Finance Validation Email Is Sent to Both Active and Inactive Team Members Because Resource for Role Not Properly Updated

(Doc ID 2306854.1)

Last updated on SEPTEMBER 25, 2017

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 17.1 and later
Instantis EnterpriseTrack - Version 17.1 and later
Information in this document applies to any platform.


When changing the Resource for a Role (such as Finance Rep) on a project, the validation request is sent to both previous and the new Finance Rep, and it shows up in both "My Work" pages. And a search of projects by Finance Reps does not include the project with the new Finance Rep.

When assigning a new Finance Rep on a Project, the old one should be removed.

The issue can be reproduced at will with the following steps:

  1. Change the Role for a Resource on a Project, for example: Finance Rep
  2. Send a validation report
  3. Notice that both reps receive it
  4. Check My Work for the old and new Finance Rep
  5. Notice it shows up for both users




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