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

[andydoyle]

Try somethign like this.

var CABAgendaItem = Class.create();

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

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

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

[michalmichal]

I tried that, didnt work...

[asifmd]

Hi,

Can you please advise how I can add change task (change_task) assigned to in attendees list. 

I have to add all the change related task assignee in attendee list.

[andydoyle]

Ah, I see why. It's looking for the names of fields at this point rather than the values in them. 3 options then. 1. Create a column on the change request table to store the assignment group manager. Add the new column to the script as already described. Create a business rule on the change_request table to update the new column whenever assignment_group changes. You don't have to display the new column on the form. 2. Create a business rule on the cab agenda item table and have it create a cab attendee for task.assignment_goup.manager or whether it is. 3. Customise the OOTB TASK_FIELDS_FOR_ATTENDEES function. 2 is more elegant but 1 is more efficient and less of a customisation. 3 is an option but will mean that this function will no longer be patched or upgraded which means you need to test if your custom version is compatible with every patch/upgrade. 1 is what I would go with as it's a ten minute job and the least customisation/risk/support effort.

[michalmichal]

Great Idea!

Thank you very much, I really appreciate your help with this.