Scheduling Text Notes in Revit or Exporting to Excel for Easier Editing

Hi All ,

In Revit, is there a way to schedule text notes? I have around 235 text notes in my plan that need to be searched and renamed. Manually renaming them would take a lot of time.

If there’s a way to export these text notes to Excel, I could edit the text more efficiently. I’d appreciate any advice or suggestions on how to handle this process.

Are there any built-in Revit tools or workflows to streamline renaming or exporting text notes for batch editing?

Thank you in advance!

A place to start :point_down:.

Your own topic :upside_down_face:

And

Yes.

Not that i know of.

1 Like

There is a great tool/workflow for this and it’s called Dynamo :slight_smile:

The good news is you came to the right place. The bad news is we’d like to see you begin a script and let us know where you get stuck as per forum guidelines.

The general workflow to get you started (2 scripts):

  1. Get all text notes in view

  2. Get their text contents and ElementId

  3. Export to Excel

  4. Make the changes you need there

  5. Import the Excel in a second script

  6. Get the text notes with the element Ids you exported

  7. Set their text contents

All possible with Dynamo OOTB nodes.

You could also look at programatically getting/setting text note contents if the changes are of a find/replace nature. Dynamo has many nodes to manipulate strings (text).

4 Likes

Thank you for the helpful explanation, Gavin!

I will try following the workflow you’ve suggested. It looks like exactly what I need to get started with automating the text note renaming process. I’ll start by collecting all the text notes in the view, then export them to Excel, make the necessary changes, and import them back into Revit.

Once I have the scripts set up, I’ll share any specific issues or questions that come up.

Thanks again for pointing me in the right direction! I really appreciate it.

1 Like