Every day, our Ideate Software Support team fields all types of questions from AECO professionals all around the world. You can review some of these recent questions and answers via our Ideate Software Support Series blog category.

We always strive to make our user interface more intuitive and easier to understand for all our Revit solutions.  A few years ago, we did a major user interface update to Ideate BIMLink.

One of our longtime customers recently contacted us about the ability to load an existing link definition, as it used to be available on the primary Ideate BIMLink dialog as a pull-down option. In order to streamline the creation of NEW Ideate BIMLink link definitions, we moved the ability to load links under the NEW button.  Once you select on NEW, you have the option to:

  • Create a new link by browsing our library of hundreds of delivered link definitions
  • Create a new link definition from scratch by using category
  • Create a new link definition from an existing Revit schedule within the project
  • Create a new link by loading an existing link definition (This button appears under the browse method for creating new links.)

You can find more information about loading link definitions via this Ideate BIMLink Help article.

Ideate BIMLink - New Link
The Load of a previously saved Ideate BIMLink definition is available under the Browse method for creating NEW Ideate BIMLink link definitions.

Always make sure you have the latest Ideate Software updates! You can review the latest on our website and easily download the latest versions.

If you have any comments on how we can improve our user interfaces, please let us know! Just send an email to [email protected].

Until next time, happy loading of your Ideate BIMLink data!

This post is part of a series of real questions posed to our Support team and our solutions. View more

About the Author

Richard W. Taylor, Associate AIA – Technical Evangelist 
Richard has more than 30 years of experience working for companies that develop architectural and engineering software solutions, such as Intergraph, Bentley, and Autodesk. He has over 20 years of Revit experience, and he was part of the original development of Revit while at Revit Technology Corporation. He worked for 12 years at Autodesk, where he presented, taught, and worked to improve features in Revit. Richard holds both a Bachelor of Science in Architectural Studies and Master of Architecture from the University of Nebraska, Lincoln. As Technical Evangelist, Richard works with AECO clients worldwide, developing and consulting on BIM solutions. Find Richard on Twitter and LinkedIn.

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Questions come in from time to time about whether Ideate BIMLink can be configured so that both type and instance parameters can be edited in the same worksheet. The answer is that the ability to edit both type and instance parameters in the same worksheet is not allowed, as we have added a layer of protection to avoid major data editing pitfalls. 

Let’s have a look at one (there are many) potential pitfalls if type and instance parameters were editable in the same Excel worksheet.

The example below represents both editable type and instance parameters in the same worksheet, as indicated by the white cells (the colored columns also have white cells):

  • Columns A-E are instance parameter
  • Columns F-K are type parameters
  • Column E, highlighted in green, represents the family and type parameter, which allows users to take a placed family instance and swap (called type swapping) it out for another instance

Where users could run into trouble with a mix of editable type and instance parameters in the same worksheet is by type swapping families from column F while also editing other type-based properties from columns F-K. The big problem here is that when working in Excel, if you were to type swap some instances in column E and decide to change other type-based properties at the same time, you could be making unintended mistakes. 

Let’s say that you wanted to type swap family instances in rows 8-15 for another type and at the same time change the air flow values from column K (highlighted yellow). By doing this, you would accidently change the airflows for the entire family type without even knowing it. Trying to import the changes back into Revit wouldn’t work because you would have a mix of different values for the same type parameter.

Editing Type and Instance Parameters

To avoid any potential pitfalls of data editing mistakes, Ideate BIMLink allows users to safely export both editable type- and instance-based link data to the same Excel file in the form of multiple worksheets (tabs). This way, there is no mistaking whether you are editing type- or instance-based data, as the information is carefully exported to separate tabs. 

To learn more about how to implement this workflow, be sure to review this Help topic.

About the Author

Sash Kazeminejad - AIA, LEED AP - Customer Success Manager
Sash earned his Master of Architecture from Montana State University and is a California registered architect, LEED Accredited Professional. He has extensive experience in project management; BIM management; design for architectural firms in California, Montana, and Oregon; and leading classroom and online BIM training. He provides consulting, sales, support, and training solutions to AECO customers around the globe. Find Sash on LinkedIn.


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AECO companies that do business in the UK will be interested in the recording of BIMThoughts that aired on December 14, 2021. During this 40-minute chat, Ideate Software’s Nick Johns, UK/EMEA Territory Sales Lead; Steve Deadman, Customer Success Manager UK/EMEA and Richard Taylor, Technical Evangelist, discussed several topics geared toward a UK audience, including:

  • UK BIM vs. North America BIM
  • Insights gained from recent UK construction conferences
  • The benefits of standards, including:
    • ISO 19650 - Organization and digitization of information about buildings and civil engineering works, including BIM        
    • BS8644 - Digital management of fire safety information (Due for publication during the first half of 2022) 
  • Upcoming “Golden Thread” initiative requiring building owners to store, manage and keep an up-to-date record of all data required to maintain and operate a built asset Ideate Software tools

Over the course of this call, BIMThoughts hosts, Bill Debevc, Carl Storms and Dana De Filippi complimented Ideate Software several times. Here are a few quotes:

  • “For me, Revit and Ideate go hand in hand.”
  • “Over the years, Ideate has added so many great things!”
  • “I just love Ideate tools.”

