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[IMP] partner_multi_relation_tabs. Add USAGE.rst with screenshots.
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Relation Type Tabs | ||
~~~~~~~~~~~~~~~~~~ | ||
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Before being able to show certain types of relations on a tab in the partner | ||
form, you will have to define the tab. | ||
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Do that in Partners / Partners / Contacts / Relation Tabs. | ||
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/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 | ||
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. | ||
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The possibility exists to show a tab only on specific partners. For instance | ||
on your own company partner. | ||
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Relation Types | ||
~~~~~~~~~~~~~~ | ||
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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. | ||
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Do that in Partners / Partners / Contacts / Partner Relation Types. | ||
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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. | ||
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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. | ||
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For each side of a relation, the partner contact type and the partner category | ||
must be consistent with those specified for the tab. | ||
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The `Partner Type` fields allow to constrain what type of partners can be used | ||
on the left and right sides of the relation. | ||
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-type-configuration.png | ||
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Partner Form | ||
~~~~~~~~~~~~ | ||
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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. | ||
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When adding relations on a tab, only relation types appropiate for that tab | ||
can be selected. | ||
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Example of adding a relation: | ||
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/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/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-partner-display.png | ||
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Deleting tabs | ||
~~~~~~~~~~~~~ | ||
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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 | ||
cleared. | ||
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Searching Relations by Tab | ||
~~~~~~~~~~~~~~~~~~~~~~~~~~ | ||
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You can search relations with the tab on which they are shown. For instance | ||
to find all board members. | ||
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Do that in Partners / Partners / Partner Relations. | ||
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.. image:: https://raw.githubusercontent.com/OCA/partner-contact/10.0/partner_multi_relation_tabs/static/description/partner_multi_relation_tabs-relation-search.png |
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