# Presets
Use the **Presets** section in **Lab workflow settings** to view and manage [**presets**](/emedgene/emedgene-analyze-manual/reviewing_a_case/analysis-tools-tab-beta-v100.39.0+/filters_presets_panel/presets.md) configured for your organization.
## Presets table
The presets table displays all presets defined for your organization, including:
* **Preset name**
* **Type**
* **Last update** (v100.39.0+): Date of the most recent change to the preset
You can sort the table by any column (v100.39.0+).
## View preset logic
Select the :chevron-down: **Expand** icon on the left of the preset name to view preset logic in descriptive format.
## Create a preset
### From active filters in a case
Presets are created from **active filters in a case**, not directly in settings. The Lab workflow settings page provides an entry point that takes you to a case so you can configure and save the preset there.
1. In **Organization Settings → Lab workflow → Presets**, select **Add new**.\
The most recently run case opens.
2. Configure the filters that will define the new preset according to the [instructions](/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
When you upload a preset group JSON file under **Lab workflow → Preset groups**, any non-existing presets will be automatically created and added to your organization’s **Presets** list.
## Duplicate a preset (v100.39.0+)
Use duplication to create a new preset based on the configuration of an existing one. This is useful when you want to reuse established filtering logic with only minor adjustments.
{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset you want to copy.
Note: :lock: Locked presets cannot be duplicated.
{% endstep %}
{% step %}
Select the :copy: **Duplicate** icon on the right.
{% endstep %}
{% step %}
Enter a name for the new preset.
{% 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 is added to the presets list with the same filtering logic as the original.
## Edit preset logic
You can edit the internal JSON definition of a preset to refine or correct its filtering logic. You can edit the **preset’s logic**, but **not its name**.
Editing a preset requires familiarity with **JSON format**.
* Reach out to your Illumina representative in case you need help with editing a preset.
* If you would like to define conditions by setting filters in a case, create a new preset instead of editing an existing one.
{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset to edit.
Note: :lock: Locked presets cannot be edited.
{% endstep %}
{% step %}
Select the :pen: **Edit** icon on the right. Preset logic in JSON format opens.
{% endstep %}
{% step %}
Make changes in the JSON editor.
{% endstep %}
{% step %}
Select **Save**.
The system validates JSON format. It checks only for format correctness, not for the expected key names, values, or the biological meaningfulness of the filtering logic.
* If any errors are detected, the details will be provided for you to fix the issues. Updated logic can't be saved unless the issues are fixed.
* If no errors were detected, you can proceed to select **Save** in a confirmation dialog.
{% endstep %}
{% endstepper %}
**Result:** Preset logic gets updated. Changes take effect **immediately** and impact any preset groups that include the edited preset, and any existing and future cases where the active preset group includes this preset.
## Lock/Unlock a preset
Locking a preset prevents any user from editing its filter logic.\
Use this option to protect validated, SOP‑approved presets from accidental or unauthorized changes.
{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset you want to lock or unlock.
{% endstep %}
{% step %}
Select the :unlock: **Lock or** :lock: **Unlock** icon on the right.
{% 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-v100.39.0).
* **Unlock:** The preset becomes editable again. Users with the required permissions can [edit](#edit-preset-logic) and [duplicate](#duplicate-a-preset-v100.39.0) it.
## Delete an unused preset
You can delete **unused** presets. A preset is considered unused if it is not included in any preset group.
{% stepper %}
{% step %}
In **Organization Settings → Lab workflow → Presets**, locate the preset you want to delete.
{% endstep %}
{% step %}
Select the :trash-can: **Delete** icon on the right.
{% endstep %}
{% step %}
In the confirmation dialog, select **Delete**.
{% endstep %}
{% endstepper %}
**Result:** A preset is no longer available for inclusion in preset groups.
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