Title Block with Editable Identity Data

[Phoenixkeeper]

Morning All,

I am hoping someone can help me with a Revit query.

I have created a title block for use in a project at work. However, I am now stuck on how to add text options that will appear within the Properties dialogue box of the sheet that can be edited via the identity data menu.

I am aware it something to do with parameters/shared parameters, but my knowledge base is not deep enough to enable me to make this work properly.

Fingers crossed that someone out there will be able to nudge me in the right direction.

Thanks in advance.

[Karalon10]

When you are in the titleblock family you can add a text (which is "dumb" text and can not change)
or you can add a "label"
The label will report a parameter.
For title blocks there are sufficient parameters to report to fill out your title block without having to add shared parameters, although shared parameters are an option also but are a bit more complicated to manage.

[Kate]

Hi Phoenixkeeper,

I have also found the need to add some additional parameters for sheets beyond what is provided in Revit.

Below is a description of how I have gone about this.

I start by adding a shared parameter while in the titleblock family. An easy way to do this is create the label you want to contain the text option, then edit the label.



Then hit the "new parameter" button.



Then click through to select the shared parameter type.



I already have a shared parameter group, so here is what it looks like for me. You'll want to hit the edit button in order to add new parameter groups or shared parameters.



Then you'll be able to add a new parameter group (arrow with #1) and new parameters (arrow with #2). As you can see, I have a parameter group for sheet properties. There are a variety of ways to organize your shared parameter files, this is just the approach I took.



Adding a parameter group (#1) is just typing something into the name box.



Adding a new parameter (#2) can require a little more care. For your case you would want to change the type to "Text" or "Multiline Text". Changing the Discipline changes what types of parameters are available to select, but I don't think you'll need anything besides "Common" for your titleblock.



After adding the parameter(s) you want, you can finally close out back to the Shared Parameters window and select the parameter you want to use in your label. In the image below I've selected Unit Number.



Hit OK, and then OK again back on the Parameter Properties tab.



Now your new parameter should appear as an option to add to your label. Highlight it and then move it over into your label.



Now you can go ahead and load the titleblock into your project.

At this point, the parameter still won't appear on the properties palette for your sheet. In order to show it, we need to add the shared parameter to the project.

To do this, go to the Manage -> Project Parameters menu while in the project file.



Click "Add"


Then select the radio button next to Shared Parameter (#1), and hit the button to Select (#2)



Then select the parameter you want to add and hit OK.



Now you'll need to change the Parameter Data radio button to "Instance" (#1), and then select "Sheets" from the Categories menu on the right (#2). I don't believe you can add type parameters for sheets.

You can also change where the parameter will appear in the properties palette by changing the selection of the "Group parameter under" drop down on the bottom left. Based on your post, it sounds like you might want to make this Identity Data.



Hit OK here, and then again on the project parameters window. Your selected parameter should now be visible here.



Now your parameter should appear on the properties palette of your sheet! Make sure you don't have the titleblock selected when you are trying to edit the sheet parameters.



Once you edit the text on the properties palette, the text will appear in the label on your sheet!

As Karalon10 alluded to there are definitely some complexities / nuance to managing the Shared Parameters file, and depending on the size of your office that is something that can require a bit more overall management.

But for me, where I'm often the only person doing the drafting, I've found using the shared parameters file to have more benefits than drawbacks.