Agenda items in CAB Meetings: How do I push an item to a new meeting?

[ServiceNowSteve]

Good Morning All,

As my title suggests I am having issues with our Agenda items that we review during our CAB meetings. The issue is that there are times when an item is up for discussion but for some reason the person in charge of that change request is not in the meeting. 

I would like to skip that item and have it appear in the next CAB but it doesn't seem to do that, it keeps the item in the same CAB and won't move it to the next meeting. Any idea how I can accomplish this?

[ServiceNowSteve · Accepted solution]

For anybody looking at this problem in the future I was able to find a solution.

First, the problem:

Each CAB meeting "locks in" the agenda items to that cab, it does this by flowing information one way (CAB MEETING > Agenda Item > Change Request) which means I can't just go to the change request, change the cab meeting date and time and it show up in the meeting I set it to.

The Solution:

The solution I came up with is to Delete the agenda item record in the (cab_agenda_item) table. If you do this it passes that information to the change record and the change record is free now to be re-assigned to a new CAB meeting.

To accomplish this I made a business rule on the cab_meeting table

WHEN TO RUN: before update

CONDITION: State is Complete (This is the CAB meeting state now the agenda item state)

ADVANCED:

//Query the cab_agenda_item table for No Decision state agenda items
var cab = new GlideRecord('cab_agenda_item');
cab.addQuery('^ORDERBYDESCdecision^state=no_decision');
cab.query();
	
//If an item is found, delete it.
if(cab.next())
	{
   	cab.deleteRecord();
	}
	
	//This will force the item to be re-created on the next CAB meeting.

Hope this helps!

[amadosierra]

It would be better if the business rule removes all items under no_decision. For that a while loop could be used instead of the if:

var itemGR = new GlideRecord('cab_agenda_item');
itemGR.addQuery('state', 'no_decision');
itemGR.query();
	
while(itemGR.next()) {
   itemGR.deleteRecord();
}

[Knaka]

This is pretty useful for any past completed CAB meetings but seems slightly overkill and manual for any future meetings.  I'm not sure if this is a newer feature (since this post is 2 years old), but any agenda items marked 'no_decision' will show up on the next upcoming CAB meeting assuming that the Change still falls within the Agenda filter.

If the upcoming CAB doesn't display the no_decision change from the previous (or past) meeting and the filter is correct, there should be a 'refresh agenda' link under the related links section that should refresh your agenda and add (or potentially remove if canceled) the changes you are looking for.

The idea is to have a clear CAB agenda by the end of the meeting.  The "next" or "finish" (depending on # of agenda items left) button is essentially a "skip" that will mark that agenda item automatically as 'no_decision'.

Just throwing this out there since I had a hard time finding this info on 'moving' agenda items too 🙂

[MGanon]

My Rome PDI does not always mark agenda items as No Decision after a meeting is finished.

It does not appear that agenda item maintenance has improved much with newer versions. Before seeing this thread, I posted a similar question: https://community.servicenow.com/community?id=community_question&sys_id=4ab5401c1b2d811056b699b8bd4bcb0f