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 4 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Neela Chinnappa
Updated by Vengadeshwaran R 4 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 4 months ago
- Assignee changed from Soundarya Vembaiyan to muskan mathur
Updated by Neela Chinnappa 2 months 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 2 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Vengadeshwaran R