Notes and Schedules Per Elevation or Room

[Jon-Mullwoods]

Is there a way to get a notes schedule to only show notes from certain elevations or certain rooms without making a bunch of different note types for each elevation and room?

 

See example file for how I'm currently doing it. This isn't one of our larger jobs, but it shows the idea. Right now my process is to put a note on an elevation, then create a new note type for that elevation/room and create a schedule for that elevation/room. When I have many rooms and elevations it becomes a lot to manage, so I'm just trying to think of ways to make it quicker and easier.

 

I tried to use the "Include Options" to pare it down to notes in a specific room, but it doesn't seem to read notes on elevations as in a room. At least not always or consistently.

 

I'm also wondering if there is a way to use macros to be able to place the note into a category automatically depending on the elevation or room or something else.

 

Or, I'm open to any suggestions or tips on using notes and schedules.

Notes Example.pdf

[Renerabbitt]

1 hour ago, Jon-Mullwoods said:

macros

Macros don't make programmatic changes.

Have you just tried sending your master note schedules title and row headings to layout then cropping to the section of the schedule that is applicable for that elevation. This would be a lot faster than building out new note types and schedules per view. 

Alternatively I belive when you convert text to notes it gives you the option to set a new note type and then those notes should prompt you to generate a schedule with an exclamation mark.. This would be a fast way of doing it per view. 

I would argue that building out a system for this and having it in your template with pre-saved views would be a lot faster 

[Jon-Mullwoods]

22 minutes ago, Renerabbitt said:

Have you just tried sending your master note schedules title and row headings to layout then cropping to the section of the schedule that is applicable for that elevation.

 

Thank for your thoughts!

If I send the master schedule to layout and crop, would I manually need to move things around to make sure they are grouped together, or is there a way to make so they group automatically? I see there is an option to "group similar objects" in the schedule, but I don't know what it considers similar or how to force it the direction I would want.

 

I didn't know you could convert text to notes, so I'll also look into that, and I am planning to build out a system in my template once I understand what I'm doing better, so I appreciate your thought on that.

 

[Renerabbitt]

2 minutes ago, Jon-Mullwoods said:

o "group similar objects" in the schedule

This groups things be commanality in column designations. 

I would add some data to a field that reports to schedule to help you group things by sorting by that dilineating row

[Jon-Mullwoods]

19 minutes ago, Renerabbitt said:

This groups things be commanality in column designations. 

I would add some data to a field that reports to schedule to help you group things by sorting by that dilineating row

 

Ok, that makes sense, thanks!