Auto Populating CAB Workbench Agenda

[ToniOxley]

Good Afternoon,

I am looking to auto populate our CAB agenda with change records that have been for CAB approval.

Can someone please advise the steps to do this?

I know how to manually add Change records into the CAB agenda...

- Navigate to Change in your left menu pane,

- Select "All CAB Meetings" link

- Open the CAB meeting that you would like to add an agenda to

- On this page you can add meetings notes and other bits to your CAB meeting.

- To add an agenda - within the Agenda Items tab at the bottom, select new

- Here you can link the change records to the agenda on the CAB meeting

- Once linked - this will now be visible within the CAB Workbench.

But we ideally would like this to be automated - so that we don't miss any.

Please advise

[Tony Chatfield1]

Hi, hopefully this will help you?

https://community.servicenow.com/community?id=community_article&sys_id=d7fd68d5dbbd5010414eeeb5ca961930

[Megha Padale]

Hi,

Check below links, it will help you

https://community.servicenow.com/community?id=community_blog&sys_id=435c2aa1dbd0dbc01dcaf3231f961968

https://community.servicenow.com/community?id=community_article&sys_id=d7fd68d5dbbd5010414eeeb5ca961...

https://community.servicenow.com/community?id=community_question&sys_id=33f7cf2ddb1cdbc01dcaf3231f96...

If my answer helped you in any way, mark answer as helpful and correct.

Thanks and regards,

Megha.

[Eric Jones]

The previous shared links all contained a lot of great information, thanks Tony and Megha for sharing those!

We are in the process of implementing CAB Workbench for our organization. As part of our testing and training we are seeing an issue with the agenda auto-populating. Our issue is a bit different than Toni's but very much related.

I have created a report that returns data for my criteria, however, the CAB Meeting agenda does not populate with the data from the report. I can manually add a Change request to the agenda which will sometimes get the auto-populated data to appear, but not always.

Has anyone had issues with the Agenda Management in CAB Workbench?

[Tony Chatfield1]

Hi, do you have the schedule entries 'repeat_until' date set correctly?
it needs to be after the date of your next cab meeting.