Create a preset template

Preset templates are created in the Manage Templates pane with the Preset Template from selected features command . This command is available on the template view toolbar when features are selected in the active map.

This topic contains steps to create a preset template, name it, and add optional descriptive metadata. For steps to show or hide construction tools, move insertion anchors, or specify attribute values, see Configure a preset template.

When you create a preset feature template, consider the following:

• You can choose any layer in the layer view with a selected feature for which you want to associate the template.
• By default, the primary insertion anchor is placed at the center (centroid) of the envelope for the entire selection set. It is viewable and movable on the Preview side tab.
• The preset template symbol that appears with its name is assigned by ArcGIS Pro and can’t be changed.

To create and name a preset template, complete the following steps:

1. On the ribbon, click the Edit tab. In the Manage Edits group, click Manage Templates .

   Alternatively, click Manage Templates in the Create Features pane.

   The Manage Templates pane appears.

2. On the ribbon Edit tab, click the Select tool in the Selection group.
3. Select the features in the map in the same arrangement in which you want to add them to a map when you use the template.
4. In the Manage Templates pane, click a layer in the layers view on which one of the selected features exist.

   You can choose any layer with selected features. The resulting template is associated with the selected layer.

   Tip:

   Use the Attributes pane to identify the layer name of the selected features.

   The editing templates currently defined for the selected layer appear in the template view of the pane.

5. On the template view toolbar, click New > Preset Template from selected features .

   The Template Properties dialog box appears.

6. On the Template Properties dialog box, click the General side tab.

   The name and optional descriptive metadata typed on this tab is searchable in the Create Features and Manage Template panes. Search words are not case sensitive.

7. Type a name in the Name field. This field is required.
8. Type optional descriptive metadata in the following fields:

   Field name	Description
   Description	Type a description or the purpose of the template. This field is optional.
   Tags	Type one or more optional keywords that allow you to classify or filter the template with the Arrange Templates filter in the Create Features and Manage Template panes. ArcGIS Pro automatically adds a Group and Preset tag. To delete a tag, click the Delete button next to the tag keyword.

9. Click the Preview tab and confirm the selected features are added to the template.
10. Click OK to save your changes and close the dialog box.