# 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**

{% stepper %}
{% step %}
If the selected style includes an **icon**, an **Icon** option appears, allowing users to choose from a variety of available icons.
{% endstep %}

{% step %}
A **Color** option is also provided, enabling users to select a custom color for the icon.

<figure><img src="/files/qPFmH0Sqa5AANqjcIrgp" alt="" width="375"><figcaption><p>Image 1: Prest style and icon customization</p></figcaption></figure>
{% endstep %}
{% endstepper %}

### **c. Image Upload for Preset Icons**

{% stepper %}
{% step %}
In the **Preset configuration** pop-up select an **Icon Option** in the **Style.**
{% endstep %}

{% step %}
A separate **Image Upload** section is available in the **Preset Icon** settings to allow users to upload custom images for presets.
{% endstep %}

{% step %}
Click on the **Dropdown** → Select **Upload Option** to upload images.
{% endstep %}

{% step %}
**Supported Formats:** JPEG & PNG (Size must be **less than 20KB**).
{% endstep %}
{% endstepper %}

## **2. Preset List Options**

{% stepper %}
{% step %}
Click the **Add Presets** option in the preset bar.

* The **Preset List** pop-up appears, showing all presets added to the preset bar.
  {% endstep %}

{% step %}
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.

<figure><img src="/files/WdtFuw85mlGuDWv9WXVz" alt="" width="299"><figcaption><p>Image 2: Reorder preset using drag drop options</p></figcaption></figure>
{% endstep %}
{% endstepper %}

## **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:**

{% stepper %}
{% step %}
**Add a Filter** and **Enable Preset**.
{% endstep %}

{% step %}
Add the required presets and then **Enable Rotate Preset**.
{% endstep %}

{% step %}
**Right-click** on a preset to group it.
{% endstep %}

{% step %}
A pop-up appears to configure:

* **Group Name**
* **Icon** & **Icon Color**
  {% endstep %}

{% step %}
Click on the **Pencil Icon** in the group to rename or change the **Icon & Icon Color**.
{% endstep %}

{% step %}
Click on the **Delete Option** to remove the group.
{% endstep %}
{% endstepper %}

<figure><img src="/files/dhMG3TVy4hKWtor1AQOR" alt="" width="243"><figcaption><p>Image 2: Presets grouped when rotate preset is enabled</p></figcaption></figure>

## **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:**

{% stepper %}
{% step %}
Click on the Three dots to view the **Export** and **Import** options.
{% endstep %}

{% step %}
Click **Export** to download the preset configuration as a **JSON file**.
{% endstep %}

{% step %}
In another **Super Filter** visual, click **Import** and upload the **JSON file** to apply the preset configuration to that report.
{% endstep %}
{% endstepper %}


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