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Using nested and shared families is quite a simple process; however, for new Revit users or even just users that haven’t explored the power of this process, it can initially be a little daunting. Once you understand these features of Revit you will wonder how you ever lived without them, and not only that, the possibility of endless customisations of many of the RevitHQ families’ opens up to you.

To begin with, let’s break down the terms nested and shared, how they are different, and why you should utilize these powerful features.
Nested Families
Nested families are families that have been ‘nested’ in other families, exactly like it sounds. Any good family creator will utilise nested families. They greatly simplify the family creation process by compartmentalising different elements of the model. An example of this could be a table, the legs of the table could be created in one family, the table top in another family, and the two could then be combined in a third family.
Nested - Family 1
Nested - Family 2
Host - Family 3
While it would be possible to model both of these nested elements in the same family. Using this method means:​
  1. All the constraints, reference planes and equations that make the table base won’t interfere with the table top, and vice versa.
  2. Any updates to the table top or base can be made without the fear of affecting other modelled elements.
  3. Anyone unfamiliar with the model can easily perform error analysis with significantly more ease. 

Furthermore, any parameter created in these nested families, whether they be instance based or type based, can then be linked to the parameters in the hosting family. Thereby giving you the ability to either use their constraints in equations or have their size influence other nested families.
To do this, insert your nested family into you host family and navigate to the type or instance property you wish to link.

Linking can be achieved by selecting the small grey box next to parameter, and clicking this box will take you through the standard process of creating a new parameter. After this is done, the equal symbol will appear in the grey box as shown in the example to the left.
Now that the link has been made the nested family parameter is being controlled by the new parameter ​in your host family.

​Head to the family types dialogue box to find your newly created parameter and begin adding some equations. ​Or simply insert your host family into your project and begin flexing the linked parameter.
SHARED FAMILES
​Shared families are where things get a little more interesting and a little more confusing. In the previous example, we showed a nested table top and base scenario, changing these to be nested and shared is simply a matter of checking the ‘Shared’ tick box found in the ‘Family Category and Parameters’ dialogue, shown right.
But it can also be found in the properties bar when no objects are selected, shown far right.
Any family can be made into a shared family and it will have a number of effects that a very important to be aware of:
  1. To begin with, shared families are what they sound like, shared. By making a nested family shared, it will also be loaded into you project along with the host family, visible in your project browser like any other family. It essentially becomes a family that can be adjusted and placed independent of its host if needed, while simultaneously existing in the host family.
  2. Any updates to the nested and shared family can be done straight from the project by editing the family from the project browser, propagating those changes to any instance in you project.
  3. This nested and shared family can be used in multiple host families, meaning any changes made will update to all host families.
  4. Nested and shared families can be scheduled independent of their host families.
  5. Nested and shared families can be selected and tagged in your project, independently of its host family. An example of this would be tagging your door handle and lock in elevation, separate to the door tag. This will even work for nested and shared families of different categories. To do this, use the tab key when hovering the mouse over the family to cycle through its shared components, then select or tag as needed.
Share families points of confusion
I made my family shared and loaded it in but how do I change it back to just a standard family?
​Share a family with caution, a family can be edited, made to be shared, and loaded back into your project or family, but once shared it is more difficult to un-share. The 'shared' tick box is easy enough to deselect, but the problem comes when reloading the family back into the project, as seen in the error shown right.  The reason for this, I believe, is most like due the implications un-sharing a family can have on multiple host families that might be using the same nested and shared family. If you wish to un-share a family, it must be first completely removed from the project or family, and then reloaded in. A pain when you have already used it in multiple locations.
I've made my family shared, loaded it into my host family, but can’t link the type parameters.
When in the family editor environment and nesting a shared family in a host family, the type properties of the nested families won’t be able to be linked. Only the instance properties of a nested family will be able to be linked. This doesn’t mean that you shouldn’t use type parameters in the nested and shared families; type parameter will still be adjustable in the type settings of the family when inserted into your project. We will cover this in more detail in another post, as it is a great way to compartmentalize large amounts of adjustable parameters, reducing complexity and increasing customization potential.​
The real fun / advanced use of nested and shared families:
Newly created shared families loaded straight into a project can be swapped into a family that has the same category type of that family already nested and shared in it. This process sounds confusing put to words, but fundamentally it is a quick and easy way to swap in the new custom design of nested and shared family without ever needing to open and edit the host family.  An example would be modeling a new table base, loading it into your project and swapping it in using a 'Family Type' parameter of the the host family, all without ever opening family. 

