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102 lines
4.4 KiB
102 lines
4.4 KiB
Relation Types
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~~~~~~~~~~~~~~
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Before being able to use relations, you'll have define some first.
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Do that in Contacts / Relations / Partner relations.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_list.png
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A relation type has a name for both sides.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_empty.png
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To have an assistant-relation, you would name one side 'is assistant of' and the other side 'has assistant'.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_name_filled.png
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Partner Types
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~~~~~~~~~~~~~
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The `Partner Type` fields allow to constrain what type of partners can be used
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on the left and right sides of the relation.
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* In the example above, the assistant-relation only makes sense between people, so you would choose 'Person' for both partner types.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_partner_type_filled.png
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* For a relation 'is a competitor of', both sides would be companies.
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* A relation 'has worked for' should have persons on the left side and companies on the right side.
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If you leave these fields empty, the relation is applicable to all types of partners.
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Partner Categories
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~~~~~~~~~~~~~~~~~~
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You may use categories (tags) to further specify the type of partners.
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You could for example enforce the 'is member of' relation to accept only companies with the label 'Organization' on the right side.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_form_category_filled.png
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Reflexive
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~~~~~~~~~
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A reflexive relation type allows a partner to be in relation with himself.
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For example, the CEO of a company could be his own manager.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_reflexive.png
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Symmetric
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~~~~~~~~~
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A symetric relation has the same value for the left and right sides.
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For example, in a competitor relation, both companies are competitors of each other.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_symmetric.png
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Invalid Relation Handling
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~~~~~~~~~~~~~~~~~~~~~~~~~
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When the configuration of a relation type changes, some relations between 2 partners may become invalid.
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For example, if the left partner type is set to `Person` and a relation already exists with a company on the right side,
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that relation becomes invalid.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/relation_type_invalid_handling.png
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What happens with invalid relations is customizable on the relation type.
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4 possible behaviors are available:
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* Do not allow change that will result in invalid relations
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* Allow existing relations that do not fit changed conditions
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* End relations per today, if they do not fit changed conditions
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* Delete relations that do not fit changed conditions
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Searching Partners With Relations
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To search for existing relations, go to `Contacts / Relations / Relations`.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation.png
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To find all assistants in your database, fill in 'assistant' and
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autocomplete will propose to search for this type of relation.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_2.png
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Now if you want to find Colleen's assistant, you fill in 'Colleen' and one of the proposals
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is to search for partners having a relation with Colleen.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/search_relation_3.png
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Searching Relations From Partner View
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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A smart button is available on the partner form view to display the list of relations.
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button.png
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/12.0/partner_multi_relation/static/description/partner_form_view_smart_button_2.png
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