I often get asked by Revit clients if there is a way they can simply Tag a Window or Door family when viewed in elevation to populate with the relevant information such as Frame material, Frame Finish, Glazing, Hardware etc so that they don’t have to write it manually or do the old Copy/Paste approach.
The answer is Yes you can!
If you take the approach of using the Revit ‘Elevation’ tool to essentially create a static camera view looking at your 3D window or door family used in the model to create an elevation view, then you can create your own custom ‘smart tag’ to be used in the elevation view. The advantage of this approach is that the elevation view is looking at the actual window or door family used in the project meaning that if you make any changes to the family such as changing size or changing family types then your view will update automatically like any other view thanks to the parametric ability of Revit.
In order to create the Smart Tag you will first of all need to create the required Parameters to be used by both the Tag Family and the Window/Door Families used in your project so the only way to do this is be using a Shared Parameter File. If you already have a Company Shared Parameter File then you can simply add a new Parameter group to the file and then create the individual Parameters needed under that group. If you don’t actively use a Shared parameter file then you will need to create one and point your Revit application to that file in order to read the parameter content from it.
You can create what ever parameters you require in the Shared Parameter file but then once created these parameters need to be loaded into your Project File and the Tag Family file.
When adding the Project Parameters create them as ‘Instance’ based parameters using the Door and Window Categories and load them from the defined Shared Parameter File. This will then add the custom parameters to all Door and Window families loaded in your project.
The next step is to then set out your Annotation Tag family by creating ‘Labels’ in the tag family which again use the custom parameters loaded from the same Shared Parameter File which will ensure the GUID for the parameter matches between the tag family and the project file.
Load the Tag family into your project file and then you are good to go!
Simply select the window or door family and then fill out the appropriate Instance Parameters as required and the Tag Family will populate automatically.