Table of Contents

Record Set

Record Set is a Testing-category tool for packaging Revit models and their external references (RVT links, DWGs, and CAD xrefs) into a safe, policy-controlled copy operation. It builds a plan (what will be copied/repathed), validates safety constraints, executes file operations, and updates internal references.

See also: Technical Specification (Internal)

Source Location

  • Tool code: src/Tools/Testing/RecordSet/
  • Manifest: src/Tools/Testing/RecordSet/manifest.yml

UI Workflow (Current)

Record Set uses a three-stage flow inside a single window:

  1. Select
  • Pick a target folder.
  • Add one or more host RVT files.
  • Assign host discipline/building metadata in the host grid.
  1. Preview
  • Preview sync is triggered automatically when target/host/metadata/CAD option inputs change.
  • Plan messages are shown in a severity-typed panel (Info, Warning, Block).
  • The preview pane shows the proposed output directory structure (built from each file's computed NewPath).
  • DWG-specific CAD actions are available via context menu when a DWG leaf is selected.
  1. Execute
  • Process remains command-gated by plan readiness, safety policy checks, and blocking preview messages.
  • Status and key environment flags remain visible in the footer (Root, Free, ACAD, Sentinel).

Source: src/Tools/Testing/RecordSet/UI/Views/RecordSetWindow.xaml Source: src/Tools/Testing/RecordSet/UI/ViewModels/RecordSetWindowViewModel.cs:151 Source: src/Tools/Testing/RecordSet/UI/ViewModels/RecordSetWindowViewModel.cs:178

CAD Interaction Model

CAD behavior is contextual:

  • CAD controls are presented via the preview tree context menu.
  • Actions are enabled only when the selected preview leaf represents a DWG link.
  • CAD mode (Keep Xrefs vs Bind All), bind type, and manual Add Xref... are applied from the selected DWG context.

Source: src/Tools/Testing/RecordSet/UI/ViewModels/RecordSetWindowViewModel.cs:171 Source: src/Tools/Testing/RecordSet/UI/ViewModels/RecordSetWindowViewModel.cs:740

Key Concepts

  • Plan building vs plan execution (preview/verify before acting)
  • Safety policy filtering + target root validation
  • CAD xref discovery/repath via console + LISP scripts
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