The next step in streamlining your sheet set is to configure label and callout blocks to automatically display your desired data. Label blocks can be set to show the sheet number, sheet name, and scale. Callout blocks can show the detail (or view) number and sheet number.
If you already have label and callout blocks created, you can insert them directly into the sheet set template. If you take this route, delete the inserted blocks when you’re done configuring them so that only their definitions remain. You can also keep the blocks in a separate drawing and from there insert them into the template.
Insert your label or callout block (we will use callout block as an example).
Caption: Start with an existing callout block, or create a new one, if needed.
Use the Block Editor to edit the block, or explode the block. If text in the block has been created as attributes, you can edit them using the Block Attribute Manager.
Note: If you are using the Block Attribute Manager, be sure to select the Preset checkbox for each field you edit so you aren’t prompted to enter a value whenever you insert the block.
Double-click the text that contains the detail number. This will bring up the Mtext Editor or the Edit Attribute Definition dialog box, depending on whether the text is an attribute or not.
Select the text. Right-click and select Insert / Field.
Caption: Select the text in the Mtext Editor, then right-click and select Insert Field.
In the Field dialog box, choose SheetSetPlaceholder in the Field Names list. Then select ViewNumber from the Placeholder Type list. If you want, check the Associate Hyperlink box in the Field dialog box so that the callout bubble will link to the view it references.
Caption: Select SheetSetPlaceHolder in the Field Names window, then select ViewNumber (or whatever other value you want to display in your block).
Repeat this process for the sheet name, using the SheetName placeholder.
Once you’re done, redefine the block if you exploded it for editing. As noted earlier, delete the block if you inserted it into the sheet set template drawing.
Caption: Callout blocks with placeholder fields inserted.
Follow the same routine to create label blocks. For example, you might want to use the placeholders SheetNumber, SheetName, and ViewportScale.
Caption: Inserting a ViewportScale placeholder.
Save your sheet set template or drawing that contains the block.
The final step, which we have described previously, is to specify the location of your label and title blocks in the Sheet Set Manager Properties dialog box. In the Sheet Set Manager, right-click on the name of the sheet set and select Properties. Select Callout Block (or Label Block), then select the button with ellipses (…) to navigate to the file that contains your callout blocks.
Caption: Specify the locations for your label and callout blocks in the Sheet Set Properties dialog box. You can specify multiple blocks, if you want.
The files can be DWG or DWT. If your blocks are individual drawings, select Select the Drawing File as a Block. If they are definitions within a drawing or template, select Choose Blocks in the Drawing File, then select your block from the list that appears once you select the drawing.