Controlling What Gets Tagged

Category filters, discipline filters, linked models, and scopes.

Last updated: 2024-12-01

Three factors determine what Autotag actually tags: your active profile, the current view/selection scope, and the filters you configure within the profile. This page focuses on the filter controls that let you precisely target which elements receive tags.

Filters Stack
All filters work together. An element must pass every enabled filter to be tagged. Start broad, then add filters to narrow down.

Category Selection

The profile editor organizes settings by discipline (Mechanical, Electrical, Plumbing) and category (Ducts, Pipes, Equipment, etc.). Each category you enable will be considered for tagging.

Tag Placement & Overlap
For details on where tags land and how to prevent overlap with equipment and other elements, see Configuring Tag Placement Rules.

Element Type Filter

Use the Element Type filter to tag only specific family types within a category. For example, tag only certain pipe types while ignoring others.

Element Type selector listing allowed pipe types
Element Type filter: Select which family types to include in tagging.
  • Check the types you want to tag
  • Unchecked types are ignored even if visible in the view
  • Useful for excluding temporary or placeholder families

System Type Filter

System Type filtering lets you target specific MEP system classifications. Tag only Supply Air ducts, or only Sanitary pipes, without affecting other systems.

System type filters for specific system classifications
System Type filter: Narrow tagging to specific system classifications.
  • Works with Revit's built-in system classifications
  • Combine with Element Type for precise targeting
  • Great for discipline-specific tagging profiles

Revit Filters Integration

Autotag can respect your existing Revit filters. If you've already set up filters for coordination or QA, reuse them here instead of recreating the logic.

Revit filters integration with checkboxes for named filters
Revit Filters: Check any project filters you want Autotag to respect.
  • Shows all selection-based filters from your project
  • Elements that don't pass the filter are skipped
  • Stacks with Element Type and System Type filters
Filter Performance
Complex Revit filters with many rules may slow down tagging on large views. Test on a single view first.

Direction and Length Filters

Geometric filters let you control tagging based on element orientation and size. These are especially useful for linear elements like ducts and pipes.

Element Direction

Element Direction filter with Horizontal, Vertical, Both options
Element Direction: Tag only horizontal runs, vertical risers, or both.
  • Horizontal — Tag only horizontal runs (typical for floor plans)
  • Vertical — Tag only vertical risers (useful for sections)
  • Both — Tag regardless of orientation (default)

Minimum Element Length

Minimum Element Length filter with value field
Minimum Length: Skip short segments that don't need tags.

Set a minimum length threshold to avoid tagging very short pipe or duct segments. Elements shorter than this value are skipped entirely.

Reduce Clutter
Set minimum length to skip short fittings and transitions that would create tag clutter without adding useful information.

Interval Tagging

For long runs of duct or pipe, you may want tags placed at regular intervals rather than just once per element.

Interval Tagging settings with spacing field
Interval Tagging: Place tags at fixed spacing along long elements.
  • Enable Interval Tagging and set a spacing distance (e.g., 15m)
  • Tags are placed at each interval along the element's length
  • Interacts with Minimum Length—elements shorter than the interval get one tag
  • Useful for long corridor runs or vertical risers spanning multiple floors

Dimension Triggers

Dimension Triggers automatically place tags when key properties change along a run. Instead of tagging at fixed intervals, tags appear exactly where the information changes.

Dimension triggers with Change in Length and Change in Diameter options
Dimension Triggers: Automatically tag at transitions and size changes.

Available Triggers

  • Change in Length — Tag when the segment length changes (useful for tracking run lengths)
  • Change in Diameter — Tag at reducers, expanders, and size transitions
  • Slope (optional) — Tag when pipe slope changes
Dimension triggers with Slope option and ALL/ANY trigger modes
Slope trigger and ALL/ANY mode for fine-tuned control.

ALL vs ANY Mode

  • ALL triggers — A tag is placed only when ALL enabled triggers fire simultaneously
  • ANY trigger — A tag is placed when ANY one of the enabled triggers fires

Use ANY mode for comprehensive coverage (tag at every change). Use ALL mode when you only want tags at specific compound transitions.

Combining Filters Effectively

Filters are most powerful when combined. Here are some common patterns:

  • Floor plan tagging — Direction: Horizontal + Minimum Length: 1m to skip short vertical drops
  • Section/riser tagging — Direction: Vertical + Interval Tagging: 3m for clear vertical coverage
  • Size callouts — Dimension Trigger: Change in Diameter only, so tags appear at transitions
  • Discipline isolation — System Type filter to tag only Supply Air or only Domestic Cold Water
Create Multiple Profiles
Rather than constantly adjusting filters, create separate profiles for different view types or disciplines. Switch profiles instead of reconfiguring.