Presets

Use the Presets section in Lab workflow settings to view and manage presets 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 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.

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.

1

In Organization Settings → Lab workflow → Presets, locate the preset you want to copy.

Note: Locked presets cannot be duplicated.

2

Select the Duplicate icon on the right.

3

Enter a name for the new preset.

Note: Use only Latin characters that comply with the ISO‑8859‑1 standard.

4

Select Save.

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.

1

In Organization Settings → Lab workflow → Presets, locate the preset to edit.

Note: Locked presets cannot be edited.

2

Select the Edit icon on the right. Preset logic in JSON format opens.

3

Make changes in the JSON editor.

4

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.

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.

1

In Organization Settings → Lab workflow → Presets, locate the preset you want to lock or unlock.

2

Select the Lock or Unlock icon on the right.

3

In the confirmation dialog, select Lock or Unlock.

Result:

• Lock: The preset becomes read-only. It cannot be edited or duplicated.

• Unlock: The preset becomes editable again. Users with the required permissions can edit and duplicate it.

Delete an unused preset

You can delete unused presets. A preset is considered unused if it is not included in any preset group.

1

In Organization Settings → Lab workflow → Presets, locate the preset you want to delete.

2

Select the Delete icon on the right.

3

In the confirmation dialog, select Delete.

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