There should not be a '+' icon on the Agreements module when under an Investment
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There should not be a '+' icon on the Agreements module when under an Investment

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Article ID: 276088

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

As per the feature requirements implemented in Release 16.0.0, the ability to create a new Agreement from inside an investment using the 'Agreements' module should NOT be available. The user should not see the '+' button on the grid for allowing records to be created. Having this ability is confusing because the Predecessor and Successor fields are NOT required. Hence, if a record is created from this module, and the user does not link the current investment to the newly created agreement, it will disappear from the list.

Steps to Reproduce: 

  1. Configure the Agreements module on a Project  and make it the default blueprint  
  2. Go to a project and access the 'Agreements' module and create an agreement by clicking the '+' icon  

Expected Results: The quick-create '+' action button should NOT appear on the Investment Agreements Module for an Investment. 

Actual Results: The quick-create '+' action button appears and the user can create an agreement. 

Environment

Release 16.0.x, 16.1.x, 16.2.0 

Cause

This is DE78441, fixed in 16.2.1

Resolution

The ability to create an agreement should only be available from the Agreements workspace. 

This issue will be addressed by removing the '+' button for the Investment 'Agreements' Module grid. Targeted for the next release.