• Revit

About shared parameters

Understand shared parameters, tagging, and scheduling.


00:04

Shared parameters can be created within a family or in a project environment.

00:09

A shared parameter can be used across multiple families and

00:12

projects and hence is an externally stored text file.

00:16

Shared parameters can be tagged and scheduled

00:19

and exported to open database connectivity.

00:23

In the diagram below,

00:25

you would typically have one shared parameter file on the file server.

00:29

When you are required to create a specific parameter,

00:32

either in a project or a family,

00:34

you can browse to the file server and use the shared parameter

00:39

in the examples below. You can see that the parameter load in FZ

00:43

has been added multiple times to the project.

00:46

This can happen when multiple people create their own

00:49

shared parameters and add them into a project.

00:52

This is likely to happen if the project has work

00:55

sharing enabled and several people are working on the project,

00:59

shared parameters should be very carefully managed.

01:02

Also note that if a shared parameter is deleted,

01:05

then order tags and schedules that reference that

01:08

parameter will be invalid and need to be recreated

01:12

in the level one plan. You can see that we have a foundation layout.

01:16

These foundations here have been created with shared parameters

01:20

before we edit the family and take a look at how this has been created.

01:24

Let's look at the functionality with tags and schedules.

01:28

You can see that some of these pad foundations have already been tagged

01:31

and the tag is showing the length, the width and the thickness of each foundation.

01:37

We'll now select this tag here

01:39

and on the context ribbon, we'll go ahead and select copy

01:44

on the options bar, ensure that you have selected multiple.

01:50

And for the move start point,

01:52

I'm going to snap to the top left hand corner of this foundation

01:56

and I'll then snap this to other foundations.

01:59

And as we do this,

01:60

you'll notice that the tag then reads

02:02

off the correct dimensions for each foundation.

02:10

Let's also take a look at a schedule

02:13

in the project browser under schedules and quantities.

02:15

Go ahead and open up pad foundations

02:19

note here that the type name is not controlled in the tag.

02:23

The tag is built up out of some shared

02:25

parameters and those parameters are based on the length,

02:28

width and thickness of that foundation panel.

02:31

We also have some instance parameters here allowing us

02:34

to add the vertical load on these foundations.

02:38

OK. Let's go back to the level one plan

02:42

before we open the family up.

02:44

Let's see what happens when we make a change to one of these families.

02:47

So I'm going to select this family here

02:49

and in the properties pad it, I'm going to select edit type.

02:55

Normally, the tag will be reading off the type name of this foundation.

02:59

So I'm going to duplicate this and I'm gonna call this one T four.

03:05

And here you can see that we've got some dimensions controlled in the pad size. Here.

03:09

In this example, I'm going to set this to 6 ft,

03:12

er, the width I'll set to 8 ft

03:14

and a thickness to 3 ft

03:17

if I click. OK.

03:19

The first thing you'll notice here is that

03:20

the tag automatically reads off the correct sizes.

03:24

And this is quite an important point because it's very easy

03:27

to edit a family and forget to update the type name.

03:30

And therefore your tag is displaying the wrong information.

03:34

We'll now edit the family to understand more about the

03:37

shared parameters and how they're used within the foundation.

03:41

Go ahead and select one of the families. It doesn't matter which one

03:45

and on the

03:46

and on the context, ribbon, select edits family.

03:52

So we're now in the family editor. Let's begin by looking at the creates ribbon

03:56

and selecting family types

03:59

in the family types dialogue box.

04:01

It's not obvious that these are shared parameters, but in fact,

04:04

the shared parameters are foundation length,

04:07

foundation thickness and foundation width and also the force in the Z axis.

04:14

I'm going to select foundation length.

04:16

And if you look at the bottom left hand corner of the dialog box here,

04:19

you'll notice we have edit parameter.

04:22

If I select this. We can now clearly see that this is a shared parameter.

04:27

You'll notice that the parameter name discipline and type is grayed

04:31

out because this is actually defined within the shared parameter file.

04:36

Notice here that the type is selected.

