Parametrization

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Parametrization

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  • Fill element parameters with different strategies

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    Using

    To use the plugin, select an existing configuration or create a new one. To create a new configuration, click plus

    1

    The selected configuration can be renamed by typing the name in the text field with the tooltip "Enter configuration name", duplicated by pressing plus circle multiple outline button or deleted by pressing close button:

    2

    Duplicate configurations are only available in the full version of the plugin.

    Each configuration contains a set of strategies. The strategies differ in the algorithm of element processing. Clicking the Add Strategy button displays a dialog box with a list of available strategies with a short description:

    3

    The strategy list has a checkbox to disable/enable the strategy, a system strategy name, a custom strategy name, as well as buttons to duplicate plus circle multiple outline and delete close (red) strategies, which are displayed on mouseover:

    4

    Duplicate strategies are only available in the full version of the plugin.

    Strategies of the current configuration can be exported to Excel by clicking the Export button and imported from Excel by clicking the Import button.

    At the bottom left of the plugin window are buttons that allow you to check all strategies in the current configuration checkbox multiple marked circle outline, uncheck all checkboxes checkbox multiple blank circle outline, and delete all strategies in the current configuration broom.

    When a strategy is selected, its contents are displayed on the right side of the plugin window, including a text box for entering a custom name, a description of the strategy, a table of rules:

    5

    For some strategies there may be general settings, which are located in the settings panel, called by pressing the appropriate button in the upper right corner of the window:

    6

    Each strategy consists of rules. A rule specifies ways to filter processed items and the formula applied to the processed items. Element filters by category and parameters are used to filter elements. Depending on the strategy, a rule can contain filters for conditionally source elements (for InHost strategy these are Host elements, for InGroup strategy these are groups, for SolidTouch strategy these are touched elements, etc.). Also, depending on the strategy, filters by category can be absent.

    To add a rule to the table use plus. To delete selected rules use close, and to duplicate selected rules use plus circle multiple outline.

    Duplicate rules are only available in the full version of the plugin.

    The rules of the current strategy can be copied to clipboard content copy and pasted from clipboard content paste both in the current strategy and in the other strategies.

    Rules of the current strategy can be exported to Excel by pressing arrow right bold or imported from Excel by pressing arrow left bold.

    All strategy rules can be checked with checkbox multiple marked circle outline and unchecked from all selected rules by pressing checkbox multiple blank circle outline.

    Rules in the list can be moved with the mouse. After you have moved the rules, you can renumber them according to their position in the table by clicking sort numeric ascending.

    Each rule can be excluded from work by unchecking the checkbox in the corresponding cell in the table.

    Double-clicking in the Formula cell or in the Formula options cell opens the formula editor:

    7

    At the top of the formula editor is a link that, when clicked, opens detailed instructions for the formula editor:

    8

    The formula consists of expressions, which allows to perform several calculations to elements that match the filtering criteria of the parent rule. In addition to expressions the formula contains several options:

    • Tolerance - sets the tolerance that is used when comparing numeric values. For example, if the tolerance is set to 0.1, the condition "10.05 = 10.06" will be considered true.
    • Case sensitive - specifies the rule for comparing string values: whether to compare them case-sensitive or not.
    • Write empty result - specifies whether to write an empty result, obtained by calculating the expression, to the target parameter. For string parameters an empty result is an empty string. For numeric parameters an empty result is value 0.
    • Dissociate - allows to remove the association of the target parameter with the global project parameter, if there is an association.

    There are auxiliary buttons to the right of the formula editing field:

    • tag outline is used to add a target element parameter to the formula. The parameter list is available if two conditions are met: 1. At least one category is specified in the target element filter; 2. The model has at least one instance of the element of the specified categories. If both conditions are not met, the button will be inactive.
    • tag is used to add conditional source element parameters to the formula. The parameter list is available if two conditions are met: 1. At least one category is specified in the conditional source element filter; 2. There is at least one instance of the element of the specified categories in the model. If both conditions are not met, the button will be inactive. If the parent strategy does not assume a conditional source element, the button will not be displayed.
    • function is used to add an arithmetic or conditional function to a formula.

    In the plugin settings window there is a button Mapping function names, which opens a window where you can define your own names for the functions in the formula editor:

    Figure 13

    On the right side of the formula editor window are Fields, allowing you to replace parts of formulas with keys. Fields can be inserted into each other.

