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Apply Publishing Settings to published Revit File (Links, Views, Properties)

Apply Publishing Settings to published Revit File (Links, Views, Properties)

Description:

When publishing a Revit Cloud model, 3D and 2D views are generated for the Forma Viewer, along with a Revit file that can be downloaded via Forma Data Management. Currently, the selected publishing settings are not reflected in the exported Revit file.

Expected Behavior:

Publishing settings should be directly applied to the generated Revit file:

  • Publish without links → exported Revit file contains no link paths
  • Publish selected views only → exported Revit file contains only those views
  • Additional feature: Ability to automatically remove unused properties (parameters) to further clean and reduce the file

Current Behavior / Issue:

  • Exported Revit files still contain links (including missing link warnings when opening the file)
  • Unnecessary working views remain in the model
  • No simple way to automatically clean up data
  • Cleanup must currently be done manually, which is especially cumbersome with Cloud models:
    • Creating an editable copy of a Revit Cloud model is not possible in Forma
    • The file must be downloaded and cleaned locally instead
    • Additionally, processes must ensure that this locally cleaned version is not uploaded back into Forma, as it would no longer be linkable as a Cloud model (external resource)

Business Impact:

We regularly need to deliver cleaned Revit files to our client throughout the project lifecycle.

“Cleaned” means:

  • No missing links
  • No internal working views
  • Reduced and well-structured properties

At present, this process is time-consuming, error-prone, and difficult to manage.

Benefits of Implementation:

  • Significantly more efficient delivery workflows
  • Reduced manual post-processing effort
  • Improved data quality and consistency
  • Elimination of workflow breaks between cloud and local environments
  • Better usability of Revit Cloud models in deliverable scenarios



1 Comment

*Publish without links = do not include copies of linked files when publishing.

*Publish selected views only - Look at e-transmit

*remove unused properties= Tough - maybe an IFC export would be better?

 

When you download source file from FORMA - it 'neutralized' the central path location.  E-transmit is probably your best bet though!

 

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