--- title: "Using My Search" slug: "using-my-search" updated: 2026-07-29T20:52:53Z published: 2026-07-29T20:52:53Z canonical: "docs.cotality.com/using-my-search" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Using My Search ### Using My Search #### Finding Properties Using Templates and Templates with Values After you’ve performed a few searches, you’ll likely find you want to create some customized searches that fit into your own everyday work. You can create up to 25 Saved Forms and/or Searches to optimize your workflow constraints. **Build from an Existing MLS Template Form** At the top of the primary **Search bar**, select the **Customize Search** action link. Click [here](/docs/using-my-search#) to view the Customize Search entry link. ![Search panel workspace window emphasizing the Customize Search text hyperlink.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) The dynamic configuration window opens, displaying a repository index of all available system fields served by your MLS administration node. Click [here](/docs/using-my-search#) to view the comprehensive Attribute picker workspace. ![Expanded Customize Search attribute management grid overlay framework.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) Click the **X** next to any item within the right-hand Selected Attributes panel to strip it from the canvas, or check individual categories on the left pane to add fresh attributes. Click **Apply** to commit edits. Work with elements directly on the My Search panel to finalize. Click the **Save** floppy disk icon to record changes. Click [here](/docs/using-my-search#) to view the form Save icon location. ![My Search utility bar highlighting the placement location of the save icon element.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_3.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) **Commit Template Saving Properties** The modal Save dialog launches over the screen. Supply a completely unique identifying designation label into the input field container block. Click [here](/docs/using-my-search#) to view the Save form dialog properties. ![Save window dialog interface displaying template classification options.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_4.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) **CRITICAL DATA RULE:** If you have added literal search values inside the fields, the engine automatically defaults the system state to **Search template with values**. If you explicitly select **Search Template** instead, all custom values entered into the fields will be cleared instantly. **TIP:** Active Map boundaries and drawing shapes can be compiled and saved directly as part of a single criteria profile run step sequence block layout. **To Create a Fresh Blank Search Template** Open the My Search selection dropdown menu and click **“Create New Search”**. Click [here](/docs/using-my-search#) to view the Create New template dropdown menu selection. ![My Search options contextual dropdown revealing the Create New Search action item.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_5.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) The attribute matrix launches in a totally clean, unpopulated framework state. Map your fresh field requirements onto the form container layout canvas. Click [here](/docs/using-my-search#) to view the unpopulated clean configuration window view. ![Unpopulated clean-slate state Customize Search management layout pane view.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_6.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) **Open an Existing Form or Template Profile** Access the My Search dropdown tool window. Scroll through the selection framework to find all admin-configured or user-created profiles. Select any template element to dynamically populate the main input block fields instantly. Click [here](/docs/using-my-search#) to view the existing Template selection list view. ![My Search options index listing locked default forms and unlocked custom agent profiles side-by-side.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_7.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) **NOTE:** Admin-created default searches render inside the dashboard view displaying a static **Padlock** icon indicator to verify they are system-wide locked parameters and cannot be overwriten. **Fork an Admin-Locked Search Template** To build a customized search template off an admin baseline, activate the locked profile from the selector index or navigate straight to the Customize Search panel: Click [here](/docs/using-my-search#) to view the baseline Admin template selector. ![Selecting an admin-created template format layout directly from within the parent setup grid view.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_8.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) As soon as you alter any field checkboxes or append fresh parameter choices, the platform layout engine splits the configuration away from the core administration source, creating a brand new independent configuration workspace canvas: Click [here](/docs/using-my-search#) to view the newly forked attribute configuration view. ![Altered search framework automatically tracking as an independent customized un-saved field schema block.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/Using_My_Search_9.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A21%3A26Z&se=2026-11-06T01%3A21%3A26Z&sr=c&sp=r&sig=OOYhMJKIk8%2FTz6dGZLelST3NwyqemhFwDBKzi0RCSRA%3D) **IMPORTANT REFRESH RULE:** The index panel organizes profiles chronologically, positioning newly generated files directly at the apex of the stack. If your panel display fails to reflect recent structural tracking adjustments, clear your browser's application cache to refresh the workspace list completely.