Meeting Invitation - is this possible?

mah1
Kilo Sage

Yokohama Patch 1

 

We created a service catalog where a change owner can request resources for their change request. Currently, when resources are assigned, the catalog task is closed and an email notification is sent to the change owner indicating who was assigned to their change request.

 

I have been asked to replace this notification with a 'save the date' meeting invitation with recipients being the change owner and the assignees so that time slot gets reserved for all parties involved. The change request, proposed install date/time, change duration and assignees are all stored as variables in the resource request catalog task.

 

The way things are currently configured there isn't a table I can use to get dtstart and dtend for this meeting invite; the
start date/time for the meeting can be determined from the proposed install date/time variable of the resource request catalog task and the end date/time is based on the proposed install date/time variable and the change duration variable. I can add a variable for the end date/time (calculated based on proposed install date/time and change duration) to the resource request service catalog if necessary.

 

Can the catalog task table serve as the table that houses the information which will be in the meeting invite given that the relevant information is in the catalog task variables? That is, can catalog task variables be used as the source for recipients of the meeting invite as well as dtstart and dtend or does this information need to come from fields in the designated table?

 

I suspect that I may need to create a custom table to house the information which is needed in the meeting invite and populate this table when the resource request catalog task is closed. Looking for other options...

 

Thoughts?

 

Thank you

 

6 REPLIES 6

SumanthDosapati
Mega Sage
Mega Sage

@mah1 

Not required of custom table.

  1. If you are using Flow designer then use the 'get catalog variables' action after the catalog task step.
  2. Now you can use those start date and etc variables in the further steps.

Hope this helps. Feel free to reach out if any queries.

 

Regards,
Sumanth

 

Thank you!   I have not had the opportunity to use Flow Designer yet.  The current workflow is rather simple and was set up using the Workflow Editor.

 

I will check out Flow Designer and may have additional questions.

If you are using workflow editor, then use a run script action and get the start date etc using below syntax

var start_date = current.variables.dateFieldName;

Sorry, but it is not clear to me how this is then used with the template for the meeting invitation.