Screens to manage Contacts in SFA webapp
----------------------------------------
Key: OFBIZ-1642
URL: https://issues.apache.org/jira/browse/OFBIZ-1642
Project: OFBiz
Issue Type: New Feature
Reporter: Anil K Patel
Priority: Minor
In OFBiz a Contact is a Person, which is a type of Party (the other main type
being Party Group, which would correspond to an Account). For a more general
description of the Party structure see the Accounts section above. Each contact
will be in the Contact role. The following are screens and details for them
related to a contact.
These may be best as separate screens or as desired certain ones can be
combined.
Find Contact
• Accessed from the application/header level "Contacts" tab
• Includes a search fields entry form and a search results display form
• All search results will be filtered by Contacts the current user is
associated with unless
the user has permission to view all
• Like the normal Party Search except with a filter on partyTypeId=PARTY_GROUP
or PERSON and include a PartyRole record for the "CONTACT" roleTypeId.
• Includes a link to the Create/Edit Contact page with no "partyId" to identify
the account
for the purpose of creating a new Contact; note that for Edit Contact the
partyId can correspond to either the Group or Person
• Contact Home (Summary)
• This page will include summary information for the account including basic
Contact
fields plus other related information (to be defined....)
• Will have link to and information about Account associated with contact;
since this
is modeled as a PartyRelationship can theoretically have multiple Accounts but
the
UI will limit the setup of a single Account per Contact.
• Create/Edit Contact
• If a "partyId" parameter is passed in this page will act as an Edit Contact
page (the
partyId can for the Group
--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.
