• Revit

Create a tag family

Work with tags and schedules.


00:03

What we're going to do now is create a

00:06

tag that's going to report on the foundation's length,

00:09

width and thickness.

00:11

So you may remember one of the big benefits of using shared parameters is the

00:15

fact that we can tag schedule and export these out to open database connectivity.

00:20

So let's now go ahead and create our custom tag.

00:24

Of course, this is a new family. So we'll begin by selecting the file ribbon

00:29

will pause over you

00:31

and select family

00:34

in the new family's dialogue.

00:36

Let's open up the annotations folder.

00:40

So in the annotations folder,

00:41

we have all of the two dimensional family templates to help

00:44

us create things like symbols and tags and so on.

00:48

And in this case here, we're going to use generic tag dot RFT,

00:53

just go ahead and click open.

00:58

So now that we're in the family editor for the tag,

01:01

you'll see that we have two reference planes.

01:03

These two reference planes now are fixed in place. You can see that they are um pinned

01:08

notice here, of course, that they define the origin.

01:12

So this is essentially the insertion point of our tag.

01:15

And we also have some red text here,

01:18

this red text is just a note to us to say, well,

01:20

because we're using a generic category,

01:23

we will need to set the correct family category.

01:26

This is quite important

01:28

if I'm going to use this for structural foundations, then of course,

01:31

the category of the tag must match what I'm trying to tag in the project.

01:36

So based on that, I can then delete that text.

01:39

And the very first thing we'll do is set that family category

01:43

to do that. We can select the create ribbon

01:45

and on the create ribbon, we'll click family category and parameters.

01:50

Notice as we've said, we've got generic model tags active at present.

01:56

So we need to go down and make sure that we are selecting structural foundation tags.

02:02

We've got an option down here. You'll notice we've got rotate with component.

02:07

I'm not gonna have that switched on.

02:08

But if you think about structural framing, if you draw a beam at an angle,

02:12

you may want the tag to be parallel to that beam.

02:15

In which case you'd want this option checked.

02:18

So in this case, we can click. OK.

02:21

And now by setting that category,

02:23

all of the parameters for structural foundations will now be available to us.

02:28

The next step is to create a label.

02:31

So on the create ribbon, I'll go ahead and select label

02:36

in the properties pallet. You can see that we already have a type set up.

02:40

If I review these settings, I can click edit type.

02:43

And in here you'll notice that we've got our text font, our text size,

02:47

the color and so on.

02:49

If I wanted to create additional types, of course,

02:52

I can click duplicate and then create some new types if I wanted.

02:55

But I'm quite happy with this. So I'll click. OK.

02:59

And now I'm going to place this label down

03:02

at the approximate intersection of these two reference planes.

03:07

Notice now in the edit label dialogue,

03:10

I can actually see all of the parameters relating to structural foundations.

03:15

However, my shared parameters are not available in this list.

03:19

What I'll need to do here is add those parameters in.

03:22

So let's go ahead and select add parameter

03:26

because shared parameters are the only parameters that can support tagging.

03:30

That's the only option we've got available. So I'll click, select

03:36

we'll begin by bringing in F length,

03:39

I'll click. OK. And OK again. And you can now see this parameter is available.

03:44

Let's go ahead and do the same for the two remaining parameters.

03:49

So that's going to be F width

03:53

and also

03:54

F thickness.

03:58

So those three shared parameters are now available

04:01

to add them across to the right hand side.

04:03

I can simply double left click or I can use this tool here. Add parameter to label.

04:09

So we'll do the same thing here for the remaining two types that I want width

04:13

and thickness.

04:14

So I've held the control key down there and then I can just add those together

04:19

if they're in the wrong order, which they are at the minute,

04:21

we can just select one of these here and we can

04:23

use these tools here to move the parameter up or down.

04:27

So of course, I want the length, the width and the thickness,

04:33

we'll then notice that we have a sample value.

04:36

So the sample value is representative of what we'll see in the project environment.

04:40

So I'm gonna put in some numeric values here. So we might have 60

04:46

perhaps 48.

04:48

Now, if we think about how we want this tag to be presented in the project,

04:52

we're going to want the length by the width by the thickness.

04:56

I want all of this on one line and I want each value separated by an X.

05:02

So I'm going to go into the suffix area here,

05:04

press space

05:06

type in lower case X and in space again, I'll do the same here. Space X space.

05:14

If I wanted these on separate lines, I could use break

05:18

and you'll see here, we have a column that allows us to define spaces,

05:21

they're set to one by default.

