Filter, View Template and Scope Box Management

Analyze, rename, merge or delete Revit filters, view templates or scope boxes found within Revit projects, templates with Ideate StyleManager.

Filters

Filters are used in Revit to alter the visibility and/or color of a set of elements within a view. A filter can be used by a view and also by a view template. Filters do not apply to family files so this tool is disabled when editing .RFA files.

Understanding Duplicate Filters

A duplicate filter is one that references the same data categories and has the same filter rules. These duplicates are flagged with a color to make it more obvious that there is a duplicate. When the Isolate Duplicates is checked these filters will be grouped together to make the review process easier.

NOTE: Filters are defined by their filter rules, but also can be uniquely applied with different color and visibility settings on a per-view basis. Duplicate filters may sometimes be intended to applied in different ways, so be careful when deleting or merging.

Tips for Managing Filters

  1. Review any filter that has not been used. Ask the BIM Manager if it can be deleted. If you delete without asking you will regret it later!

  2. Select any of the views or view templates shown within the Usage pane, and double-click or pick the Show button to open a view or template with the assigned filter. If it has been assigned to the wrong filter, use the Properties panel to re-assign.

  3. Rename any filter by selecting it on the left and using the right-click option.

  4. See any duplicates? Select two or more duplicates then use the Merge button to combine them into one template.

Identify which Revit filters are in-use with Ideate StyleManager

View templates

View Templates are used in Revit to control view properties and the visibility and object style overrides of any view to which the view template has been applied. They are one of the best Revit tools to assist in maintaining the quality of published documents. Ideate StyleManager will automatically display the usage of the project's view templates without requiring the Analyze button. A view template can be used by a view and also by a view type. View templates do not apply to family files so this tool is disabled when editing .RFA files.

Tips for Managing View Templates

  1. Review any view template that has not been used. Ask the BIM Manager if it can be deleted. If you delete without asking you will regret it later!

  2. Select any of the views or view types shown within the Usage pane, and double-click or pick the Show button to open a view with the assigned view template. If it has been assigned to the wrong view template, use the Properties panel to re-assign.

  3. Rename any view template by selecting it on the left and using the right-click option.

Scope Boxes

Scope boxes are used in Revit to control the extents of views and the display of levels, grids and reference planes within views. Ideate StyleManager displays all scope boxes defined within the project. Use the Analyze button to understand if the scope box is in use and which levels, grids, reference planes or views are referencing that scope box. Scope boxes do not apply to family files so this tool is disabled when editing .RFA files.

Tips for Managing Scope Boxes

  1. Review any scope box that has not been used. Ask the BIM Manager if it can be deleted. If you delete without asking you will regret it later!

  2. Select any element shown within the Usage pane, and double-click or pick the Show button to open a view where it can be seen. If it has been assigned to the wrong scope box, use the Properties panel to re-assign.

  3. Rename any scope box by selecting it on the left and using the right-click option.

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