Lab Workflow

Lab Workflow settings (34.0+)

1. Presets

Here you can review and manage organization filter Presets.

1.1. Create Preset

Upon clicking on Add new, you will be redirected to Analysis tools page where you can create a Preset from active filters.

1.2. Review logic behind the Preset

Click on an downward arrow icon left to the Preset's name.

1.3. Edit Preset

1. Click on the ✏️Edit icon;

2. Make the necessary changes. Editing the Preset requires basic understanding of JSON data format;

3. Click Save. The software will perform schema validation on the edited Preset. &#xNAN;Note: you can modify the Preset's content but not its name. Note: the Preset can't be edited if it's locked.

1.4. Lock/unlock Preset

Locking the Preset prevents any user from changing it.

1. Click on the ��Lock/Unlock icon;

2. Click on Lock/Unlock in the popup window.

1.5. Delete Preset

1. Click on the 🗑️Delete icon;

2. Confirm your decision by clicking Delete in the popup window.

Note: Only unused Presets can be deleted.

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2. Preset groups

Here you can review and manage filter Preset groups.

In versions prior to 34.0, creating Preset groups required technical support. With 34.0+, Preset groups can be easily created by combining different Presets. Alternatively, you can upload a JSON file that defines the Presets in a Preset group. The file name and schema will be validated upon upload.

The section has two tabs:

• V2 (new)

Here you can create (from Presets/from a JSON file, view, edit, hide/unhide and download your organization's Preset groups.

• V1 (legacy)

Here you can view and download legacy Preset groups.

Migrating V1 Preset groups to the improved V2 methodology

Legacy Preset groups can be migrated to the new methodology via two simple steps: downloading the Preset group JSON file in the V1 (legacy) tab, then uploading it on the V2 (new) tab.

2.1. Create Preset group from existing Presets:

1. Click on Add new;

2. From the dropdown, select New;

3. Enter a name for the Preset group. Note: The Preset group can't be renamed later!

4. Select Presets to include in the Preset group. Click Add after selecting each Preset;

5. Drag and drop Presets to change the order;

6. Click on Save.

2.1. Create Preset group from JSON file:

This is the second step in the migration of the V1 (legacy) Preset group, after you have downloaded the Preset group JSON file.

1. Click on Add new;

2. From the dropdown, select From file;

3. From the file browser, select a JSON file that defines a Preset group;

4. The system will thoroughly validate the file;

5. If validation is successful, a Preset group will be created. Any underlying Presets that are missing from your organization will be added as well.

2.3. Review contents of the Preset group (V2 and V1)

Click on an downward arrow icon left to the Preset group's name.

2.4. Edit Preset group

1. Click on the ✏️Edit icon; 2a. Add Presets to the group as needed. Select Presets to include in the Preset group from the dropdown. Click Add after selecting each Preset; 2b. Remove Presets from the group as needed. Click on the ��Remove icon on right to the right of the Preset name. 2c. Drag and drop Presets to change the order;

2. Click Save.

2.5. Hide/unhide Preset group

When you hide a Preset group, it will no longer appear in the Preset groups list offered at case creation (Select preset group step).

Click on the 👁️Hide/Unhide icon.

Note: A default Preset group cannot be hidden.

2.6. Download Preset group file (V2 and V1)

This is the first step in the migration of the V1 (legacy) Preset group to V2 methodology. A Preset group file contains preset names and the filters used to define each Preset in JSON format.

Click on the ⬇️Download icon.

2.7. Revert *Preset group (*V1)

If a V1 Preset group that has undergone migration is set to revert, the corresponding V2 Preset group will be deleted.

Click on the ↩️Revert icon to undo the migration.

Note: If a migrated Preset group has been assigned as default, it cannot be reverted.

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3. Default Preset group

You can set a Preset group as default. The case is assigned to the default Preset group if no Preset group is selected or the default value is selected in the Add New Case Preset group selection step.

1. Click on the dropdown arrow;

2. Select the Preset group;

3. Click Save.

Note: A default Preset group cannot be hidden and cannot be reverted.