Adding new specifications and asset types

Create custom asset and specification types by copying workflows, configuring reports, establishing OSLC resources, and populating BIM Supported Types records with the required configuration values.

Procedure

  1. Follow this workflow for creating an asset.
    1. Copy the workflow: triBIMAsset - Synchronous - Create Asset - Building Equipment Spec.
    2. Rename the new asset type.
    3. Update the Create Asset step to create the correct asset type.
    4. Update the Create Asset step to use the correct form.
    5. Update the Map Location to Asset step to reference the new Create Asset step (Change of BO type).
  2. Follow the Asset Sync Workflow.
    1. Copy the workflow triBIMAsset - Synchronous - Sync Asset - Building Equipment Spec.
    2. Rename the new asset type.
    3. Update the expression in the switch to test for the correct business object type and form name.
  3. Follow the specification creation workflow.
    1. Copy the workflow triBIMType - Synchronous - Create Specification - Building Equipment Spec.
    2. Rename the new asset type.
    3. Update Create Specifications to use the correct business object type and form name.
    4. Update each of the remaining steps to reference the new business object type.
  4. Ensure that the fields, triBIMGUIDTX, and triRevitUniqueIdTX are part of the asset business object definition. Add them if necessary.
  5. Parameter Mapping/Sync Report: If this is a new BO type, create a report for the new Asset type for the Property Panel. The columns in this report are what can be displayed in the Fields tab of the Parameter Mapping tools. If it is a new form for an existing supported BO type, the base report can be reused or a new report can be created to expose a different set of fields.
    1. The base object is the base asset business object. The report is either all or the specific report.
    2. triBIMAsset must be associated with associations of All.
    3. The base BO must have the column triRevitUniqueIdTX selected.
    4. For the base BO, select all the fields that are to be displayed in the Maximo® Real Estate and Facilities Properties Panel in Revit.
  6. Property Panel Asset Report: If this is a new BO type, create a report for the new Asset type for the Property Panel. The columns in this report are what can be displayed in the Maximo Real Estate and Facilities Property Panel in Revit. If it is a new form for an existing supported BO type, the base report can be reused or a new report can be created to expose a different set of fields.
    1. The base object is the base asset business object. The report is either all or the specific report.
    2. triBIMAsset must be associated with associations of All.
    3. In the base BO, ensure that the column triRevitUniqueIdTX is selected.
    4. For the base BO, select all the fields that are to be displayed in the Maximo Real Estate and Facilities Properties Panel in Revit.
  7. Property Panel Specification Report: If this is a new BO type, create a report for the new Specification, which can be displayed in the Property Panel in Revit. If it is a new form for an existing supported BO type, the base report can be reused or a new report can be created to expose a different set of fields.
    1. The base object is the base asset business object. The report is either all or the specific report.
    2. triBIMAsset must be associated with associations of All.
    3. For typewriter, select the columns BIM Model GUID and External ID.
    4. For the base BO, select all the fields that are to be displayed in the Properties Panel in Revit.
  8. For each new report created, create an OSLC resource description.
    1. Use SPI for the namespace.
    2. Import all fields.
    3. Either select the form used with the report or the form with the same name as the business object.
  9. For each OSLC resource description created, create an OSLC query capability.
    1. Use triBIMSP as the service provider.
    2. Use triBIMSV as the service.
    3. Select the previously created resource.
    4. Select the query used by the resource.
  10. Create and populate a new BIM Supported types record.
    1. Use the system report triBIMSupportedSpecTypes – Dev to create a new record.
    2. In the BIM Supported Specification Types form, populate the record with values from each of the preceding steps. This list gives the field names and their descriptions.
      Name
      Human readable name and record key. Display of the resource key is missing or not found.
      ID
      Unique identification.
      Description
      A description of this record – For documentation purpose only.
      Spec Type
      The business object name for this specification.
      Specification Type Form
      The form name for this specification.
      BIM Resource Key
      A key in the Connector resource file used to get the name of the object in the Revit user’s language. If this is not specified, or the key is not in the resource file, the Name of the records is used.
      Specification Class Prefix
      Specification classes displayed in the Add New tab of the family tool are filtered to only show records that start with this prefix. It can be found on the SpecClass field of the form in Form Builder.
      Asset Create Workflow
      Name of workflow from step 1.
      Asset Sync Workflow
      Name of workflow from step 2.
      Specification Create Workflow
      Name of workflow from step 3.
      Specification Sync Workflow
      Not currently used.
      Property Panel Report
      Name of report from step 6.
      BIM Property Panel Specification Report
      Name of report from step 7.
      BIM Sync Report
      Name of report from step 5.
      OSLC Property Panel QC
      Query Context for report in step 6.
      OSLC Property Panel QC for Specifications
      Query Context for report in step 7.
      OSLC Sync QC
      Query Context for report in step 5.