Worksets

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Worksets

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  • Manage, create, and apply worksets

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    Description

    The plugin allows you to create workset configurations that you can use to create worksets in a document. Configurations can be imported and exported. For each workset in the configuration, you can specify the conditions for applying the workset to an element


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    Using

    The dialog window of the plugin:

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    There must be at least one working configuration for the plugin to start working. To create it, click on plus and then enter a name.

    The configuration management buttons are located next to the drop-down list of configurations:

    11 – edit configuration name
    12 – create new configuration
    13 – import configuration. A dialog will open with options for choosing a configuration import:

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    Import from a text file is described below.

    Import from an xml file allows you to import configurations that were previously exported by this plugin.

    14 – export configuration. A dialog opens to select configuration export options:

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    15 – delete current configuration

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    The left part of the window contains a tree view of the groups of worksets included in the configuration and group controls.

    Configurations and groups of worksets are conditional in nature and serve for more flexible management of worksets, as well as provide the ability to exchange configurations between users.

    To create a new group, click the Create new group button below the configuration list field and enter the group name in the dialog window.

    Each created group in the tree has group control buttons:

    11 – edit group name (appears on mouseover)
    12 – create a new workset. Next worksets in the group can be created by pressing Enter in the workset name entry field
    13 – import group. The group import options dialog opens:

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    Import from a text file is described below.

    Import from an xml file allows you to import groups that have been previously exported by this plugin.

    Import from current document Revit allows you to import custom worksets from the currently open document.

    When importing groups, worksets are imported into the current group.

    14 – group export. The dialog for selecting the group export options opens:

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    15 – delete current group (appears on mouseover)

    To the right of the workset list are the list management buttons:

    expand all - expand the lists of the worksets within the groups
    collapse all - to collapse the lists of the worksets within the groups
    checkbox multiple marked circle outline - check all items in the list
    checkbox multiple blank circle outline - uncheck all items in the list.

    Workset groups and worksets can be dragged in the list by holding down the left mouse button.

    When you select a group or a workset in the tree, additional settings will be displayed in the right part of the window. These settings are described below.

    At the bottom of the window are buttons to start the plugin:

    Create worksets – create custom worksets in the current document.

    Create worksets and apply them by filters – creation of custom worksets in the current document and setting them for elements according to apply filters (described below). When you click, two creation options are available: On active view or In model.

    Apply worksets by filters - setting worksets for elements according to apply filters. Only worksets that are in the current configuration and in the current Revit document will be processed. When you click, two processing options are available: On active view or In model.

    When creating and setting worksets, all three buttons process only the checked worksets in the checked groups.

    After executing the selected command, the results window appears. To display in the results window the id of the elements that are assigned a workset, you must enable the corresponding option at the bottom of the plugin window.


    Import worksets from a text document

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    The upper part of the import window contains a field that points to the text document being processed. After opening the file, it will be immediately processed according to the current settings and a preview of the result will be displayed on the right side of the window. You can change the reading settings in the left part of the window and immediately see the result.

    Reading a file provides two processing options:

    Each row contains a list of worksets – when choosing this option, it is assumed that the worksets are written on one line and separated by a specific character, which you can specify in a special field. If there are several such lines in a file, then you can indicate that each line is a separate group.

    Each row contains a workset – when choosing this option, it is assumed that a workset is indicated on each line of the file. At the same time, you can specify that the empty lines in the file are conditional separators of groups, and lines starting with a certain character are the names of groups (with the exception of the character itself).

    When importing worksets into a group, a drop-down list will be displayed at the bottom of the window to select the group whose worksets you want to import. When you import a configuration, the entire group processing result is imported.


    Additional group controls

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    When you select a group in the tree on the right side of the window, additional group management tools will appear:

    Add prefix – add prefix to all worksets in the group.

    Add suffix – add suffix to all worksets in the group.

    Sought value replaced by new value – search and replace in the names of the worksets of the current group.

    16 – performance of one of the functions listed above.

    Only process checked worksets – when this check box is checked, the functions listed above will only process checked worksets in the group.

    Check all – check all worksets in the group.

    Uncheck all – uncheck all worksets in the group.

    Inverse – invert checked worksets in a group.


    Setting filters for applying a workset

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    When you select a workset in the tree on the right side of the window, application Elements filter and additional management tools will appear.

    For example, according to the filter settings, the walls (category) of the first floor (parameter) will be added to Workset 1:

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    When processing groups, apply workset to group instance, group type, group instance and group type – option that allows you to specify how to apply the workset - to group instances and/or group types

    When processing linked files, apply workset to link instance, link type, link instance and link type – option to specify how to apply the workset to linked files - to link instances and/or link types

    When processing Import Symbols, apply workset to import instance, import type, import instance and link type – option to specify how to apply the workset to linked files - to import instances and/or import types

    Copy filter settings to all worksets of the current group (all groups) – copies the current settings of the apply filters, respectively, to all worksets of the group or all worksets of all groups in the current configuration

    Duplicate – copies the selected workset with the current filter settings to the same group


    UPDATE WORKSETS

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    Calling the command Apply worksets by filters In model with current settings without using the plugin window.


