Bug #3137
openView Documents - Client and Matter : Matter-related documents should appear when selecting the client's name and matter.
0%
Description
Client: Vengadesh belongs to Group A and Group B.
Document Uploaded by Member A - Vengadesh with Group A - Documents Name : Doc A , Doc A2.
Document Uploaded by Member C - Vengadesh with Group B - Documents Name : Doc B , Doc B2.
- Group A has Member A, Member B, and GH.
- Group B has Member C.
Steps:
1. Log in to Lauditor.
2. Click on the Menu.
3. Click on Matters, then click on the Legal or General Matter tab, and click on Create Tab.
4. Create a matter with the following details and submit:
- Matter Name: Civil Custody
- Group Name: Group A
- Client Name: Vengadesh
- Document Name: Doc A
5. Click on View, choose a matter, and click on Action - View Details. [Matter Name: Civil Custody]
6. Click the Group, Client wizard circle, select the team member, and add and save it. [Member Name: Member A]
7. Click on View, choose a matter, and click on Action - Update Group. [Matter Name: Civil Custody]
8. Unselect Group A, select Group B, click on Delete, and click on Update.
9. Click on View, choose a matter, and click on Action - View Details. [Matter Name: Civil Custody]
10. Click the Group, Client wizard circle, select the team member, and add and save it. [Member Name: Member C]
11. Click the Document wizard circle, select the document, and add and save it. [Document Name: Doc B]
12. Click on View, choose a matter, and click on Action - Update Group. [Matter Name: Civil Custody]
13. Unselect Group B, select Group A, click on Delete, and click on Update.
14. Click on View, choose a matter, and click on Action - View Details. [Matter Name: Civil Custody]
15. Click the Group, Client wizard circle, select the team member, and add and save it. [Member Name: Member A]
16. Click on the left-side hamburger menu and click on Logout.
Again Login with different user account
1. Log in to Lauditor using the account of Member A.
2. Click on the Menu.
3. Click on Matters, then click on the Legal or General Matter tab, and click on the View Tab.
4. Click on Action and select View Details. [Matter Name: Civil Custody]
5. Click on the Document Wizards circle.
6. Verify that the documents (e.g., Doc A and Doc B) are selected in the list and appear.
7. Click on the Menu.
8. Click on Documents and then click on the View and Client tab.
9. Select the client name from the dropdown. [Client Name: Vengadesh ]
10. Select the matter name from the dropdown. Matter Name: Civil Custody
11. Verify that the matter-related documents (e.g., Doc A and Doc B) should appear but it appear [Doc A] only .
Link - https://drive.google.com/file/d/1S1w8T5hw4LhmFAKpqS1C6I71d07f1C9V/view?usp=drive_link