Bug #3280
closedCreate Matter - During matter creation, if temp clients and clients (Individual/Entity/Corporate) are involved, the groups page should display the intersection of user and client groups
0%
Description
TM A belongs to Selective Group and Matter enhancement group
Client A belongs to Matter enhancement group only
1. Login the Lauditor with TM A
2. Click on Matters
3. Click on Create
4. Fill all the field in matter info
5. Add temp [Individual / Entity ] and click on Next
6. Select the both Groups in groups page and click on Next
7. From team members page, navigating backward to client page [click on wizard circle of client's]
8. Add the permanent client A [note that temp client is added already] and click on Next
In Groups page, it should show the intersection of user and client groups [Matter Enhancement group] only should appear in the selected list. But both Groups are appearing in the selected list.
https://drive.google.com/file/d/1bT_JM8Oakx4XquAXr3QnZQ-Cr8jtVcl4/view?usp=drive_link
Updated by Soundarya Vembaiyan 3 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Neela Chinnappa
Updated by Vengadeshwaran R 3 months ago
The issue is still not fixed. Please follow the steps mentioned above.
Link - https://drive.google.com/file/d/10WykWUI6HCczKgLbRZc12mWyoVnRN04-/view?usp=drive_link
Updated by Vengadeshwaran R about 2 months ago
- Assignee changed from Soundarya Vembaiyan to muskan mathur
Updated by Neela Chinnappa 24 days ago
Mentioned scenario is working when involving both Individual temporary client and permanent client in the same matter
It is not working for the combination of Entity temporary client + permanent client
Steps :
TM A belongs to Group A, B
permanent client [Individual / Entity / Corporate] belongs to Group A only
1. Login the Lauditor with TM A
2. Click on Matters
3. Click on Create
4. Fill all the field in matter info
5. Add temp Entity client and click on Next [ Open the Entity temporary form and fill all details, Click on Add to temporary ]
6. Select the both Groups [Group A and B] in groups page and click on Next
7. From team members page, navigating backward to client page [click on wizard circle of client's]
8. Add the permanent client A [note that temp client is added already] and click on Next
In Groups page, it should show the intersection of user and client groups [ Group A ] only should appear in the selected list. But Currently, both groups [ Group A and B ] are appearing in the selected list.
https://drive.google.com/file/d/1ErdYWfcjhc1r2ZHvgRzc2RaODrHQSXXF/view?usp=drive_link
Updated by muskan mathur 22 days ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Vengadeshwaran R