Plan Campaign - Automatic value inheritance

Introduction

The Automatic Value Inheritance feature helps streamline campaign management by allowing sub-items to automatically inherit predefined values from their parent items. This reduces repetitive manual data entry, ensures consistency across related items, and saves time when managing complex campaign structures.

Usage description

How it works

Inherited elements are configured by administrators in the Template builder. Once set, specific field values—such as product type or media type—will automatically carry over from parent items (e.g., a campaign) to child items (e.g., sub-activities) during item creation or when values in the parent are updated.

How to set it up (Admin only)

1. Open the Template Builder and select the shared element you want to inherit (e.g., dropdown, checkbox, radio button).
2. Enable "Inherit from Parent" in the element settings.
   • Only Shared elements can be inherited.
   • An element cannot be both Inherited and Aggregated—only one option can be active.
   • You can also mark the element as mandatory, which will apply to both parent and child items.

⚠️ Templates must use hierarchy settings to define parent-child relationships (e.g., Campaign > Activity).

Template builder: Inherited element's settings

Which elements can Be inherited

• Select-type fields, including:
  • Dropdowns (single/multi-select)
  • Checkboxes
  • Radio buttons
  • Tags

Values from the parent will automatically populate these fields in child items upon creation and after updates.

Behavior in use (For all users)

• Automatic Population: When a child item is created or linked to a parent, inherited values are filled in automatically after saving.
• Editable Within Limits: Users can change inherited values in child items, but only from the values selected in the parent item.
• Visual Indicators: Inherited fields are marked with icons in both parent and child item details.
• Sync on Update: Any changes in the parent item's inherited fields will automatically update the same fields in all connected child items.
• Hierarchy Support: Works across multiple levels (e.g., Parent > Child > Sub-child).

Item detail: Automatic value inheritance in sub-items