Video: Create a Note Block

Add a note block (annotation schedule) to create generic numbered sheets of notes in a model.

This video demonstrates the following:

1. Create generic annotations in a model.
2. Assign visibility to annotation labels.
3. Filter annotation types that display in a note block.
4. Create a new note block that displays the annotations.
5. Add the new note block to a model sheet.

Note: This video was recorded using Revit 2016. When performing the procedures using Revit LT, you may notice minor differences in functionality and user interface.

Transcript

A note block is a tool used to schedule generic annotation elements in your project. You can use a note block, combined with a purpose-built annotation, to create generic numbered lists of notes. For example, you might have general construction notes or a set of common demolition notes used in your project. Use a note block to report these kinds of notes.

To create the note block, start with a generic annotation. This example contains a hexagon with a label for a number or letter index, a label for the note description, and a label to keep track of the sheet the annotation is used on. The sheet value can be used to filter and sort the notes when making the note block in the project.

In this example, the visibility parameter has been assigned in the family to the description and the sheet labels so they can be turned on and off, as needed, in the note. Load the family into the project and close it. The numbered notes are added to the project. Because this is a generic annotation, the values for the labels are not read from the tagged element, but are filled out manually. Note types are changed so that they only display the index number.

After placing the annotations, create a note block to report the values in the schedule. On the View tab, select Schedules > Note Block. In the New Note Block dialog, select the annotation family used for the notes and give the note block a name. Select to schedule the index, description, and the sheet of the annotation. On the Sorting and Grouping tab, set the sorting to use the index value. All of the annotation elements in the project are listed. We'll use the sheet value to filter the list, and then make the sheet column hidden in the schedule. Click the Filter button on the Properties palette. Specify to filter by sheet and equals, and provide a value to filter on. On the Formatting tab, select Sheet, and select the Hidden Field check box.

Open the sheet view and drag the note block from the Project Browser to place it on the sheet. Now you have a view with general keyed notes, and the associated key index added to the sheet.