Empty employee selector attempting to link user to employee

I have to admit defeat and ask for help :frowning: I’m stuck trying to link a user to an employee. I expect I have missed a step which will be completely obvious in hindsight, but have read and re-read the Companies module documentation and also searched the forum (iiuc I have followed the steps in responses to Change current company, but still the Employee drop-down is empty).

Can someone please educate me as to what I’m doing wrong? Thank you very much. I am using trytond 7.2.7 (companies 7.2.1) with Windows tryton 7.2.6.

My steps so far:

  1. create company (during initial install)
  2. created users (Admin > Users > Users > Create New Record)
  3. created employees (Companies > Employees > Create New Record)

Now I access the user and attempt to link to the employee, but the Current Employee drop-down in the user form is empty. The following screenshots were captured logged in as the admin user to ensure there is not a permission issue.

User: Barton Swift (opened from Users > Users)

Employee: Barton Swift (opened from Companies > Employees)

Back to user, attempt to select Employee in Current Employee drop-down but the drop-down is empty.

Yes, you are just one step away from having correctly configured:


First, you need to add the employe of that user in the Employees section, then you can select on the current dropdown.

2 Likes

Of course! Thank you very much @acaubet!

To explain further (in hindsight everything is clear ;-)) it is necessary to first identify the employees a user can act on behalf of because a user can act on behalf of more than one employee (the Current Employee field selects which employee the user is currently acting on behalf of).

For more information see Multiple employees associated with one user?

FYI I tried to improve the design with Use design to fill companies and employees first on user form (!1800) · Merge requests · Tryton / Tryton · GitLab