topic Re: How to reset the whole layout book revision / issue history? in Documentation

How to reset the whole layout book revision / issue history?

Leire Bilbao — Thu, 03 Jul 2025 12:58:08 GMT

Hello!

We have different phases in the project, each one with its own revision / issue history.

The design phase with the client, then submission to authorities, then tender, construction, etc. When starting a new phase I need my revision history back to zero as we usually use the same file. The only way I know how to do this is reopening transmittal sets and delete them. That is extremely tedious when I have more than hundred transmittal sets.

Is it possible to reset to zero quicker?

Re: How to reset the whole layout book revision / issue history?

Laszlo Nagy — Thu, 03 Jul 2025 21:08:30 GMT

Yes, unfortunately, the only way to do it is what you said: reopen the last Transmittal Set and delete it, then reopen the next last Transmittal Set and delete it, and so on.

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Fri, 04 Jul 2025 07:52:50 GMT

oh my... Is there a wish for it?

Re: How to reset the whole layout book revision / issue history?

ryejuan — Fri, 04 Jul 2025 09:30:13 GMT

have you tried creating a new transmittal set instead of reopening?

my other concern about the transmittal set is the dates it cannot be modified if they want to use the old dates.

Re: How to reset the whole layout book revision / issue history?

Lingwisyer — Mon, 07 Jul 2025 19:04:45 GMT

Have not tested this, but can you manually set the revision to a number / letter that has already been used? If you can, depending on how you are tracking them, you might be able to filter what is displayed based on a criteria.

That is a setting in the Revision History Detailed object that I use. If you can do something similar, it might be easier? It does mean retaining a whole lot of revision information which may or may not be a good thing.

Ling.

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Tue, 08 Jul 2025 05:46:28 GMT

Yeah, I guess I could change to letters instead of numbers and I could also duplicate the layouts and delete the issued ones. But that still keeps the revision history. Doesn't that men the file heavier? My files arre pretty big already 😞

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Tue, 08 Jul 2025 05:50:08 GMT

"have you tried creating a new transmittal set instead of reopening?"

The problem is I need to start all revision from zero for each phase. And that I have 100 revisions and want to reduce the size of the file

The dates are not a problem as I created a new property for the transmittal sets for the date and I put it manual so I can put any date I want

Re: How to reset the whole layout book revision / issue history?

Lingwisyer — Tue, 08 Jul 2025 06:01:16 GMT

It does not allow you to duplicate revisions.

Re: How to reset the whole layout book revision / issue history?

Lingwisyer — Tue, 08 Jul 2025 06:02:32 GMT

Yeah, it does mean all of your legacy revision and trasmittal information is retained...

Re: How to reset the whole layout book revision / issue history?

Barry Kelly — Tue, 08 Jul 2025 06:29:23 GMT

I guess the logic is that these transmittals and revisions are supposed to be a permanent record of what has happened to the project, and they really should not be edited or manipulated.

But I can see it would be a problem if you were to use this project as a template to start a new one.

You would want the same file setup, but a clear list of transmittals/revisions.

Maybe one for the wishlist?

Barry.

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Wed, 09 Jul 2025 05:52:35 GMT

Not as a template. I want to use the same file because it is for the same project, just a different phase. For example we have a phase for submissions to municipality that usually has 5 revisions or so. Then we start a tender phase that might have 2 or 3 revisions. And then have 2 phases for construction. One for the contractor of the apartments that is usually up to 80 transmittal sets and one for the contractor of the retail spaces that might be 20 transmittal sets.

And it is always the same building.

So there is no wish for this yet?

Re: How to reset the whole layout book revision / issue history?

Lingwisyer — Wed, 09 Jul 2025 06:16:41 GMT

I assume you have some other note in your titleblock that denotes the phase? We change titleblocks and revisions style between phases...

Re: How to reset the whole layout book revision / issue history?

ryejuan — Thu, 10 Jul 2025 04:51:27 GMT

I agree with you on this, but unfortunately in practice this doesn't happen.

Verbally they talked about it then they will decide to change things for the record but keep the date as it is.

Explained to them how it works end up I just need to place a fill over the text and create a new text over it. 😅

Re: How to reset the whole layout book revision / issue history?

ryejuan — Thu, 10 Jul 2025 09:22:32 GMT

I'm interested now in the property you created for the transmittal date. 😁

If you have 100 revisions you can just simply filter out and add layout within book settings

then you just select the first layout then press hold shift to the end layout you want to add.

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Thu, 10 Jul 2025 06:04:27 GMT

Yes, I do have the phase in the titleblock but I can't start construction or tender in revision 5

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Thu, 10 Jul 2025 06:20:43 GMT

If you click the arrow next to "add transmittal set" in "edit scheme" you can add a manual issue date (and anything else you want the transmittal set to have.

Re: How to reset the whole layout book revision / issue history?

SGraham_MGArchitects — Fri, 23 Jan 2026 21:11:19 GMT

Leire,

Here is how I do it. Your system might be a little different, but the fundamentals should be the same.

1. I assign a prefix number or letter to phase I am in.

Design = A00 (initial design submission), A01 (revision 1)...

Bidding = B00 (initial bid submission), B01 (bidding revision 1)...

Construction Phase = C00 (coordinated construction set after all bid revisions are incorporated), C01 (construction revision 01).

2. Then i select the revision block object on my master(s) and use the "Filter Revisions Based on Criteria" parameters to only show revisions that start with the

letter for the phase I want. (My revision block does not list Transmittal set IDs, only Revision ID, Description and Date of Issue).

3. When you start a new phase of work and create a transmittal set for it, name the transmittal set ID whatever you want in your sequence. Also check the box to "Create a new revision ID in all included layouts." DO NOT click the "Override Revision ID of all Included Layouts,"

4. Add all the drawings for the full issue into the transmittal set for the new phase you're starting.

5. Select all drawings in the transmittal set in the navigator, and go to "Layout Settings". Under "Revision History" you can click on the top-most revision ID and change it to what you want, and it will change the latest revision ID for all the selected drawings. This will also "reset" the revision counter to use the new prefix and start sequentially numbering the changes from zero again.

6. Combined with the revision block ID filter, you can choose to show only the drawings in the phase you're working on, while not having to go back and delete previous revisions.

Hopefully that makes sense. If not, i can try to elaborate further.

Re: How to reset the whole layout book revision / issue history?

Leire Bilbao — Fri, 30 Jan 2026 13:55:47 GMT

Ok, that is an interesting one and I will consider it. Thank you very much

Re: How to reset the whole layout book revision / issue history?

AllanP — Sun, 01 Feb 2026 20:54:38 GMT

You can make custom Custom Transmittal Set Schemes

These Custom setting do not have to be unique, they can be the same, it just requires more work to set up a transmittal.

you can then filter by another field i.e. the name of the transmittal like "For Construction" or "Tender" or have a separate code for these like a field that is for design, tender, construction, etc.

or separate out the grouping from the displayed fields filter.

you don't have to use built-in fields for anything on the revision block.