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

ServiceNowSteve · ‎08-16-2018

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 · ‎08-17-2018

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!

View solution in original post

Knaka · ‎02-04-2022

Hi MGanon,

Does your PDI not mark the agenda item as "No Decision" even after using the "next" or "finish" (depending on # of agenda items left) button and ending the CAB Meeting?

Based on what I recall, you must explicitly do that for the system to mark those items as "No Decision". If you simply do not get to the agenda items and conclude a meeting without selecting those options, they do not get marked as No Decision. I haven't had the time to check out Rome myself but maybe the functionality has changed.

Thanks!

MGanon · ‎02-04-2022

You perfectly described what happens. Agenda items not reviewed are left in the Pending state after the meeting is concluded. Are these agenda items then left forever locked to a closed meeting? If the agenda items are left pending, how are the changes picked up by another CAB meeting?

Knaka · ‎06-10-2022

Late response but I believe there was no good out of box way to change it at the time. We scripted some records over for testing purposes to see if we could get them out of the Pending state. We have not designed a more permanent solution as our org is unfortunately still trying to iron out the basic Change process they would like.

If you've heard of any changes in the newer versions or a good solution to this, that would be great to hear! If not, I can update this if we ever figure out a better solution as well.

MGanon · ‎02-07-2022

Since this thread is resolved with a business rule, I opened a new question to determine if there is now any out-of-box (OOB) functionality that will trigger CAB agenda items not reviewed to reset to a "No Decision" state without a writing a new business rule.

https://community.servicenow.com/community?id=community_question&sys_id=4ab5401c1b2d811056b699b8bd4bcb0f