Using the Wizard: The Wizard has a simple consistent interface, allowing you to go back through the creation process, or even start over
from the beginning if necessary.
The first question is what kind of check you want to make, either a General Check or an Element Check (see below).
Depending on your selection, you will be given a series of other questions. When the Wizard has enough information from you, you will be asked if you want to finish and
name your check, or continue adding to it. Adding a filter, will continue to refine the criteria you have already created. Adding another filter group will
create a separate collection of filters that is collected under the same check as before, but has its own criteria.
Once the check is complete and you finish, you can not return to the Wizard. All follow-up work and changes must be done through the Advanced Interface.
Advanced Interface: This is the traditional interface for the Configurator, and allows you full manual control over every aspect of the creation and editing
of your checks.
General Checks: General Checks are intended as reports that simply report either total counts of elements or
lists of elements in the model and show up as 'Reports' in the model checker shell.
There are several built in model checks that show data about a model that can not be retrieved through filters. In order to create a
model check based on filters select the 'Custom' type.
Element Checks: Element Checks look for individual elements that meet a set of "filters" defined in the "Element Filters" section below,
and return a pass/fail result and a list of failing elements if appropriate
Setting the "Failure Condition" to "Report Matching Element" will return a list of elements matching the filters criteria.
A setting of "Report Failure When No Elements Are Found" in the "Failure Condition" dropdown causes the check to fail if the filters return nothing.
Filter Order: To reorder filters, simply use the up and down arrows to the left of each filter row, left-clicking either up or down to organize them in the order you need.
Parameter Filters: For filters with category set to 'Parameter', the 'Property' value should be the name of the parameter, exactly as it appears in the Revit interface.
User Defined Fields: By expanding the 'Value' expander for a filter, you can make a field user defined. Filters with user defined values will be presented to the user as fields and the user will be allowed to input their own values and/or save different configurations with different values.
Units: Expanding the 'Value' exapnder will give you access to the Units dialog boxes. There you can enter a value, select a unit type, and select a unit. Switching units will convert the value from the old unit to the new one.
Room and Space Phasing: Because Revit rooms do not use Phase Created and Phase Demolished, phase filters will not work for these elements. In order to get the phase of a room you must use a parameter filter.