Ronald Portier
6 years ago
committed by
Jan Verbeek
8 changed files with 238 additions and 10 deletions
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82partner_multi_relation_tabs/README.rst
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78partner_multi_relation_tabs/readme/USAGE.rst
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88partner_multi_relation_tabs/static/description/index.html
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png
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BINpartner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png
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Relation Type Tabs |
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~~~~~~~~~~~~~~~~~~ |
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Before being able to show certain types of relations on a tab in the partner |
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form, you will have to define the tab. |
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Do that in Contacts / Relations / Relation Tabs. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png |
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If you specify nothing, the tab will be shown on all partner forms that have |
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tabs (page elements). Normally you will select to show the tab only on |
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partners that are companies/organisations, or only for persons. You can also |
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select a category to further limit for which partners the tab wil be shown. |
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The possibility exists to show a tab only on specific partners. For instance |
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on your own company partner. |
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Relation Types |
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~~~~~~~~~~~~~~ |
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In configuring the relation types, you can select which type of relation will |
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be shown on which tab. It is possible to show multiple types on one tab. |
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Do that in Contacts / Relations / Relation Types. |
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For example on a 'executive board' tab, you might want to show the CEO of a |
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company, but also the CFO, the CTO and normal board members. |
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You might specify a tab for both the 'left side' of a relation, as for the |
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'right side' or inverse relation. So a relation 'company has ceo', with |
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inverse type 'person is ceo of' might specify the 'board' tab for the |
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company type of the relation, but possibly a 'positions held' tab for the |
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person side of the relation, so on the partner form of a person you see in |
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one tab all positions or functions a person has, regardless in which company |
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or organisation. |
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For each side of a relation, the partner contact type and the partner category |
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must be consistent with those specified for the tab. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png |
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Partner Form |
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~~~~~~~~~~~~ |
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The partner form will contain extra tab pages, for each tab that is |
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appropiate for that partner. So a company partner does not show the tabs that |
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are meant for persons and vice versa. Also tabs meant for partners with |
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a certain category/label will only show if partners have that label. |
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When adding relations on a tab, only relation types appropiate for that tab |
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can be selected. |
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Example of adding a relation: |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png |
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Example of a filled out board tab: |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png |
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Deleting tabs |
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~~~~~~~~~~~~~ |
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When a tab is deleted, this will in no way effect the existing relations. |
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However the references on the relation types to the deleted tabs will also be |
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cleared. |
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Searching Relations by Tab |
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~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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You can search relations with the tab on which they are shown. For instance |
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to find all board members. |
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Do that in Contacts / Relations / Relations. |
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png |
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After Width: 1920 | Height: 1031 | Size: 155 KiB |
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