Filter Dialog and Reading a Long Filter Name

Dialog stretchiness has been an ongoing long standing user wish for all dialogs. Daniel wrote to me hoping that I'd echo his complaint about the Filter dialog. Yes you can stretch it but the frames remain less so. The Filter name frame does add a scroll bar at the bottom when a filter name exceeds the width of the frame, which does not increase in size when the overall host dialog stretches out. Ideally we'd be able to stretch/adjust individual sections of such dialog boxes. If memory serves that is dependent upon which GUI tools are being used to generate the dialog. If that tool set doesn't do it then...we don't get it...without a custom entity.

Daniel was writing about Revit 2019. Even when you scroll over to the right completely a filter with a long name gets truncated and you can't read all of the name.

I note that in Revit 2020 a tooltip will appear that displays the full name while the frame does the same truncating even when it has been scrolled completely to the right.

Naturally, we can avoid it if we can use Filter names that are not very long, an easy fix...there's that word again - easy. Easier said than done...it seems.

Revit 2017 - Filters and Reference Planes

Filters have been expanded to see Reference Planes.

You're probably aware that Reference Planes don't have many parameters, just these three instance parameters: Scope Box, Name and Subcategory. They don't have any Type Parameters because they aren't defined by types like grids or levels for example. If we examine the Filters dialog and see how those three parameters play out as criteria we'll find they don't.

The More Parameters... or Browse button to its right are tempting but we still can't create parameters associated with Reference Planes.

This makes it rather difficult to actually use a Filter for Reference Planes, criteria based filters anyway. We can select them (Reference Planes) first and create a Filter based on selection but that's not really much different than using Visibility/Graphics to turn them off or override their appearance.

While it makes for an enticing item in the list of what's new it will only serve to frustrate you if you pursue it. It's a shame that we aren't offered at least the Name parameter to use in a filter. It looks like the critical path for this feature wandered into the weeds and got stuck in some quicksand.

I'm sure we'll take good advantage of being able to differentiate them from one another and control their visibility using Visibilty/Graphics and View Templates despite this situation.

Temporary View Templates

View Templates are quite useful and potentially powerful when they are allowed to be aggressive, placed in charge of Views. To make a View Template the Boss we just need to assign one to a view via its View Template parameter.

Using the Right Click option to Apply Template Properties does not a boss make. It just applies the template settings but then leaves the view open to abuse.

When we do take advantage of placing a View Template in charge of views we bump into this Boss and its rules whenever we want to change the way the view looks. Normally that's good because the View Template is preventing arbitrary changes. In the following image I've mocked up structural walls and separate Veneer walls because I want to accentuate the structural wall in plan views (a common request). It also allows for fussy exterior finish changes (though these are hardly fussy).

In the plan view I've reduced the intensity of the veneer walls. When we need to change the way a view looks and it has a Bossy View Template we can use the Temporary View Properties button on the View Control Shortcut Bar. Usually it is sufficient to click Enable Temporary View Properties. Notice the other choice; Temporarily Apply Template Properties.

If we often find ourselves needing to apply the same kind of override to certain views it makes sense to create a View Template for that and then use it to apply an override to the view, like this next image. I've changed the appearance of the veneer walls to make them stand out; so it is easier to adjust them.

I created a Filter that is looking for a specific value in Type Comments. I picked that because it was easy for this example but it could be any parameter you like, as long as it sets the element(s) apart from others.

I also made another Filter to change the wall the other walls look so they don't compete graphically with the veneer walls as much as they would normally.

When I'm done adjusting the veneer walls I just need to click Restore View Properties and the Boss is back in charge.

Next time you find yourself using Temporary View Properties and Visibility/Graphics to tweak a view again, for the same reason as the last couple times, consider creating a View Template for it.

Filter Dialog and the More Parameters Button

A small part of a recent exchange at RFO prompts this post.

