• Ideate BIMLink
  • Getting Started
    • What's New with Ideate BIMLink
    • User Interface Overview
    • Step 1: Getting Started with Ideate BIMLink
    • Starting Ideate BIMLink
  • Using Ideate BIMLink
    • Creating Links
      • Browse Content
      • Create By Category
      • Create by Schedule
        • Schedule Import Results
      • New Link Information
      • Instance vs. Type Links
      • Multi-Category Links
    • Managing Links
      • Saving Links
      • Loading Links
      • Duplicating Links
      • Convert Link
      • Renaming Links
      • Deleting Links
    • Link Properties
      • Link Preview
      • Link Tab
      • Categories Tab
      • Properties Tab
        • Available Properties
        • Display Filters and Grouping
        • Include Linked Elements
        • Read-Only Properties
        • Coordinate Properties
      • Filters Tab
        • Filtering Examples
      • Sorting Tab
    • Export to Excel
      • Exporting to an Existing File
    • Import From Excel
      • Import Dialog
      • Import Issues
        • Error Issues
        • Warning Issues
        • Message Issues
  • Working in Excel
    • Excel File Formats
    • Excel Naming Conventions
    • Property and Cell Units
    • Supported Excel Functions
    • Excel Tips
      • Formatting Tips
      • Using Formulas in Cells
      • Organizing Excel Data
      • Using Dropdown Lists
  • How to...
    • Create NEW Elements
      • Create New Sheets
      • Create New Unplaced Rooms
      • Create New Placed Spaces
      • Create Custom Families
      • Create New Areas
      • Create New Schedule Keys
      • Create New Revisions
    • Create NEW Types
    • Use Ideate BIMLink for Quality Control
      • Audit Names for BIM Protocol Standards
      • Manage Duplicate Type Marks
      • Audit Interior Elevation Names
      • Who Did That?
    • Manage Key Schedule Data
      • What is a Key Schedule
      • Edit Key Schedule Data
    • Manage Sheet-based Revisions
    • Manage Project Standards
      • Re-Use Modified Families
    • Set Up Projects
    • Utilize Type Swapping
      • Title block Assignments
      • Update a Door Schedule
      • Update the Structural Model
    • Manage Calculated Values within Tags
      • Occupancy Data
    • Leverage Linked File Data
      • Linked Files and Room Data
      • Import Linked File Data
    • Assign Space Types
    • Construction Tasks
      • Create a Quantity Takeoff
      • Receiving Field Coordinate Point Data
      • Sending Coordinate Data to the Field
    • Use Ideate Sticky with Ideate BIMLink
    • Video Examples
  • Customization
    • Home Page
    • Deploy Content
    • Automation
      • Sample Content
  • Troubleshooting
    • Frequently Asked Questions
    • Performance Tips
    • Worksharing Considerations
    • Linked Files and Spatial Data
    • Known Issues
    • Error and Warning Messages
      • Ideate BIMLink Messages
      • Revit Messages
      • Import Issues
    • Unsupported Revit Properties
• Ideate Explorer
  • Getting Started
    • Starting Ideate Explorer
    • What's New in Ideate Explorer
  • Explore Revit Warnings
    • What is a Revit Warning?
    • Review Warnings
    • Manage Revit Warnings
    • Set Warnings Standards
    • How to Resolve Revit Warnings with Ideate Explorer
      • Common Revit Warnings
      • Calculated Revit Warnings
      • Geometric Warnings
  • Ideate Explorer Basics
    • Introduction to Ideate Explorer
      • Display
      • Alerts
      • Sort By Options
        • Category View
        • Level View
        • Phase View
        • Room and Space View
        • Zone View
        • Workset View
        • Edited By View
      • Filter
      • Search
      • Explore
      • Navigate
      • Results
      • Using Auto-hide
    • Tools
      • Saved Selection Tools
      • Ideate Delete
      • Refresh
      • Detail View
      • Export to Excel
      • Zoom Tools
      • Right-click Menu
      • Show Elements
  • Ideate Query
    • Getting Started with Ideate Query
    • Available Properties
    • Ideate Query Examples
      • General Purpose Queries
      • Architectural Queries
      • Structural Queries
      • MEP Queries
    • Tips for Working with Ideate Query
    • Ideate Query Known Issues
  • BIM Managers
    • Project Auditing
      • Auditing Overview
      • Element Count
      • Model and Detail Lines
      • Keynotes and Revisions
      • Clean Up Text and Dimensions
      • Scope Boxes and Plan Regions
      • Grids, Levels, and Reference Planes
      • Auditing Groups
      • Finding In-Place Families
    • Family Auditing
  • How to...
    • How Do I Delete a Hidden DWG?
    • How Do I Purge Imports?
    • How Do I Export to Excel?
    • How Do I Use Explorer to Swap Types?
    • How Do I Manage Worksets?
    • How Can I Create a Custom Filter?
    • How Can I Use Ideate Query for Quality Assurance?
    • How Do I Delete ALL Identical Instances?
    • How Do I Search by a Parameter Revit Value with Ideate Explorer?
  • Customization
  • Troubleshooting
    • What does the "No Good View Can Be Found" Message Mean?
    • Export Limitations
    • Can I Leave Ideate Explorer Open and Continue to Work In Revit?
    • Why Can't I Select Anything?
    • What Does the Yellow Symbol Mean?
• Ideate Sticky
  • Getting Started
    • Starting Ideate Sticky
    • What's New in Ideate Sticky for Revit
    • Step 1: Getting Started with Ideate Sticky
  • Using Ideate Sticky
    • Schedules versus Images
      • Sticky Images
      • Sticky Schedules
        • Preparing the Excel file
        • Font Size Mapping Chart
        • Mapping Excel Line Styles in Ideate Sticky for Revit
        • Using Special Characters
