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https://gitlab.com/flectra-community/partner-contact.git
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167 lines
6.4 KiB
ReStructuredText
167 lines
6.4 KiB
ReStructuredText
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=================================
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Show partner relations in own tab
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=================================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github
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:target: https://github.com/OCA/partner-contact/tree/11.0/partner_multi_relation_tabs
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:alt: OCA/partner-contact
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/partner-contact-11-0/partner-contact-11-0-partner_multi_relation_tabs
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/134/11.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds the possibility to show certain partner relations in a
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tab on the partner form, in addition to in the list of all relations.
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This can be useful if certain relation types are regularly used and should
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be overseeable at a glace.
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For instance you can make a tab named 'board' that will show all the board
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members of a company, by showing the relations of types ceo, cto, cfo and
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board member.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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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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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_multi_relation_tabs%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Therp BV
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Contributors
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~~~~~~~~~~~~
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* Holger Brunn <hbrunn@therp.nl>
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* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
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* Stéphane Bidoul <stephane.bidoul@acsone.eu>
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* Ronald Portier <ronald@therp.nl>
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* George Daramouskas <gdaramouskas@therp.nl>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/11.0/partner_multi_relation_tabs>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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