There is a sneaky button next to the Filter Rules drop down list box. If you click on it (the button with the ellipsis ... ) it will open the Project Parameters dialog. Using it implies or suggests that choosing a parameter from the list, if any are there, will assign the parameter to Filter by. It doesn't do that. It is side door access to creating a Project Parameter. A side door because it allows us to do that without bailing out of the Filter dialog first to do it.

Clicking on the button is the same as choosing the More Parameters option at the very bottom of the list of parameters.

It might be a little more obvious if it said Create Parameter instead?

Oh so subtle...

Revit 2016 - IFC Observations

Autodesk recommends that we visit Autodesk Exchange|Apps to download the latest IFC application before starting to work with IFC data.

While testing these features I exported some walls and doors to IFC 2x3 so I could import them as IFC geometry. When I used Link IFC there were Generic Model openings filling the door openings to provide room bounding geometry.

There is a bit more going on behind the scenes when we import IFC. In the past we had to open an IFC which created a Revit project file we could then link. Those extra steps are done for us now as a background operation. There are three files that Revit creates based on the source IFC we link.

If I get obnoxious and delete these files and then open my active project file I get a warning message that Revit couldn’t find a linked file. When I use Reload From and select the IFC file I linked in the first place Revit creates those three files all over again. In the background it’s really just referencing the IFC file named "Linking.ifc.RVT".

I then opened the .RVT file that Revit created during the Link IFC process and deleted the openings and replaced them with Room Separator lines. Rather than doing that we can just leave the Generic Model elements but we need to use a Filter to turn them off. Revit creates a shared parameter file based on the IFC data. We can create a Project Parameter using one of its parameters (ObjectTypeOverrides) so we can create a Filter focused on the Generic Model category.

Once we understand that we can use the same approach to override the appearance of the existing walls, doors and windows so they look more like existing elements.

Linked File Revit MEP has Colors

Revit MEP can assign system colors to their pipe and duct systems. It is easier for them than using a lot of Filters like was required in the past. If you are one of the other trades (architect for example) and link an MEP model and you see color it's probably because they are using this feature. This is what it looks like in the MEP model. I focused on the Domestic Cold Water as an example.

Now the file has been linked to an architectural model. The colors assigned to the pipe system are still applied to the elements. You might be tempted to try to alter the settings of pipe and duct systems in the Project Browser, IF you've noticed that your architectural template has them. I'll save you the trouble, it won't do anything to them.

If you don't want to see those colors you CAN override them with Filters.

I've opened Visibility/Graphics and then created a Filter. In the Filters dialog, if you select only the Duct categories, Flex Ducts, Flex Pipes, Mechanical Equipment and all the Pipe categories, then the "Filter by:" will allow you to choose "System Classification", set it to "is greater than" and "" (empty field).

This should catch all the mechanical elements in linked file and look like this afterward.

Remember to take advantage of a View Template to control this more easily and consistently.

Filter Filtering Gotcha

When you create or edit a view Filter we can apply a Filter to the list of categories based on discipline.

Filtering the list of categories has a direct impact on the Filter Rules > Filter by: list too. If you tell Revit to only show you Architecture categories then you'll find the available parameters listed in the Filter by: criteria drop down will not include parameters that are related to other disciplines. For example, if you were hoping to use the filter to alter the way MEP elements look when they are linked into your model then you might be confused until you realize that earlier you told Revit to only show you Architectural stuff.

Remember the Filter's Filter. Same thing can happen in the View Templates, Visibility/Graphics dialog and Object Styles dialogs.

Which Phase Filter?

There are several phase filters that stock templates come with. Sometimes people aren't certain which ones to use or why they exist. There are three options that affect how elements are influenced by Phase Filters: By Category, Overridden and Not Displayed.

By Category - Project Object Styles and/or view's Visibility/Graphics Overrides govern.
Overridden - Revit will change the appearance of elements based on the Phase Graphics Overrides settings (see next image). Note that a Filter (View not Phase) applied to a view can still influence an element affected by a Phase Filter.
Not Displayed - Yes, this means elements are not displayed in the view.