04:39

If I click on the select button,

04:42

you can now see that we're now looking at the shared parameters themselves

04:47

in the shared parameters. Dialog box, you'll notice we have parameter groups.

04:51

So I have a structural loading group.

04:53

And as we've said before,

04:54

I could use these parameters in multiple structural categories and families.

04:60

If I go to foundations again, I would have piles, I would have pile caps, pad,

05:05

foundations, strip footings and so on.

05:07

And I could use these for all of those different foundation types.

05:13

If I select the edit button here,

05:15

you'll notice that we can see the file path back to that shared parameter file.

05:20

Now, like I've said,

05:20

this would normally be on the server and normally there'd

05:23

only be one and this would be centrally managed.

05:26

You'll also notice in the edit shared parameter dialogue,

05:29

we can create a new shared parameter file.

05:31

If we wish, we can also change the parameter group.

05:34

And of course here we could create new parameters and new groups if we wanted to.

05:39

OK, let's click, cancel to the edit, shared parameter dialogue.

05:43

We'll also hit, cancel to shared parameters,

05:46

enter parameter properties

05:49

to show the dynamic nature of these shared

05:51

parameters and how they affect tags and schedules.

05:53

We're going to change the foundation length and

05:56

foundation width from type to instance parameters.

05:60

So let's go ahead and select, OK.

06:03

In the project browser and the floor plans, let's open up ref

06:06

level.

06:08

You can see here that we have foundation length and foundation width.

06:12

I'm going to select foundation length here

06:15

and let's take a look up onto the context ribbon

06:17

and of course, you'll see here that we could swap out the parameter that we're using.

06:21

But more importantly,

06:22

we can then decide whether this is an instance parameter or a type parameter.

06:27

So I'm going to convert this to an instance parameter

06:30

and I'll do the same again here for this one

06:33

and that's done

06:35

now, something that's quite useful is to be able to identify

06:38

instance parameters versus type parameters in the family types dialogue.

06:42

So let's take a look at that family types dialogue on the modify ribbon.

06:46

Let's go ahead and select family types.

06:51

If I expand the parameter column,

06:53

you'll note here that the instance parameters have

06:55

the word default in bracket besides them.

06:58

So that's a very quick and easy way of seeing which

07:00

ones are in instance parameters and which ones are type parameters.

07:05

OK. Let's select. OK.

07:08

And here we're going to load into projects and close.

07:11

And in this example, we will not save changes. So we'll select no to save changes.

07:17

And here we will overwrite the existing versions.

07:22

If I now select one of these foundations.

07:24

You'll now notice that we have shape handles on each of the faces of the foundation.

07:29

This is due to the fact that we're

07:31

now using instance parameters versus type parameters.

07:34

If I now drag these grips,

07:36

you'll see in real time, the foundation is now changing.

07:42

If I want to, I can also select here and I can type in my actual dimensions that I want.

07:48

So for example, here, I might want 60 inches

07:50

by 60 inches.

07:53

And for the foundation thickness,

07:54

I'll leave this the same because this is in fact a type parameter.

07:58

If we go ahead and select, OK,

07:60

you can now see the family's been built and the tag has updated.

08:04

Now, normally, if I hadn't used shared parameters,

08:07

it would be very difficult to put off

08:08

the physical dimensions of that instance driven foundation.

08:13

Let's now make another change to this. This time. We'll use the properties pad it

08:17

in the properties pad it because we've

08:18

now converted from type to instance parameters.

08:21

You'll see here that we can just simply make some changes here if we wanted to.

08:25

So now I'm gonna make this 4 ft by 4 ft

08:28

and you can see now the foundation's changed

08:31

and I'm now going to hold the control key down and simply duplicate this.

08:37

The reason why I'm going to do this and I'll just drag this back onto the grid here.

08:40

The reason I'm doing this is in the project browser.

08:43

If I now go ahead and open up the pad foundation's schedule,

08:46

you can now see that everything is updated again.

08:49

The schedule is reading off the shared parameters.

08:53

So you can see here if we look down through the dimensional sizes we have

08:56

now two T fours at 4 ft by 4 ft by 3 ft thick.

