Viewer Settings and Search

Owned by Conk Buckley
Last updated: Sept 01, 2023
8 min read

The viewer Settings and viewer Search are common to all viewers (Models, Packages, and Assemblies) although some settings are specific to one viewer as noted. 

Viewer Settings

Viewer Settings are accessed by clicking the Change Settings gear icon.

Hidden Parts Shaded

The Hidden Parts Shaded checkbox toggles between displaying only the selected parts and non-selected parts so that the selected parts can be viewed within the context of surrounding parts.

Viewers: Available in all viewers (Models, Packages, and Assemblies).

To use the Hidden Parts Shaded toggle:

  1. Click the Click to Change Settings gear icon.
  2. When the Hidden Parts Shaded checkbox is unchecked, on the selected or filtered parts filtered to will display.
  3. When the Hidden Parts Shaded checkbox is checked, non-selected parts are visible in light gray so that the selected parts can be viewed within the context of surrounding parts.

Multiple Part Selection

The Multiple Part Selection toggle checkbox is used primarily by tablet and iPad users who can't use the Ctrl or Shift key along with the mouse click to select multiple parts or assemblies. This feature tells STRATUS that any part or assembly selected should remain selected until a non-object like canvas white space is selected.

Viewers: Available in all viewers (Models, Packages, and Assemblies).

To use the Multiple Part Selection feature, under the Settings icon:

  1. Click the Click to Change Settings gear icon.

  2. Click the Multiple Part Selection checkbox.

  3. Click either a part or space on the canvas and the sub-menu will disappear.

  4. Click multiple parts and they will all be selected.

  5. Or, click the first part, the last part, and then the Select Connected tool to select all parts between the 2 initially selected parts.

  6. Once parts or assemblies are selected, Tools like those under Actions can be used.


  7. Click in empty space to clear your part selections.

Assembly Selection

When used in conjunction with the Tab key, the Assembly Selection toggle actions change, giving users the flexibility to use the Tab key to override either the Select assembly or the Select Part action depending on whether Assembly Selection is checked or not.

Viewers: Available only in the Packages Viewer and Models Viewer.

  1. Check the Assembly Selection option.
    1. Hover over an assembly and click. The whole assembly is selected.


    2. Hover over an assembly, press the TAB key, and then click. The individual part you are hovering over is selected.


  2. Uncheck the Assembly Selection option:
    1. Hover over a part and click. The part you are hovering over is selected.


    2. Hover over a part, press the TAB key, and then click. The assembly that contains the part is selected.

Family Selection

The Family Selection toggle checkbox can be used to select Revit shared nested family hosts and nested families.

Viewers: Available in all viewers (Models, Packages, and Assemblies).

To use the Family Selection feature:

  1. Open a Revit model.

  2. Under the Change Settings (gear button), enable the Family Selection option.


  3. Hover over a part that is included in a nested family. The entire assembly will highlight.


  4. Select any part in the nested family and then open the Properties tool. A dialog similar to the following will display where the parent family will display along with common family property aggregates (Ex. Total Area, Total Weight, etc) and the parent’s child part(s):



  5. Hover over any child family (Ex. HW Channel Strut) to highlight it in the viewer.



  6. Expand a child family to further display the nested structure of parts and properties.


  7. With Multiple Part Selection checked, multiple part families can be selected and displayed in Properties.

Dynamic Tags

The Dynamic Tags toggle checkbox can be used to declutter tags by removing tags that overlap other tags from the display.

Viewers: Available in all viewers (Models, Packages, and Assemblies).

To use the Dynamic Tags feature:

  1. Click the Click to Change Settings gear icon.

  2. When the Dynamic Tags checkbox is unchecked, all of the tags display, overlap, and can be difficult to use.


  3. When the Dynamic Tags checkbox is checked, overlapping tags no longer display and continue to not display when zooming and orbiting views.


Decimal Inch (Feet Inch) Toggle

For Imperial models, dimensions can be displayed in Decimal Inches or Feet Inches in the Assemblies > Viewer.

Viewers: Available in all viewers (Models, Packages, and Assemblies).

To toggle between Feet Inch and Decimal Inch dimensions:

  1. Click the Click to Change Settings gear icon.

  2. When Decimal Inch is unchecked, dimensions display in Feet Inch.


  3. When Decimal Inch is checked, dimensions display Decimal Inch.


Viewer Search for Parts, Assemblies, and Packages

The Viewers Search is available in the Models, Packages, and Assemblies Viewers and provides the ability to search for parts, assemblies, and packages using various properties. The viewer Search  function is accessed by clicking the Search icon.

