September

14

2022

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 question and answers via our Ideate Software Support Series blog category.

Thousands of users all around the world use Ideate Sticky every day to combine the ease and flexibility of Excel, Word, and PDF editing with the convenience of a sticky note. Ideate Sticky elegantly connects non-BIM data from an Excel, Word, or PDF document into Revit projects, enhancing cross-team workflows.

Over the past few years, we’ve had several support cases where a specific user updates the Ideate Sticky schedule, and the formatting width of the Sticky schedule changes. A Sticky schedule can change size unexpectedly when updated or auto-updated on a computer with a different display scaling than the display scaling value used on the computer that originally created the Sticky schedule. This issue is most commonly manifested when using remote desktop applications or laptops with docking stations, as well as with external devices such as projectors where display scaling could be changed during a Windows session.

Display Settings

 

Formatting Differences 
Different computers might have different scaling and display resolutions that could potentially impact the width of a Sticky schedule, as shown in these images.

For our June 2022 release, we solved this condition with a new width calculation option.

Use this new project-based setting to use an improved width calculation for all Sticky schedules found within the project. This option is turned on for all new projects and off for any projects with Stickies created prior to the June 2022 release for Revit 2020-2023. Please refer to this online Help file for additional details.

Stick Settings

The improved Sticky schedule width calculation is turned on for any new projects. This can be accessed via the Settings cog from the Ideate Sticky main dialog.

All customers are encouraged to deploy the latest version of Ideate Sticky for Revit versions 2020-2023 to take advantage of this improvement. Because this feature controls the size of text it is imperative that all users within the company are utilizing the same build version for Ideate Sticky. 

Keep those amazing questions coming to [email protected], because this is critically important feedback allows us to continue to improve our software every release.
 

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August

12

2022

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 question and answers via our Ideate Software Support Series blog category.

This question was asked by an Ideate Explorer customer:

“How do I find all Revit elements assigned to a Design Option within my Revit model?”

Well, the first instinct for Ideate Explorer users might be to review the Sort by: options on the main Ideate Explorer dialog. Ideate Explorer can sort model and annotation elements by Category, Level, Phase, Room, Space, Zone, Workset, or Edited by.  (The last two options will only appear if the Revit model is a workshared model.) However, Design Option is currently not one of the Sort by: selections.

Sort by: selections
Ideate Explorer users have several options to view model and annotation elements within the Revit model by choosing a specific Sort by: option.

So, how do we accomplish the task of reviewing Revit elements assigned to Design Options? We can use our trusted friend, Ideate Query.

First, you would want to select the data categories of elements you wish to review for the specific Design Option. I might suggest selecting only doors or walls to begin as an example. However, I have selected all categories within the Revit model since the model size and number of elements is manageable for my example. I selected all model and annotation categories, but most annotation categories can’t be associated with a Design Option. Annotations and details (such as keynotes, dimensions, and tags) are view-specific elements. They cannot be part of a design option. However, reference planes can indeed be assigned to a Design Option and those are annotation elements.

If more than one data category is selected within Ideate Query, the list of available properties will indicate "Multi-Category" as shown in the image below. In this mode, the list of properties will be narrowed and will be limited to Project, Project Shared, and System Parameters. To see more parameters, select only one of the data categories at the left. The Design Option is a property that is available for all instances of Revit elements.   

Ideate Query Design Options
I foolishly selected all Revit elements in my model, but I can now review which elements have been assigned to a specific Design Option. In my example, 374 elements are assigned to the Office Suite Design Option.

I choose to select and review the 374 elements assigned to the Office Suite Design Option. This will return to the previous Ideate Explorer results tree, but the Display will read “Current Selection” to show ONLY those elements assigned to the Office Suite Design Option.

Design Option List - Ideate Explorer
These are the 374 elements assigned to the Office Suite Design Option. 

It’s easy to select all model and annotation elements that are assigned to a Design Option within Ideate Explorer. However, we’ve also had customers ask if you can accomplish the same procedure with Revit Views.

The problem with views is that Revit doesn’t give us all the information we need to compile an accurate list of views assigned to each Design Option. Revit has a property for each view entitled “Visible in Option,” but this is actually referring to the tag or view reference and NOT all possible views. The Autodesk Revit Help on this topic refers to the view tag, which I would also call the view reference. The “Visible in Option” property will set whether the view tag or reference will display in ALL views or just a view assigned to a specific Design Option.

Ideate Query Visible In View 
You can use Ideate Query to see which View Tags/References are assigned to a specific Design Option.  I have 3 view tags set to only display within the Office Suite Design Option and 1 view tag set to only display within the Balcony Configurations Design Option. Most views are set to all.

The information you want is the actual number of views that have been set to display the design option within the Visibility/Graphics dialog. However, this information is currently NOT easily accessible within Revit.

Ideate Explorer - Visiblity Graphic
Each individual Revit view can have an override setting to display different options.

So, use Ideate Explorer to review model and annotation elements assigned to specific Design Options, but be careful with the “Visible in Option” property, because it may not provide the information you need.

There are many more examples of using Ideate Query that you can find online. Let us know how you use Ideate Query to find, select, and modify Revit elements.

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


 

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July

20

2022

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 question and answers via our Ideate Software Support Series blog category.

Recently, we heard from a customer who couldn’t save their Ideate BIMLink link definitions to their model. The log file informed us that another user had ownership of the storage data workset containing the Ideate BIMLink data.

Error Message - Relinquish Workshared Model
This error message shows that the element is still owned within the central model.

To correct the problem, the customer needed to relinquish the data storage workset owned by the user.

