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78 lines
3.2 KiB
78 lines
3.2 KiB
Relation Type Tabs
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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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