When you double-click items in a Revit project, various things will occur. You can quickly open views by double-clicking view tags, or edit sketches of floors and ceilings. You can even use double-click to activate viewports on sheets and edit families. Many of these options can also be customized so that the double-click performs your own desired function.
- (Instructor) I have a simple one for you this week, especially for those who are new to Revit, and that's what happens when you double-click things. So there many elements in Revit that can be double-clicked and depending on the element it might perform certain actions when that occurs. So the first things I'd like to talk about is "view tags" and "symbols". So I've got a section marker here. I got a call out here, an elevation here. And all of those have a portion of that symbol that can be double-clicked. Now if I just double click anywhere on the section line nothing will happen but if I locate the blue portion, the actual section head itself, and double-click that, that will actually open up the view that corresponds to that indicator.
So that's kind of a nice, convenient way to quickly get into that view. Now I'm going to close that section and the same thing would happen if I double-click the blue portion of the call out or if I double-click the triangular portion of portion of the elevation. In all three cases it will actually open up the corresponding view. Now when you look at the level heads here in the "elevation" or the "section" view, you'll see that some of them are blue also. So that also indicates that you can double-click that portion so I double-click the little blue portion here and that will open up the corresponding floor plan that goes along with that level.
Level heads that are black could just simply mean that they do not have a corresponding floor plan, so there's nothing there to double-click. Okay, so I am going to go ahead and close both of those views to take me back to my floor plan. So what else can we double-click? Well here in the floor plan, notice that there is this crop boundary around the floor plan that indicates the extent of this floor plan. Now you can see that I am cropping out some portions of the cite plan. Well if you scroll down on the project browser and you look for the sheets branch.
Sheet A1 floor plans have an instance of this view on it and you can see that the crop boundary is still selected. Okay so this is the actual view that's on this sheet and there's also a second floor plan view port here also. What you can see, obviously very clearly, there is a crop region, it's just a little bit too big for the sheet. It overlaps this top boundary of the title block. So one of the really convenient things that we can do from a "sheet view" is actually activate the view port and make quick adjustments directly in that view.
Exactly the same as if we modify with that level one view open directly. Now to do that I can select the "view port" and "activate view" or I could right-click and "activate view". But a quicker way, a shortcut way, is to simply double-click inside the view port and when you double-click inside the view port it will activate the view for you. Now I can select that boundary line, I can use the grip to modify it, pull it in under that top border. And then to get out of this view I could of course right-click and "de-activate" the view or I could simply just double-click outside of it.
So in both cases, a double-click in and a double-click to get out. So it makes it really quick and easy for you to make that modification to that view on the sheet and if I close the sheet and go back to the view, notice that that was a live change. So it wasn't just something that we did from the sheets prospective, we actually changed this view. Okay so that was a live edit. Now I am going to zoom in over here next to these offices and notice that in each of these offices I have this group of furniture. So each of these offices contains the same furniture and they are all organized into these small groups here.
So if I double-click one of those groups that will actually put me in "group edit" mode. At which point I could make a modification, maybe I want to nudge that chair over a little bit. Perhaps I want to make a copy of that chair to have a second chair. And then when I finish the "group edit" mode, you'll see that each of those groups now reflects that change. Okay so if you want to get into "group edit" mode, certainly you can select a group and choose "edit group" but double-clicking it is maybe just a touch more convenient. Now the same is true for sketch based elements.
So out of here in front of the building I have this floor slab. If I want to modify it I could certainly select it and go to "edit boundary" but it turned out if you just double-click it, that'll take you right into sketch mode and you could make modification to the shape of this floor slab. I'm simply going to cancel in this case. Now the same would be true for roofs and for ceilings and any sketch based element. In fact, the same is true for walls and this is where you might want to be a little bit careful because I've got this wall here in front of the building that I've got selected and if I double-click that wall, Revit is going to interpret that as my wanting to go into the elevation sketch of this wall.
Now I'm going to get an error first, which I will talk about in just moment so I'm simply going to close that. I'll open up the "south elevation" and click "open view". Now the error was telling me about the sloped top surface of the wall that followed the underside of the roof because previously, this wall was attached to the underside of that roof. All it's saying is when you go into sketch mode it's going to temporarily remove that condition while you're editing the sketch and when you're done editing the sketch it would re-apply it. So you could see here that it forced me to go into this elevation view in order to edit that sketch.
So sometimes when you double-click things you might get behaviors that are unexpected if you're not familiar with it. So let me show you something that might be unexpected if you didn't know how the settings were configured initially. Suppose I select this non-sketch based object, this furniture family right here. If I double-click this item, what will happen is, it takes me right into the "family editor". Now that may be something that you find convenient and useful, it may not. It really is a matter of personal preference.
So if I wanted to modify this table and chairs family, there's certainly a quick way that I could do it. I'm going to do CTR+W to close this file and I'm going to click "No" to not save it. Now this other way that you can get into the "family editor" is to select that element and just go to "edit family" so that's always an option that you have also regardless of the double-click. So if you find the double-click convenient, fantastic. However, where it's not so useful, I think, is in the case of tags, okay. Because I think in a lot of cases, it kind of behaves unexpectedly.
With the tag you want to be able to edit those labels. So if I wanted to change the name of this room, for example, I want to be able to click in that label and make the change, but if you're not very careful about the way that you do it you could find yourself in the "family editor" inside the tag family. This is probably a little bit unexpected. You were trying to change the label of the name of the room and you end up in the "family editor". Again I'll do CTR+W and I won't save. So if you have the double-click behavior turned on for families you have to just be a little careful about how you click it.
So you have to kind of slow down, click the tag first, and then click the label. But if you do it too quickly, you could find yourself in the "family editor". So for that reason, I tend to go to the "file" menu, go down to "options", and here on the "user interface" tab is the "double-click options" button here, next to "customize". So when I click "customize", personally I am not a fan of "edit family" for double-clicking families. So I like to change that. So there's three choices.
"Edit family" is the default, "edit type" would bring up the edit type dialog instead of going into the "family editor" and of course, "do nothing". Then nothing at all will happen. That's my preference for "edit families". I don't mind "edit element" for sketch based objects but you have the same choices. We looked at "activate" and "de-activate view", I like both of those but you can disable those if you don't like them. I just showed "edit group". I think that's pretty nice but you can also choose "edit type" or "do nothing" so I encourage you to go through the list here and decide your personal preferences.
Maybe you like it to edit the family in the "family editor" when you double-click so just set it to "edit family". I personally like it to "do nothing" so that's what I'm choosing here and when I click "OK" now if I double-click a family or a tag, nothing happens. And it makes it much easier for me to get at those labels with those tags. So there are many things we can double-click in our Revit interface so some of them make it quite convenient to get into various edit mode or to switch views.
Others maybe do things that may be a little unexpected. So use the options to configure those settings to your liking and that will allow you to get the most out of the double-click behavior.
NOTE: The exercise files for this course can only be opened in the most recent version of Revit (Revit 2017).
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