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New Template - Create a Label with predefined options

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    New Template - Create a Label with predefined options

    Hi!

    I'm working on bringing my office's Revit template (in 2018) up to speed and have gotten stuck on a couple issues:

    1. I am trying to create a text label that will allow the user to pick from a predefined list(or dropdown) of text options to choose from. ie. XXX for the Drawn By and Checked By portion of the template.

    2. I would also like to have the choice to pick the current project phase from a predefined list/dropdown because our office has a tendency to make grammatical mistakes. I'm assuming this would be the same procedure as #1.

    3. Also, is there a good way to "default" the Issue/Revision schedule so when, for example an owner review or city submittal is issued the user doesn't have to go through each sheet to add that revision to the list?

    Thanks!

    #2
    Welcome to the forum! :thumbsup:

    Originally posted by sristau View Post
    1. I am trying to create a text label that will allow the user to pick from a predefined list(or dropdown) of text options to choose from. ie. XXX for the Drawn By and Checked By portion of the template.
    Those values auto-populate as you go, so if you're thinking you could capture your office's initials straight-off-the-bat, just get plugging away in your .rte with dummy/placeholder sheets. Unless of course you're thinking to use a gen.ano. family on titleblocks? In which case, a type catalog will help, but, meh, not feeling a lot of (value) win in any of this TBH.

    Originally posted by sristau View Post
    2. I would also like to have the choice to pick the current project phase from a predefined list/dropdown because our office has a tendency to make grammatical mistakes. I'm assuming this would be the same procedure as #1.
    As you say, as above, get pre-populating in your template, or (better) get people checking their work, and people checking those people's work... Jesus, if we need help with spelling and grammar God help the fire detailing. :crazy:

    Originally posted by sristau View Post
    3. Also, is there a good way to "default" the Issue/Revision schedule so when, for example an owner review or city submittal is issued the user doesn't have to go through each sheet to add that revision to the list?
    No. There are speedier-ways to "push" revision across a set, but I'm not of the mind to enable slap-dash corner-cuts, since I suffer them every day. Sorry, but some things deserve/demand (human) diligence - and DC is most certainly one of those things.

    Comment


      #3
      We use a Generic Annotation on our title blocks for Schematic Design, Construction Documents, 95% Review, etc. with a pre-populated list.

      For the cover sheet, the titleblock family has a nested Generic Annotation, which consists of a label with a text parameter called Submittal Set Name. That GA has several pre-defined types for each name, with each type having the proper text already entered into the parameter value. Back in the cover sheet titleblock, I selected the Generic Annotation, then under Label I selected <New> to create an INSTANCE parameter called Submittal Set. So that parameter now has the choice to pick from the pre-defined label types with the different titles. In the project, I click on the cover sheet title block and simply pick the correct Submittal Set title parameter from the drop-down box.

      Over on my regular drawing sheet title block, I did the same thing as the cover sheet, except I made the Submittal Set parameter a TYPE parameter, so that I can change it globally for all my drawing sheets before I hit PRINT for a particular submittal.
      Last edited by PatrickGSR94; July 26, 2017, 03:10 PM.

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        #4
        For Drawn By/Checked By etc., I believe those are hard-coded text parameters for sheets. You could do a similar thing with a nested generic annotation, but you'd have to create new, separate parameters with your own different names to make them work.

        Comment


          #5
          And any family type parameter will show all families of that type that are nested into the family, or that are shared in the project, so you need to be careful of your naming. For example, we use a family type parameter for our stamp field. If we also have one for project phase then "Architect A stamp" and "60% Construction Documents" would both appear as options in both lists.
          Julie Kidder
          Architect + BIM Director
          Hartman + Majewski Design Group

          Comment


            #6
            Originally posted by snowyweston View Post
            if we need help with spelling and grammar God help the fire detailing.
            A long time ago, at a different firm, I was part of a standards-writing team.
            One of the other team members was insisting that we needed to include a paragraph that defined how and why you should not have text that was on top of other text.
            :crazy:
            Dave Plumb
            BWBR Architects; St Paul, MN

            CADsplaining: When a BIM rookie tells you how you should have done something.

            Comment


              #7
              Originally posted by snowyweston View Post
              As you say, as above, get pre-populating in your template, or (better) get people checking their work, and people checking those people's work... Jesus, if we need help with spelling and grammar God help the fire detailing. :crazy:
              Spelling is a real issue. There are people in my office who can't spell to save their life in Revit text notes.

              Comment

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