    To add a new field, click the plus button on the right side of the window or select part of the formula in the editor field and, by right-clicking, select Create field

    When hovering over the field, commands become available to duplicate the field plus circle multiple outline, remove the  field close (red), add the field star plus or remove the field star minus from the list of favorite fields. The button star on the right side of the window opens an editor from which you can insert selected favorite fields (you can select them with Ctrl or Shift) into the list of fields of the current formula. This editor can also be opened from the plugin settings window to edit existing or add new favorite fields. Fields from the list of favorite fields can be used in formulas of other rules and you can update field values in all rules of all configurations star shooting:

    14

    When you hover your cursor over a Formula cell, a button appears that allows you to show/hide the formula in the list of rules:

    15


    Before starting parametrization on the current configuration it is necessary to specify the option of element selection:

    9

    Each selection option has nuances depending on the strategies:

    Process picked elements. If there is a Types strategy, only the types of the selected elements will be processed. If there is a strategy in which elements within other elements are processed (InRoom, InSolid, InMass, etc.), all elements must be selected, not only parent elements.

    Process elements on current View. Recommended option! If there is a Types strategy, the element types on the current View will be processed. For some strategies, it is important to consider the current View. For example, InRoom strategy will not work in 3D View, because rooms have no geometry in 3D View. You should also take into account that the level of detail of the current View can affect the result of geometry-related strategies (InRoom, InSolid, SolidTouch, etc.).

    Process elements in Document. If there is a Types strategy, all document types will be processed. For strategies that work with the geometry of elements (such as InRoom, InSolid, SolidTouch, etc.) is not recommended to use this selection option, since the elements will be taken geometry that does not take into account the interaction with other elements, which may lead to incorrect results.

    To start the parameterization, click Execute and wait for the results.

    10

    WORK WITH GEOMETRY

    For the strategies InRoom, InSpace, InMass, InSolid there is an opportunity to choose one of the two algorithms for determining the entry of solids:

    Auxiliary Rays

    Identification of the entry is performed through auxiliary rays dropped from the centroid of the solid of the target element in 4 directions in the XY plane. If all 4 rays intersect the solid of the parent element, the target element is considered to be inside the parent:

    11

    For the InRoom strategy, the intersection of 3 of the 4 rays is considered a positive result.

    This algorithm is fast, but it only allows to determine the entry of a solid into a single parent solid. The position of the solid's centroid is important.

    Boolean operations

    Determining the entry is done through the Boolean operations provided in the Revit API. Essentially, this algorithm determines the intersection of solids. For example, the algorithm will count a beam hit in both walls:

    12

    This algorithm is slow, but it allows to determine the solid's entry into several intersecting parent solids.

    For both algorithms, there is a solid volume check - the volume of the parent solid must be larger than the volume of the target solid.

    In the SolidTouch strategy, the adjacency is checked only through the parallel planar faces of the solids.

    In all strategies - InRoom, InSpace, InMass, InSolid, SolidTouch - elements will not be processed if they do not have Solids in their geometry

  • Change history for
    Year

    2024 Year

    Revit: Parametrization 2.31.0.0 (07.03.2024)

    Fix
    Fixed a bug where truss components were not processed.

    Revit: Parametrization 2.30.3.0 (08.02.2024)

    Fix
    Fixed error in SMIRRORED function.

    Revit: Parametrization 2.30.2.0 (31.01.2024)

    Improved
    Boolean parameters in conditions can be checked with 0 and 1, Yes and No, True and False.
    Fix
    Fixed error of checking conditional values if checked values have the same conditional symbol.

    Revit: Parametrization 2.30.0.0 (23.01.2024)

    Improved
    Changed STRINDEX function operation - the function returns position counting from zero.
    Fix
    Fixed some errors in the formula editor.

    Revit: Parametrization 2.29.12.0 (16.01.2024)

    New
    Added arithmetic function POW (ascending to a degree).
    New
    Added ability to specify values in the "Workset" parameter.
    New
    Added the ability to specify the type parameter forcibly.
    Improved
    Improved algorithm of processing IF and FIRSTTRUE functions taking into account the presence of non-calculated contents.
    Fix
    Fixed a bug in the NestedFamilies strategy where nested families were not processed if no parent family filter was specified.
    Fix
    Ignored an error occurring in some versions of Revit when running the InRoom strategy in a document.
    Fix
    Fixed a bug where fields in the favorites list were not being added.
    Fix
    Fixed a bug where parameters and functions could be inserted into a field when the formula editor was active.

    2023 Year

    Revit: Parametrization 2.26.7.0 (19.12.2023)

    Fix
    Fixed a bug where the favorite formulas window might not close in some cases.
    Fix
    Fixed a bug where in some cases the integer and fractional part separator specified in the settings was not taken into account..

