1. Define the task
Open your project in Revit and choose one plan. Check which doors need tags and whether some are already tagged. Start an empty chat in Ideatura, connect your document and ask:Create an automation to tag doors in selected Revit views. Let me choose a door tag type loaded in the project. Include controls for existing tags, placement, linked models and leaders. Start with existing tags set to Skip. When I run it, place the tags and report any doors that could not be tagged.
2. Choose the views and tag type
Ask for a Floor plans selector so you can process one view or several. For this example, ask the automation to use the current eligible view when the selection is empty. Select a view explicitly for your first run. The Door tag type selector should list door tag types loaded in your project. Choose the family and type that display the information your drawing needs. A tag displays element information; it does not populate missing values. If a door mark or fire rating is blank, check the door’s parameters and the tag family. Use Renumber elements when you need to change numbering.
3. Decide how to handle existing tags
Ask for three choices under Existing tags:
Replacing tags can remove manually adjusted positions. Choose Skip when you want to preserve that work, and check the setting before each run.
4. Set placement, links and leaders
For the placement controls, ask:Add a Position selector with Center, −400 mm and +400 mm. Measure the offset from the door location along its facing direction. Add switches for linked-model doors and leaders.Center uses the door’s location point. The positive and negative offsets place the tag on opposite sides along its facing direction; they do not mean left and right on the screen. Turn Links on when linked-model doors belong in the tagging scope. Use Leaders when a connecting line will make the tagged door clearer. This example uses fixed placement rules. It does not automatically find clear space or resolve overlapping labels.
5. Place the tags and review the drawing
Run the automation on one view first. Read the report, then inspect the tags directly in Revit. This example created 79 door tags using Center, with Links and Leaders off. A second run with Skip created no duplicates. Check that each tag identifies the correct element, displays the intended information and is readable at drawing scale. Look for missing tags, duplicates, overlapping labels and unclear leaders. If something needs adjusting, describe the affected tags and the correction. Review the result before applying the automation to more views.
6. Refine and reuse
Identify a specific issue and describe the correction:Adjust only the overlapping door tags along this corridor. Keep their references and tag type unchanged, and leave all other tags in place.Check the correction, then ask Ideatura to incorporate the appropriate placement rule into the automation. Test another representative view before saving it to your library. You can build on the same approach for other categories:
Each category needs its own tagging logic. Additional filters—such as tagging only fire-rated doors—must also be requested and tested.
Choose Star to save the checked automation. Enter a clear name, marked 1, choose a folder, marked 2, then select Star, marked 3. Save the Revit project separately.
