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Guardian utilizes rules for a few different features; Workset Manager, Project Registration, and loading families from non-approved sources. This section will go over how these rules work and can be utilized.
The rules can use either AND or OR conditions depending on the feature and where it is being utilized.
There are many different condition types that can be used to build out and specify your rules. These include using file names, file locations, type names, family categories, and also parameter values. The available condition types vary for each feature.
Rules can be created within the Workset Manager to allow for elements to be assigned to certain worksets. Multiple rules can be created for different situations for each workset. For the different rules created, they work as OR conditions. Within the rules, multiple conditions can be set to further define when the rule is utilized, these are AND conditions.
For workset rules, the available condition types are category, parameter, filename (RVT links, CAD), family, and family type.
An example of how these conditions can be used to include interior walls is shown below:
In this example, the rules will only apply for families that have the category set to “Walls” and have a text parameter called “Function” with a value that equals “Interior”. Unless all these conditions are met, the rule will not be applied.
Rules can be created to specify which files get automatically registered when opened or created. Many rules can be created to register different files each with their own specific set of default Mapping Configurations, Project Configurations, Workset Sets, and Administrators. These rules will be run in order from top to bottom until a match is found. The rules can be reordered by using the up and down arrows. Any rules set to register files automatically will have [Automatic] at the end of the rule name.
Many different condition types can be added to fully customize the registration rules.
The conditions can be added in AND and OR sets similar to Revit View Filter rules.
The Manual registration only option can be enabled to prevent the rule from registering files automatically. The selected configurations will instead be applied when files that match the rule conditions are registered manually.
Rules can be created to customize the loading experience for users. Using these rules, scanning and processing can be skipped for approved/cleaned content. Guide or Prevent dialogs can also be introduced to users when loading content from non-approved sources.
Multiple rules can be created for different loading scenarios and desired user loading experiences. For each rule, the Scanning/Processing Experience can be customized and the option to Guide or Prevent the action is also possible.
In this example, a rule has been created to try and prevent users from loading in families from their desktop. For this rule, the protection mode is set to Guide with a message to inform the user about approved content locations and to contact their project BIM manager about any other required content.
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.
