Introduction
The Inheritance mode allows some Box configuration elements to be created in an upper-level Box and inherited (applied to) its sub-boxes.
When a Box inherits elements, it takes them from all its upper-level Boxes.
For example, Program Increments in the example below inherit Gantt column views from their direct parent (OMEGA), the Portfolio Box, and the Home (root) Box. If Gantt column views in the Portfolio Box are updated, all Boxes nested underneath (set up to inherit Gantt column views) will reflect that change.
Home and Portfolio are greyed out because the logged-in user doesn't have access to them (they weren't assigned any roles in those Boxes). This means the logged-in user can't access the configuration of those Boxes to make changes - if they want to edit Gantt column views inherited from the Home (root) Box, they can't do it, as this change has to be performed in a Box they can't access.
ALFA is a same-level box as OMEGA. It's not a parent of OMEGA, so Gantt column views from ALFA are not inherited by Program Increments nested under OMEGA.
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When you are in Box Configuration, the inherited items are marked as such with an upward pointing arrow. When you hover your mouse over the arrow, you can see which Box the item has been inherited from.
Items that aren't marked with an arrow are native to the Box and can be modified and deleted.
Inherited items have to be changed in the Box they have been created in.
Even if inheritance mode is turned on, no items may get inherited if they aren't set up in upper-level Boxes.
Inherited elements
Inheritance mode can be set for:
Gantt Column Views of a Box type
Security configuration of a Box type (Security settings as they are always inherited)
Security and access
Inheritance mode is set up for a Box type - this means that all Boxes of a given type have the same setup.
Inheritance mode is set up for each element separately.
You can find Inheritance settings in App Administration > Box types section > Box details (select one of the Box types).
To access, you need the App Administrator security role.
Inheritance modes
Three Inheritance modes determine whether the users will be able to customize the Box settings.
In general, selecting "Inherited mode" means that the upper-level Boxes impose the configuration, and you can change the settings of all sub-Boxes by editing the upper-level Box; as a result, users will be unable to change some of the settings of the Box configuration since it is already preconfigured. Fewer settings to choose from will make the App easier to understand. The "Own mode" provides much more flexibility.
The word "Item" in the table below refers to Column Views settings which can be inherited when a new Box is created or moved to an upper-level Box of a different type.
Inheritance mode | Description | Active and favorite settings | Mode change | Editing inherited items |
|---|---|---|---|---|
Own | You can personalize the settings on the Box type configuration and Box configuration pages in this mode. The personalized settings of the upper-level boxes are not shown when viewing the sub-Box configuration. | The currently used (Active) setting are selected for the sub-Boxes if the sub-Box mode is set to:
| To "Own with Inherited:"
To "Inherited:"
| Not applicable |
Own with inherited | All the configured items for the upper-level Box are available to users in this mode. Box admin cannot add your own configuration in the Box configuration. | Apply to both upper-level and sub-Boxes in the following modes:
| To "Inherited:"
| Not allowed |
Inherited only | You can not personalize the settings predefined in the upper-level Box in this mode. The configuration tabs in the Box configuration are not displayed. | Apply to both upper-level and sub-Boxes in the following modes:
| To "Own with Inherited:"
| Not allowed |
Inheritance of Security settings
Security settings are always inherited.
There are only two possible security inheritance modes:
Own with inherited
Inherited
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Inherited security roles are not visible in Box configuration - a user is visible only in the Box where they have been added initially.
Recommended use
If you want specific settings to apply to all boxes, you can change them for the Home (root) Box. As long as other Boxes are set to inherit an element, changing it on the root level will apply to all inheriting Boxes.