From 1309bd1ea75dd55160819f56430701c4ba452278 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Fri, 28 May 2021 15:40:05 +0000 Subject: [PATCH] [UPD] README.rst --- partner_tier_validation/README.rst | 9 ++++++++- partner_tier_validation/static/description/index.html | 7 ++++++- 2 files changed, 14 insertions(+), 2 deletions(-) diff --git a/partner_tier_validation/README.rst b/partner_tier_validation/README.rst index 855c4bb43..3b43aa1b7 100644 --- a/partner_tier_validation/README.rst +++ b/partner_tier_validation/README.rst @@ -26,9 +26,16 @@ Partner Tier Validation |badge1| |badge2| |badge3| |badge4| |badge5| Adds an approval workflow to Partners. -The default rule requires new parent Contacts to be approved +The default rule requires new company Contacts to be approved before they can be used. +The rule can be extended to new non-company contact, +but beware that may cause issues with automatically created new contacts, +such as the ones generated when processing incoming emails. + +If the 'Is Company' or 'Parent' field changes then the contact is Request +for approval. + For this, the new Contact record is kept as "Archived" until it is approved. **Table of contents** diff --git a/partner_tier_validation/static/description/index.html b/partner_tier_validation/static/description/index.html index 11eb1dd12..f93444376 100644 --- a/partner_tier_validation/static/description/index.html +++ b/partner_tier_validation/static/description/index.html @@ -369,8 +369,13 @@ ul.auto-toc { !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->

Beta License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runbot

Adds an approval workflow to Partners. -The default rule requires new parent Contacts to be approved +The default rule requires new company Contacts to be approved before they can be used.

+

The rule can be extended to new non-company contact, +but beware that may cause issues with automatically created new contacts, +such as the ones generated when processing incoming emails.

+

If the ‘Is Company’ or ‘Parent’ field changes then the contact is Request +for approval.

For this, the new Contact record is kept as “Archived” until it is approved.

Table of contents