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498 lines
18 KiB
HTML
498 lines
18 KiB
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</head>
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<body>
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<div class="document" id="show-partner-relations-in-own-tab">
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<h1 class="title">Show partner relations in own tab</h1>
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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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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/partner-contact/tree/11.0/partner_multi_relation_tabs"><img alt="OCA/partner-contact" src="https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/partner-contact-11-0/partner-contact-11-0-partner_multi_relation_tabs"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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<p>This can be useful if certain relation types are regularly used and should
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be overseeable at a glace.</p>
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<p>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.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="id1">Usage</a><ul>
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<li><a class="reference internal" href="#relation-type-tabs" id="id2">Relation Type Tabs</a></li>
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<li><a class="reference internal" href="#relation-types" id="id3">Relation Types</a></li>
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<li><a class="reference internal" href="#partner-form" id="id4">Partner Form</a></li>
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<li><a class="reference internal" href="#deleting-tabs" id="id5">Deleting tabs</a></li>
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<li><a class="reference internal" href="#searching-relations-by-tab" id="id6">Searching Relations by Tab</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id8">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id9">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id1">Usage</a></h1>
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<div class="section" id="relation-type-tabs">
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<h2><a class="toc-backref" href="#id2">Relation Type Tabs</a></h2>
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<p>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.</p>
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<p>Do that in Contacts / Relations / Relation Tabs.</p>
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<img alt="https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-tab-configuration.png" src="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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<p>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.</p>
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<p>The possibility exists to show a tab only on specific partners. For instance
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on your own company partner.</p>
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</div>
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<div class="section" id="relation-types">
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<h2><a class="toc-backref" href="#id3">Relation Types</a></h2>
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<p>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.</p>
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<p>Do that in Contacts / Relations / Relation Types.</p>
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<p>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.</p>
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<p>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.</p>
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<p>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.</p>
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<img alt="https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png" src="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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</div>
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<div class="section" id="partner-form">
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<h2><a class="toc-backref" href="#id4">Partner Form</a></h2>
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<p>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.</p>
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<p>When adding relations on a tab, only relation types appropiate for that tab
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can be selected.</p>
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<p>Example of adding a relation:</p>
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<img alt="https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-edit.png" src="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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<p>Example of a filled out board tab:</p>
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<img alt="https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png" src="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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</div>
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<div class="section" id="deleting-tabs">
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<h2><a class="toc-backref" href="#id5">Deleting tabs</a></h2>
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<p>When a tab is deleted, this will in no way effect the existing relations.</p>
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<p>However the references on the relation types to the deleted tabs will also be
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cleared.</p>
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</div>
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<div class="section" id="searching-relations-by-tab">
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<h2><a class="toc-backref" href="#id6">Searching Relations by Tab</a></h2>
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<p>You can search relations with the tab on which they are shown. For instance
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to find all board members.</p>
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<p>Do that in Contacts / Relations / Relations.</p>
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<img alt="https://raw.githubusercontent.com/OCA/partner-contact/11.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png" src="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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</div>
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</div>
|
||
<div class="section" id="bug-tracker">
|
||
<h1><a class="toc-backref" href="#id7">Bug Tracker</a></h1>
|
||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/partner-contact/issues">GitHub Issues</a>.
|
||
In case of trouble, please check there if your issue has already been reported.
|
||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||
<a class="reference external" href="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**">feedback</a>.</p>
|
||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||
</div>
|
||
<div class="section" id="credits">
|
||
<h1><a class="toc-backref" href="#id8">Credits</a></h1>
|
||
<div class="section" id="authors">
|
||
<h2><a class="toc-backref" href="#id9">Authors</a></h2>
|
||
<ul class="simple">
|
||
<li>Therp BV</li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="contributors">
|
||
<h2><a class="toc-backref" href="#id10">Contributors</a></h2>
|
||
<ul class="simple">
|
||
<li>Holger Brunn <<a class="reference external" href="mailto:hbrunn@therp.nl">hbrunn@therp.nl</a>></li>
|
||
<li>Alexandre Fayolle <<a class="reference external" href="mailto:alexandre.fayolle@camptocamp.com">alexandre.fayolle@camptocamp.com</a>></li>
|
||
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
|
||
<li>Ronald Portier <<a class="reference external" href="mailto:ronald@therp.nl">ronald@therp.nl</a>></li>
|
||
<li>George Daramouskas <<a class="reference external" href="mailto:gdaramouskas@therp.nl">gdaramouskas@therp.nl</a>></li>
|
||
</ul>
|
||
</div>
|
||
<div class="section" id="maintainers">
|
||
<h2><a class="toc-backref" href="#id11">Maintainers</a></h2>
|
||
<p>This module is maintained by the OCA.</p>
|
||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||
mission is to support the collaborative development of Odoo features and
|
||
promote its widespread use.</p>
|
||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/11.0/partner_multi_relation_tabs">OCA/partner-contact</a> project on GitHub.</p>
|
||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
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