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A great way to get your Revit users to keep to your standards and practices is to make them as involved as possible. Guardian features allow users to be a part of the process in keeping projects clean and up to company standards. Guide messages can be used to describe best practices and why they are important. Incoming Properties can be enabled to be viewed by users when loading files to help educate them on the types of properties that are being brought in. They will also be able to view/edit applied mapping rules. This will help to illustrate the types of properties that are being mapped and to which standards they belong.
Guardian Guide and Prevent messages for monitored commands can be a great way to educate end users on when and where it is appropriate to use certain commands. Links and images can also be included in these messages to further customize your message!
For more information on how to create and edit messages, see Command Messages.
When loading or copying over elements into files, administrators have the opportunity to view the new incoming properties and can apply mapping rules to them. Users can also be granted this ability through the Transactions tab in Project Configurations.
WithinAdministrators can enable the Show Dialogs options to allow users to view the incoming properties and also to create either One-Time Mappings or Full Mappings.
The same user experience can be customized in the rules for the Loading Families that meet rules feature within Custom Interactions tab in Project Configurations.
Users can also be granted to ability to apply Pin Protection to elements. This can be enabled in the Pin Protection settings within Custom Interactions.
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.
