Progress reporting plugin for Revit

hello and welcome to this blog post! today we’re going to explore some of the tools that are exposed to us through the Revit API (Application programming interface), in order to create a simple yet effective progress tracking addin that can help the team leaders and project managers to better supervise the overall design and documentation process. the main difference between using the API and Dynamo is that Dynamo has a set of predefined nodes that each perform a certain task once you run the dynamo graph. but as intuitive as that is, it also quite obviously creates a number of serious limitation for us as developers such as:

  • Dynamo cannot run in the background as the user is working.
  • A Dynamo graph is pretty much open to the public so anyone can read through it, thus it’s not an easy task to protect your code. (although ZeroTouch partially resolves this issue).
  • An optimized addin can run much faster than a dynamo graph (specially for more complex tasks across a larger project), not to mention that the user does not have to launch Dynamo at all.
  • you have the ability to work in a fully supported IDE with intellisense and other functionalities.
  • The ability to use either WinForms or WPF to design an easy to understand user interface.
  • Last but not least, it’s extremely easy to incorporate third party libraries and DLLs into our code.

so now that you’re familiar with the main benefits of developing a Revit addin, let us get started!


Before we start writing any code though, you need to prepare a suitable programming environment. that includes installing and setting up your IDE, as well as making sure that the code can execute once it has been written. If you’re not familiar with Visual Studio, C# and/or writing addins for Revit, I strongly recommend that you read and follow through this beginner’s tutorial on Autodesk Knowledge Network: My first Revit plugin, you’ll also need a solid understanding of C# and general programming concepts. this blog post is more or less an overview of the whole process and is not going to go through each and every detail.

The main entry point of our program is going to be a class with an IExternalApplication interface. Here we can tell Revit that We’re going to be creating an addin and that we want our addin to have it’s own panel inside of Revit. Then we’ll proceed with adding buttons to the predefined panel. Each button is then connected to a class that has an IExternalCommand interface. This is where the majority of our code lives, since it is considered a “valid API context” for us to make our API calls from. A “valid Revit API context” is a concept that you’ll be hearing about quite often if you’re into creating addins for Revit. What it means in simple terms is that: you cannot make API calls where ever you want in your code, rather Revit is very specific in how your addin can communicate with it. Usually the builtin methods of IExternalApplication and IExternalCommand are considered “valid API context”. now with that out of the way, let’s add our very own panel and buttons to Revit. For the sake of simplicity we’ll call our buttons ON and OFF. they will enable and disable the progress tracker respectively.

class App : IExternalApplication
    {       
        public Result OnStartup(UIControlledApplication a)
        {  
           //Creating the pannel  
           string tabName = "Automation";
           a.CreateRibbonTab(tabName);
           RibbonPanel panel = a.CreateRibbonPanel(tabName, "Custom Tools");
           PushButtonData SJO_BtnData = new PushButtonData("SJO_BtnData", "SJO", Assembly.GetExecutingAssembly().Location, "modlessForm1.Command")
           //Creating and adding the buttons
           //adding button for updater on
           PushButtonData UpdateOn = new PushButtonData("UpdateOn", "ON", Assembly.GetExecutingAssembly().Location, "modlessForm1.Command6")
            {
                ToolTip = "This turns the updater on",
            };
           PushButton UpdateOn_Btn = panel.AddItem(UpdateOn) as PushButton;
           //adding button for updater off
           PushButtonData UpdateOff = new PushButtonData("UpdateOff", "OFF", Assembly.GetExecutingAssembly().Location, "modlessForm1.Command7")
            {
                ToolTip = "This turns the updater off",
            };
           PushButton UpdateOff_Btn = panel.AddItem(UpdateOff) as PushButton;   
           return Result.Succeeded;
        }
    }
Our (ON and OFF) buttons have been successfully added to Revit.