    Revit: Parametrization 2.26.3.0 (07.12.2023)

    Fix
    Fixed a bug where the result of an expression like "000" was converted to "0" when writing to a text parameter.

    Revit: Parametrization 2.26.2.0 (05.12.2023)

    Improved
    Improved algorithm for determining the parameter data type for elements included in the Structural Connections.

    Revit: Parametrization 2.26.0.0 (01.12.2023)

    New
    Improved work with parameters of elements included in Structure Connections.

    Revit: Parametrization 2.25.5.0 (28.11.2023)

    Fix
    Fixed an error occurring when processing engineering system elements in Revit 2019-2020.

    Revit: Parametrization 2.25.2.0 (10.11.2023)

    Improved
    Using the ModPlus.Xaml.Behaviors.Wpf.dll library instead of Microsoft.Xaml.Behaviors.dll to resolve compatibility issues with other plugins.

    Revit: Parametrization 2.25.0.0 (27.10.2023)

    Improved
    Edits were made to the algorithm for calculating mathematical expressions to take into account the use of the comma as a decimal separator of numerical values.

    Revit: Parametrization 2.24.11.0 (25.10.2023)

    New
    Added "Decimal separator of numeric values" option to the general settings.
    New
    Added "Use the geometry of nested families if the family has no geometry" option to the general settings.
    New
    Added the option to set a custom description for strategies.
    New
    Added "Select all" and "Unselect all" buttons for the list of strategies.
    Improved
    Added processing of the reference parameter "Subcategory" of reinforcing bars.
    Fix
    Fixed a bug where the settings dialog was displayed incorrectly.

    Revit: Parametrization 2.20.9.0 (09.10.2023)

    Improved
    Correct handling of line break characters (\r\n or \n) used when specifying a value in multiline text.

    Revit: Parametrization 2.20.8.0 (28.08.2023)

    Fix
    Fixed a bug where hollow masses were not processed in the InMass strategy.

    Revit: Parametrization 2.20.7.0 (25.08.2023)

    Improved
    Increased the limit on the number of functions in a formula.

    Revit: Parametrization 2.20.6.0 (25.08.2023)

    Improved
    Adding to the list of processed elements of insulation of MEP curves regardless of the type of strategy.

    Revit: Parametrization 2.20.5.0 (24.08.2023)

    Improved
    Added forced room collection when starting processing on 3D view.
    Improved
    Added processing of isolation by InMEPSystem strategy.
    Fix
    Fixed an error occurring when trying to get rays from the center of a solid having zero volume.
    Fix
    Fixed a bug where types were incorrectly collected (not all) if there was a strategy that handled instances in the processing.

    Revit: Parametrization 2.20.1.0 (21.08.2023)

    Fix
    Fixed export/import for InGroup, InMass, InRoom, InSpace, RoomBoundaries, ConnectionSubElements strategies.

    Revit: Parametrization 2.20.0.0 (21.07.2023)

    New
    Added built-in dialog for strategy selection when creating a new strategy.
    Improved
    In the formula editor the instruction window is made non-modal (does not block other windows).
    Fix
    Added a limit on the number of rules when pasting from the clipboard when using a limited version of the plugin.

    Revit: Parametrization 2.19.0.0 (27.06.2023)

    New
    Changes were made to take into account the ability to select a configuration storage file, when using the organization settings.

    Revit: Parametrization 2.18.24.0 (23.06.2023)

    Improved
    Replacing a pair of double quotes ("") with an empty string in the result of an expression evaluation.

    Revit: Parametrization 2.18.23.0 (20.06.2023)

    Improved
    Saving the "Processing elements from linked files" option in the user settings file.

    Revit: Parametrization 2.18.22.0 (20.06.2023)

    Improved
    Removing control characters LRM, RLM, ZWJ, ZWNJ, LRE, RLE, LRO, RLO, PDF, NADS, NODS, ASS, ISS, AAFS, IAFS, RS, US from string parameter value.

    Revit: Parametrization 2.18.20.0 (03.06.2023)

    Fix
    Fixed bug, when selected categories in RebarInSystem, InMEPSystem strategy rules were not saved.

    Revit: Parametrization 2.18.19.0 (02.06.2023)

    Fix
    Fixed an error that occurs when closing the formula editor.

    Revit: Parametrization 2.18.18.0 (01.06.2023)

    New
    Added "Hide/Show formula" button in the list of rules.

