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contactsemployees
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Kiko Cruz

I have contacts that are employees of the company. But I noticed that when I filter partners (contacts) as Employees only, most contacts of the company are not appearing. When I added the column in the Contacts list for Employees field, that's where I noticed they're not tagged as such.

But the weird thing is that viewing these contacts show that there's a smart button to their Employee profiles (in the Employees app). I'm not sure if this is because I manually created these contacts before I installed the Employees app.

How can I ensure proper tagging of these contacts as Employees in the Contacts app as well?


EDIT (hopefully to clarify further):


  1. Contacts were initially created before. These also were created as the Company contacts.
  2. Employees app was then installed.
  3. Corresponding employee records were created in the Employees app.
  4. Employee records automatically have the Contacts smart button.
  5. The corresponding Contact records now also have the Employees smart button.
  6. But if Contacts list is filtered by Employees, most do not appear, even if they have linked Employee records.
  7. If I add the "Employee" field in the Contacts list view via Odoo Studio, I would see these contact records having untagged Employee attribute despite being linked with records in the Employees app.
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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

If you have Studio, create a Server Action on hr.employee to ensure whenever an employee is created/linked, their partner has is_employee = True.

code:

for employee in records:

    if employee.address_home_id:

        employee.address_home_id.is_employee = True


Hope it helps.



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Kiko Cruz
Author

Thanks, I'll look into this. But from the logic you're saying, I'm just going to duplicate what's already happening (when Employee is created, the partner is tagged as Employee (is_employee = True). How about already existing partner records that were not linked to the Employee records?

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YES-Innovators SARL
Best Answer

Hello

Do your employees have user accounts on your instance? If so,

1- Go to the settings app

2- General settings

3- Users

4- Manage users

5- Click to open the settings view for the relevant user

6- Click on the Create Employee button

7- Repeat this for all your employees

8- Return to the Contacts app and try the filter again. Everything should now be working properly


If they do not have user accounts, and you don't want to create an user account for them, you will need to create a record for each of them in the Employees app and then merge the contacts generated with the corresponding contacts that already existed in the Contacts app.


There is also another filter domain that will help you find the same result, such as all people whose company is “your company.”


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Kiko Cruz
Author

The contacts were already created first before. Then the corresponding employee records were created (after installing the Employees app). The contact records were then linked by adding the Company to the contact records.

I suppose both are already linked since the corresponding smart buttons appear. BUT the issue here is that the contacts are not filtered when using the Employees filter in the Contacts app.

If I add the Employee field in the contact list via Odoo Studio, it will show these employee contacts unflagged as Employees for some reason (that's why they don't appear when filtered).

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