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Bug #3024

open

View Matter [Legal/General] [View Details - Team Member] : Whenever a matter is reassigned to another group, the owner of the matter should be cleared.

Added by Neela Chinnappa 12 months ago. Updated 8 days ago.

Status:
New
Priority:
Normal
Start date:
07/16/2024
Due date:
% Done:

0%

Estimated time:

Description

TM 1 and TM 2 belongs to Group A
Client A belongs to Group A and B
Steps:
1. Login the Lauditor from TM 1 account
2. Create a matter and attach client A, Group A and add TM 2 to that matter
3. Login with Super user account
4. Select the same matter
5. Click on update Groups - Assign this matter from A to B
6. Again select the same matter
7. Click on View Details - Team member section

Actual: Owner of the matter [TM 1] and Involved person [TM 2]name appears.

Expectation: Whenever a matter is reassigned to another group, the matter owner and any team members with access should be removed.

https://drive.google.com/file/d/1QVnlZaAwsxcLmSxIeCwrP9PoziWGvqxP/view?usp=drive_link

Note: Below scenario also applicable.

Related Scenarios (Member Removal Cases):

1. Go to View Relationship → click Action → Add Team Member : Remove the member and click on save.
2. Go to View Group → click Action → Update Team Member: Remove the member and click on save.
3. Go to View Team Member → click Action → Update Group: Remove the member and click on save.

Actions #1

Updated by Neela Chinnappa 12 months ago

  • Tracker changed from Bug to Feature
Actions #2

Updated by Neela Chinnappa 12 months ago

  • Description updated (diff)
Actions #3

Updated by Neela Chinnappa 12 months ago

  • Subject changed from View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared, and the super user name should be set as the default owner to View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared.
Actions #4

Updated by akhila bs 12 months ago

  • Assignee set to Raksha S
Actions #5

Updated by Neela Chinnappa 11 months ago

  • Description updated (diff)
Actions #6

Updated by Anantha kumar 9 days ago

  • Subject changed from View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared. to Matters (View Details): When a user modifies the group access assigned to a matter, the matter owner name should be reset.
  • Description updated (diff)
  • Assignee changed from Raksha S to Soundarya Vembaiyan
Actions #7

Updated by Vengadeshwaran R 8 days ago

  • Tracker changed from Feature to Bug
  • Subject changed from Matters (View Details): When a user modifies the group access assigned to a matter, the matter owner name should be reset. to View Matter [Legal/General] [View Details - Team Member] : Whenever a matter is reassigned to another group, the owner of the matter should be cleared.
  • Description updated (diff)
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