    Revit: Parametrization 2.17.18.0 (01.06.2023)  Read more

    New
    Added new strategies: Materials, InMEPSystem.
    New
    Added new functions: STRINDEX, VALUESTR, EINDEX.
    New
    Added dark theme support in formula editor.
    New
    Added save of selected configuration.
    New
    Added "Check all" and "Uncheck all" buttons for rule list.
    New
    Added an icon to display fields in the formula editor that are in the favorites list.
    New
    Added opportunity to launch Favorites Fields editor from the settings dialog.
    New
    Added an option to update a favorite field in all rules of all configurations.
    New
    Formula: added possibility to escape double quotes.
    New
    Formula: added check for unescaped parentheses that do not relate to functions.
    New
    Formula: extract all values in double quotes from a formula before checking and processing.
    New
    Formula: added ability to use "Starts with", "Ends with", "Not starts with", and "Not ends with" conditions.
    Improved
    Displaying a formula when a rule is selected in a list.
    Improved
    Swapped user and system strategy names in the list of strategies.
    Improved
    Added safe plugin launch: if an error occurs while reading the configuration file, the plugin will be closed without saving.
    Improved
    Special processing of parameters "Type name" and "Family name" - if an instance is processed, these parameters will be taken from the type.

    Revit: Parametrization 2.5.14.0 (26.05.2023)

    Fix
    Fixed an error that occurs when trying to get the value of a integer parameter of an element of a Structural Connection, when the parameter has never been set to a value.

    Revit: Parametrization 2.5.12.0 (05.05.2023)

    Improved
    Замена экранированных символов в аргументах условных выражений.

    Revit: Parametrization 2.5.11.0 (02.05.2023)

    Improved
    Added rounding to 6 decimal places when converting numeric values of parameters from internal units to displayed units.

    Revit: Parametrization 2.5.10.0 (10.04.2023)

    Fix
    Fixed bug that occurs when one of the IF function results is a double quote (empty string).

    Revit: Parametrization 2.5.9.0 (03.04.2023)  Read more

    New
    Added InRebarSystem strategy.
    New
    Added ability to delete all strategies in configuration.
    New
    Added ability to take the value of a reference element parameter.
    New
    Added ability to copy/paste rules via clipboard.
    Improved
    Changed the algorithm for checking arguments by "Equal", "Not equal" conditions - if arguments are not checked as strings, they are checked as numbers, only if one of the arguments is a number.
    Improved
    The integer format of rounding in the ROUND function.
    Improved
    Improved pattern of the curly brackets processing.
    Improved
    Improved algorithm for processing conditional expression arguments.

    Revit: Parametrization 2.1.5.0 (27.03.2023)

    Improved
    Changes were made in the work with the organization settings file.

    Revit: Parametrization 2.1.4.0 (02.03.2023)

    New
    Conversion of numeric parameter values instead of processing the displayed value.

    Revit: Parametrization 2.0.4.0 (27.02.2023)

    Fix
    Fixed some errors in formula highlighting.

    Revit: Parametrization 2.0.3.0 (25.02.2023)

    Improved
    Expanded the list of categories in the MEP Insolation strategy.
    Improved
    Added processing of internal duct insulation in MEP Insolation strategy.
    Fix
    Fixed an issue where a formula on a tooltip could be displayed with fields.

    Revit: Parametrization 2.0.0.0 (24.02.2023)  Read more

    New
    Redesigned formula editor.
    New
    Added MEP Insolation strategy.
    New
    Added possibility to dissociate the target parameter from the global project parameter.

    Revit: Parametrization 1.10.24.0 (10.02.2023)

    New
    Added NestedFamilies strategy (processing nested families).
    New
    Added function name mapping.
    Fix
    Fixed "Method not found" error that occurs after updating working libraries to version 14.2.1.

    2022 Year

    Revit: Parametrization 1.8.22.0 (27.12.2022)

    Improved
    Removed spaces trim of arguments when processing IF, FIRSTTRUE, LSTR, RSTR, SSTR arguments.

    Revit: Parametrization 1.8.21.0 (26.12.2022)

    Improved
    Using the average geometric centroid of composite solids in cases when it was not possible to obtain the centroid of a combined solid.

    Revit: Parametrization 1.8.19.0 (22.12.2022)

    Fix
    Changes in the formula processing algorithm.

    Revit: Parametrization 1.8.18.0 (15.12.2022)

    Fix
    Fixed incorrect operation of the MAX function.

    Revit: Parametrization 1.8.17.0 (15.12.2022)

    Fix
    Fixed error in processing MIN and MAX functions.

