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.
- To create a new tab go to Manage Views in the Debug menu
- Add a new page element (for the tab)
- 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.
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|Asked: 2/28/13, 11:22 AM|
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|Last updated: 3/16/15, 8:10 AM|