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Show partner relations in own tab

partner_multi_relation_tabs folder_open OCA/partner-contact open_in_new
Customer Relationship Management License: AGPL-3

This module adds the possibility to show certain partner relations in a tab on the partner form, in addition to in the list of all relations.

This can be useful if certain relation types are regularly used and should be overseeable at a glace.

For instance you can make a tab named 'board' that will show all the board members of a company, by showing the relations of types ceo, cto, cfo and board member.

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

Lets you group partner relations into their own tabs on the partner form, so frequently used relation types (like board members or departments) are visible at a glance instead of only in the full relations list.

This module extends the partner relations feature so that selected relation types can appear in a dedicated tab on the partner form, in addition to the complete relations list.

  • You define tabs under a new "Relation Tabs" menu (found in the partner relations configuration menu). Each tab has a code, a translated name, and can be limited to a partner type (company or person), a partner category, or a specific list of partners.
  • On relation types you can choose which tab shows the relation and which tab shows the inverse relation. If a tab is restricted to a partner type or category, the relation type must match, otherwise Odoo raises a validation error.
  • When a tab is created, changed or deleted, the partner form is automatically updated: a new page is added to the partner form showing only the relations belonging to that tab, with columns for the relation type, the other partner, start and end dates, and colour highlighting for active, future or ended relations.
  • A tab is only visible on partners that match its conditions (partner type, category, or explicit partner list).
  • The relations list and relation type screens gain a "Show relation on tab" column, and the relation type form gains tab selection fields.

It touches res.partner, res.partner.relation.all, res.partner.relation.type, res.partner.relation.type.selection and adds the new res.partner.tab model.

Depends on

partner_multi_relation

Menus it adds

menu_res_partner_tab
Models and fields (6)
  • res.partner · extends an existing model
  • res.partner.tab · new modelcode (Code), name (Name), partner_ids (Partners with this tab), contact_type (Valid for partner type), partner_category_id (Valid for partner category)
  • res.partner.relation.all · extends an existing modeltab_id (Show relation on tab)
  • res.partner.tab.sequence · new modellast_value
  • res.partner.relation.type · extends an existing modeltab_left_id (Tab for this relation), tab_right_id (Tab for inverse relation)
  • res.partner.relation.type.selection · extends an existing modeltab_id (Show relation on tab)

Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 12.0

Usage

Source · Odoo 12.0

Relation Type Tabs

Before being able to show certain types of relations on a tab in the partner
form, you will have to define the tab.

Do that in Contacts / Relations / Relation Tabs.

.. image:: ../static/description/partner_multi_relation_tabs-tab-configuration.png

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.

The possibility exists to show a tab only on specific partners. For instance
on your own company partner.

Relation Types

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.

Do that in Contacts / Relations / Relation Types.

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.

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.

For each side of a relation, the partner contact type and the partner category must be consistent with those specified for the tab.

Partner Form

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.

When adding relations on a tab, only relation types appropiate for that tab
can be selected.

Example of adding a relation:

.. image:: ../static/description/partner_multi_relation_tabs-partner-edit.png

Example of a filled out board tab:

.. image:: ../static/description/partner_multi_relation_tabs-partner-display.png

Deleting tabs

When a tab is deleted, this will in no way effect the existing relations.

However the references on the relation types to the deleted tabs will also be cleared.

Searching Relations by Tab

You can search relations with the tab on which they are shown. For instance
to find all board members.

Do that in Contacts / Relations / Relations.

.. image:: ../static/description/partner_multi_relation_tabs-relation-search.png

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.