    WORKSET PROCESSING

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    Utilities for working with elements that are in specific worksets. The command is called from the Revit ribbon and has the following dialog box:

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    The plugin window lists all the worksets in the project, each one indicating whether it is editable and whether it is currently open.

    To merge worksets (move elements from one workset to another), select the source worksets and move them with the mouse to the target workset.

    The following buttons are located at the bottom of the window:

    Select – select elements in the model in the selected worksets

    Hide – hide the elements in the selected worksets in the current view

    Show – show elements in the selected worksets in the current view

    Isolate – isolate elements in the selected worksets in the current view

    Pin – pin the elements in the selected worksets

    Unpin – unpin the elements in the selected worksets

  • Change history for
    Year

    2023 Year

    Revit: Worksets 2.7.1.0 (08.11.2023)

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

    Revit: Worksets 2.7.0.0 (21.07.2023)

    New
    Added the ability to specify how to apply a workset - to instances and/or types - for Import Symbols.

    Revit: Worksets 2.6.10.0 (17.05.2023)

    Fix
    Fixed localization bug.

    Revit: Worksets 2.6.9.0 (16.05.2023)

    Fix
    Fixed localization bug.

    Revit: Worksets 2.6.8.0 (16.05.2023)

    New
    Added the ability to duplicate worksets in the settings window.

    Revit: Worksets 2.5.6.0 (27.03.2023)

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

    2022 Year

    Revit: Worksets 2.5.4.0 (19.12.2022)

    Fix
    Fix the "Update worksets" command launching error.

    Revit: Worksets 2.5.3.0 (08.12.2022)

    New
    Added the ability to specify how to apply a workset - to instances and/or types - for link files.

    Revit: Worksets 2.4.3.0 (01.12.2022)

    New
    Added the ability to apply worksets to elements on the active view.
    New
    Added the ability to specify how to apply a workset - to instances and/or types - for groups.
    New
    Added the ability to Pin/Unpin elements in selected worksets in the “Workset Processing” command.
    Improved
    Changed icons.
    Improved
    Renamed the configuration storage file.

    Revit: Worksets 2.1.1.0 (10.07.2022)

    New
    Added "Collapse All", " Expand All", "Check All" and "Uncheck All" commands.

    Revit: Worksets 2.0.1.0 (21.06.2022)

    Fix
    Fixed some errors when reading an organization configuration file.

    Revit: Worksets 2.0.0.0 (19.06.2022)  Read more

    New
    Added "Workset Processing" command.
    New
    Added the ability to set a common configuration file for an organization (Beta test).

    Revit: Worksets 1.9.4.0 (19.05.2022)

    Improved
    Change the focus on the work set name input field when adding a work set to a group.
    Improved
    Creating a new work set in the group by pressing Enter in the work set name entry field.

    Revit: Worksets 1.9.2.0 (06.05.2022)

    New
    Added " Update worksets" command.
    Improved
    Added an option to disable the id of elements that are assigned to a workset.
    Improved
    The types of links were added to the elements to be processed.

    Revit: Worksets 1.8.0.0 (05.05.2022)

    Fix
    Fixed fatal error when trying to edit filters by category or parameters.

    Revit: Worksets 1.7.0.0 (04.05.2022)

    Fix
    Fixed plugin startup error.

    Revit: Worksets 1.6.0.0 (02.05.2022)

    Improved
    Service update due to the transfer of some functionality to the working libraries.

    Revit: Worksets 1.5.10.0 (25.02.2022)

    Improved
    The category "Room separators" was added to the list of categories.

    Revit: Worksets 1.5.9.0 (25.02.2022)

    Improved
    The category "Reference planes" was added to the list of categories.

    Revit: Worksets 1.5.8.0 (25.02.2022)

    New
    The plugin window is made non-modal (does not block the Revit window).
    New
    Replaced result window.
    Improved
    In the result window, added the accounting of errors that occur during a transaction commit.
    Fix
    Fixed a bug that caused element filters not to work with parameters if there were multiple filters.

    Revit: Worksets 1.3.6.0 (22.02.2022)

    New
    Added the ability to drag and drop groups of worksets and worksets in groups.

    2020 Year

    Revit: Worksets 1.2.5.0 (05.09.2020)

    Improved
    Added skipping of elements from processing that are owned by another user. The IDs of these elements are displayed in the result window.

    Revit: Worksets 1.2.4.0 (12.04.2020)

    Fix
    Fixed handling of string parameters with an empty value when using filters.
    Fix
    Fixed display of terms "Not contains" in the display field filters .

    Revit: Worksets 1.2.2.0 (12.04.2020)

    New
    To the filter elements by parameters added the condition "Not contains".

    Revit: Worksets 1.1.2.0 (28.02.2020)

    Added additional check for configurations before creating worksets.
    Added preliminary check of the selected xml file when import.

    Revit: Worksets 1.1.0.0 (01.02.2020)

    Safe execution has been added - if an error occurs when setting the "Workset" parameter for an element, the plugin will not stop working, and elements with an error will be displayed in the result window.

    2019 Year

    Revit: Worksets 1.0.2.0 (25.12.2019)  Read more

    Update related to replacement of support library.
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