Browse our website to learn more about how Ideate Software tools for Revit streamline workflows, improve data quality, and enhance design. Give them a try with free trial versions or subscribe today

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As part of my role as a customer success manager, I frequently deliver online-based workshops to customers with a goal of ensuring that everyone has a solid understanding of how all our Ideate Software tools can be used as part of their daily Revit workflows. Besides delivering training programs to meet their needs, I also lead post-mortem discussions to talk about how the workshops went and how we can improve for the next set of workshops.

I recently completed some Enterprise workshops with ZGF. During my post-mortem discussion with Associate Trevor Taylor, I thanked him for doing such a great job of gathering a large, attentive audience that was engaged during the presentations and discussions. Part of the ZGF Design Technology group’s strategy is to have Tech Fridays, which include discussions about Revit, Revit add-ins, rendering, techniques employed on projects, outside vendor visits, and more. The Design Technology group meets every Friday via MS Teams for these discussions and posts the recordings on their channel using Microsoft Stream. As Trevor put it, “Attendance is up, people are engaged, they’re asking great questions, and we’re capturing our discussions.”


If you find that your staff is under-driving processes and not using software to its full potential, consider scheduling frequent Tech Hours or Tech Fridays to review tips and tricks as a team and with software vendors. Having attended and presented at many of these sessions over the years, I can assure you that this is a winning strategy for successful software implementation and continued adoption.

If you are interested in discussing how to implement a successful training program on Ideate Software tools or are interested in adding Ideate Software products to your portfolio, please reach out to us at [email protected] for assistance. We would love to discuss your options.


About the Author

Sash Kazeminejad - AIA, LEED AP - Customer Success Manager
Sash earned his Master of Architecture from Montana State University and is a California registered architect, LEED Accredited Professional. He has extensive experience in project management; BIM management; design for architectural firms in California, Montana, and Oregon; and leading classroom and online BIM training. He provides consulting, sales, support, and training solutions to AECO customers around the globe. Find Sash on LinkedIn.


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The work-from-home environment that continued throughout 2021 did not slow down the nimble team at Ideate Software. In fact, 2021 was one of our most productive ever! 

  • We added more user-requested features to our products
  • We confirmed our commitment to Revit users across the world by translating our products and website into five additional languages and hiring two more experienced professionals to focus on customers in the UK/EMEA region 
  • We hosted and joined webinars to share insights on industry and BIM trends as well as discuss our products 
  • We stayed on top of challenges faced by Revit users through online user group meetings, beta testing, featured webinar workflows, and one-on-one conversations between our customers and support team in every region of the world

Below are highlights of a few activities of the year.

Enhancements to our Products

  • The new Rooms Views creation method in IdeateApps automates the naming of interior elevations and other room-based view types, and it can be used to quickly assemble new sheets to match your desired layouts.
  • Ideate Explorer, which allows additional exported data from Revit to Excel for easy reviewing, is now integrated with Ideate Automation, a scripting solution that schedules the process to run at times convenient to the users. Watch the video overview.
  • We released a Microsoft Power BI template that uses Ideate Explorer Warnings data to enable users to visualize details of their project Warnings.  
  • In Ideate Sticky, you can now make your Stickies transparent or choose to set the color option to black or grayscale.
  • We updated all our Ideate Software solutions to align with Revit 2022, and we made updates to versions supporting Revit 2019-2021.  You can review all the highly informative What’s New Videos at the top of this page.

Two New Blog Post Series Based on User Needs

  • Wishlist Granted – Our success is based on the fact that we develop tools that solve real challenges faced by Revit users. In this new series, we identify Revit Forum posts and discussions that launched new features or new tools. 
  • Support – Sharing questions presented to our Support team accomplishes two goals: it provides quick answers for others facing the same challenges, and it shows specific ways customers use our products that others may want to try.

The Company we Keep

As we close out the year, we send sincere thanks to all Ideate Software employees, customers and partners as well as everyone else who had a hand in our activities. Together, we accomplished a vast amount of product enhancements, customer discussions and industry events. We look forward to another year of collaboration, innovation and success.

Stay current on all our activities in 2022 by viewing our blog posts and videos posted to our YouTube channel.


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