Video transcript

00:04

Shared parameters can be created within a family or in a project environment.

00:09

A shared parameter can be used across multiple families and

00:12

projects and hence is an externally stored text file.

00:16

Shared parameters can be tagged and scheduled

00:19

and exported to open database connectivity.

00:23

In the diagram below,

00:25

you would typically have one shared parameter file on the file server.

00:29

When you are required to create a specific parameter,

00:32

either in a project or a family,

00:34

you can browse to the file server and use the shared parameter

00:39

in the examples below. You can see that the parameter load in FZ

00:43

has been added multiple times to the project.

00:46

This can happen when multiple people create their own

00:49

shared parameters and add them into a project.

00:52

This is likely to happen if the project has work

00:55

sharing enabled and several people are working on the project,

00:59

shared parameters should be very carefully managed.

01:02

Also note that if a shared parameter is deleted,

01:05

then order tags and schedules that reference that

01:08

parameter will be invalid and need to be recreated

01:12

in the level one plan. You can see that we have a foundation layout.

01:16

These foundations here have been created with shared parameters

01:20

before we edit the family and take a look at how this has been created.

01:24

Let's look at the functionality with tags and schedules.

01:28

You can see that some of these pad foundations have already been tagged

01:31

and the tag is showing the length, the width and the thickness of each foundation.

01:37

We'll now select this tag here

01:39

and on the context ribbon, we'll go ahead and select copy

01:44

on the options bar, ensure that you have selected multiple.

01:50

And for the move start point,

01:52

I'm going to snap to the top left hand corner of this foundation

01:56

and I'll then snap this to other foundations.

01:59

And as we do this,

01:60

you'll notice that the tag then reads

02:02

off the correct dimensions for each foundation.

02:10

Let's also take a look at a schedule

02:13

in the project browser under schedules and quantities.

02:15

Go ahead and open up pad foundations

02:19

note here that the type name is not controlled in the tag.

02:23

The tag is built up out of some shared

02:25

parameters and those parameters are based on the length,

02:28

width and thickness of that foundation panel.

02:31

We also have some instance parameters here allowing us

02:34

to add the vertical load on these foundations.

02:38

OK. Let's go back to the level one plan

02:42

before we open the family up.

02:44

Let's see what happens when we make a change to one of these families.

02:47

So I'm going to select this family here

02:49

and in the properties pad it, I'm going to select edit type.

02:55

Normally, the tag will be reading off the type name of this foundation.

02:59

So I'm going to duplicate this and I'm gonna call this one T four.

03:05

And here you can see that we've got some dimensions controlled in the pad size. Here.

03:09

In this example, I'm going to set this to 6 ft,

03:12

er, the width I'll set to 8 ft

03:14

and a thickness to 3 ft

03:17

if I click. OK.

03:19

The first thing you'll notice here is that

03:20

the tag automatically reads off the correct sizes.

03:24

And this is quite an important point because it's very easy

03:27

to edit a family and forget to update the type name.

03:30

And therefore your tag is displaying the wrong information.

03:34

We'll now edit the family to understand more about the

03:37

shared parameters and how they're used within the foundation.

03:41

Go ahead and select one of the families. It doesn't matter which one

03:45

and on the

03:46

and on the context, ribbon, select edits family.

03:52

So we're now in the family editor. Let's begin by looking at the creates ribbon

03:56

and selecting family types

03:59

in the family types dialogue box.

04:01

It's not obvious that these are shared parameters, but in fact,

04:04

the shared parameters are foundation length,

04:07

foundation thickness and foundation width and also the force in the Z axis.

04:14

I'm going to select foundation length.

04:16

And if you look at the bottom left hand corner of the dialog box here,

04:19

you'll notice we have edit parameter.

04:22

If I select this. We can now clearly see that this is a shared parameter.

04:27

You'll notice that the parameter name discipline and type is grayed

04:31

out because this is actually defined within the shared parameter file.

04:36

Notice here that the type is selected.

