Room Tags and Leaders

For many years I wished room tags would turn on a leader IF I dragged a room tag outside of the room's boundary. I got my wish in Revit 2023.1. I also got more than I wished for which is not that uncommon unfortunately, thus the saying, "Careful what you wish for".

When we are moving rooms around things go awry. If we drag a room to a new location the tag turns on the leader instead of bringing the tag along with it like it would for other tagged elements. When I move a room that already has a tag with a leader the leader will update and point to the new room location. However, if I decide to remove the leader the tag returns to the original room location, not its new home. I have to turn on the leader, to wake it up, so it will point to the new room location. Then I have to turn off the leader to get the room tag to jump to its new home. Here's an image of the sequence I describe above.

I should be careful to select the room tag and move it with the room. That doesn't contend with all the other possible views that have tags referencing the room though.

The documentation review and cleanup we have to do when rooms are relocated is a necessary part of the design process, with all the potential changes that can occur. In the past warnings were generated when a room and its tag(s) were not reconciled. We could then deal with those warnings by activating the Warning dialog and clicking the Move to Room button. When such a warning occurred while opening a model we could resolve them all at that time too.

Yes, we'd still have to review and fine tune them most likely but all the tags related to the room would at least be in the room. We can also choose to delete all the tags in a view and use Tag All Untagged. What if most of the room tags were positioned nicely with and without leaders? We'd lose all that work and have to do it over again.

It's my opinion that dragging a room's tag outside a room should be treated as different from dragging a room outside its boundaries and we should have a different result for each.

• Drag a room tag away from its room and turning on the leader is cool and it should remain view specific.
• Drag a room (to within new boundaries) should leave whatever condition is true for all of its room tags but move them along with the room proportionately (see next).
• Drag a room and if there is no leader the tag should follow the room and not turn on a leader. If the leader is active then it should maintain its position relative to the room but move along with it.
• Delete a room and the associated tags should be deleted too (which is what happens). We can then place that room elsewhere and tag as required.

Documentation review and adjustments are unavoidable but these actions should mitigate how extensive the task might be as well as be more consistent with what I'd expect to happen when I move rooms around.

Leaders and Tags

A frequent source of frustration is how leaders relate to the information in tags. The more complicated a tag family is the harder it becomes to ensure the tag's leader(s) will align with the graphics or text it has. A leader connects to the midpoint along the overall extents of a tag's graphics and labels. Imagine a rectangle that surrounds all of the graphics in your tag (see and unseen), the overall extent of that information. The leader connects to the midpoint on this rectangle on each of its four sides as you drag the leader around the tag.

It is possible to play tricks with invisible lines to increase or decrease the perceived size of the tag so this elusive midpoint leader connection point can be controlled. It takes some experimentation and only one little circumstance we didn't anticipate to mess things up. This is just a simple example, using the stock room tag family, that illustrates how the leaders are too arbitrary.

They work okay for a couple instances but for others they don't. In this case Volume isn't getting calculated at the moment so the information displayed is too long and it messes up the leader location. In a big enough room the calculated volume value could easily be long enough to do the same thing to the tag.

We want/need a definitive way to tell Revit where a leader should connect to the tag information. I recently ran across a suggestion that I'd love to see happen. You probably already know that Revit MEP content uses connectors to define where pipe/duct/electrical relationships start or connect. What if we had a Leader connector element we could add to our tag families? Something like this perhaps?

I've added numbers to define the priority for the leader connectors, like adaptive point families have for example. As I drag a leader around a tag Revit should adjust the leader shoulder to connect to the next numbered connector. For those that are close to one another (in the same quadrant) the TAB key should cycle, or just cycle through all the possible connectors.

The information supplied to the parameters displayed in a tag could still mess up the leader location but no solution will be perfect. At least with a specific location we can concentrate on designing a tag that will work nearly perfectly. If we can't control the length of the data in the labels then we just need a way to adjust the connector's location relative to the information. This means we'd need to be able to add dimensions and constrain the connector locations with parameters too.

I'd also love to be able to use a parameter to control the length of a label in a tag. This would allow us to increase the overall length of the data that shows up before wrapping to a new line. Combining that with parameters to control the location of leader connectors would provide considerable control of the tag and its leader(s).

Leaders

I know people care a lot about where leaders start on blocks of text. Some want them to start at the first line, others at the bottom line and still others at the center of the text. Personally this has always felt like fussiness, focusing on trees and missing the forest. For eleven years I spent some of my time reading drawings to either bid on a project or to try to build something with them. I never got upset about such things. I WAS frustrated when the leader didn't point at the correct thing or fell short of "something" to point at. Where the leader started never confused me as long as it was clear which note it belonged to.

For my time and money, as long as they are consistent I'm satisfied. Unfortunately Revit isn't in this regard. Text has settings for leader positioning that keynote tags don't. That can lead to inconsistency and that's not good. Any annotation features that are available for text should be extended to other elements that display information that sure looks like text when looking at a printed sheet of paper. My 2.5 cents.

Just a Leader Only by Itself All Alone

Dave Edwards wrote to me recently to pass along a tip. He's a self professed "font nut" as the owner of TC Fonts so finding a way to use a font to get leaders without seeing text would be more fun than the other techniques like using a really tiny font height or creating a blank symbol family instead.

Here's the essence of the tip:

Revit is smart enough to strip out "blank" characters including the No Break Space and Em/En spaces found in the Unicode character range. However, there's one that will work - Zero-Width Space or U+200B. If you bring up the Character Map system application and Select/Copy this character into the Clipboard, you then create you leader and then Paste this character into the box. Nothing shows.

This solution does depend on the font you use as well as making sure that anyone who will open your project file also has the font installed. That's the classic Achilles heel of using custom fonts in general.

Dimension Text Leader - No Leader

No matter how many times you tell users to "remember the Options Bar" you find a feature slipping by users. I was catching up on the user forum at RUGS (Revit User Group Sydney) and saw a question asked and answered regarding removing the little rubber band leader that pops up when you drag a dimension text away from its home position.


When you remove the check for Leader Revit hides/removes the leader. However if you want a leader elsewhere along a string of dimensions you lose them too. You might want to limit such an override to individual strings.


Don't forget to "Remember the Options Bar"...