Configure a preset template

Preset templates are customized in Template Properties. After a preset template is created, you can edit the name, add or remove searchable tags, override geodatabase default values, configure the tool palette, remove feature templates, and move the insertion anchor.

To create a preset template, select the features in the map in the orientation that most of your use cases require and create it in the Manage Templates pane. The preset template symbol Preset Template is assigned to all preset templates and can’t be configured.

Open template properties

You can open the Template Properties dialog box Properties in the Manage Templates or the Create Features pane.

Manage Templates

The Manage Templates pane displays all templates defined for the project.

  1. On the Edit tab in the Features group, click the Manage Templates dialog box launcher Launcher.

    The Manage Templates pane appears.

  2. In the pane, expand the map Map View and its layers.
  3. Click the layer for the template you want to configure.

    Feature templates defined for the layer appear in the template box.

  4. In the template box, click the group template.
  5. On the toolbar, click Properties Properties.
    • You can also right-click the template and use the context menu.

Create Features pane

The Create Features pane displays all templates defined for the current map.

  1. On the Edit tab, in the Features group, click Create Create Features.

    The Create Features pane appears.

  2. In the pane, right-click a group template and click Properties Properties.
    • You can also click the forward arrow Forward and click the menu button Menu.

Configure the tool palette

On the Tools tab, choose which tool runs automatically when a template is clicked and show or hide the other tools that appear on the tool palette. Preset templates are limited to point feature construction tools.

  1. In the Template Properties dialog box, click Tools.
  2. Click and enable Click to set as default tool for the tool you want to run automatically when the template is selected.
  3. Check the Toggle tool visibility check box and enable the construction tools you want available in the tool palette.

Set attribute values

On the Features tab, click a feature template name and type attributes values in the applicable fields to override the default geodatabase values and apply them to features the template creates.

Caution:

In this release of ArcGIS Pro, preset templates do not support attribute fields for raster data, attachments, or binary large objects (BLOBs).

  1. In the Template Properties dialog box, click Features.
  2. In the feature attribute table, type the attribute values you want applied to new features.
    • To view a default geodatabase value, hover over the field name.
  3. Click OK.

    Your settings are saved and the dialog box closes.

Field color codes

If a field or a field border is highlighted, the color indicates a specific status or how the field value is defined. The color codes are described in the following table.

Field colorDescription

Orange

Subtype field.

Purple

Symbolizes the layer.

Yellow

The Highlight property is enabled in the Fields view.

Grey border

The field is read-only and can't be edited.

Green border

The field is being actively edited.

Attribute field color codes

Remove a component template

On the Features tab, hover over a component template name and click Remove Remove.

  1. In the Template Properties dialog box, click Features.
  2. Hover over the template and click Remove Remove.
  3. Click OK.

Move the insertion anchor

On the Preview tab, you can move the insertion anchor to a new location.

  1. In the Template Properties dialog box, click Preview.

    By default, the pointer is set to Pan Pan.

  2. To navigate the preview, use the following commands:

    Pan

    Drag the pointer.

    Zoom in and out

    Scroll the middle roll wheel.

    Zoom to Extents

    On the preview toolbar, click Zoom to Extents Full Extent.

  3. To move the insertion anchor, hover over the anchor until the Move pointer appears, and drag the anchor. The pointer uses your current snap settings.
    • To restore the anchor to its original location, click Reset Reset on the preview toolbar.
      Preview toolbar

    Preview tab

  4. Click OK.