What does it take for Revit to regard an element as being New, Existing, Demolished or Temporary? It varies according to the Phase of the view we see it in and which Phase Created and Phase Demolished parameters values are assigned to it. The following conditions define which Phase Status an element belongs to in a given view. For the following images assume this view is assigned to Phase New Construction and that we are looking at the Phasing parameters of four different walls.

New - Element's Phase Created parameter is assigned to the phase of this view and the Phase Demolished parameter is set to None.

Existing - Element's Phase Created parameter is assigned to an earlier phase than the phase of this view and the Phase Demolished parameter is set to None.

Demolished - Element's Phase Created parameter is assigned to an earlier phase than the phase of this view AND its Phase Demolished parameter is assigned to the same Phase as this view.

Temporary - Element's Phase Created parameter is the same phase as this view AND its Phase Demolished parameter is also assigned to the same phase as this view.

Any given element can belong to one of these four Phase Status in any given view according to the Phase parameter of that view AND its own Phase Created and Phased Demolished parameter settings. Phase graphics depend entirely on creating views for each appropriate phase and creating elements so they are assigned to the correct phase and then altered so their Phase Demolished parameters are assigned as required, if required.

Getting to the title of this post finally, each view has a Phase Filter parameter. What follows is my take on why I'd use each of the stock Phase Filters.

None - It's not a Phase Filter in the dialog, it's a choice in the list of Phase Filters within a view's properties. We use this when we don't want any Phase settings to affect the elements in the view. Everything is displayed according to either Object Styles or Visibility/Graphics Overrides.

Show All = This filter can't be altered or deleted. It means show us everything WITH Phase graphic alterations applied. NEW elements are governed by Object Styles (or possibly Visibility Graphics overrides) AND it overrides Existing, Demolished and Temporary elements. Use this filter to help see everything mixed together AND altered so each Phase Status is obvious. It is NOT a typical way of producing traditional documents but it CAN help explain relationships very well.

Show Completed = We're done! We don't want to see any graphical bias toward new or existing work, they should look the same. We don't want to see any demolished or temporary elements. We want to use this to show the finished design after construction is done. We could think of it as a view of "As Built" conditions if the model is kept current through construction.

Show Previous and New = We want to show new construction information in context against existing features but without Demolished or Temporary elements. This is ideal for New Construction views.

Show Previous and Demo = This is the filter to use for typical demolition documentation, existing features altered to show where demolition occurs. New work and Temporary work are not shown.

Show New Only = This is useful when we want to give a hint of future work. We can isolate and override graphics in a view to prepare a view for overlaying over another view on a sheet. When we overlay this on top of a new construction plan we'll see how they relate to each other despite the fact that Revit has no "future" phase.

Don't be fazed by phasing!

Filter Criteria Order Matters

Taylor wrote to me to say that he noticed a subtle quirk when he wanted to filter pipe in a schedule. He needed to focus on Mark values that contain M15 and M16 for example. He discovered that the filter would work if he put the criteria in that order but that if he happened to reverse them like this, M16 and M15, Revit no longer found the M15 pipes.

Definitely subtle.

Emergency Designation for Families

Electrical panels and light fixtures are just a couple items that often show some shading to make their use for emergency conditions graphically stand apart from the rest. While some shading techniques people use are quite specific (such as shading half or quarters) if an overall shading or color would work you can consider using a Filter instead of editing any families. Here's a screen capture of applying a filter to make an electrical panel look like an "emergency" panel instead of a regular one. Just a thought that popped into my head the other day.

OmniClass as Criteria

I heard mention of Omniclass during Autodesk University a few times last week. Each component (loadable) family in Revit has a pair of parameters built for OmniClass. What is that you say?

Lifted directly from their web site:

The OmniClass Construction Classification System (known as OmniClass™ or OCCS) is a classification system for the construction industry. OmniClass is useful for many applications, from organizing library materials, product literature, and project information, to providing a classification structure for electronic databases. It incorporates other extant systems currently in use as the basis of many of its Tables – MasterFormat™ for work results, UniFormat for elements, and EPIC (Electronic Product Information Cooperation) for structuring products.

