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Bug #5867

open

Create Matter - Legal / General - Team members name is not displayed when matter involves only temporary clients

Added by Vengadeshwaran R about 1 month ago. Updated 3 days ago.

Status:
Fixed - Pushed to Staging
Priority:
Normal
Start date:
09/23/2025
Due date:
% Done:

0%

Estimated time:

Description

Group A has three members: TM A, TM B and TM C

1. Login the Lauditor with SU
2. Navigate to Matters module
3. Click on create - Legal / General
4. Fill the mandatory fields in matter info
5. Select the Temporary clients tab
6. Fill all the fields
7. Click on add [Temporary clients account created successfully]
8. Select the Group A and click on add

Issue Observed: Team members drop down is not visible.

Expected Result:

The Team Members dropdown should be visible and populated with Group A related members (e.g., TM A, TM B, TM C).

If Group A has a Group Head (GH) , the GH’s name should not appear in the team member dropdown.

If Group A has no GH , then all group-related members should be listed in the team members dropdown.

Note: If TM or GH creates the matter, Team member drop down should be populated with all group related members.

Link - https://drive.google.com/file/d/1GtF21ZpiWWxJYP6CcyADxP5ySAx0hGCl/view?usp=drive_link


Files

Actions #1

Updated by kumar r about 1 month ago

Filtration floe handled by api team, Based on the selection use attachment api to get the list of group and team members. As per the temp client testing both api's and list of responses common. For GH and TM based on the web to change the below api for get team members.
https://api.staging.digicoffer.com/professional/matter/attachments
["attachment_type": "members", "group_acls": ["676b83affffd8f783220494a"]]

Actions #2

Updated by Vengadeshwaran R 10 days ago

  • Status changed from Feedback to New
  • Assignee changed from Vengadeshwaran R to kumar r
Actions #3

Updated by kumar r 6 days ago

Based on the api response team members list to load in drop down to select.

Actions #4

Updated by akhila bs 3 days ago

  • Status changed from Feedback to New
  • Assignee changed from Vengadeshwaran R to muskan mathur
Actions #5

Updated by muskan mathur 3 days ago

  • Assignee changed from muskan mathur to kumar r
Actions #6

Updated by kumar r 3 days ago

  • File 5867].mp4 5867].mp4 added
  • Status changed from New to Fixed - Pushed to Staging
  • Assignee changed from kumar r to Vengadeshwaran R

Updated.

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