Workflow: Creating Loadable Families

To create a custom element for use in one or more models, create a loadable family.

Elements in Revit are also referred to as families. The family contains the geometric definition of the element and the parameters used by the element. Each instance of an element is defined and controlled by the family. Loadable families are created in external RFA files and imported, or loaded, in your projects.

Plan the Family and Perform Preliminary Work

Before creating a loadable family, you must plan and make decisions about the way a family is going to behave in the model. Planning behaviors and listing the information needed for the family will help you make decisions as you create the family in the Family Editor.


Plan

Understand the workflow used when creating a family.

Workflow: Loadable Families

Understand the tools and terminology used in the Family Editor.

About the Family Editor

Plan the geometry, the detail level, parameters, and behaviors needed for the family.

Plan a Loadable Family

Learn about family templates and how they affect the behavior of the family in model files.

Video: About Family Templates


Begin Work on the Family

Choose a template (RFT) that matches the needs of the new family.

Create a Family from a Template

The origin of a family defines the position of the geometry when it is loaded into a model. Define the family origin at the intersection of major reference planes.

Define the Family Origin

Sketch more reference planes to establish a framework for the family.

Lay Out Reference Planes

Define priorities for each reference plane to affect family behavior in the model and how the family can be dimensioned.

Define Priorities for Reference Planes

Create Geometry and Parameters

Create geometry and parameters in the family. As you create parametric geometry, test and flex the family to eliminate constraint errors. When you test frequently, it's easier to correct errors discovered during family authoring.


Create and Constrain Geometry

Create a 3D shape by extruding a 2D profile.

Video: Create an Extrusion

Create a 3D shape that changes along its length, blending from a starting shape to an ending shape.

Video: Create a Blend

Create a 3D shape by sweeping a 2D profile around an axis.

Video: Create a Revolve

Create a 3D shape by sweeping a 2D profile along a path.

Video: Create a Sweep

Create a swept blend by defining 2 profiles and blending them together along a path.

Video: Create a Swept Blend

Use void forms to cut the geometry of other 3D forms in the family.

Video: Cut Geometry

Apply constraints to boundaries or faces of 3D forms to control the geometry with parameters.

Constrain Family Geometry

Learn how automatic dimensions and constraints are applied to preserve the design intent of the family.

About Automatic Sketch Dimensions

     

Flex the parameters and constraints to ensure the parametric family geometry behaves as intended.

Test the Family

     

Define and Use Parameters

Use parameters to track information associated with the family and to control family geometry.

Create Family Parameters

Apply a parameter to a dimension in the family to control family geometry.

Label Dimensions to Create Parameters

Use instance parameters to store information about each instance of the family placed in the project.

Create Instance Parameters

Use formulas to create relationships between parameters in a family, to calculate values, and to control family geometry.

Use Formulas in the Family Editor

     

Family types hold preset values for parameters in the family. Create multiple types for use when loading the family into the model.

Create Family Types

     

Advanced Family Techniques

Using advanced family techniques, you can nest geometry and build relationships between family parameters. You can also add parameters or sub-categories to control the visibility of family geometry.


Nested Families

Learn how you can use nested families to bring multiple families together and use them as one family.

About Nesting and Sharing Loadable Families

Create a nested family by creating or opening a host family, and loading instances of other families into it.

Create a Family with Nested Components

To control the scheduling and tagging behavior of a nested family when it's loaded into a project, use the Shared setting.

Create a Family with Nested and Shared Components

Create families that feature interchangeable components.

Create a Nested Family with Interchangeable Components

     

To control geometry, build connections from the parameters of the host family to the parameters of the nested family.

Associate Family Parameters

     

Control Visibility
 

Learn how to control and set the visibility of the family geometry in specific views and at different detail levels.

About Family Visibility and Detail Level

Use parameters to control the visibility of each 3D form in the family.

Set Family Geometry Visibility

To control the graphics of different parts of the family geometry in project views, assign family geometry to sub-categories.

Assign Family Geometry to Subcategories

 

Other

Use type catalogs when you do not want to load more than 6 types into a project, but instead want to specify only the types needed for your model.

Create a Type Catalog

Check The Revit Clinic blog for tips to help you when creating families.

Revit Clinic: 10 Revit Family Tips

Use reference lines to control angular relationships in families.

Control Angular Dimensions with Reference Lines

Understand how to work with units in formulas.

Revit Clinic: Inconsistent Units

     

Explore some examples of loadable families to better understand the process of family creation.

Examples of Loadable Families

     

MEP Families

Families used for MEP workflows have elements not used for other families. Connectors allow the families to be used in systems and connected to MEP services in the model.


Connectors

When making MEP families, place connectors in the family to allow it to be connected to different systems.

About Connectors in Families

Place a connector in a family.

Place a Connector

Adjust the position and direction of a connector. Correct orientation is important so MEP families can correctly connect to each other.

Orient a Connector

Link connectors in a family to help establish a flow direction.

Link Connectors

     

Position the primary connector to dictate connection behavior. As you build the family, you can move and swap primary connectors if needed.

Select a Primary Connector

     

Lighting
     

Place light source elements in lighting families to define the behavior of the light emitted from the fixture. Associate IES files to the light source to further refine the light emittance properties.

About the Light Source for a Lighting Family