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Bug #5617

open

Matter Creation – Temporary Client Not Retained After Navigation

Added by Neela Chinnappa about 1 month ago. Updated 4 days ago.

Status:
New
Priority:
Normal
Assignee:
Arun Sundar
Start date:
09/10/2025
Due date:
% Done:

0%

Estimated time:

Description

Bug Description:
During matter creation, after adding a temporary client and assigning groups, if the user navigates to the Documents section and then returns, the added temporary client is not visible. Clicking on save error message appears.

1. Login the Lauditor
2. click on Matters module
3. Click on create - Legal or general
4. Fill the mandatory fields and click on save
5. Select Temporary clients tab
6. Fill all the fields and click on save [temp client added successfully]
7. Select the group and click on save
8. Navigates to Documents page
9. Click on Groups, clients and team members circle appears at the top
10. Observe that added temporary clients is invisible.
11. Click on save

Error message "please check the clients" appears.

Expected: temporary client should remain visible when navigating back from the Documents section

Note: applicable for all user types and all clients

Files

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Screenrecorder-2025-09-10-13-42-00-950.mp4 (4.24 MB) Screenrecorder-2025-09-10-13-42-00-950.mp4 Neela Chinnappa, 09/10/2025 08:14 AM
Screenrecorder-2025-10-10-14-57-04-966.mp4 (1.07 MB) Screenrecorder-2025-10-10-14-57-04-966.mp4 Neela Chinnappa, 10/10/2025 09:28 AM
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