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</style></head><body><div class="document" id="show-partner-relations-in-own-tab"><h1 class="title">Show partner relations in own tab</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!!! changes will be overwritten. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --><p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/12.0/partner_multi_relation_tabs"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-12-0/partner-contact-12-0-partner_multi_relation_tabs"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p><p>This module adds the possibility to show certain partner relations in atab on the partner form, in addition to in the list of all relations.</p><p>This can be useful if certain relation types are regularly used and shouldbe overseeable at a glace.</p><p>For instance you can make a tab named ‘board’ that will show all the boardmembers of a company, by showing the relations of types ceo, cto, cfo andboard member.</p><p><strong>Table of contents</strong></p><div class="contents local topic" id="contents"><ul class="simple"><li><a class="reference internal" href="#usage" id="id1">Usage</a><ul><li><a class="reference internal" href="#relation-type-tabs" id="id2">Relation Type Tabs</a></li><li><a class="reference internal" href="#relation-types" id="id3">Relation Types</a></li><li><a class="reference internal" href="#partner-form" id="id4">Partner Form</a></li><li><a class="reference internal" href="#deleting-tabs" id="id5">Deleting tabs</a></li><li><a class="reference internal" href="#searching-relations-by-tab" id="id6">Searching Relations by Tab</a></li></ul></li><li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li><li><a class="reference internal" href="#credits" id="id8">Credits</a><ul><li><a class="reference internal" href="#authors" id="id9">Authors</a></li><li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li><li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li></ul></li></ul></div><div class="section" id="usage"><h1><a class="toc-backref" href="#id1">Usage</a></h1><div class="section" id="relation-type-tabs"><h2><a class="toc-backref" href="#id2">Relation Type Tabs</a></h2><p>Before being able to show certain types of relations on a tab in the partnerform, you will have to define the tab.</p><p>Do that in Contacts / Relations / Relation Tabs.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png" /><p>If you specify nothing, the tab will be shown on all partner forms that havetabs (page elements). Normally you will select to show the tab only onpartners that are companies/organisations, or only for persons. You can alsoselect a category to further limit for which partners the tab wil be shown.</p><p>The possibility exists to show a tab only on specific partners. For instanceon your own company partner.</p></div><div class="section" id="relation-types"><h2><a class="toc-backref" href="#id3">Relation Types</a></h2><p>In configuring the relation types, you can select which type of relation willbe shown on which tab. It is possible to show multiple types on one tab.</p><p>Do that in Contacts / Relations / Relation Types.</p><p>For example on a ‘executive board’ tab, you might want to show the CEO of acompany, but also the CFO, the CTO and normal board members.</p><p>You might specify a tab for both the ‘left side’ of a relation, as for the‘right side’ or inverse relation. So a relation ‘company has ceo’, withinverse type ‘person is ceo of’ might specify the ‘board’ tab for thecompany type of the relation, but possibly a ‘positions held’ tab for theperson side of the relation, so on the partner form of a person you see inone tab all positions or functions a person has, regardless in which companyor organisation.</p><p>For each side of a relation, the partner contact type and the partner categorymust be consistent with those specified for the tab.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png" /></div><div class="section" id="partner-form"><h2><a class="toc-backref" href="#id4">Partner Form</a></h2><p>The partner form will contain extra tab pages, for each tab that isappropiate for that partner. So a company partner does not show the tabs thatare meant for persons and vice versa. Also tabs meant for partners witha certain category/label will only show if partners have that label.</p><p>When adding relations on a tab, only relation types appropiate for that tabcan be selected.</p><p>Example of adding a relation:</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png" /><p>Example of a filled out board tab:</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png" /></div><div class="section" id="deleting-tabs"><h2><a class="toc-backref" href="#id5">Deleting tabs</a></h2><p>When a tab is deleted, this will in no way effect the existing relations.</p><p>However the references on the relation types to the deleted tabs will also becleared.</p></div><div class="section" id="searching-relations-by-tab"><h2><a class="toc-backref" href="#id6">Searching Relations by Tab</a></h2><p>You can search relations with the tab on which they are shown. For instanceto find all board members.</p><p>Do that in Contacts / Relations / Relations.</p><img alt="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png" src="https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png" /></div></div><div class="section" id="bug-tracker"><h1><a class="toc-backref" href="#id7">Bug Tracker</a></h1><p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.In case of trouble, please check there if your issue has already been reported.If you spotted it first, help us smashing it by providing a detailed and welcomed<a class="reference external" href="https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_multi_relation_tabs%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p><p>Do not contact contributors directly about support or help with technical issues.</p></div><div class="section" id="credits"><h1><a class="toc-backref" href="#id8">Credits</a></h1><div class="section" id="authors"><h2><a class="toc-backref" href="#id9">Authors</a></h2><ul class="simple"><li>Therp BV</li></ul></div><div class="section" id="contributors"><h2><a class="toc-backref" href="#id10">Contributors</a></h2><ul class="simple"><li>Holger Brunn <<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>></li><li>Alexandre Fayolle <<a class="reference external" href="mailto:alexandre.fayolle@camptocamp.com">alexandre.fayolle@camptocamp.com</a>></li><li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li><li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li><li>George Daramouskas <<a class="reference external" href="mailto:gdaramouskas@therp.nl">gdaramouskas@therp.nl</a>></li></ul></div><div class="section" id="maintainers"><h2><a class="toc-backref" href="#id11">Maintainers</a></h2><p>This module is maintained by the OCA.</p><a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a><p>OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/12.0/partner_multi_relation_tabs">OCA/partner-contact</a> project on GitHub.</p><p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p></div></div></div></body></html>
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