Delete Protections

Knowledge BaseUser Guidance & Protections
Delete Protections

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Guardian’s Delete Protections helps ensure critical elements placed within the project model will not be accidentally deleted. By adding Guardian’s Monitor, Guide & Prevent protections to the delete command, administrators can add protections to help prevent pre-defined elements from being deleted while communicating to the user why the deletion of those elements may cause issues or inform them of all the additional hosted/dependent elements also being deleted.

To assist administrators, Guardian comes pre-loaded with Delete Protection Rules predefined for the most common elements that are known to cause the most amount of time fixing when deleted.

Why You Need This Feature

In Revit, there are many instances where you can delete additional elements without really knowing. Yeah, the yellow warning box does inform users, but they’ve become conditioned to ignore that out of hand. This can include hosted elements and associated views. To help prevent this problem, Guardian’s Delete Protections let you and your users know when protected elements are being deleted.

Customize Delete Notifications

When Delete Protections is first enabled within Project Configurations under the Custom Interactions tab, it will be adopted by each project model once the model is registered. Delete Protections can be further customized at the project level within Project Settings on a model-by-model basis.

Editing and creating rules under Customize behaviors when deleting elements will activate Delete Protections.

Select the settings cog to configure rules that will automatically apply the Delete Protections to any elements that meet the rules conditions.

Project Configurations dialog for customizing deleting elements

Select the New button to create a new rule to identify which modeled elements that will be protected by the Delete Protections. Create as many rules necessary for the elements that need to be protected. Please note, the rules will be processed in the order in which they are displayed. Use the arrow buttons to arrange the proper order of the rules.

Delete Elements Protection dialog

Different AND/OR statement types can be used to create rules to meet specific needs for the Delete Protections.

Rules for and/or conditions

The different conditions that can be utilized include:

Guardian condition types

Category conditions can be used to specify specific categories that should be protected. Administrators can also specify categories that should be ignored by the rule.

The protection mode can be customized for each rule:

  • Set the Guardian Protection Mode to: Monitor, Guide, or Prevent
  • Send Email: If checked, will notify the Project Administrator when an end user attempts to delete protected elements.
  • Req. Comment: If checked, requires the end user to provide a comment to proceed with deleting protected elements.
  • Edit Message: Allows the Project Administrator to customize a Command Message that the end user will see when they attempt to delete protected elements.

The category and element parameter conditions can be used to specify specific elements that should be protected from being deleted.

The Deletes Other looks for the hosted or dependent elements that will also be deleted when the primary element is deleted. This is important to use when wanting to notify users of all the secondary elements being deleted by listing those elements in the Command Message.

The username condition can be used to target the protection to certain users or even to exempt users from the rule.

End user experience

When an end user attempts to delete an element, Guardian will alert them with the custom Command Message provided by the Project Administrator (If the Protection Mode is set to guide or prevent).

If set within the Custom Interactions settings for Delete Protections, the end user will be required to provide a comment to proceed with deleting the protected element.

If set to Prevent mode, the end user will be required to provide the Project Password or One-Time Password to proceed with hiding the element.

Command Message for a prevented action

Project Administrator Notifications

There are two ways for Project Administrator to receive notifications; Project Central and Email Notifications.

Any Delete Protections rules that have been triggered will appear automatically within Project Central’s activity feed.

Enable email notifications in the individual rule set dialog by checking Send email. When an end user attempts to delete an element that has been protected, the Project Administrator will be notified with an email containing the pertinent information.

Email notification for delete protections

Common Rule Set Examples

Creating effective AND/OR rule sets can be a bit challenging at first. To help you get quickly started, we've developed a set of pre-configured Delete Protection rule sets. These templates serve as both practical examples and ready-to-use solutions, allowing you to implement robust protections right away while you familiarize yourself with the system.

Prevent: Levels & Grids

Rule for preventing levels and grids

Prevent: Revit Links

Rule for preventing deletion of Revit Links

Prevent: Linked CAD

Rule for preventing deletion of Linked CAD

Prevent: View Callouts

Rule for preventing deletion of View Callouts
Rule for preventing deletion of View Callouts Annotation Category

Prevent: Scope Boxes

Rule for preventing deletion of Scope Boxes

Prevent: Matchlines

Rule for preventing deletion of Matchlines

Guide: Delete All

Used to show all hosted or dependent elements being deleted when the selected items have been deleted.

Rule for guiding delete all

Monitor: All Other Deleted Elements

Used to keep a data trail of all elements deleted not covered by the previous rules to help troubleshoot when needed.

Rule for monitoring all other deleted elements

Have questions?

Reach out to learn more, ask any questions, or meet the team! We'd love to learn more about your challenges and explore the more proactive solution.

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