- Blog
- YouTube
p: 888.662.7238
Ideate, Inc. is a California-registered company
- Careers
- Support
- Site Map
- Privacy Policy
- Terms of Use
- ©2021 Ideate Software
Support
- Ideate BIMLink
- Getting Started
- Using Ideate BIMLink
- Working in Excel
- How to...
- Create NEW Elements
- Create NEW Types
- Use Ideate BIMLink for Quality Control
- Manage Key Schedule Data
- Manage Sheet-based Revisions
- Manage Project Standards
- Set Up Projects
- Utilize Type Swapping
- Manage Calculated Values within Tags
- Leverage Linked File Data
- Assign Space Types
- Construction Tasks
- Use Ideate Sticky with Ideate BIMLink
- Video Examples
- Customization
- Troubleshooting
- Ideate Explorer
- Getting Started
- Explore Revit Warnings
- Ideate Explorer Basics
- Ideate Query
- BIM Managers
- 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?
- Video Examples
- Customization
- Troubleshooting
- Ideate Sticky
- IdeateApps
- Ideate StyleManager
- Ideate Automation
- Ideate Software Platform
- Licensing
- Download Latest
Advanced Workflows for Automation
This topic covers how to use the Microsoft Windows Task Scheduler tool to schedule Ideate Automation tasks to run daily or weekly without user interaction.
Create the Ideate Automation Script
Review the Getting Started with Ideate Automation video for details on how to create an automation task. The script is shown in the image below.
Next step: Create a Windows Task
Create a Windows Task
The work described below should be done on a machine where Revit is installed. Additionally the machine must have a cached Revit subscription login. Autodesk allows for simultaneous use of a user login on two different machines. To start the Windows Task Scheduler go to the Start and type “scheduler” as shown, then follow these instructions:
- Create a Basic Task
- Add a name and description then select Next.
- On the Trigger tab, specify the frequency of the task (e.g. Weekly) or select another trigger event.
- Next setup the details of the trigger event such as the day and time of day for the task and select Next.
- On the Action tab, select Start a Program, then select Next.
- For the Program/Script value paste this information, including the quotes: "C:\Program Files\Ideate\Ideate Automation\IdeateTaskController.exe"
- For the Add arguments, either type in the desired text (assuming you are a programmer) OR, use one of the methods below to copy the script to your clipboard.
Next step: Copy the Ideate Automation Script
Copy the Ideate Automation Script
Use one of the two ways to copy the script to your clipboard:
- After creating the script, per the instructions above, highlight the script and right-click to copy to the clipboard. This method is shown above for reference.
- After running a script, select the task name from the Ideate Automation Queue. This method is shown below for reference.
Next step: Complete the Windows Task
Complete the Windows Task
After copying the script to the clipboard, paste the results into the “Add Arguments” text box. Before completing the task creation, check the “Open the Properties dialog...” option and then select Finish. Review the options available on both the General and Settings tab and make changes as appropriate. The task is now scheduled and can be edited later from the Task Library.