04:39

If I click on the select button,

04:42

you can now see that we're now looking at the shared parameters themselves

04:47

in the shared parameters. Dialog box, you'll notice we have parameter groups.

04:51

So I have a structural loading group.

04:53

And as we've said before,

04:54

I could use these parameters in multiple structural categories and families.

04:60

If I go to foundations again, I would have piles, I would have pile caps, pad,

05:05

foundations, strip footings and so on.

05:07

And I could use these for all of those different foundation types.

05:13

If I select the edit button here,

05:15

you'll notice that we can see the file path back to that shared parameter file.

05:20

Now, like I've said,

05:20

this would normally be on the server and normally there'd

05:23

only be one and this would be centrally managed.

05:26

You'll also notice in the edit shared parameter dialogue,

05:29

we can create a new shared parameter file.

05:31

If we wish, we can also change the parameter group.

05:34

And of course here we could create new parameters and new groups if we wanted to.

05:39

OK, let's click, cancel to the edit, shared parameter dialogue.

05:43

We'll also hit, cancel to shared parameters,

05:46

enter parameter properties

05:49

to show the dynamic nature of these shared

05:51

parameters and how they affect tags and schedules.

05:53

We're going to change the foundation length and

05:56

foundation width from type to instance parameters.

05:60

So let's go ahead and select, OK.

06:03

In the project browser and the floor plans, let's open up ref

06:06

level.

06:08

You can see here that we have foundation length and foundation width.

06:12

I'm going to select foundation length here

06:15

and let's take a look up onto the context ribbon

06:17

and of course, you'll see here that we could swap out the parameter that we're using.

06:21

But more importantly,

06:22

we can then decide whether this is an instance parameter or a type parameter.

06:27

So I'm going to convert this to an instance parameter

06:30

and I'll do the same again here for this one

06:33

and that's done

06:35

now, something that's quite useful is to be able to identify

06:38

instance parameters versus type parameters in the family types dialogue.

06:42

So let's take a look at that family types dialogue on the modify ribbon.

06:46

Let's go ahead and select family types.

06:51

If I expand the parameter column,

06:53

you'll note here that the instance parameters have

06:55

the word default in bracket besides them.

06:58

So that's a very quick and easy way of seeing which

07:00

ones are in instance parameters and which ones are type parameters.

07:05

OK. Let's select. OK.

07:08

And here we're going to load into projects and close.

07:11

And in this example, we will not save changes. So we'll select no to save changes.

07:17

And here we will overwrite the existing versions.

07:22

If I now select one of these foundations.

07:24

You'll now notice that we have shape handles on each of the faces of the foundation.

07:29

This is due to the fact that we're

07:31

now using instance parameters versus type parameters.

07:34

If I now drag these grips,

07:36

you'll see in real time, the foundation is now changing.

07:42

If I want to, I can also select here and I can type in my actual dimensions that I want.

07:48

So for example, here, I might want 60 inches

07:50

by 60 inches.

07:53

And for the foundation thickness,

07:54

I'll leave this the same because this is in fact a type parameter.

07:58

If we go ahead and select, OK,

07:60

you can now see the family's been built and the tag has updated.

08:04

Now, normally, if I hadn't used shared parameters,

08:07

it would be very difficult to put off

08:08

the physical dimensions of that instance driven foundation.

08:13

Let's now make another change to this. This time. We'll use the properties pad it

08:17

in the properties pad it because we've

08:18

now converted from type to instance parameters.

08:21

You'll see here that we can just simply make some changes here if we wanted to.

08:25

So now I'm gonna make this 4 ft by 4 ft

08:28

and you can see now the foundation's changed

08:31

and I'm now going to hold the control key down and simply duplicate this.

08:37

The reason why I'm going to do this and I'll just drag this back onto the grid here.

08:40

The reason I'm doing this is in the project browser.

08:43

If I now go ahead and open up the pad foundation's schedule,

08:46

you can now see that everything is updated again.

08:49

The schedule is reading off the shared parameters.

08:53

So you can see here if we look down through the dimensional sizes we have

08:56

now two T fours at 4 ft by 4 ft by 3 ft thick.

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