Revit supplies the OmniClass Number and the related OmniClass Title for each family category.

It hasn't quite reached full citizenship in Revit because system families do not yet offer an option for assigning them OmniClass values, neither do rooms or spaces. You can certainly add your own shared parameters to do it but there won't be any linkage to the same table of values as provided in the image above, that's only for component families.

Revit has also always offered the UniFormat Assembly Code and Description, not for rooms or spaces either though. These two systems both provide a way to classify the essence of an element in the model, like the Dewey Decimal system helps to organize books in a library to some degree. If we are careful to assign appropriate values to the content we create we'll find we can harness them to enhance our experience with using schedules and filters. That's completely apart from the downstream possibilities of using it to help define specifications with tools like e-SPECS or BSD LinkMan.

Try hard to remember to assign a value for OmniClass and the Assembly Code so you and others can take advantage of them later.

Filter Pesky Levels

Need another way to manage the Levels of linked files? Sure we can assign them to specific worksets and have matching worksets in our model. Sure we can edit the V/G settings of the link in views (and view templates). Here's another, use a Filter and the criteria "Structural" that is available for levels.

When you examine the properties of levels you should find the parameter Structural. If the engineer uses that for their levels and you don't, then this concept works.

Now build a Filter that hunts for levels with the Structural parameter.

This is before the filter is applied.

This is after the filter is applied.

They can do the reverse by reversing the logic of the filter, Structural = no.

Happy Filtering!

View Filter Stack Order Matters

Here's a quick reminder about View Filters, the order they appear in matters! From Autodesk's WikiHelp documentation:

Note If multiple selection filters are applied to the same view, the order in which they are listed denotes priority. The selection filter nearest the top of the list takes precedence. (bold emphasis is mine)

If you apply filters and find that you don't get the result you were after, double check the order you've applied them. You might just need to move one up or down in the list to get the result you want.

Schematic Design Toilet Partitions

One approach to "fast" that I've preferred over the last few years for laying out toilet partitions is to use walls and doors. This instead of hunting down specific family assemblies. That's fine later when we pick some "real" stuff but early on I just want to sketch them. Who knows we might decide to move them elsewhere?? I've posted a video that explains what you see in this image here (or at YouTube).

Or listen and watch now, here...

Dept. of Unfair - Filters in RAC/RME and RST

First off this post does not only apply to 2010, it also applies to 2009.

In RAC & RME filters can be applied to elements according to parameters associated with that element or elements. When you select the Filter tool you are presented with this dialog.

You choose a parameter, a condition, which element(s) to affect and name it. In Visibility/Graphics you can add the Filter to the view. Once added you can alter the appearance of the affected elements or even turn them off.

In RST filters do that AND you can build selection sets and use those as a filter too! When you start the Filter tool in RST you get the dialog hiding behind the foreground dialog. You get this foreground dialog when you click NEW.


So are you getting annoyed yet? With RME we use filters extensively to manage the appearance of duct and pipe according to the system they belong to. With RAC we use them to alter the appearance of plans for "FFE" (Furniture, Fixtures & Equipment) requirments and fire/life safety documentation to name just a couple.

Imagine you could build a filter by just selecting a number of elements instead? Select this, that and the other thing over there...okay now you are part of a filter and you can do all the same override stuff!! Very nice!! When you enter into the "Select" mode you get a new contextual Ribbon tab that looks like this.

Similar to Groups you can add/remove elements from the Selection Set. I did notice that the Filter tool isn't available while in this mode. This makes the Multiple check box on the Options Bar a bit anemic since you can't use Filter to remove a category of elements after using a crossing selection window. But then maybe getting to use the Filter tool while using the Filter feature would be "redundant"?? If so I'd have to post this in my Dept. of Redundancy Dept.?

I have to ask the obvious question...does someone think that Revit Architecture & MEP couldn't use this feature too? That said, I believe that this is the "Selection Sets" extension that was released for RST in past years getting incorporated into the native code of RST. It's a shame that it isn't in the others. Perhaps next release!?!