Ideate Filters in Annotate

Ideate Filters provide a dynamic, customizable, and rule-based method to quickly filter Revit model elements based on your specified parametric conditions.

Ideate Filter rules utilize the power of the data model exposed via Ideate BIMLink and Ideate Query to create dynamic filtered selection sets.
These rules can be saved in the project and re-used in other project or even saved as standards within your Revit templates.

Topics in this Section

Use Filter Rules ▲ ▼

Filters are available in the Options pane of both the Browse and Review tabs of Ideate Annotate.

When the Filter: drop-down field is picked, it displays a list of Filter Rules that are available in your current project.
When a filter is selected, the rules of that filter are applied to the current selection set to further refine the list of elements in the Results window.
- Any text input made within the Search field will further refine the selection set.

Other rules that are available in Ideate Annotate that aren’t covered here are Display Rules and Tag Rules.

A simple Filter Rule that comes loaded with IdeateApps that would commonly be selected while in Browse is Dimensions with Overrides.

Selecting this filter and changing Display: to <Entire Project> and Sort by: to View quickly provides a short list of views that can be reviewed on the fly by double-clicking each view in the Results window to inspect the override.

Manage Filter Rules ▲ ▼

To access the list of currently loaded filter rules, pick Settings → Manage Rules.

This opens the Manage Rules dialog, shown below, which list the currently loaded rules within your Revit Project.

The selected rule will display its Name, Category, and Description in the Details section at the bottom.
Use the Search function to enter text values to quickly find any relevant filters rules that are loaded into your Revit project.
Use New or Duplicate to create new rules
Edit a rule.
Delete a rule.
Export and Import to transfer rules between Revit projects. The Import button will open within the default location for each Ideate Software solution. Refer to Ideate Apps>Annotate Sample Content to learn more.

Each filter rule must have have a unique name. You will be presented with a warning inline with the Filter name if this is not the case.

Related topics: Ideate Apps → Annotate Sample Content

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