Need to send cab meeting invite.

harver31
Tera Contributor

 

Below are details about the requirement.

 

There is a need for the system to automatically populate the CAB Attendees Tab. 

Description of the update: 

  1.       CAB agenda is populated from all the changes in CAB state 
  2.       All changes have a Service Offering Field 
  3.       Every change have an Assess and Authorized group per Service Offering
  4.       Once the CAB agenda is populated, we need the system to automatically to Identify the service offerings related to the changes included in the agenda. 
  5.       Add to the Attendee Tab all the members included in the Assess (Approval group field), Authorize (Change group) all service offerings in the agenda. 
  6.       If a member has been already added, it should be duplicated. 

 

2 REPLIES 2

palanikumar
Mega Sage

Hi,

Create a Business rule in the table "cab_agenda_item". Whenever a new record is created, get the member or Approval group and Change group of the Service Offering and add to "cab_attendee" table.

 

Thank you,

Palani 

Thank you,
Palani

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @harver31 

 

Description of the update: 

  1.       The CAB agenda is populated from all the changes in the CAB state -->  It depends on the Agenda management in CAB
  2.       All changes have a Service Offering Field  ---> Put a UI policy on the change form.
  3.       Every change has an Assess and Authorized group per Service Offering --> Need to set up CSDM groups and add them to approval policies. 
  4.       Once the CAB agenda is populated, we need the system to automatically  Identify the service offerings related to the changes included in the agenda. -->  For this, you need to add the SO in conditions and then the agenda will be created.
  5.       Add to the Attendee Tab all the members included in the Assess (Approval group field), and Authorize (Change group) all service offerings in the agenda. --> OOTB only requestor added in CAB attended list, adding Assess and Auth group will create an issue, also you need to write logic to get a group. members and add them.
  6.       If a member has been already added, it should be duplicated.  --> It will do, you can check OOTB UI Action and club together.

AGLearnNGrow_0-1725445549561.png

 

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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