05:23

So I'm just going to remove those and set that to zero in here

05:28

and there are parameters defined.

05:30

Now,

05:30

another thing we can do is we know that the

05:32

project units are set to feat in fractional inches.

05:36

I might want the size of these foundations purely to be reported.

05:40

In fractional inches.

05:41

So what I can do here is select one of these values

05:45

and then I can use edit parameters, unit format button down here.

05:49

And if I select this,

05:51

I can uncheck use project settings

05:53

and I can override that and say, well,

05:55

actually here we're going to use fractional inches.

05:59

We'll do the same thing for F width.

06:02

So again, uncheck fractional inches

06:05

and the same thing for the thickness

06:09

and that will again be fractional inches.

06:14

Let's go ahead and click. Ok. Now,

06:16

and we can then zoom in and just check that this looks good, which it does

06:21

will come up and click this save tool.

06:24

This one's going to be called pad foundation

06:28

tank.

06:30

I'll click save

06:32

and now we're ready to use this in the project.

06:35

So notice on the context ribbon, we have load into project and close.

06:39

So we'll select that

06:42

and now you'll notice that we're in the

06:44

tag tool already because we've loaded that in.

06:46

That's now the active family on my cursor.

06:49

So of course, you'll now see as I move over these foundations,

06:53

we can now preview the tag.

06:55

You'll see at the minute that the tag is being positioned with a leader.

06:58

Um I don't want the leader.

06:60

So again, on the options bar here, I can just turn off the leader option

07:04

and then we can just go ahead and place down our tags.

07:12

Ok? So what would happen if you wanted to change the size of this foundation.

07:16

Well, if you go ahead and select one of these foundations

07:20

on the properties pad, you can then click edit to type

07:25

in the type properties dialogue.

07:27

You'll see that we have our various different dimensions relating to the length,

07:31

the thickness and the width.

07:32

So in this example, here we might set our

07:36

length to 5 ft.

07:38

Perhaps the thickness is going to be 18 inches.

07:43

Perhaps the width would also be 5 ft.

07:46

If I go ahead and click apply,

07:48

you can then see that all the foundations have changed.

07:50

And of course, more importantly, all of the tags have updated.

Video transcript

00:03

What we're going to do now is create a

00:06

tag that's going to report on the foundation's length,

00:09

width and thickness.

00:11

So you may remember one of the big benefits of using shared parameters is the

00:15

fact that we can tag schedule and export these out to open database connectivity.

00:20

So let's now go ahead and create our custom tag.

00:24

Of course, this is a new family. So we'll begin by selecting the file ribbon

00:29

will pause over you

00:31

and select family

00:34

in the new family's dialogue.

00:36

Let's open up the annotations folder.

00:40

So in the annotations folder,

00:41

we have all of the two dimensional family templates to help

00:44

us create things like symbols and tags and so on.

00:48

And in this case here, we're going to use generic tag dot RFT,

00:53

just go ahead and click open.

00:58

So now that we're in the family editor for the tag,

01:01

you'll see that we have two reference planes.

01:03

These two reference planes now are fixed in place. You can see that they are um pinned

01:08

notice here, of course, that they define the origin.

01:12

So this is essentially the insertion point of our tag.

01:15

And we also have some red text here,

01:18

this red text is just a note to us to say, well,

01:20

because we're using a generic category,

01:23

we will need to set the correct family category.

01:26

This is quite important

01:28

if I'm going to use this for structural foundations, then of course,

01:31

the category of the tag must match what I'm trying to tag in the project.

01:36

So based on that, I can then delete that text.

01:39

And the very first thing we'll do is set that family category

01:43

to do that. We can select the create ribbon

01:45

and on the create ribbon, we'll click family category and parameters.

01:50

Notice as we've said, we've got generic model tags active at present.

01:56

So we need to go down and make sure that we are selecting structural foundation tags.

02:02

We've got an option down here. You'll notice we've got rotate with component.

02:07

I'm not gonna have that switched on.

02:08

But if you think about structural framing, if you draw a beam at an angle,

02:12

you may want the tag to be parallel to that beam.

02:15

In which case you'd want this option checked.

02:18

So in this case, we can click. OK.

02:21

And now by setting that category,

02:23

all of the parameters for structural foundations will now be available to us.

02:28

The next step is to create a label.

02:31

So on the create ribbon, I'll go ahead and select label

02:36

in the properties pallet. You can see that we already have a type set up.

