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PRACTICAL GUIDE
Guide version 4.0Download
Using
To use the plugin, create a new configuration 
or import 
a previously created one.
The current configuration can be duplicated 
, exported 
and deleted 
using the corresponding buttons. The 
button allows you to change the configuration name and group. The same window displays a list of configuration groups with the number of configurations included in each group. Groups can be renamed and deleted.
Duplicating configurations is only available in the full version of the plugin.
Each configuration contains a set of strategies. Strategies differ in the element processing algorithm. Clicking the Add strategy button opens a dialog box with a list of available strategies and their short descriptions:
For each strategy, the list displays the custom name, system name, and the number of enabled rules relative to the total number of rules in the strategy. The checkbox on the left allows you to enable or disable the strategy. When you hover over a strategy, buttons become available to duplicate it 
, change its background color 
, and delete the strategy .png)
.
Duplicating strategies is only available in the full version of the plugin.
At the bottom left of the plugin window are buttons that allow you to check all strategies in the current configuration 
, uncheck all strategies 
, and delete all strategies in the current configuration 
.
When a strategy is selected, its contents are displayed on the right side of the plugin window, including the custom strategy name and description, data source, pre-filters, strategy filters, and the rules table:
Each strategy consists of rules. A rule specifies how the processed elements are filtered and the formula applied to the processed elements. Element filters by categories and parameters are used to filter elements. Depending on the strategy, a rule may contain filters for conditionally source elements (for the In Host strategy these are host elements, for the In Group strategy these are groups, for the Solid Touch strategy these are touching elements, etc.). Depending on the strategy, category filters may also be absent.
The pre-filter limits the set of elements passed to the strategy for processing in advance. Only elements that match the specified pre-filter participate in further processing.
After the pre-filter is applied, elements are additionally selected using strategy and rule filters. Strategy filters apply to all rules for which their own element filters are not filled in. If only the category filter is filled in the strategy filter and only the parameter filter is filled in the rule filter, a combined filter with the specified categories and parameters will be used. Conversely, only parameters can be specified in the strategy filter and only categories in the rule filter. If both the category filter and the parameter filter are filled in the rule, the strategy filter will be ignored.
You can connect a data source to the strategy in the form of a sheet from a specified Excel file. The file is connected 
and disconnected 
using the corresponding buttons. The sheet is selected from the drop-down list of sheets in the selected file.
To add a rule to the table, use . To delete selected rules, use 
, and to duplicate selected rules, use .
Duplicating rules is only available in the full version of the plugin.
If errors or inconsistencies are detected in the rule settings, an indicator showing the number of warnings appears next to the table. Hover over the indicator to display a description of the detected issues and their effect on element processing.
Rules of the current strategy can be exported by clicking or imported by clicking . Two export/import file formats are available: XML and Excel. When importing rules into an empty strategy, as well as when importing with replacement of the current rules, the strategy name and description will also be imported.
Rules of the current strategy can be copied to the clipboard 
and pasted from the clipboard 
into either the current strategy or another strategy. The rules list can be expanded using the .png)
button.
All strategy rules can be checked using and unchecked using . You can also change the background color of the first cell of the selected rules using .
Rules can be moved within the list using the mouse and dragged to other strategies. After moving rules, they can be renumbered according to their position in the table by clicking 
.
Each rule can be excluded from processing by clearing the checkbox in the corresponding table cell.
Depending on the selected strategy, additional Grouping and Matching columns may be available for target and conditionally source elements.
Grouping opens a separate window for configuring element grouping. Grouping is defined using an expression. You can also configure sorting within groups and case sensitivity.
Matching opens a separate window for configuring the matching of conditionally source and target elements. Elements for which the values calculated using the specified expressions match are placed in the same group. The window also provides sorting settings and a matching preview.
Double-clicking the Formula cell or the Formula options cell opens the formula editor:
At the top of the formula editor is a link that opens detailed instructions for the formula editor:
A formula consists of expressions, allowing several calculations to be performed for elements that match the filtering criteria of the parent rule. In addition to expressions, the formula has several options:
- Tolerance – sets the tolerance 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 whether string values are compared with or without regard to case.
- Write empty result – specifies whether an empty result obtained when calculating an expression should be written to the target parameter. For string parameters, an empty result is an empty string. For numeric parameters, an empty result is 0.
- Dissociate – allows you to remove the association between the target parameter and a global project parameter, if such an association exists.
There are auxiliary buttons to the right of the formula editing field:
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 contains at least one instance of an element from the specified categories. If both conditions are not met, the button will be inactive.
is used to add parameters of a conditionally source element to the formula. The parameter list is available if two conditions are met: 1. At least one category is specified in the conditionally source element filter; 2. The model contains at least one instance of an element from the specified categories. If both conditions are not met, the button will be inactive. If the parent strategy does not use a conditionally source element, the button will not be displayed.
is used to add a Project Information parameter to the formula.
is used to add a global parameter from the current document to the formula.
is used to add a function to the formula.
On the right side of the formula editor are Fields, which allow parts of formulas to be replaced with keys. Fields can be nested within each other.
