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How to create an integrated document repository per contact in the DMS?

By
Frédéric Gilson (fgi)
on 5/10/13, 4:20 AM 1,532 views

Thanks to the DMS and the Shared Repositories (ftp) modules, I would like to create a global shared repository for each contact automatically including all his related documents (SO, invoices, etc).

Expected repository structure:

Customer X

--Sales Orders

----SO0001

------SO0001.PDF

------Other attachments

----SO0002

--Invoices

--etc

How can I set up that? WHat is the domain to apply in each child folder?

0

Inside the default partners repository, you can create the needed child repositories (SO, Invoices, etc). For each of them, select the "Folder per resource" type in order to automatically generate one new folder for each new record (SO, invoice, etc). In their domain definition, add this constraint: [('partner_id','in', [active_id])] So each repository will only contain documents related to the right contact. If you want to automatically add pdf documents every time a new record is created in your instance, add a file in the "Generated file" tab. Check the configuration of other default repositories to easily set up that.

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Asked: 5/10/13, 4:20 AM
Seen: 1532 times
Last updated: 3/16/15, 8:10 AM