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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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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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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?

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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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).

Best Answer

Hello Kiko Cruz,



This situation typically occurs when contacts are created before the Employees app is installed or if the link between contacts and employee records is not properly established. Here's how you can ensure your contacts are correctly tagged as employees:



  1. Go to the Employees app.

  2. Open the employee profile you want to link to a contact.

  3. Check if the Contact field is filled. If not, click on the 'Create and Edit...' option to link the employee to an existing contact or create a new one.

  4. After linking, the contact should now display the employee smart button, indicating the connection.

  5. Repeat for each employee that needs to be linked to a contact.


To ensure all future employees are automatically linked to contacts when created, always create employee records through the Employees app, and Odoo will handle the linkage in the background.



For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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Hi Rani - Thanks for replying immediately. But I don't see a "Contac" field you're referring to in the Employee record/form. But I already see that the Contact has the Employee smart button, and the corresponding Employee has the Contact smart button. So I assume both contact and employee records are already linked.

BUT, I'm still not sure why in the Contact list, contact records are still not tagged as Employees (even if their Company field is the actual company, and the Company contact has them as part of Contacts section).

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