Inheritance Settings: Things to Know

Attributes configured as Auto Update are details that should be kept standard across all local versions and are typically defined at the master record level.

When an attribute configured as Auto Update is modified on the master record, all local versions will automatically receive the update.

When existing inventory records are linked to a master to create a local version link, any attributes configured as Auto Update will be automatically over-written on the local version with values from the master record.

Attributes configured as Auto Update cannot be modified at the local version level. Any attribute questions mapping to an Auto Update attribute will display as read-only in assessments launched on the local versions and the fields will be read-only on the Inventory Details page of a local version. Additionally, any attempt to update an attribute configured as Auto Update on a local version through bulk import or public API integrations will be ignored and the update will not go through.

If attributes configured as Auto Update are deactivated and then reactivated in the attribute manager, the attribute will automatically be set to Override upon reactivation.

Attributes configured as Override are details that may vary across local versions depending on factors such as local laws and jurisdiction.

Attributes configured as Override can be modified on the local version level and updates made to these attributes do not affect the master record or any other local versions.

Attributes set to Override will continue to be editable on assessments for local versions.