To add a new field, click on the right side of the window, or select part of the formula in the editing field, right-click it, and select Create field.
When hovering over a field, commands become available to duplicate the field , delete the field , add it 
to or remove it 
from the list of favorite fields. The 
button on the right side of the window opens an editor from which selected favorite fields can be inserted into the list of fields of the current formula (multiple fields can be selected using Ctrl or Shift). This editor can also be opened from the plugin settings window to edit existing or add new favorite fields. Fields from the favorite fields list can be used in formulas of other rules, and field values can be updated in all rules of all configurations 
:
When hovering over the Formula cell, the 
button appears, allowing you to show or hide the formula in the rules list,
and the 
button opens Step-by-step calculation:
Step-by-step calculation is used to test formula calculation using a single element as an example. To do this, Pick the target element and, if necessary, the conditionally source element, and click Execute. The calculation result will be displayed in the window but will not be written to the element parameters.
Before running parametrization for the current configuration, specify the element selection option:
Each selection option has specific considerations depending on the strategies:
Process picked elements. If the configuration contains a Types strategy, only the types of the selected elements will be processed. If it contains a strategy that processes elements inside other elements (In Room, In Solid, In Mass, etc.), all elements must be selected, not only the parent elements.
Process elements on current View. Recommended option! If the configuration contains a Types strategy, the types of elements on the current View will be processed. For some strategies, the current View is important. For example, the In Room strategy will not work in a 3D View because rooms have no geometry in a 3D View. The detail level of the current View can also affect the results of geometry-related strategies (In Room, In Solid, Solid Touch, etc.).
Processing of elements on selected views. In the window that opens, select the views containing the elements to be processed. This option is similar to Process elements on current View.
Process elements in Document. If the configuration contains a Types strategy, all types in the document will be processed. This selection option is not recommended for strategies that work with element geometry (such as In Room, In Solid, Solid Touch, etc.), because element geometry will be obtained without taking interaction with other elements into account, which may lead to incorrect results.
The Processing elements from linked files option allows elements located in linked files to be used in some strategies (In Room, In Mass, OneToMany, etc.). When Select linked files is enabled, select the documents in which elements should be searched for in the window that opens. When the option is disabled, all linked files will be processed.
To start parametrization, click Execute and wait for the results.
The results window displays general information about the number of executed strategies and rules, the time spent, and the number of processed elements. Below is a list of executed strategies showing the number of processed elements and the time spent. By expanding the list, you can see the number of elements processed by each rule expression.
For the expression selected in the list, the right side of the window displays a list of IDs of the processed elements, with the option to select or isolate all elements using the corresponding buttons. If elements from linked files were processed, their IDs will also be displayed in the list, but these elements cannot be selected.
The Check button runs a check to compare the formula calculation results with the current parameter values. For example, it can be used to find parameters with empty values. When the check is complete, a check results window similar to the parametrization results window will appear.
General plugin settings can be opened using .png)
in the upper-right corner of the window:
Mapping function names – opens a window where you can define your own names for the functions used in the formula editor:
Favorite fields – opens a window for working with the list of favorite fields.
Open the guide – opens the formula editor guide.
Decimal separator for numeric values – specifies the separator used for numeric values.
Ask to synchronize with the central model before running – enables a prompt to synchronize with the central model before running parametrization.
Some settings are saved separately for each configuration. These include geometry processing settings, as well as:
Committing changes to the document – specifies when changes are committed to the document: after each value is written to each element parameter, after all expressions of each rule have been processed, or after all rules of each strategy have been processed. The selected option can affect the plugin runtime: When setting value to parameter takes longer than When processing strategy.
For the In Room, In Space, In Mass, and In Solid strategies, one of two algorithms can be selected for determining whether solids are contained within other solids:
Auxiliary Rays
The containment check is performed using auxiliary rays projected from the centroid of the target element solid in four directions in the XY plane. If all four rays intersect the parent element solid, the target element is considered to be inside the parent element:
For the In Room strategy, intersections of 3 out of 4 rays are considered a positive result.
This algorithm works quickly but can determine containment of a solid in only one parent solid. The position of the solid centroid is important.
Boolean operations
Containment is determined using Boolean operations provided by the Revit API. Essentially, this algorithm determines the intersection of solids. For example, the algorithm will consider the beam to be inside both walls:
This algorithm works slowly but allows the containment of a solid in several intersecting parent solids to be determined.
For both algorithms, the solid volumes are checked: the volume of the parent solid must be greater than the volume of the target solid.
In the Solid Touch strategy, touching is checked only through parallel planar faces of element solids.
Parametrization.Palette
The plugin can be used in a compact palette mode. The palette can be shown or hidden using the button in the upper-right corner of the main window.
At the top of the palette is a drop-down list for selecting a configuration, as well as the operating mode Execute or Check.
Below is a drop-down list of strategies from the current configuration. Only strategies enabled with a checkbox in the main plugin window are displayed. Selecting a strategy determines which rules are shown in the list.
Only enabled rules of the selected strategy are displayed. To run an individual rule, click its name. The button to the right of the strategies list runs all enabled rules of the selected strategy.
