Logic & Rules
If you are coming from native Revit, you are intimately familiar with the Schedule Properties dialog box. It is the control center where you filter out unwanted elements, group items by level, and tell Revit to calculate totals.
While powerful, Revit’s native dialog is dated, rigidly structured, and often frustrating to troubleshoot.
Vellum entirely replaces the Schedule Properties dialog with the Logic & Rules accordion in the Content Drawer. This modern, tabbed interface takes the concepts you already know from Revit and massively expands their capabilities, speed, and ease of use.
The Tabbed Interface
Section titled “The Tabbed Interface”The Logic & Rules engine is divided into five distinct tabs. They are ordered from left to right to mimic the natural workflow of processing schedule data: Filter the raw data, Sort what remains, Format it visually, aggregate the Math, and finally generate new data with V-Cols.
1. Filters
Section titled “1. Filters”Revit Equivalent: Filter Tab Just like in Revit, this is where you define rules to exclude elements from your schedule (e.g., “Only show Doors where Level equals Level 1”). Vellum enhances this by providing a cleaner, faster interface for managing logic operators.
2. Sorting (Sort/Group)
Section titled “2. Sorting (Sort/Group)”Revit Equivalent: Sorting/Grouping Tab Organize your schedule data into a logical hierarchy. Use this tab to group identical items together, create headers and footers, or sort your rows alphanumerically based on specific parameters.
3. Formats
Section titled “3. Formats”Revit Equivalent: Formatting Tab (Conditional Formatting) Apply visual overrides to your schedule. Vellum vastly upgrades this feature, allowing you to easily highlight cells, change font colors, or apply text replacements based on specific parameter values (e.g., turning a cell red if a Fire Rating is empty).
4. Math
Section titled “4. Math”Revit Equivalent: Formatting Tab (Calculate Totals) In native Revit, calculating totals is awkwardly hidden inside the Formatting tab. Vellum extracts this into its own dedicated Math tab, making it incredibly simple to aggregate sums, averages, and minimum/maximum values across your numerical columns.
5. Virtual Columns (V-Cols)
Section titled “5. Virtual Columns (V-Cols)”Revit Equivalent: Calculated Values & Combined Parameters Vellum’s flagship logic feature. Build lightweight mathematical formulas or combine text strings directly inside the schedule canvas, completely eliminating the need to create one-off shared project parameters in your Revit model.