The next step is to program each button. This is done through two IExternalCommand, one for each button. In the ON button command, we’ll have to trigger a windows form in order to collect relevant input data from the user. then we’ll proceed to subscribing to two very useful Revit events (OnDocumentChanged event and Idling event). The first event raises every time the user modifies the document in any way. The second event raises whenever Revit is ready to receive API calls, hence the name Idling event. we’ll be using both of these events in conjunction to run our command every time the user performs any changes to the document, but still we want to make sure that the code runs only when Revit is “Ready” to to receive calls. In other words when Revit is in Idling mode. This allows for our code to run alongside the normal tasks of Revit without any conflicts.

First we’ll be using FilteredElementCollector to collect all the views that exist in the project. Then we’ll store their names in variables so that we can populate our UI later on. Finally, we’ll call our form to show up.

UIApplication UiApp = commandData.Application;
            Application App = UiApp.Application;
            UIDocument UiDoc = UiApp.ActiveUIDocument;
            Document doc = UiDoc.Document;

            //assigning to global variable for the document
            GlobalVariables6.m_document = doc;
            GlobalVariables6.m_path = string.Empty;

            //select view
            FilteredElementCollector collector = new FilteredElementCollector(doc);
            List<Element> views = collector.OfCategory(BuiltInCategory.OST_Views).WhereElementIsNotElementType().ToList();

            //string viewName = "Progress";

            List<string> viewnames = new List<string>();
            foreach (Element item in views)
            {
                viewnames.Add(item.Name);
            }
            GlobalVariables6.m_viewNames = viewnames;

            //show the modal form
            using (Form3 viewForm = new Form3(this))
            {
                viewForm.ShowDialog();
            }

            foreach (Element item in views)
            {
                if (item.Name == GlobalVariables6.m_viewName)
                {
                    view = item;
                }
            }

            //subscribe to event if the conditions are met
            if (GlobalVariables6.m_run == true)
            {
                App.DocumentChanged += OnDocumentChanged;
                UiApp.Idling += OnIdlling;
            }

            return Result.Succeeded;

Since the form is modal, the code will stop executing right after the form opens and awaits user input. The form looks something like this:

Designing the user interface of our addin

Right after the user inputs the required information and presses OK, we’ll subscribe to the above mentioned events. keep in mind that subscribing to events must be handled with care. You should always unsubscribe from that event once you’re done using it. this is the rest of the command that will get executed post user input which includes both of the event handlers:

 public static void OnIdlling(object sender, IdlingEventArgs e)
        {
            if (GlobalVariables6.m_docChanged == true)
            {
                string path = GlobalVariables6.m_path + "/frame-" + frameNumber.ToString() + ".jpg";
                var opt = new ImageExportOptions
                {
                    Zoom = GlobalVariables6.m_zoom,
                    ZoomType = ZoomFitType.Zoom,
                    FilePath = path,
                    FitDirection = FitDirectionType.Horizontal,
                    HLRandWFViewsFileType = ImageFileType.JPEGLossless,
                    ImageResolution = ImageResolution.DPI_600,
                    ExportRange = ExportRange.SetOfViews,
                };
                IList<ElementId> viewId = new List<ElementId>();
                viewId.Add(view.Id);
                opt.SetViewsAndSheets(viewId);
                GlobalVariables6.m_document.ExportImage(opt);            
                frameNumber++;
                GlobalVariables6.m_docChanged = false;
            }
        }

        static int frameNumber = 1;

        public static void OnDocumentChanged(object sender, DocumentChangedEventArgs e)
        {
            GlobalVariables6.m_docChanged = true;
        }

The heart of our code is the OnIdling event handler. This is where all of the magic happens. a set of rules have been describe in this method that are responsible for the image import process. the process looks something like this:

  1. OnDocumentChanged event gets triggered by the user, which will in return assign a true value to the m_docChanged variable (this is a public static variable within a class called GlobalVariables6).
  2. Once the user is done modifying the document, Revit raises the Idling event which signals to our program that it’s safe to run.
  3. Our program checks to see whether or not the user has indeed made any changes using a conditional statement that checks the value of the m_docChanged variable.
  4. If it’s true, the program collects user inputs and uses them accordingly (save directory, view name and zoom level)
  5. We use document.ExportImage to export the images based on the predefined rules and condition.
  6. finally we increment the frameNumber integer that is used to name the frames.

