.txt](https://help.connected.illumina.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.connected.illumina.com/emedgene/emedgene-analyze-manual/settings/organization_settings_-330+/lab-workflow/presets.md).

# Presets

Use **Organization Settings → Lab workflow → Presets** to view and manage [**presets**](/emedgene/emedgene-analyze-manual/reviewing_a_case/analysis-tools-tab-beta-v100.39.0+/filters_presets_panel/presets.md) for your organization.

## Presets table

The table lists every preset in your organization. It includes:

* **Preset name**
* **Type**
* **Last update** (v100.39+) — the date of the most recent preset change

You can sort the table by any column in v100.39 onward.

## View preset logic

Select <i class="fa-chevron-down">:chevron-down:</i> **Expand** beside a preset name to view its logic.

<figure><img src="https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-2eb8d2ab0e94cfac138d30b0649b51e22cb6ecb3%2Fview%20preset.gif?alt=media" alt="Expanding a preset to view its filtering logic."><figcaption><p>Viewing preset logic.</p></figcaption></figure>

The way preset logic is displayed depends on how the preset was created. **Query Builder** **presets** display the full query structure. **Quick Filters presets** display only the filter conditions, grouped by category.

## Create a preset

### From active filters in a case

Create presets from active case filters. You cannot create them directly in settings.

1. In **Organization Settings → Lab workflow → Presets**, select **Add new**.\
   The most recently run case opens.
2. Configure the filters and [save them as a preset](/emedgene/emedgene-analyze-manual/reviewing_a_case/analysis-tools-tab-beta-v100.39.0+/filters_presets_panel/presets/creating-a-preset.md#creating-a-filter-based-preset).

### By uploading a preset group

Upload a preset group JSON file under **Lab workflow → Preset groups**. The system creates any missing presets. It then adds them to the organization’s **Presets** list.

## Duplicate a preset (v100.39+)

Duplicate a preset to reuse its filtering logic with minor changes.

{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset to copy.

<i class="fa-lock">:lock:</i> Locked presets cannot be duplicated.
{% endstep %}

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

{% step %}
Enter a name for the duplicate.

{% hint style="warning" %}
**Note:** Use only Latin characters that comply with the ISO‑8859‑1 standard.
{% endhint %}
{% endstep %}

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

**Result:** A new preset appears in the list with the original filtering logic.

## Edit preset logic

Edit a preset’s JSON definition to refine or correct its filtering logic. You can edit the logic, but not the preset name.

Editing requires familiarity with JSON.

* Contact your Illumina representative for help editing a preset.
* To define conditions in a case, create a new preset.

{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset to edit.

<i class="fa-lock">:lock:</i> Locked presets cannot be edited.
{% endstep %}

{% step %}
Select <i class="fa-pen">:pen:</i> **Edit**. The preset logic opens in the JSON editor.
{% endstep %}

{% step %}
Make changes in the JSON editor.
{% endstep %}

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

The system validates JSON syntax only. It does not validate key names, values, or biological relevance.

* If validation finds errors, fix them before saving. The error details identify the issues.
* If validation succeeds, select **Save** in the confirmation dialog.
  {% endstep %}
  {% endstepper %}

**Result:** The updated logic takes effect immediately. It affects every preset group containing the preset. It also affects existing and future cases using those preset groups.

## Lock or unlock a preset

<figure><img src="https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-107d7025253c36045336fe1ffaca7b7805a1b493%2FIMG%20-%20Lock%20or%20unlock%20Preset%202.0.gif?alt=media" alt="Locking or unlocking a preset from the Presets list."><figcaption><p>Lock or unlock a preset from the Presets list.</p></figcaption></figure>

Locking prevents any user from editing a preset’s filtering logic. Use it to protect validated, SOP-approved presets.

{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset to lock or unlock.
{% endstep %}

{% step %}
Select <i class="fa-unlock">:unlock:</i> **Lock** or <i class="fa-lock">:lock:</i> **Unlock**.
{% endstep %}

{% step %}
In the confirmation dialog, select **Lock** or **Unlock**.
{% endstep %}
{% endstepper %}

**Result:**

* **Lock:** The preset becomes read-only. It cannot be [edited](#edit-preset-logic) or [duplicated](#duplicate-a-preset-v100.39).
* **Unlock:** The preset becomes editable again. Authorized users can [edit](#edit-preset-logic) and [duplicate](#duplicate-a-preset-v100.39) it.

## Delete an unused preset

<figure><img src="https://1131024994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGCW0DnLlE7QjoZPNmKIi%2Fuploads%2Fgit-blob-2ae40704f64ef08ac6d5c385f2e1fd651495b60d%2FIMG%20-%20Delete%20preset.gif?alt=media" alt="Deleting an unused preset from the Presets list."><figcaption><p>Delete an unused preset from the Presets list.</p></figcaption></figure>

You can delete an **unused** preset. A preset is unused when no preset group includes it.

{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset to delete.
{% endstep %}

{% step %}
Select <i class="fa-trash-can">:trash-can:</i> **Delete**.
{% endstep %}

{% step %}
In the confirmation dialog, select **Delete**.
{% endstep %}
{% endstepper %}

**Result:** The preset is no longer available for inclusion in preset groups.


---

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