Join Paul F. Aubin for an in-depth discussion in this video Creating a custom browser organization, part of Revit: Tips, Tricks, and Troubleshooting.
- As your projects begin to grow, you might find that navigating through the project browser starts to become a little bit cumbersome. If you don't have a good strategy for how to sort your various views in the browser then it can become very difficult to find the view you're looking for. Now it certainly is possible to right-click anywhere in the browser and run a search and if you know at least a little bit of the name of the view you can search for it. But just the same, having a nice organized grouping and sorting structure can really make a big difference in making it easy to find the view you're looking for and also some consistency from one project to the next for folks to kind of get familar with where they would find things.
So a lot of firms will actually create a Office Standard browser sorting configuration. Now just to kind of back up for a second, what exactly is a browser sort, well if I select the Views branch at the very top of the project browser, there are some browser organization types at the top of that list here in the type selecter. So the built in ones are all, which we can't change, that one's sort of like a system family it's built in and we can't modify it in any way, but then we also have some others here grouped by Discipline or Phase or Type and Discipline or even this one here, which is really handy to show us just the views that aren't placed on sheets yet.
So there's a lot of things we can do with Browser Organization and I do encourage you to explore some of the built in ones when you get a moment to do so. But what I'm going to show you right now is how to create a custom one and we're going to do this specifically based on a custom parameter. So, for example, it's very common for firms to have a certain codified way that they like to organize views. So, for example, maybe you have some General Views that come first. And then Floor Plans and then maybe Sections, Elevations, and then perhaps Enlarged Views, and then Details, and then Ceiling Plans, and then maybe finally the 3D Views or something.
So if you have that very specified way that you like to organize your views, it's going to be very difficult to achieve that here because everything's going to sort alphabetically by default. So if I want to introduce this coding system to kind of get everything to sort the way I would like, then that's going to take a custom parameter. So let's look at how we can do that. Okay? So there's going to be two steps to the process. We're going to need a custom parameter and we're going to also need a custom browser organization. Okay? So the custom parameter is what I'm going to set up first. So I'm going to go over here to manage and under Project Parameters I'll click the add button here.
This will display the Project Parameter Dialog and you just want to give a name to this parameter. So I'm going to put in the name View Folder. Now make sure that you set that to a text field so you can put in anything you want there. It will allow any kind of characters. If you do integer or number you're going to be limited to just numerical values. But a text field is a little bit more flexible. Now it will suggest grouping it under text but if you want you can change that and put it somewhere else. So I'm going to put it under Identity Data, but that's really entirely up to you where you want to store that.
And then finally, very important that you come over here to the lists of categories and make sure this custom parameter applies to the Views Category. This way all of our views will be able to use this parameter. So I'll go ahead and click ok there. And then ok once again. And that creates the custom parameter. Now, I'm currently in a First Floor Plan and where that parameter's going to show up is here on the Properties Palette if I scroll down you'll see that my new View Folder Parameter is right there beneath the Identity Data grouping.
Okay, just like I asked for. And so at this point I could type something in here. So maybe I'm going to have a general category that's going to be 00 and so my Floor Plans are going to be 01. So I'm going to write 01_plans and press enter. So because it's a text field, I can type in anything I want, right? Now I don't want to do that over and over again for each view so it's a little bit faster if I just sort of select one of the views here on the browser and I'll select everything from Level 1 all the way down to Roof here.
And then because I've already typed in a value I can actually pick it right off the list, 01_plans and that applies that property to all these Floor Plans. Now the Sight Plan on the other hand is more of a General View so that one I'm going to put under 00. So I'm going to call that 00_General. And then let's just do a couple more. Scroll down here and maybe my Ceiling Plans are 07. I'll put in RCP for Reflected Ceiling. 3D Views are 09.
And 09_3D Views and then just a couple more. Elevations are going to be 03. So after I've assigned values to the views that are here already in the project, now what I need to do is create my custom browser organization. So I'll go to the View Tab for this. Under User Interface, and choose Browser Organization. In this dialogue, I can click this new icon right here to create a New Browser Organization.
Give it a name such as Office Standard. And then you'll see two tabs, Filtering and Grouping Assorting. Now with Filtering, you could actually isolate the list of views to include only the ones that meet certain criteria. So in other words it would shorten the list and eliminate certain views from the list. In this case, I want to see all the views so I don't want to filter anything so I'll just skip right to Grouping and Sorting. Now here you can group by any of the fields that are available for views and that includes our brand new View Folder Project Parameter that we added.
So when you add it as a Project Parameter, and make sure you check Views, it automatically shows up on this list. So I'm going to group by View Folder and then I'll click ok. Now I want to make that the Active Browser Organization so I'll check this box right here click ok again and now what you'll see is over on the Project Browser, the top of the branch says Views and then Office Standard letting me know that that's the Active Browser Organization now and beneath that you can see each of the values that I typed into that text field so that now everything is sorted in my custom order.
And so now the only problem with this, so the only trick with this, is that it's important that everytime a user creates a new view they have to remember to input the value into this View Folder Parameter. So if I come in and I create a new section, for example, right there Revit won't automatically assign a View Folder to that section so what's going to happen is if we look down here on the browser we're going to get this question mark folder. And the new section is going to appear down there.
Now in addition to that, here's a couple of views that I neglected to assign the new View Folder Parameter to as well. So in order to get rid of this question mark folder I would have to assign values to each of these views. So for example here this typical Office Furniture Layout is an Enlarged View so I could come over here and choose from my existing one. And it would jump up to that Enlarged Views grouping and it would remove it from the question mark, likewise with the section, I could change that to 02 sections it would remove it from here and it would add it up here and so on.
So it is an extra step, but since you need to rename each view as you create it anyway. So the user can actually assign the View Folder and the View Name at the same time on the Properties Palette so it's really not that big on an imposition. But you'll find that this is a very common procedure that's used at many, many firms in order to help you organize and group and sort the browser in a way that matches your Office Standard.
NOTE: The exercise files for this course can only be opened in the most recent version of Revit (Revit 2017).
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