Turning this off is very simple. We simply unsubscribe from the event and we’re done:

class Command7 : IExternalCommand
    {
        public Result Execute(ExternalCommandData commandData, ref string message, ElementSet elements)
        {           
            commandData.Application.Application.DocumentChanged -= Command6.OnDocumentChanged;
            commandData.Application.Idling -= Command6.OnIdlling;
            GlobalVariables6.m_run = false;
            return Result.Succeeded;
        }
    }

The plugin is now complete!

Every time the user makes any changes to the model, this plugin exports a preview of the image to the designated directory.

Here is the result of our work:

Kinetic Facade design, with the ability to responds to solar exposure.

with the latest technological advancements in the field of smart building and kinetic architecture, today we’re able to design and document and erect buildings that are not only aware of their surrounding climactic and geographical context, but are in fact able to analyze and intelligently respond to those factors by a variety of ways, including physical modification of their individual architectural components for higher levels of optimization.

one such example of a kinetic building is the Kiefer Technic showroom located in Bad Gleichenberg, Austria. apart from the aesthetically interesting and visually pleasing collective form of the external parametric shading devices, the building’s smart facade also play a tremendous role in regulating the amount of solar radiation that the building is exposed to throughout the day, and all year long. this kind of design allows for higher flexibility during the building’s design phase, as well as providing well studied and deeply optimized solutions to the natural lighting and thermal comfort design problems. another extremely well known example of kinetic architecture is Al-Bahar Towers in Abu dhabi, UAE. in this blog post we’re going to explore the idea of kinetic architectural elements inside of Revit by creating a solar responsive facade that takes Geo-location, time and date information from our Revit model and adjusts itself in accordance to these parameters. so without further ado, let’s get started.

Kiefer Technic Showroom located in Bad Gleichenberg, Austria. it’s dynamic facade can be changed and altered in accordance with the external weather conditions, as well as individual user preference.

Required steps:

  1. Modeling the kinetic facade units as an adaptive component inside of Revit.
  2. Applying the facade elements to the building mass using Dynamo and Lunchbox.
  3. Collecting Geo-Location , date and time data from Revit and importing it into Dynamo.
  4. Using the ladybug package to calculate the sun path and sun’s angle of incidence on our building.
  5. Extracting orientation data from each instance of our panels family.
  6. Adjusting the adaptive component’s “openness” value based on it’s orientation and it’s angle with the sun.
ordinary adaptive components not corresponding to the sun…
Result: Smart panels that adjust according to sun’s position…

Step 1: modeling the adaptive component

We’ll start by creating the adaptive component family. the reason for choosing an adaptive family as opposed to a curtain panel family is that generally, adaptive families allow for more advanced and complex geometry, since they’re not dependent on a planar curtain wall to be deployed, the user can deploy them however they want with four clicks (once for every adaptive point). but in our case we’ll use Dynamo to programmatically place our components so it’s even easier. creating families in Revit is a rather wide topic on it’s own and well outside of the scope of this tutorial, so the reader is expected to have a basic knowledge of how adaptive families are created and how they’re controlled parametrically . with that being said, let’s get started. once we’re in the adaptive component modeling environment, proceed with creating the skeleton using a collection of points and reference lines as demonstrated in the figure bellow.

skeleton model for the adaptive component.

Now is a good time to introduce parameters, and the way they’re involved in the behavior of this family:

the parameters which drive this adaptive component and their formulae.

So we have about 7 vital parameters ( apart from aesthetic ones such as thickness and glass material). now we’ll understand each parameter’s purpose as well as their formula.

