Join Paul F. Aubin for an in-depth discussion in this video Creating custom view types, part of Revit: Tips, Tricks, and Troubleshooting.
- [Voiceover] As projects become more complex you're often looking for ways that you can organize the views in your project browser and group them in ways that make them easier to find and easier to work with for the project team. In last week's tip, we talked about doing that using a custom project parameter and that's a very effective way to do it and one that's very popular among a lot of firms. But this week, I'd like to look at an alternative way to customize your project browser and that's using custom view types.
Now custom view types are not just for organizing the browser, that's one of the benefits we get from doing custom view types but we also have some additional benefits that we can look at as well. So, just what do I mean by creating custom view types? Well, let's take a look here. Views are similar to other elements in Revit in that they have type properties and we can edit those type properties and we can even duplicate those types to create our own custom types. And so that's really what we're going to be leveraging right here.
So when we look at the project browser, the default browser organization is called All and we can't modify that one of course but it's grouped by type. So this designation right here, floor plans and ceiling plans and 3D views, those are the view types. And so, when we customize and create our own types, the benefit will be that those new types will show up as a new branch in the browser. So let's look at a couple ways we can do that. I'm going to go to the view tab and click the Plan Views drop down and I'll choose the floor plan option here and that will display the new floor plan dialog.
Now, up here under Type I only have the one choice so I just have the default floor plan choice listed there. Right next to that however, is an Edit Type button. So if I click that button I get the Standard Type properties dialog, and like any other type in Revit I can click duplicate here and create my own floor plan type. Now, what do I want to call this type? Well, I can really call it anything I want but if you look over here at my browser, I've got a furniture plan for each level, I've got a room area plan for each level.
So for this one, I'm going to type in furniture plan because I intend to have a lot of furniture plans in this project and so this would make sense to create a custom view type for that. Now that's all you need to do is give it a name. You really don't need to do anything else. But there are a couple parameters that you could customize if you wanted to. So, if you're going to use this new furniture plan type as a call out, for example, then you could use this option over here to designate which call out tag you wanted to use when using this as a call out.
Further more, if you want to customize the graphical display of this furniture plan, you could go further and actually assign a view template to it so that any new view created from it would automatically use the view template that you assigned to it and customize it to look like your standard furniture plan. In this case, I'm going to leave it set to None, I'm just simply going to go with the name and I'll click OK. Now, you may have noticed that this list changed when I did that. Under Floor Plan, it only showed me the two levels that do not currently have floor plans.
But when I go to furniture plan, it's showing me all the levels. Well this is controlled by this check box right down here that says do not duplicate existing views and that's just simply a default. You can always uncheck that and that means that all the levels would appear for both view types. But in this case, it doesn't matter because with the furniture plan view type, it's a brand new view type anyways so there aren't any views that are currently using that view type. Now, I already have a furniture plan for the levels 1 through 3 but I don't have one for level 4.
So in this case, I'm only going to select level 4 and I'll click OK. Now, what does that do for us? Well it does create this new view that you see here on screen and if I scroll down here on the browser, it creates an entirely new branch on project browser which I think is one of the primary benefits of this technique. Here's my floor plans, furniture plan branch now and beneath that I have this level 4(1) view name. So that's not a very good name, so what I'm going to do is right click and rename that.
And I'm going to leave the level 4 but I'll add furniture plan to the name so that it's similar to the names that I used up here. Now, for these existing views I can actually just select those and change them to use this new view type and the way to do that is to just simply come up here to the properties. Notice it says views 3, because I selected each of those 3 views and then when I open up the type selector, my new furniture plan is now a choice on the list and just like that, I've moved each of those furniture plans down beneath that branch on the browser.
And it's that easy to create a new view type and then move views to it and have it occupy its own branch on the browser. So you get an immediate benefit from doing that. Now there's even a quicker way to do it. If I go ahead and select with my Control key each of my room area plans next, you'll see up here on properties that it says views 3 so I've got 3 views selected and there's my Edit Type button. So I can go directly to Edit Type, go directly to duplicate give it a name, and when I click OK, those views will leave that original grouping and they'll come down here and create a brand new branch on the project browser and all the views will now occupy that branch.
So it's very quick and easy to start customizing my browser by just creating a couple new custom view types. Now this is not limited to just floor plans, I've done it here with floor plans and a couple of these, it also works with any kind of view that you happen to have. So if I scroll down here, you could see that there's an example of that with Elevations. There's two branches already, the out of the box elevation tool includes two types. It includes a building elevation and an interior elevation, and these two create their own branches.
Well, what about sections? Right now, all of my sections are using the building section type but if I wanted to, I could say let's take the longitudinal and transverse sections and let's make a new type for those. So once again, I select them with the Control key, views 2 lists up here, I click Edit Type, and I duplicate and create my new type name, click OK and I've now created that new branch on the browser. So there's really no limit to how you can start to customize this and then another really nice benefit of this is once you create these view types, these are actual view type choices that you'll have available to you.
So if I click my Section tool and open up the type selector before I start placing the section, overall section is now a choice that's available to me and I could create this new section and it would automatically go in the branch of the browser. The same is true for floor plans, if I go to a new floor plan and open up the list, I have furniture plan and room area plan available and if I go ahead and create a new view using that type such as the room area plan for level 4, it will automatically create a new view and put it into that branch.
Now you will still need to rename those views, but they'll at least go into the correct location on the browser automatically. So using custom view types is a really simple and effective way that you can begin customizing your project browser and grouping like views into separate branches on the browser with a minimal amount of effort.
NOTE: The exercise files for this course can only be opened in the most recent version of Revit (Revit 2017).
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