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View Filter Protections provides Company and Project Administrators the ability to Monitor, Guide, or Prevent the editing of view filters. Administrators can apply View Filter Protections on specific view filters or by creating rules-based protections. View filters can be selected on a filter-by-filter basis within the active project to protect from being edited by end-users. Additionally, rules-based protections can also be created to protect view filters. Once activated for the project model, View Filter Protections will display a customized Guardian Command Message when an end-user attempts to edit the protected view filter.
This action can be fully prevented or can be used to put a message in front of the user to guide them toward best practices. To utilize this feature, it must first be enabled in the Project Configurations for firm-wide adoption or customized at the project level in the File Settings.
We've listened to your feedback, protecting your view filters is essential. While view filters in Revit are a powerful means of maintaining graphical consistency and quality, they also present a unique challenge. Their strength is in their ability to control and customize visibility across multiple views simultaneously; however, this global influence means that a single adjustment can in advertently impact every view associated with those filters. Users may believe they're only updating the graphics for their current view, but in reality, their changes ripple through all views tied to those filters, often without their knowledge.
With View Filter Protections, you can ensure your view filter settings stay set, while educating your users on the proper ways of utilizing view filters within Revit.
When View Filter Protections is first enabled within Project Configurations under the Custom Interactions tab, it will be adopted by each registered project model with that assigned Project Configuration. View Filter Protections can be further customized at the project level within File Overrides on a model-by-model basis.
Enabling Modifying view filter rules will activate View Filter Protections.
Specific view filters can be protected with Guardian’s Protected View Filters. This can be accessed on the Guardian ribbon by selecting the down arrow below File Settings.
Within the Protected View Filter dialog, the Project Administrator is presented with all the view filters loaded into the project model.
Checking the box will apply the View Filter Protections for the selected view filter. Once selected, the Protection Mode and Command Message can be customized.
Pro Tip: Shift+Left Mouse allows to select multiple view filters at once to be protected.
Any selected view filter within the Protected View Filter dialog will take precedence over rules created within the View Filter Protections settings in Project Configurations.
Pro Tip: For all view filters within a firm’s Revit templates, it is recommended using the selection-based protection method as it’s the ideal method for protecting existing view filters, while the rules-based protection method works best for view filters created in the future.
Select the Settings cog to configure rules that will automatically apply View Filter Protections to any view filter that meets the rule conditions.
Select the New button to create a new rule to identify which view filters are to be protected. Create as many rules necessary for the view fiters that need to be protected.
Different condition types can be used to create rules to meet specific needs for the View Filter Protections. The different conditions that can be utilized include:
The various conditions above can be used to specify specific view filters that should be protected.
The protection mode can be customized for each rule:
When an end-user attempts to edit a protected view filter, 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 selected within the Custom Interactions settings for View Filter Protections, the end-user will be required to provide a comment to proceed with editing the protected view filter.
If set by the Project Administrator, the end-user will be required to provide the project password or a one-time password to proceed with editing the protected view filter.
All end-users transactions to modifying a protected view filter will show up in Project Central’s Activity Feed, regardless if the protection mode is set to Monitor, Guide, or Prevent.
With email notifications enabled in the View Filter Protections settings dialog, project admins will be notified with an email containing the pertinent information when an end-user attempts to edit a protected view filter. This is great insight and an opportunity to ask the user what changes they are attempting to make. It could be an indication that the view filter needs to be updated.
We'd love to learn more about your challenges and explore a more proactive solution.
