Automations

Save time, build consistency, and improve quality by trusting Guardian’s automations to manage Revit worksets, duplicate families, and more.
Workset Configurations dialog box
Work Smarter, Not Harder

Add Automation to Revit

Revit projects and models can get out of hand quickly without effective management of worksets and families. Guardian automatically assigns the right worksets and merges duplicate families in the background or with just a few clicks.

Overcome Revit Shortcomings

Worksets are part of what make Revit great — and are one of its great weaknesses. Guardian’s automations ensure that the correct worksets are being created and elements are where they should be.

Give End-Users a Break

Breakline 1, Breakline 2, Breakline 3 — why Revit, why? New and inexperienced users can become confused by Revit’s unnecessary duplication of families. Guardian’s automations merge duplicated families when they are introduced into the model.

Eliminate Manual Mayhem

Keeping track of every element on every workset in every model in every project is an impossibility — and manually fixing what you can becomes too time-consuming. Our automations handle all the Revit busy work so that you can instead focus on quality and efficiency.

Set a Source of Truth

Let’s not mince words: Revit stinks at keeping track of things when new worksets, models, families, and elements enter the picture. Guardian’s automations make it easy to establish a single source of truth and keep your timelines on track.
Workset Configurations

Game-Changing Automation

Guardian takes Revit functionality to another level, empowering firms to build their own standard workset lists and custom rules so elements are automatically placed onto their correct worksets.

Workset Configurations also let you set up rules to lock out worksets, ensuring only the correct elements are placed on those worksets.
Workset Rules Report Guardian dialog
Prompt to choose an active workset dialog
Prompt to Choose an Active Workset

Avoid Workset Confusion

Ensuring elements are placed correctly becomes tricky if the incorrect workset is being used. Guardian’s automation prompts end-users to choose an active workset whenever they open shared files or models.
Viewport Selection

Skip the Manual Fixes

Revit’s Viewport Types vex users and admins to no end — standards can quickly spiral out of control unless you’re paying close attention. Guardian’s Viewport Selection automatically assigns the correct view titles to your views, saving time and ensuring consistency.

Besides easing your pain with views, Viewport Selection can apply view titles, or not, to Schedules, Renderings, Legends, and Walkthroughs.
Viewport selection dialog
Auto merging of duplicate families in Revit
Auto Merging of Duplicate Families

Deny the Duplicates

Revit loves to create duplicate families with those pesky 1s and 2s and 3s and suffixes. Auto Merging of Duplicate Families is one of our clients’ favorite Guardian features, for good reason — it eliminates all those extra families that Revit creates and reduces the file size of projects.

Guardian’s automations treat the Revit family in your project as the source of truth; imported or copied-and-pasted families are automatically merged with it.

Frequently Asked Questions

Here are answers to commonly asked questions about Guardian's automations.
Can I set up a list of worksets ahead of time?
Yes! With Guardian, you can predefine a list that’s ready to go when you need it. When you enable worksharing, you can select from multiple “sets” of worksets, and they are automatically written to the file. Workset1 and Shared levels and grids are renamed to your standard.
What kinds of rules can be defined for worksets?
You can create rules based on category, parameter, filename, family, and family type.
Can I select a different Viewport Type for each View?
Yes! With our Viewport Selection tool, convenient drop-down functionality lets you pick the type you need with ease.
How are these automations different from other tools?
Other tools may save time with certain tasks, but they require awareness and manual execution. Guardian automations run in the moment on all machines without admin interventions.
Learn More

Resources

Check out our articles, webinars, and guides about automations and other Guardian features.

Access Additional Standard Worksets

Learn how to predefine a list of “on deck” worksets in Guardian’s Workset Configurations.
Visit the Knowledge Base

Viewport Selection

Discover how to get the most out of Guardian’s Viewport Selection tool.
Visit the Knowledge Base
10 Ways to Get More Out of Guardian

10 Ways to Get More Out of Guardian

From our Office Hours series, discover some lesser-known Guardian features that can turbocharge efficiency and quality.
Watch the webinar

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