Project

General

Profile

Actions
Copy link

Bug #4512

open

Create Matter [Legal / General] : Issue with Group Display and Removal Logic When Managing Multiple Clients.

Added by Vengadeshwaran R about 1 month ago. Updated 13 days ago.

Status:
Resolved
Priority:
Normal
Assignee:
Vengadeshwaran R
Start date:
05/06/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps:

1. Log in to Lauditor.
2. Open the menu and select "Matter."
3. Navigate to either the "Legal Matter" or "General Matter" tab, then click the "Create" button.
4. Complete all mandatory fields and click "Save."
5. Select a client (e.g., Hari) and click "Add." Then, select a group (e.g., Group A) and click "Add."
6. Click the client dropdown to add additional clients. The group associated with the initially selected client should remain visible beneath the new client(s).

Additional Behavior:
  • When multiple clients are selected, if any client is removed and their associated group is unique to them, that group should also be removed.
  • If the group is shared among other selected clients, it should remain visible.
Note:
  • This functionality applies to all team members.
  • The issue occurs in both Legal and General matter types.

Link - https://drive.google.com/file/d/1tDDAjapqe9zMA6gPLl04NS5MO-tYEu7H/view?usp=drive_link

Actions
Copy link

Also available in: Atom PDF