Doors, more so than many other model elements, present a data management challenge as they often represent a strong mixture of both Instance and Type parameters. Here are some tips to effectively manage Door data.
STEP 1 - Start with a Schedule
The quickest way to edit your Door data is to begin with your existing Door Schedule.
STEP 2 - Enable Type Swapping
Often, an edit to a Door Schedule includes swapping one Type or Family for another. To enable this functionality within your Excel file you will need to include the 'Family and Type' property, which is editable for Instance Links only.
STEP 3 - Create a Type Link
The Link created during the previous steps should reflect all Instance parameters as editable, with a few exceptions. However, you may also want to edit the Type parameters, which are currently displayed as gray (read-only).
STEP 4 - Export to Excel
For Type Swapping to work most effectively, it is important to export the Type Link after the Instance Link per these steps:
STEP 5 - Edit in Excel
Large volumes of Door data can now be edited within the Excel workbook. Review the current tab and use the first tab to edit the Instance data then use the second tab to edit the Type data.
If a door instance needs to be swapped for another type, make this change within the Family and Type column.
STEP 6 - Import the Changes
When editing both Instance and Type data simultaneously, it is recommended that the Type data be imported first, and then the Instance data.
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