Sample Code Revit Batch Processor 1.1.16 documentation

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View Templates — Import and Export

Panel: View Templates | Menu: Import Export

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Tools to move view template overrides, view filters and colour fill scheme values between projects through files.

Note the file formats differ: view overrides and view filters use JSON; colour fill scheme values use CSV.


Export View Overrides icon Export View Overrides

Exports the graphic overrides of selected view templates to a JSON file.

  • You select which templates to export.

  • Both category overrides and filter overrides are exported for each template — despite the button name, this is not limited to category settings.

  • Template-level properties such as view scale, detail level or discipline are not included.

  • A save dialog asks where to write the .json file.


Import View Overrides icon Import View Overrides

Applies overrides from an exported JSON file to the templates in the current project.

  • You select the export file.

  • Templates are matched by name. Templates in the file with no name match in the target project are skipped.

  • Custom subcategories that exist in the source project but not in the target are skipped.

Use when: Standardising graphic overrides across projects that share a template set.


Export View Filters icon Export View Filters

Exports the definitions of view filters — rules and categories — to a JSON file.

  • You select which filters to export from a list of the filters in the project.

  • A save dialog asks where to write the .json file.


Import View Filters icon Import View Filters

Creates or updates view filters in the current project from an exported JSON file.

  • You select the file; the filters it contains are applied to the current document.


Export Colour Fill Scheme Values icon Export Colour Fill Scheme Values

Exports the entries of one or more colour fill schemes — the values and their colours — to a CSV file.

  • You select which colour fill schemes to export.

  • Schemes with no entries are reported and skipped.

  • A save dialog asks where to write the .csv file.


Import Colour Fill Scheme Values icon Import Colour Fill Scheme Values

Applies colour fill scheme values from a CSV file to a scheme in the current project. This is a four-step wizard, not a single file pick:

  1. Select the CSV file to read.

  2. Select which scheme in the file to import.

  3. Select which scheme in the current model to modify.

  4. Select the update mode:

    • update existing values only — colours are updated for entries that already exist in the target scheme; nothing is added;

    • add new and update existing — missing entries are created as well.

Because source and target schemes are chosen separately, the two do not need to share a name.


Notes

  • Import matches templates and filters by name; keep naming consistent between source and target projects.

  • The JSON exports are text and can be committed to version control to track project standards over time. The colour scheme CSV can be edited in a spreadsheet before importing.

  • These tools transfer settings between existing objects. They do not create templates from scratch.