  1. Direction line Length: this line exists for data inquiry purposes only (we’ll get the panels’ orientation data from this). the length is irrelevant we’re only interested in the line’s direction, thus a value of 10mm is sufficient in our case.
  2. Offset: this parameter controls the height of the joint. it’s directly related to how “opened” the panel is. it’s calculated using the following formula: (length of the panel / 4) * openedRaw.
  3. Report (Length of the panel): this is a reporting parameter, meaning that it does not directly affect the family. rather, it provides us with important dimension information that will be used to calculate the other parameters. this particular reporting parameter provides the total length of the panels.
  4. Fold Parameter: this controls the position of the folding edge along the reference lines. it has the following formula: 0.5 * (1 – openedRaw)
  5. fold half: this is the position of the elbow along the reference curves, it’s always half the amount of Fold Parameter. it has the following formula: Fold parameter / 2.
  6. opened: this is a parameter between 0 and 100 that governs how “open” the panels is. it has no formula since this is the user input.
  7. openedRaw: this is the raw data that will be used in the other formulae, in other words this is the mapped version of Opened. it’s calculated using this formula: (opened – 0) / (100 – 0) * (0.75 – 0) +0 (the zeros are for demonstration purposes, but please do keep in mind that (0 to 100) is the range of user input and (0 to 0.75) is the allowed input range of the panels. I have mapped it in order to further streamline the process)

Now that we have all the parameters set correctly, the panel should be able to respond to user input ( Opened parameter):

Step 2: programmatically applying the panels to face

In this step, we’ll be using a custom Dynamo package called Lunchbox that mostly deals with surface tesselation. dividing a face into quads is still doable without this tool but it would take a considerable amount of time and effort. so I really recommend that you use this workflow instead:

Programmatically subdividing our surface into quads and applying our panels
  1. Selecting the desired faces.
  2. Creating a list out of them.
  3. Using Panel.PanelQuad from Lunchbox to tessellate the faces with the desired U and V values.
  4. Flattening the list with an amount of 2.
  1. feeding that list into AdaptiveComponent.ByPoints node in order to place our panels.
  2. Sometimes we need to shift the indices (to rotate the panels) or revers the list (to mirror the panels) based on the context.

Step 3: Collecting date, time and Geo-location data from Revit

In this stage and the next one, we’ll heavily rely on a custom set of Dynamo tools Called Ladybug. we’ll be using it to generate a sun path diagram within dynamo. this will enable us to conduct complex solar studies for our project. but before that could happen, we’ll have to extract some vital information from the model first:

Generating the location is relatively easy, all we have to do is to use a Construct Location node from Ladybug and feed the required information into it using built-in Dynamo for Revit nodes. the only problem here is that there is no readily available node to acquire the time zone. so we’ll have to resort to using some python code to do that. this is the required python script:

# Enable Python support and load DesignScript library
import clr
#not needed in this case
clr.AddReference('ProtoGeometry')
from Autodesk.DesignScript.Geometry import *

#extracting time zone information from sunSettings
sunSettings = IN[0]
timezone = sunSettings.InternalElement.TimeZone

OUT = timezone

Now that we have our location information, it’s time start working on our date and time data. for that we’ll be using a SunSettings.CurrentDateTime node. once we a have DateTime object, the rest is just a matter of extracting the right kinds of information using some more python:

# Enable Python support and load DesignScript library
import clr
#extracting the month
dateTime = IN[0]
month = dateTime.Month
OUT = month
#extracting the day
dateTime = IN[0]
day = dateTime.Day
OUT = day
#extracting the hour
dateTime = IN[0]
hour = dateTime.Hour
OUT = hour
#extracting the minute
dateTime = IN[0]
min = dateTime.Minute
OUT = min

Now we’re able to feed all of that newly acquired information into a Calculate HOY node from Ladybug and we’re ready to conduct our solar studies.

