Adding Change Owners to CAB Attendee List

[smiths7]

We have been using the CAB Workbench functionality (Except the portal itself, due to latency issues) for a while now. We have been able to automate the generation of both Agendas and Meeting minutes, which has resulted in significant reduction in manual intervention and effort.

However, there is one issue which would automatically cover a lot of audit evidence requirements for us, and I expect others, that is not currently in the OOTB Workbench functionality. While Board Groups (Members), Board Members and Delegates, are automatically added to CAB Meeting Attendee lists, Change Owners are not. This seems like a glaring omission, and probably has a relatively simple fix.

Can anyone please advise how we can go about having Agenda Item Change Owner's automatically added to the attendee list, for consolidated distribution of the meeting invites, and to be able to track and evidence attendance?

Thanks

Shane Smith

[michalmichal]

Hi

Did you find a solution for this?  I am looking for the exact same thing..

[smiths7]

Unfortunately not Michal. It is still on our backlog of configuration changes to fix, but its priority is not critical (according to some ;))

The Workbench has been a revelation for us since inception, and hopefully future iterations will have this functionality as standard. 

[andydoyle]

Open a script includes from the menu and find one called CABAgendaItem

Out of the box, it reads as follows:

var CABAgendaItem = Class.create();

CABAgendaItem.TASK_FIELDS_FOR_ATTENDEES = ["assigned_to", "cab_delegate"];

CABAgendaItem.prototype = Object.extendsObject(sn_change_cab.CABAgendaItemSNC, {
    type: 'CABAgendaItem'
});

// Bindings for namespaced code
CABAgendaItem.newAgendaItem = CABAgendaItemSNC.newAgendaItem;

Add the field on your task (i.e. change request) table that contains the person you'd like to invite. For example,

var CABAgendaItem = Class.create();

CABAgendaItem.TASK_FIELDS_FOR_ATTENDEES = ["assigned_to", "cab_delegate", "requested_by"];

CABAgendaItem.prototype = Object.extendsObject(sn_change_cab.CABAgendaItemSNC, {
    type: 'CABAgendaItem'
});

// Bindings for namespaced code
CABAgendaItem.newAgendaItem = CABAgendaItemSNC.newAgendaItem;

Save the record.

[michalmichal]

Thanks !

That worked perfectly with a field on the change request.

Can you please advise how I can add a field that is related to the change request?

I have the assignment group on the change request, and I want to add the manager of the assignment group to the CAB meetings.