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customerscontracts
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dave ellis

I want to be able to show the contracts assigned to the customer as a page (tab) at the bottom. Existing ones are contacts etc.

I already have the contract module installed, which already links to customers. How do I now show these as rows of information like contacts etc. So a user can see the contracts currently on the customers screen.

Also if I create a new contract and its within the contract period, is there any way I can update a new bolean field on the main company page. So that they know that there is a contract, they then can view the contract or continue working on the client.

I am currently using the "developer mode" to create the new page. Any steps through there for the new page would be very useful.

Thanks

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dave ellis
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Any way to trigger an update or set value on change of a specific value with the contract screen? Say I add in a new line, with a date that is more than todays day. I can trigger an update, set bolean field equals true on customer (company record) ?

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Erdem Uney
Best Answer
  1. To create a new tab go to Manage Views in the Debug menu
  2. Add a new page element (for the tab)
  3. Add a new field under that which would be one2many field relation to the customer field in the contracts. That is object account.analytic.account and field partner_id.

This will filter the contracts that are related to the customer. You can add domain to filter by state or date, etc.

~ 7Gates Interactive Technologies ~ 7gates.co ~ Istanbul - TR
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