This is a very powerful feature of nested and shared families and is a feature that many RevitHQ families take full advantage of. ​​
However, certain requirements need to be met for this to be achieved:
  1. A ‘Family Type’ parameter needs to be set up in the host family for the nested and shared component you wish to swap in and out, see left.
  2. Any linked instance parameters of the nested and shared family need to be present in the family that is intending on being swapped in and out. The easiest way to achieve this is to duplicate a family that is currently nested and a shared and resave. Using an already established family as a starting point will mean your instance parameter naming is identical.
  3. The origin point of nested and shared families being swapped in and out should be identical.
  4. Any newly created reference planes in a nested and shared family should be set to ‘not a reference’. This is not an absolute requirement, and there may be instances where you would like to use the reference planes to dimension to in a project. However, in the host family Revit can on occasion mistake these reference planes for the origin reference plane, leading to nested family in a position it is not meant to be. 
​The detailed procedure for the creation of custom nested and shared families for RevitHQ families can be found on the RevitHQ ‘Creating Nested & Shared Families’ page. This uses the door family as an example, but the process detailed there is useful for creation of your own custom families too.
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​FAMILY DETAILS:
Types:
2 Panel_Side Folding
3 Panel_Center Folding
3 Panel_Side Folding
4 Panel_Center Folding
4 Panel_Side Folding
5 Panel_Center Folding
5 Panel_Side Folding
6 Panel_Center Folding
6 Panel_Side Folding

Version:
Revit 2017

Family Type: 
Wall Based

Category: 
Doors
Detail Items

​Custom Object Styles:
Hardware
Glazing Flair
About:
​Based on the same nested and swappable families’ principal present in all of RevitHQ doors, these folding doors presented some new challenges. The initial attempt at their creation was a single completely parametric folding door system. It utilized arrayed panels such that the amount could have been unlimited, in theory. It even had the ability to dynamically change its opening position, flipping panels as needed, while also moving handles and locks, a task that was anything but simple. 
​These two features were useful but required enormous lines of equations, ‘if’ statements, embedded in ‘if’ statements, embedded in ‘and’ statements, only to be embedded in more ‘if’ statements. It was a beast of a family and suffered greatly from performance issues in projects whenever changes were made.

​After much testing the decision was made to split these families based on the door amount and the opening position, resulting in a set that currently contains 9 different variations. All the same highly adjustable features are present within these families, and they even share the same nested panels handles and locks that are used in the swing, sliding and pivot sets.
​​
As with all of our other door families, panels are interchangeable on the fly, swings are independently adjustable in 2D and 3D, as well as frames being highly adaptable, and much more. Refer to our door features summary page for more information.
Operation:
With our most recent update of all of our door families, the door handle and door lock has been consolidated into one nested and shared container family. While this may seem redundant and adds one extra step in the process of changing locks and handles. It was a necessary move to accommodate Revit 2019’s new warning about having nested families hosted on other nested families.

While the previous door versions worked perfectly fine. If a user tried to edit the family in Revit 2019 and then selected the wrong button when the warning occurred. It would delete important constraints for the correct operation of the family.

To counter this, and to add an extra layer of stability to the general operation of the doors, a container family for the handle and locks was created. Operating in the way shown in the picture to the left, the handles and locks are embedded in a nested and shared family, which is them embedded within the door family along with the panel. To create a new handle lock combination you create a new type from the project browser. Then from within the type properties of the door, you equip the handle lock combination you created, as well as the panel of choice.
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