    Revit: Parametrization 1.8.16.0 (11.12.2022)

    Improved
    Changes were made to the algorithm for determining the location of families in space.

    Revit: Parametrization 1.8.15.0 (02.12.2022)

    Improved
    Removed volume check for Solids for Rooms and Spaces.

    Revit: Parametrization 1.8.14.0 (28.11.2022)

    Improved
    Repeated attempt to set the value of a numeric parameter with a comma replaced by a dot, in case the value with a comma was not set.

    Revit: Parametrization 1.8.13.0 (26.11.2022)

    New
    New functions added: SMIRRORED, TMIRRORED, LSTR, RSTR, SSTR.

    Revit: Parametrization 1.8.8.0 (18.11.2022)

    Improved
    Added possibility to insert GUID of shared parameter or system name of built-in parameter in formula editor.
    Improved
    Added command access settings on the ribbon.
    Improved
    Changed icons.

    Revit: Parametrization 1.8.5.0 (17.11.2022)

    New
    Added the ability to use an instance/type ID as a parameter value.

    Revit: Parametrization 1.7.3.0 (14.11.2022)

    Improved
    Added special case processing to the SolidTouch algorithm.

    Revit: Parametrization 1.7.2.0 (09.11.2022)

    New
    By changing the "Type Name" parameter, the name of the type is changed.

    Revit: Parametrization 1.7.1.0 (08.11.2022)

    Improved
    Changes have been made to the algorithm for determining relationships between elements, taking into account that instances of families can also be the Hosts.

    Revit: Parametrization 1.7.0.0 (01.11.2022)

    Improved
    Improved algorithm for processing functions whose arguments are separated by a comma, taking into account that parameter values can also have a comma.

    Revit: Parametrization 1.6.22.0 (23.10.2022)

    New
    Added possibility to change values of parameters of "Material" type.

    Revit: Parametrization 1.6.21.0 (19.10.2022)

    Improved
    Defining conditions that reconcile numerical values, followed by reading the numerical values of the parameters in the IF, AND, OR functions.

    Revit: Parametrization 1.6.20.0 (12.10.2022)

    Improved
    Improved formula processing algorithm.

    Revit: Parametrization 1.6.19.0 (12.10.2022)

    Fix
    Fixed the formula editor launching error.

    Revit: Parametrization 1.6.18.0 (11.10.2022)

    New
    Added ability to hide preview in formula editor.
    New
    Added ability to duplicate fields in formula editor.
    Improved
    Added removal of spaces at conditional expression arguments.

    Revit: Parametrization 1.6.15.0 (10.10.2022)

    New
    Added possibility to change the "Type" parameter value.
    Improved
    Added an option to move fields in the formula editor.
    Fix
    Fixed an issue where the presence of fields in the list of favorites was not detected.

    Revit: Parametrization 1.6.10.0 (09.10.2022)

    Fix
    Fixed an issue where field keys could be written to a parameter.

    Revit: Parametrization 1.6.9.0 (09.10.2022)

    New
    Added modifying functions TOUPPER, TOLOWER.
    Improved
    Added handling of two quotation marks ("") indicating empty value.

    Revit: Parametrization 1.5.8.0 (09.10.2022)  Read more

    New
    Fields added to formula editor.
    New
    Added RoomBoundaries strategy.
    New
    Added ConnectionSubElements strategy.

    Revit: Parametrization 1.2.8.0 (06.10.2022)

    Improved
    Coloring parameters with different colors in the preview in the formula editor.
    Fix
    Fix some bugs.

    Revit: Parametrization 1.2.6.0 (06.10.2022)

    Fix
    Fixed an bug that prevented functions written in lowercase from being detected.

    Revit: Parametrization 1.2.4.0 (04.10.2022)

    Improved
    Added check of possibility to use conditionally source element parameters in formula depending on the type of parent strategy.
    Fix
    Fixed an error of formula prevalidation that occurs when there is HAS() in a formula.

    Revit: Parametrization 1.2.2.0 (04.10.2022)

    Fix
    Fixed an error that did not set values in parameters with the data type "Integer".

    Revit: Parametrization 1.1.2.0 (29.09.2022)

    Fix
    Replacing the comma with a point when obtaining numeric parameter values.

    Revit: Parametrization 1.1.1.0 (28.09.2022)

    Fix
    Fixed an issue with AND, OR functions always converting parameters to numbers.

    Revit: Parametrization 1.1.0.0 (27.09.2022)

    Fix
    Fixed an error which caused incorrect processing of formulas containing several curly brackets.
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