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Bug #5059

open

Matters - Create - user who is a Group Head of one group and simultaneously a Team Member of another group is not appearing in the Team Members section during matter creation,

Added by Neela Chinnappa about 1 month ago. Updated 12 days ago.

Status:
New
Priority:
Normal
Assignee:
Dhineshkumar Muthukumaran
Start date:
07/10/2025
Due date:
% Done:

0%

Estimated time:

Description

Scenario Overview:
Mason is:
GH of Group A
TM of Group B
Client A is linked to both Group A and Group B
Group A members: TM1, TM2, Mason (as GH)
Group B members: TM3, TM4, Mason (as TM), Pavan (as GH)
TM3 (Group B) is only assigned to Client A

Steps to Reproduce:
  • Login the Lauditor with TM3
  • click on Matters module
  • Click on Create
  • Fill the matter info
  • Select Client A and Click on Next
  • Add Group B and click on Next

In team member section, Mason name [TM of Group B] should be displayed. Currently It is not displayed.

Expectation :
When a matter is created by TM3, Pavan (Group Head of Group B), or a Super User, and the selected combination is Client A + Group B, the name Mason should appear in the Team Members section — even if Mason is a Group Head of another group — since he is also a Team Member of Group B.

https://drive.google.com/file/d/1dZt6lPyIyZ6Ck3sbbbyadNhyV8FttDN1/view?usp=drive_link

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 #1

Updated by Vengadeshwaran R 21 days ago

This issue occurs on both the Web and Android platforms.

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 #2

Updated by Dhineshkumar Muthukumaran 14 days ago

  • Status changed from New to Resolved
  • Assignee changed from Boomibalagan Ravichandran to Neela Chinnappa
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 #3

Updated by Neela Chinnappa 12 days ago

  • Status changed from Resolved to New
  • Assignee changed from Neela Chinnappa to Dhineshkumar Muthukumaran

The created matter is not visible to the members involved in the matter.

Scenario Overview:
Mason is:
GH of Group A
TM of Group B
Client A is linked to both Group A and Group B
Group A members: TM1, TM2, Mason (as GH)
Group B members: TM3, TM4, Mason (as TM), Pavan (as GH)
TM3 (Group B) is only assigned to Client A

Steps to Reproduce:
  • Login the Lauditor with TM3
  • click on Matters module
  • Click on Create
  • Fill the matter info [Matter name: Civil cases]
  • Select Client A and Click on Next
  • Add Group B and click on Next
    Select the Mason as team member
    Click on Next and submit the matter
    Login the lauditor with Mason user
    Navigate to Matter module - view

The matter is created recently [Civil cases] is not visible for Mason

It should be visible for the involved members

https://drive.google.com/file/d/1fzlXEf6nO2VJueyDLOWdGAe6sU7S7fqU/view?usp=drive_link

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