# By Template

This helps the user to plot the predefined search criteria in Detail Map. The user can save the search criteria as a template and use the ‘By Template’ search option to quickly plot the data with that search criteria. This helps the user to save a considerable amount of time.

![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbR9dsjsCKxf4qk284j%2F-MbR9xa3R7ipv-rjCmI3%2F35.png?alt=media\&token=32445dc7-22c5-4928-8929-b76a9bba6574)

For example, if any user is assigned with a task where the requirement is to regularly plot ‘My Active Accounts’ records in 2 miles of a particular location and filter a particular Industry, then the By Template option can be beneficial.

![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbR9dsjsCKxf4qk284j%2F-MbRA78B0kogR2eU8Jpz%2F37.png?alt=media\&token=5a18e4aa-afbf-4a04-bbb6-56f469394c8b)

The User can plot the required criteria on the map and use the button ‘Save template’ to save the search criteria along with the pushpins and their colors as a template and define the access level of the Template while saving the template as described below:

* Personal – The users can limit the usage of this template to themselves or share with other users or teams as required
* Public – Anyone in the organization can use this template

*Apart from saving the information of Plot Records, Category card, and filters from Grid, it also saves the Zoom level & Center of the map.*

![](https://3017709171-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MPnKwzedQAh8ohtXMDq%2F-MbR9dsjsCKxf4qk284j%2F-MbR9rxhDxQkBKtTaFJ8%2F36.png?alt=media\&token=674e209a-7998-49ea-89ad-837395973d60)

{% hint style="info" %}
Note: Please assign ‘Maplytics User’ security role to Team Maplytics before exploring this functionality.
{% endhint %}

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
