Bug #5867
openCreate Matter - Legal / General - Team members name is not displayed when matter involves only temporary clients
0%
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
Updated by kumar r 14 days ago
- File Screenshot 2025-09-30 at 5.19.50 PM.png Screenshot 2025-09-30 at 5.19.50 PM.png added
- File Screenshot 2025-09-30 at 4.59.10 PM.png Screenshot 2025-09-30 at 4.59.10 PM.png added
- File Screenshot 2025-09-30 at 4.58.48 PM.png Screenshot 2025-09-30 at 4.58.48 PM.png added
- Status changed from New to Feedback
- Assignee changed from kumar r to Vengadeshwaran R
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"]]