v.Customization Options

1. Preset Icon & Style options:

Whenever a preset is added and configured in the preset list, a separate Style option appears, allowing users to choose how the preset is displayed. Users can select from different style options based on their preference. Below is a detailed explanation of each style option and how to apply them effectively.

a. Preset Styles

1. Icon Only (Round) – Displays only the icon in a circular shape.

2. Icon & Name (Ellipsis) – Shows both the icon and name in an ellipsis-style format.

3. Name Only (Ellipsis) – Displays only the name in an ellipsis format.

4. Icon Only (Rounded Rectangle) – Shows only the icon in a rectangular shape with rounded edges.

5. Icon & Name (Rounded Rectangle) – Displays both the icon and name in a rounded rectangle format.

6. Name Only (Rounded Rectangle) – Shows only the name in a rounded rectangle style.

b. Preset Icon and Color Customization

1

If the selected style includes an icon, an Icon option appears, allowing users to choose from a variety of available icons.

2

A Color option is also provided, enabling users to select a custom color for the icon.

Image 1: Prest style and icon customization

c. Image Upload for Preset Icons

1

In the Preset configuration pop-up select an Icon Option in the Style.

2

A separate Image Upload section is available in the Preset Icon settings to allow users to upload custom images for presets.

3

Click on the Dropdown → Select Upload Option to upload images.

4

Supported Formats: JPEG & PNG (Size must be less than 20KB).

2. Preset List Options

1

Click the Add Presets option in the preset bar.

• The Preset List pop-up appears, showing all presets added to the preset bar.

2

In the Preset List pop-up, you can perform the following actions:

• Edit a Preset: Click the Edit icon to open the preset in edit view and make changes.

• Hide a Preset: Click the Hide option to remove the preset from being displayed in the preset bar.

• Delete a Preset: Click the Delete icon to remove the preset completely from the preset bar.

• Reorder a Presets: Click and hold the six-dot icon next to a preset, then drag and drop it to the desired position in the preset list. The preset bar will display the presets in this updated order.

Image 2: Reorder preset using drag drop options

3. Group Presets

Group Presets allow users to organize multiple presets into a single group with a custom name, icon, and color for better navigation and management.

How to configure Group Presets:

1

Add a Filter and Enable Preset.

2

Add the required presets and then Enable Rotate Preset.

3

Right-click on a preset to group it.

4

A pop-up appears to configure:

• Group Name

• Icon & Icon Color

5

Click on the Pencil Icon in the group to rename or change the Icon & Icon Color.

6

Click on the Delete Option to remove the group.

Image 2: Presets grouped when rotate preset is enabled

4. Import & Export Configuration

The Export & Import Preset configuration feature allows users to export the preset filter formatting as a JSON file and import it into another Super Filter visual.

How to Configure:

1

Click on the Three dots to view the Export and Import options.

2

Click Export to download the preset configuration as a JSON file.

3

In another Super Filter visual, click Import and upload the JSON file to apply the preset configuration to that report.