You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
78 lines
2.8 KiB
78 lines
2.8 KiB
Relation Type Tabs
|
|
~~~~~~~~~~~~~~~~~~
|
|
|
|
Before being able to show certain types of relations on a tab in the partner
|
|
form, you will have to define the tab.
|
|
|
|
Do that in Contacts / Relations / Relation Tabs.
|
|
|
|
.. image:: ../static/description/partner_multi_relation_tabs-tab-configuration.png
|
|
|
|
If you specify nothing, the tab will be shown on all partner forms that have
|
|
tabs (page elements). Normally you will select to show the tab only on
|
|
partners that are companies/organisations, or only for persons. You can also
|
|
select a category to further limit for which partners the tab wil be shown.
|
|
|
|
The possibility exists to show a tab only on specific partners. For instance
|
|
on your own company partner.
|
|
|
|
Relation Types
|
|
~~~~~~~~~~~~~~
|
|
|
|
In configuring the relation types, you can select which type of relation will
|
|
be shown on which tab. It is possible to show multiple types on one tab.
|
|
|
|
Do that in Contacts / Relations / Relation Types.
|
|
|
|
For example on a 'executive board' tab, you might want to show the CEO of a
|
|
company, but also the CFO, the CTO and normal board members.
|
|
|
|
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', with
|
|
inverse type 'person is ceo of' might specify the 'board' tab for the
|
|
company type of the relation, but possibly a 'positions held' tab for the
|
|
person side of the relation, so on the partner form of a person you see in
|
|
one tab all positions or functions a person has, regardless in which company
|
|
or organisation.
|
|
|
|
For each side of a relation, the partner contact type and the partner category
|
|
must be consistent with those specified for the tab.
|
|
|
|
.. image:: ../static/description/partner_multi_relation_tabs-relation-type-configuration.png
|
|
|
|
Partner Form
|
|
~~~~~~~~~~~~
|
|
|
|
The partner form will contain extra tab pages, for each tab that is
|
|
appropiate for that partner. So a company partner does not show the tabs that
|
|
are meant for persons and vice versa. Also tabs meant for partners with
|
|
a certain category/label will only show if partners have that label.
|
|
|
|
When adding relations on a tab, only relation types appropiate for that tab
|
|
can be selected.
|
|
|
|
Example of adding a relation:
|
|
|
|
.. image:: ../static/description/partner_multi_relation_tabs-partner-edit.png
|
|
|
|
Example of a filled out board tab:
|
|
|
|
.. image:: ../static/description/partner_multi_relation_tabs-partner-display.png
|
|
|
|
Deleting tabs
|
|
~~~~~~~~~~~~~
|
|
|
|
When a tab is deleted, this will in no way effect the existing relations.
|
|
|
|
However the references on the relation types to the deleted tabs will also be
|
|
cleared.
|
|
|
|
Searching Relations by Tab
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
You can search relations with the tab on which they are shown. For instance
|
|
to find all board members.
|
|
|
|
Do that in Contacts / Relations / Relations.
|
|
|
|
.. image:: ../static/description/partner_multi_relation_tabs-relation-search.png
|