        • Editing the Sticky
          • Editing in Revit
          • Editing in Excel
          • Updating the Sticky
    • Creating a Sticky
    • Sticky File Properties
    • Sample Files
  • How to...
    • Manage the Size of Sticky
    • Use Ideate Sticky with Ideate BIMLink
    • Work with Pivot Tables
    • Publish Project Start Up Views
    • Import Revit Images into Excel Files with Ideate Sticky
  • Troubleshooting
    • Frequently Asked Questions
    • File Opening Messages
    • Known Issues
    • Errors and Warning Messages for Ideate Sticky for Revit
• IdeateApps
  • Getting Started Guides
    • What's New
    • Setting Shortcuts
  • Ideate ReNumber
    • Using Ideate ReNumber
      • Numbering Methods
      • Customizing Ideate ReNumber
        • Rule Management
        • Rule Value Definition
      • Sample Rules
    • How To...
      • Manage Door Numbering
      • Number Parking Along a Path
      • Avoid Unique Numbering Issues
      • Include the Linked File Room Number
      • Number Revit Sheet Sets
    • FAQ
  • Ideate QuickSelect
    • Using Ideate QuickSelect
      • Results
      • Right-click Options
    • FAQ
  • Ideate SmartDelete
    • Using Ideate SmartDelete
    • How to...
      • How to Find Views with Deleted Elements
      • How to Know When it is Safe to Remove a Linked File in Revit.
    • FAQ
  • Ideate XRay
    • Using Ideate XRay
      • Select the Missing Element
      • Select the Target View
      • Review the Results
      • Resolve the Issue
    • Examples
      • Example: Phase
      • Example: Annotation Crop
      • Example: Level Extents
    • How To...
    • FAQ
    • Unresolved
  • Ideate SpellCheck
    • Using Ideate SpellCheck
      • Select Which Views to Check
      • Language
      • Fixing Spelling Errors
      • Understanding Warning Messages
      • SpellCheck Results
    • How To...
    • FAQ
  • Ideate Sheet and View Tools
    • Ideate SheetManager
      • Using Ideate SheetManager
        • Searching Views
        • Searching Sheets
        • Sheet Composition
        • Settings
        • SheetManager Tools
      • Create Sheets from Views
      • How To...
      • FAQ
    • Ideate Align
      • Using Ideate Align
        • Set the Alignment View
        • Select the Views to Align
      • FAQ
    • Ideate Clone
      • Using Ideate Clone
        • Cloning a Sheet
        • Viewport Options
      • FAQ
    • Ideate ViewCreator
      • Using Ideate ViewCreator
        • Overview
        • Preview & Create
        • Resolving Warnings
        • Customizing
          • Rule Management
          • Creating Custom Rules
            • View Name Definition
            • Property Overrides
        • Sample Rules
      • How To...
        • Control Level Name
        • Copy to a Revit Design Option
        • Create Scaled Views
        • Create Sector Plans
      • FAQ
  • Customization
  • Known Issues
• Ideate StyleManager
  • Getting Started
    • What's New in Ideate StyleManager
    • Starting Ideate StyleManager
    • User Interface Overview
  • Using Ideate StyleManager
    • StyleManager Basics
    • Object Style Management
    • Line Style, Line Pattern and Fill Pattern Management
    • Material and Appearance Asset Management
    • Filter, View Template and Scope Box Management
  • How To...
    • Delete Imported Object Styles
    • Clean Up Your Title Block
  • Troubleshooting Ideate StyleManager
    • FAQ for Ideate StyleManager
    • Known Issues in Ideate StyleManager
    • Performance Tips
• Ideate Automation
  • Getting Started
  • Sample Content
  • Basic Scripting
  • Configure Automation
• Ideate Dashboard for Autodesk BIM 360
  • Getting Started
    • FAQ
    • Getting Started
    • Integration Troubleshooting
    • Dashboard Location
    • Configuring Cards
    • Add a Card
    • Stoplight
    • Warnings / File Size
    • Warnings Count
    • Aggregator Project
    • Troubleshooting Cards
  • Videos
  • Release Notes
  • Advanced Features
• Ideate Software Platform
  • Installing Ideate Software
  • Ideate Software Installer
  • Deployment - More Options
    • Setting Up the Deployment Installation
    • Adding to a Revit Deployment
• Licensing
  • Cloud Network FAQ
  • About Ideate Licensing
  • Manage License Dialog
    • License Types
    • License Modes
    • License Status
  • License Activation
  • Standalone License Transferring
  • License Activation Troubleshooting
    • Offline Activation
    • Re-setting a Trial Period
    • 'No Internet Access' Error
    • Standalone License Error
    • Virtualized Environment Detected
  • FlexLM Network Licensing Guide
    • Network Licensing FAQ
    • About FlexLM Network Licensing
    • Setting Up a License Server
    • License Borrowing
    • Updating Existing FlexLM Network Licenses
    • Troubleshooting
  • Ideate Software License Agreement
• Download Latest

Email Support

Getting Started with Ideate Automation

Ideate Automation will work when the corresponding Ideate Software solution has an automation-enabled license. All Enterprise customers should contact our support team or any question about their existing license. Questions on trialing automation for other existing Ideate BIMLink customers should be directed to your account manager or to [email protected]. The instructions below assume that the licensing for Ideate Automation is already up and running.

1. Download and install “Ideate Automation Install.MSI” which will work with Revit version 2018 and forward.

2. Ideate Automation also requires the latest version of Ideate Software to run.

3. Review the video on Ideate Automation Basics. This examples showcases how to use some of the sample content that ships with Ideate Automation.