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Bug #2283

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Upload / View [Client] Document: When selecting the Clients, the removed groups belongs to matter name still appears in matter dropdown.

Added by Vengadeshwaran R 5 months ago. Updated about 2 months ago.

Status:
Feedback
Priority:
High
Assignee:
Start date:
02/12/2024
Due date:
% Done:

0%

Estimated time:

Description

In View Relationships,Remove the existing groups and update the new groups for clients or entities. In View Document - The removed groups - matter name shouldn't appear for the clients. However, when selecting the clients, the removed groups matter name still appears below in View Document.

Steps :
1. Login in Lauditor
2. Click on Relationships on left side
3. Click on View Relationships
4. Click on Individuals or Businesses or Corporate or Temporary Clients
5. Click on Action button
6. Click on Modify Group Access
7. Remove all existing groups
8. Select one recently created groups and save it
9. Click on Documents on left side
10. Click on View tab
11. Click on Client tab
12. when selecting the clients, the removed groups matter name still appears in matter type but it shouldn’t allow.

Actions #1

Updated by Vengadeshwaran R 5 months ago

  • Subject changed from Upload / View [Client] : While selecting the clients, in the matter dropdown, the removed group's matter name still appears, but it shouldn't be allowed. to Upload / View [Client] : While choosing clients, the matter dropdown continues to show matter names that were previously assigned to removed groups, which should not be allowed.
Actions #2

Updated by akhila bs 4 months ago

  • Assignee set to muskan mathur
Actions #3

Updated by akhila bs 4 months ago

  • Assignee changed from muskan mathur to akhila bs
Actions #4

Updated by akhila bs 4 months ago

  • Assignee changed from akhila bs to muskan mathur
Actions #5

Updated by muskan mathur 4 months ago

if the matter is still attached the client it will show

Actions #6

Updated by muskan mathur 3 months ago

  • Status changed from New to Feedback
Actions #7

Updated by muskan mathur 3 months ago

  • Assignee changed from muskan mathur to akhila bs
Actions #8

Updated by Vengadeshwaran R about 2 months ago

  • Subject changed from Upload / View [Client] : While choosing clients, the matter dropdown continues to show matter names that were previously assigned to removed groups, which should not be allowed. to Upload / View [Client] : When selecting the Clients, the removed groups belongs to matter name still appears in matter dropdown.
Actions #9

Updated by akhila bs about 2 months ago

  • Subject changed from Upload / View [Client] : When selecting the Clients, the removed groups belongs to matter name still appears in matter dropdown. to Upload / View [Client] Document: When selecting the Clients, the removed groups belongs to matter name still appears in matter dropdown.
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