Keynote Manager Troubleshooting¶

Use these checks when Keynote Manager cannot access the expected keynote file, a keynote cannot be found, changes cannot be saved or updated keynote information is not reflected correctly in Revit.

The Project Keynote File Does Not Open Automatically¶

When Keynote Manager opens, it checks the active Revit project's native keynote table for the currently assigned keynote file.

If no file opens:

1. Check that the project has a keynote file assigned in Revit.
2. Confirm that the assigned .txt file still exists.
3. Confirm that the file location is accessible from the current workstation.
4. Use File → Open... to browse to the required file if necessary.

The Wrong Keynote File Is Open¶

Check the loaded filename and project status.

If the wrong file is open:

1. Use File → Open....
2. Select the correct .txt file.
3. Confirm that the expected hierarchy is displayed.
4. If Revit should also use that file, choose Set as Project Keynote File.

New Suggests the Wrong Folder or Filename¶

Flow uses the Revit Project Number when suggesting a new keynote filename and project folder.

For example:

26123

normally produces:

26123_Keynotes.txt

If the project number is missing or Flow cannot resolve the expected project folder, it uses its fallback documents location. With no Project Number, the fallback filename is:

Project_Keynotes.txt

You can change the location and filename in the Save dialog before creating the file.

A Recent Keynote File Cannot Be Found¶

A recent-file entry can become invalid if the file has been moved, renamed or deleted.

Use File → Open... to browse to its current location.

I Can't Find a Keynote¶

Try the following:

1. Press Esc to clear the current search and selection.
2. Expand the appropriate category.
3. Search using part of the keynote code or description.
4. Confirm that the expected keynote file is loaded.

Search checks both the keynote code and description.

The Usage Count Is Not What I Expected¶

The green usage indicator counts placed Revit keynote tags only.

It does not count an element or type simply because its keynote parameter contains that code.

For example, a keynote can show no placed-tag usage while still being assigned to an element or type.

Usage information is refreshed when Flow loads or refreshes keynote information and after a successful Sync.

I Can't Add a Keynote¶

Before adding a keynote, select the category that should contain it.

Then choose:

Add → Add Keynote

Check that:

• a category is selected
• the keynote code is not blank
• the description is not blank
• the proposed keynote code does not already exist

Keynote codes must be unique within the loaded file.

The Suggested Keynote Number Is Not What I Expected¶

Flow looks for the first available numbered code in the selected category.

For example:

45-01
45-02
45-04

suggests:

45-03

You can change the suggested code before adding the keynote.

The Library Opens in the Wrong Category¶

When the Library opens from Add or Edit, Flow uses the prefix of the current keynote code to select a matching Library category where possible.

Check the keynote code before opening the Library. You can also change the category filter manually inside the Library.

The Library supplies a description; it does not replace the project keynote code.

I Can't Multi-select Keynotes¶

Multi-selection is limited to keynote entries within the same category.

Hold Ctrl while selecting the required entries.

If you select an item from another category, Flow resets the selection rather than maintaining a multi-category selection.

Removing a Keynote Did Not Renumber the Category¶

This is expected.

Remove deletes the selected keynote but leaves the remaining codes unchanged.

Use Renumber separately when the category should be consecutively numbered.

Clean Did Not Renumber the Category¶

This is expected.

File → Maintenance → Clean Selected Category... removes keynote entries with blank descriptions only.

It deliberately leaves the numbering of the remaining entries unchanged.

Use Renumber separately if consecutive numbering is required.

Renumber Is Not Available¶

The visible Renumber workflow requires a category to be selected.

Select the category itself in the keynote tree, then click Renumber.

Renumber Reports That the Category Is Already Consecutively Numbered¶

If the selected category already follows consecutive numbering, Flow does not make unnecessary changes.

No further action is required.

Renumber Finds Blank Keynotes¶

If blank-description entries exist in the selected category, Flow asks how to continue.

Choose:

Clean & Renumber

to remove the blank entries before renumbering,

or:

Renumber Only

to retain them and continue with the renumbering operation.

Review the Renumber Preview before confirming the changes.

Changes Cannot Be Saved¶

If Save is not available, check whether the loaded keynote information actually contains unsaved changes.

If changes exist but the file cannot be written:

1. Confirm that the .txt location is accessible.
2. Confirm that you have permission to modify the file.
3. Check whether the file is read-only or otherwise unavailable.
4. Use Save As... if the information should be written to another location.

Refresh Is Not Available¶

Refresh is disabled while Keynote Manager contains unsaved changes.

Use Save first if you want to keep those changes.

Refresh can then reload the file and tell Revit to reload its keynote table.

Revit Does Not Show a Newly Added or Edited Keynote¶

Saving and refreshing are separate operations.

1. Save the Keynote Manager changes.
2. Click Refresh.
3. Check the keynote again in Revit.

Save writes the .txt file.

Refresh reloads the file and tells Revit's native keynote table to reload it.

Revit Still Uses an Old Keynote Code¶

Changing a keynote code does not automatically replace every existing reference to the previous code.

This can occur after:

• manually changing a keynote code
• moving a keynote to another category
• renumbering a category

Use this workflow:

1. Complete the keynote code change.
2. Save the keynote file.
3. Click Sync.
4. Review the Sync Preview.
5. Apply the synchronisation.
6. Use Refresh if Revit also needs to reload the latest keynote table.

Sync can check placed keynote tags, instance keynote parameters and type keynote parameters against Flow's recorded old-to-new code mapping.

Sync Is Not Available¶

Sync requires:

• at least one pending recorded keynote code change
• a loaded keynote file
• no unsaved Keynote Manager changes

If you have just changed or renumbered a keynote code:

1. Save the keynote file.
2. Check Sync again.

Editing only a description does not create an old-to-new code mapping.

Sync Reports No References Require Updating¶

The scan did not find Revit references whose current value matches the pending old keynote codes.

The affected codes may not currently be used by:

• keynote tags
• instance keynote parameters
• type keynote parameters

No project reference changes are required in that case.

Some References Were Not Changed by Sync¶

Before changing a reference, Flow verifies that the element and keynote parameter still exist, that the parameter is writable and that its current value still matches the old code from the preview.

A reference can therefore be skipped if it has changed since the preview, is read-only or is otherwise no longer suitable for the proposed update.

Review the affected Revit item directly if a reference does not change as expected.

Revit Could Not Reload the Keynote Table¶

During Refresh, Flow asks Revit's native keynote table to reload.

If the reload fails:

1. Confirm that the correct keynote file is assigned to the project.
2. Confirm that the .txt file exists and is accessible.
3. Check that the keynote file is valid.
4. Retry Refresh.

If the problem continues, check the project's native Revit keynote settings.

I Opened or Closed a File with Unsaved Changes¶

Keynote Manager checks for unsaved changes before operations that would discard the current edits.

If prompted, save the changes when they should be retained, discard them only when they are no longer required, or cancel to return to Keynote Manager.

Reporting a Problem¶

If the problem continues, record:

• the Revit version
• the project being used
• the keynote filename and location
• whether the file is shown as the current project keynote file
• what you were trying to do
• what you expected to happen
• what happened instead
• any message displayed by Flow
• a screenshot where useful

Related Help¶

• Keynote Manager
• Working with Keynotes
• Project Keynote Files