Making a Keynote Symbol Leader Work Like a Tag/Text Leader

[EdynM]

For keynotes on Construction Documents, our firm uses Symbols (Generic Annotations) for simple callouts. These are connected to a schedule to display what each number represents. This seems like standard practice for many firms. However, I've noticed when placing these Keynote Symbols, the leaders are placed in a default position next to the symbol (like below). Is there a way to edit the Generic Annotation Family or set up the Keynotes in a different way so we still have the freedom to place them without a direct reference, but the placement starts with the end of the leader, then the elbow, then the location of the symbol, much like a Detail Tag?

[barthbradley]

Post the Tag Family.

[EdynM]

Here is the family for the Keynote Symbol:

[EdynM]

Family has been posted.

[barthbradley]

Are you asking how to recategorize the family?  

[barthbradley]

I'm having no issues with leader line length.  Isn't that the issue?  Maybe I misunderstood you.  

Oh, I see what you are saying now.   That's typical behavior.  

[EdynM]

I just want the leader for the symbol act like a standard tag leader on placement. (First click is the end of the arrow, then elbow, then symbol location.) Currently the leader just appears next to the symbol and I have to manually adjust the arrow end and elbow by the control points.

[barthbradley]

Why don't you recategorize it as a Tag?  

Try Tag All and specify Leader Length.  

...that seems to beat it into submission on my end. 😉

[barthbradley]

[EdynM]

Thanks! That seems to solve the leader issue, but how do I display a defined Keynote Number in the circle rather than "Walls"? For instance, if I want to keynote the wall on the right as (1) on display '1 - Brick Wall' on the Keynote Schedule.

[barthbradley]

You need to add the exact same Shared Parameter for the Tag Label to the Project via a Project Parameter assigned to the Categories that you are tagging. 

[barthbradley]

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@EdynM wrote:

Thanks! That seems to solve the leader issue, but how do I display a defined Keynote Number in the circle rather than "Walls"? For instance, if I want to keynote the wall on the right as (1) on display '1 - Brick Wall' on the Keynote Schedule.

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If you want the Tag to report a Keynote, the Tag needs to be a Keynote Tag.  Is that what you are asking? How to link it to the Keynote Fie? 

[EdynM]

I would like to be able to input a number (1, 2, 3, etc.) that displays in the circle and can be referenced in a schedule that will be on the same sheet. The tag doesn't necessarily need to extract or reference any info from the tagged object.

[barthbradley]

Is this what you mean?

Change the Parameters in the Family to INSTANCE Type.  

[EdynM]

Yes that looks like what I want! Will that be usable across object types? (Tagging Plumbing Fixtures, Railings, Filled Regions, etc.)

[barthbradley]

Yes. 

[EdynM]

That's awesome. I really appreciate the help! I'm having a bit of trouble following the steps to that end result though. Could you list out the steps you took to get there again?

[barthbradley]

Create an Annotation Schedule (Note Block) | Revit LT 2020 | Autodesk Knowledge Network

Custom Note Blocks in Autodesk Revit - Bing video

[EdynM]

What kind of tag did you recategorize the generic annotation to?

[barthbradley]

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@EdynM wrote:

What kind of tag did you recategorize the generic annotation to?

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I didn't recategorize it. You say you wanted to use it for Generic Notes.  I just changed its TYPE Parameters to INSTANCE Parameters and loaded it into Project and created a Note Block Schedule.  I did it exactly the way as is described in that video and AKN article I linked you to.  Did you go to those two links?