Step 4: Generating sun path and calculating sun’s angle of incident

  1. Here we use our Location and HOY information to generate a sun path diagram using Ladybug’s Sunpath node.
  2. We normalize the sun’s directional vector by dissolving it into it’s X and Y components and regenerating another vector with zero as it’s Z component.
Generated sun path diagram within Dynamo, we also acquired sun’s directional vector.

Step 5: Acquiring orientation data for every instance of our panel

Everything we’ve done up until now is useless if we don’t know which way our panels are facing, there are many ways to tackle this problem, finding the panel’s centroid and then extracting the normal of the original face at that point is a perfectly viable option, but I wanted something more universal, I didn’t want to deal with the surface on which our panels are hosted since that can get really laborious really fast. a better alternative is to store every panel’s orientation information in it’s geometry. remember we created a tiny 10mm geometrical line when modeling our panels? were you wondering what it’s purpose was? well, this is exactly why we created that line in the first place, to find out the panel’s orientation later on. now you might be asking why couldn’t we just process the whole geometry for every instance of the panels and use a normal vector on one of it’s forward oriented faces? well technically we could do that, but as you can imagine that would take a really long time to run, since we’d have to process a whole bunch of geometry, even those that we don’t really need. obviously this is not a very efficient way of solving this problem. therefore we’ll dive a little deeper into the Revit API in order to extract the line geometry only.

Orientation information of every panel
  1. Prompting the user to select a single instance of the panel.
  2. Finding the right family type for the selected element.
  3. Acquiring every instance belonging to the selected family type.
  4. flattening the list.
  1. Pyhton Code: looping through every element and acquiring it’s Curve based geometry only.
  2. Getting the start and end point of every line.
  3. generating vectors representing the orientation of every panel using Vector.ByTwoPoints.

Here is the Python code used to extract Curve based geometry from the panels:

# Enable Python support and load DesignScript library
import clr
clr.AddReference('ProtoGeometry')
from Autodesk.DesignScript.Geometry import *

clr.AddReference("RevitAPI")
from Autodesk.Revit.DB import *

clr.AddReference("RevitNodes")
import Revit
clr.ImportExtensions(Revit.GeometryConversion)

elements = IN[0]
lines = []

for element in elements:
	element = UnwrapElement(element)
	opt = Options()
	geo1 = element.get_Geometry(opt)
	enum1 = geo1.GetEnumerator() ; enum1.MoveNext()
	geo2 = enum1.Current.GetInstanceGeometry()

	for obj in geo2:	
		if isinstance(obj, Curve):
			lines.append(obj.ToProtoType())

OUT = lines

Step 6: Adjusting the “openness” parameter of every panel based on their angle of incidence with the rays of the sun

Now that we have the sun’s direction as well as the direction of every shading device, we can easily calculate the angle that they have with one another. we’ll later map this angle to the minimum and maximum values that the Opened parameter can accept (0 and 100). this way we can adjust every panel based on how much of an angle it has with the normalized vector of the sun.

  1. calculate the angle between the sun’s directional vector and the orientation of the panels using Vector.AngleWithVector.
  2. get the minimum and maximum angles and map the remaining values to somewhere between 0 and 100 using Math.MapTo.
  3. edit the Opened parameter of the elements based on the values that our solar studies have generated.

Every time the user changes one of these parameters in the Revit model: location of the project, date and/or time of the day, the facade updates itself to better correspond to those changes.

Selecting Erbil, Iraq as our Project location inside of Reivt

We selected Erbil, Iraq as our project location for this example and generated results for the following hours of the day on July 22nd 2020:

  • 7:00 am
  • 9:30 am
  • 12:00 pm
  • 2:30 pm
  • 5:00 pm
  • 7:30 pm

As you can see It’s now extremely easy and efficient to generate different results with a few simple clicks. with this we come to the end of this blog post, I really hope that you gained something useful from this long read and that this will serve as an inspiration for you to keep on creating!