A quick Google search revealed the four-step solution from Autodesk on how to relinquish the ownership of model elements:

  1. Click the Collaborate tab > Manage Model panel > Mange Cloud Models
  2. Select Autodesk Docs project
  3. Select a model, click Actions, and then Relinquish
  4. Select the user from whom you want to relinquish elements, and click Relinquish

Learn More

Browse our website to learn more about how Ideate Software helps Revit users save time, increase model accuracy, improve deliverables and elevate design. You can give them a try by downloading trial versions or purchasing the bundle for access to the Revit plugin solutions (Ideate BIMLink, Ideate Explorer, Ideate Sticky, Ideate StyleManager, and IdeateApps) for six months.

Stay Connected

Check us out on Twitter, LinkedIn, Facebook, and YouTube.

Contact Us

If you have any questions, reach out to us. We are here to help you understand and use our Revit plugin solutions. 


About the Author

Steve Deadman - Customer Success Manager - EMEA
Steve provides support to customers and helps them get a strong return on their software investment. He has a B.Eng (Hons) degree in Mechanical Engineering and various certifications in engineering. Before joining Ideate Software, he worked at several top architectural firm in the United Kingdom where he specialized in the implementation and management of BIM processes and technology. Find Steve on LinkedIn.

 

 

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July

13

2022

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 question and answers via our Ideate Software Support Series blog category.

This was an interesting question that came into our support queue. The customer had a series of rooms on different split levels where the rooms were all visible in the same plan view. This customer was using the Select Path – Crossing method within Ideate ReNumber, but Ideate ReNumber wasn’t picking up the room on the Mezzanine level below.

Ideate ReNumber - Room on Messanine below leval 2
Here is a simple example showing the rooms in section with one room being located on the Mezzanine level, which is below the main Level 2.

 

Ideate ReNumber - Split Levels - Select path Crossing Section Method
When using the Select Path – Crossing selection method, only the rooms on Level 2 were being selected for renumbering.

The customer could easily select each room element with the Select Elements method within Ideate ReNumber, but the crossing didn’t seem to pick up the room below on the Mezzanine Level.

The better method for selecting rooms that might vary over different split levels would be to use the Select Path – Vertex method. The reason is that the vertex method uses a different algorithm. In the vertex method, the path vertex is projected as a ray into the view from the viewpoint direction (i.e., negative z axis) of the user. The room or space is chosen for numbering if a point on the ray at the height of the view cut plane is within the room.

Ideate ReNumber - Split Levels - Select Path - Vertex Method
When using the Select Path – Vertex selection method, ALL the rooms on Level 2 are selected for renumbering.

Therefore, we recommend using either the Select Elements method or the Select Path – Vertex method when specifically dealing with rooms that may vary over different levels. This method is also recommended because it supports more complex paths.The vertex method can handle a path that crosses over itself to support complex room numbering. 

Ideate ReNumber - Selecting Split Levels - Complex Path

This is an example of a complex path that passes over itself.  This is supported very nicely with the Select Path – Vertex selection method.

Please review all the different numbering methods available within Ideate ReNumber and all the excellent How to Use Ideate ReNumber topics from our online HELP files for additional information.

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

Learn More

Browse our website to learn more about our Revit plugin tools. Download a free trial or subscribe today

Stay Connected

Check us out on Twitter, LinkedIn, Facebook, and YouTube.
 


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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June

8

2022

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 question and answers via our Ideate Software Support Series blog category.

Thousands of Revit users all around the world use Ideate Sticky every day to combine the ease and flexibility of Excel, Word, and PDF editing with the convenience of a sticky note. Ideate Sticky elegantly connects non-BIM data from an Excel, Word, or PDF document into Revit projects, enhancing cross-team workflows.

A recent customer contacted us to ask why the cell fill color and the colored text in Excel was displaying only black and white when they linked the Excel file into Revit as a Sticky schedule.

Several situations can prevent the desired colors from displaying within Revit.

  1. Excel may have an override Black and White setting selected within the Sheet tab of the Page Setup dialog. This will cause any Excel file to be black and white within either a Schedule or Image for Ideate Sticky. It’s important to understand that this setting will override any color setting you may have selected within Ideate Sticky Images method shown below.

    Ideate Sticky - Print Setting dialog within Excel
    Access the Page Setup – Print Settings dialog within Excel to review Sheet settings to ensure the Black and White override is not selected.
     
  2. If you are using the Images method within Ideate Sticky, there are additional settings to override the Excel, PDF, or Word document to Black and White or Grayscale. You can also make the background transparent which is extremely useful when you have multiple images on a view or sheet that are close to each other.

    Ideate Sticky Images Method
    For Ideate Sticky Images method, there are additional color, greyscale, and transparent settings.
     
  3. Conditional formatting is currently not supported within the Ideate Sticky Schedules method. Color fills, text overrides, etc., that are a result of conditional formatting will be ignored. The underlying cell formatting, which can be seen when you place your cursor within the cell, will be utilized instead.   However, this conditional formatting is now supported within the Ideate Sticky Images method. 

Here is an excellent blog post on color fills that was written before we introduced our Ideate Sticky images method. All the information within this blog is still valid for the Ideate Sticky Schedules method. If you want to see the conditional formatting, you should now use the Ideate Sticky Images method instead.

At the end of the day, this specific customer had the override Black and White checkbox selected within Excel. Unchecking that selection within Excel produced the desired colors within the Ideate Sticky schedule.

Keep those amazing questions coming to [email protected] and we will keep answering them!

Learn More

Browse our website to learn more about our Revit plugin tools. Download a free trial or subscribe today

Stay Connected

Check us out on Twitter, LinkedIn, Facebook, and YouTube.
 


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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