Settings

  1. Check the Settings to be used for the search. Note: The page does not need to be refreshed for the settings to be changed; Settings are sticky and will be retained from one viewer to the next and from one model to the next.


    1. Match On - Note: The properties searched may depend on object type (Package, Assembly, or Part) as noted below.

      1. All - Each Match On checkbox will be checked.

      2. Cad ID

        1. Package - None

        2. Assembly - STRATUS.Part.AssemblyCadId

        3. Part - STRATUS.Part.CadId

      3. Description

        1. Package - Order(Package).Description

        2. Assembly - None

        3. Part - STRATUS.Part.Description

      4. Element ID

        1. Package - None

        2. Assembly - None

        3. Part - ElementId in Revit models

      5. Name

        1. Package - STRATUS.Package.Name

        2. Assembly - STRATUS.Part.AssemblyNamee

        3. Part - None

      6. Number

        1. Package - None

        2. Assembly - None

        3. Part - Number in the CinxProperties (I believe it will be listed under Properties as Number), if it exists

      7. QR URL

        1. Package - STRATUS.Part.PackageQRCode

        2. Assembly - STRATUS.Part.AssemblyQRCode

        3. Part - STRATUS.Part.QRCode

      8. Web ID

        1. Package - STRATUS.Part.WebId of parts in the package

        2. Assembly - STRATUS.Part.WebId of parts in the Assembly

        3. Part - STRATUS.Part.WebId

    2. Settings:

      1. Replace Selection - When clicking Item A in the search results, Item A will highlight both in the viewer and in the search results. When Item B is clicked in the search results, Item B will be highlighted, but Item A will no longer be highlighted. Selecting Item B replaces Item A. For example, assembly DMV-ROOF-0001 was selected, but then assembly DMV-ROOF-0002 was selected and is now highlighted in the viewer.


      2. Keep Open After Selecting - When clicking in the search results, Item A will highlight both in the viewer and in the search results. When Item B is clicked in the search results, both Item A and Item B will be highlighted. For example, assembly DMV-ROOF-0001 was selected and now assembly DMV-ROOF-0002 has been selected and both are highlighted in the viewer.



        iii. Checked Exact Match (Case Sensitive) - When checked, the search criteria will only display results when the entire Match On value is matched exactly.

        1. In this case, where the search criteria is (Ex. QA), No search results match the Exact Match search criteria.


        2. In this case, where the search criteria is (Ex. QA-001), search results that exactly match the Exact Match search criteria display.

Search criteria can be entered using any of the following three methods:

  1. Type text into the text box.

    1. For example, enter search characters (Ex. H). As characters are entered matching Packages, Assemblies, and Parts will display in the list.


  2. Scan a QR Code using a handheld scanner. Note: The QR URL settings must be checked under Match On.

    1. Before scanning, the Viewer Search page must be the active page (Ex. the last mouse click must be on the page).

      1. (Optional) - The Scan QR code using handheld scanner button does not have to be clicked to scan a QR code. The purpose of this button is to remind users that a handheld scanner can be used to enter a QR code URL. If the button is clicked the following message will display.


    2. Use the handheld scanner to scan the QR code.

    3. The QR code will display in the search text and in the search results.



  3. Scan a QR Code using a tablet camera. Note: The QR URL settings must be checked under Match On.

    1. Click the Scan a QR Code using a tablet camera button. The Scan QR Code with Camera or Reader dialog will display where the camera will be selected.

    2. Point the camera to the QR code until the Scan Successful popup message displays in the bottom left corner.

    3. The QR code will display in the search text and in the search results.

Working with Search Results

After search results display:

  1. Expand/Collapse View Matches

    1. Items under Packages, Assemblies, and Parts can be expanded by clicking the View # Matches link (Ex. View 7 Matches).


    2. Click the Collapse button ( left of the Assemblies heading) to return to displaying the list Packages, Assemblies, and Parts subset.


  2. Zoom on selection(s)

    1. Select one or more items in the search results.

    2. Click the Zoom button to zoom in on the selected Packages, Assemblies, and Parts in the viewer. Zoom results depend on where these items are located in the model.


  3. Search Results Outside the Current Packages / Assemblies Viewer - Since the search searches the model, parts, assemblies, and packages outside the current Packages or Assemblies Viewer will display in the search results annotated with an icon to distinguish it in the list.

    1. Currently, Package 123-FP-ROOF-0003 is open in the viewer.


    2. In this example, the search for 38358-FP-0003 is a different package name.


    3. Click package 38358-FP-0003 in the search results and it will display highlighted in the current viewer. This shows package 38358-FP-0003 in relation to the currently opened package.


    4. Click anywhere else in the model or unselect package 38358-FP-0003 and it will no longer display.



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