Bug #3024
closedView Matter [Legal/General] [View Details - Team Member] : Whenever a matter is reassigned to another group, the owner of the matter should be cleared.
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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.
4. go to view team member -> choose "TM 1" and click on delete it.
Updated by Neela Chinnappa about 1 year 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.
Updated by Anantha kumar 3 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. 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
Updated by Vengadeshwaran R 3 months 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)