Default Template
Last updated
Last updated
User can set the Default Template within their respective Configuration Detail record and view the predefined search criteria saved in the template plotted by default on the Detail Map.
To set a template as Default, user need to Go to the Maplytics App > Settings > Maplytics Configuration Details > Respective User Configuration Detail record > General > Default Template > Select required template.
Default Template will not open if,
User selects a few records in Entity home grid and then clicks on Detail map button.
User expands a dashboard to open on Detail map.
User has saved Default template with search criteria other than Proximity Search and uses the ‘Map’ button on a specific record and opened the map
When clicked on the ‘Detail Map’ button, it will plot the default template selected in the respective user’s Maplytics configuration detail record by default on the map.
Default Template will not open if,
User selects a few records in Entity home grid and then clicks on Detail map button.
User expands a dashboard to open on Detail map.
User has saved Default template with search criteria other than By location/ Proximity Search and uses the ‘Map’ button on a specific record to open the map. In this case, the respective record will be plotted on map.
User has set Area of Service on a record and is using the ‘Map button’ on the record to open the map.
Below are some exceptional cases for Default template where the plotted data might vary.
If Default template has been saved with search criteria By Location and the user uses the ‘Map’ button on a record to open the Map, in this case, the respective record will be plotted as the current location along with other records selected within the Default template.
If Default template has been saved with search criteria Proximity Search and the user uses the ‘Map’ button on a record to open the Map, in this case, the respective record will be plotted as the current location replacing the initial current location set in the template. Thus, the records will be plotted within the specified radius from the respective record’s the records will be plotted within the specified radius from the respective record’s location which is now the current location on the map.
For any queries, reach out to us at crm@inogic.com