02:40

If I review these settings, I can click edit type.

02:43

And in here you'll notice that we've got our text font, our text size,

02:47

the color and so on.

02:49

If I wanted to create additional types, of course,

02:52

I can click duplicate and then create some new types if I wanted.

02:55

But I'm quite happy with this. So I'll click. OK.

02:59

And now I'm going to place this label down

03:02

at the approximate intersection of these two reference planes.

03:07

Notice now in the edit label dialogue,

03:10

I can actually see all of the parameters relating to structural foundations.

03:15

However, my shared parameters are not available in this list.

03:19

What I'll need to do here is add those parameters in.

03:22

So let's go ahead and select add parameter

03:26

because shared parameters are the only parameters that can support tagging.

03:30

That's the only option we've got available. So I'll click, select

03:36

we'll begin by bringing in F length,

03:39

I'll click. OK. And OK again. And you can now see this parameter is available.

03:44

Let's go ahead and do the same for the two remaining parameters.

03:49

So that's going to be F width

03:53

and also

03:54

F thickness.

03:58

So those three shared parameters are now available

04:01

to add them across to the right hand side.

04:03

I can simply double left click or I can use this tool here. Add parameter to label.

04:09

So we'll do the same thing here for the remaining two types that I want width

04:13

and thickness.

04:14

So I've held the control key down there and then I can just add those together

04:19

if they're in the wrong order, which they are at the minute,

04:21

we can just select one of these here and we can

04:23

use these tools here to move the parameter up or down.

04:27

So of course, I want the length, the width and the thickness,

04:33

we'll then notice that we have a sample value.

04:36

So the sample value is representative of what we'll see in the project environment.

04:40

So I'm gonna put in some numeric values here. So we might have 60

04:46

perhaps 48.

04:48

Now, if we think about how we want this tag to be presented in the project,

04:52

we're going to want the length by the width by the thickness.

04:56

I want all of this on one line and I want each value separated by an X.

05:02

So I'm going to go into the suffix area here,

05:04

press space

05:06

type in lower case X and in space again, I'll do the same here. Space X space.

05:14

If I wanted these on separate lines, I could use break

05:18

and you'll see here, we have a column that allows us to define spaces,

05:21

they're set to one by default.

05:23

So I'm just going to remove those and set that to zero in here

05:28

and there are parameters defined.

05:30

Now,

05:30

another thing we can do is we know that the

05:32

project units are set to feat in fractional inches.

05:36

I might want the size of these foundations purely to be reported.

05:40

In fractional inches.

05:41

So what I can do here is select one of these values

05:45

and then I can use edit parameters, unit format button down here.

05:49

And if I select this,

05:51

I can uncheck use project settings

05:53

and I can override that and say, well,

05:55

actually here we're going to use fractional inches.

05:59

We'll do the same thing for F width.

06:02

So again, uncheck fractional inches

06:05

and the same thing for the thickness

06:09

and that will again be fractional inches.

06:14

Let's go ahead and click. Ok. Now,

06:16

and we can then zoom in and just check that this looks good, which it does

06:21

will come up and click this save tool.

06:24

This one's going to be called pad foundation

06:28

tank.

06:30

I'll click save

06:32

and now we're ready to use this in the project.

06:35

So notice on the context ribbon, we have load into project and close.

06:39

So we'll select that

06:42

and now you'll notice that we're in the

06:44

tag tool already because we've loaded that in.

06:46

That's now the active family on my cursor.

06:49

So of course, you'll now see as I move over these foundations,

06:53

we can now preview the tag.

06:55

You'll see at the minute that the tag is being positioned with a leader.

06:58

Um I don't want the leader.

06:60

So again, on the options bar here, I can just turn off the leader option

07:04

and then we can just go ahead and place down our tags.

07:12

Ok? So what would happen if you wanted to change the size of this foundation.

07:16

Well, if you go ahead and select one of these foundations

07:20

on the properties pad, you can then click edit to type

07:25

in the type properties dialogue.

07:27

You'll see that we have our various different dimensions relating to the length,

07:31

the thickness and the width.

07:32

So in this example, here we might set our

07:36

length to 5 ft.

07:38

Perhaps the thickness is going to be 18 inches.

07:43

Perhaps the width would also be 5 ft.

07:46

If I go ahead and click apply,

07:48

you can then see that all the foundations have changed.

07:50

And of course, more importantly, all of the tags have updated.

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