Presets

Here you can review and manage filter Presets for your organization. The presets table includes:

  • Preset name

  • Type

  • Last update (v100.39.0+): Displays the date of the most recent change

The table is sortable by any column (available from version 100.39.0 onwards).

Create Preset

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

Review logic behind the Preset

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

Duplicate Preset (v100.39.0+)

  1. Locate the preset you would like to duplicate and click on the new Duplicate icon;

  2. When duplicating a preset, a new preset name must be entered. The naming and creation process follows the same limitations as creating a new preset from active filters.

Note: the duplicated preset will inherit the original preset's configuration. Note: this function is available to users with the existing role permissions.

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. Note: you can modify the Preset's content but not its name. Note: the Preset can't be edited if it's locked.

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.

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.

Last updated

Was this helpful?