Auto Populating CAB Workbench Agenda

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‎07-02-2020 06:13 AM
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
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Change Management
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‎08-05-2020 10:04 AM
Hi Tony!
I think that was it. We had interpreted 'repeat_until' to mean the end date that we wanted the meeting to stop being repeated. The release notes aren't very clear for this option.
I have some more testing to do but I believe that is the resolution to my agenda issues. When I use the Refresh Agenda Items url on the next meeting it is populating data based on my filter criteria now.
Thank you Tony for your tip!
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‎08-11-2020 04:11 PM
Tony,
Question for you: Regarding the 'repeat_until' field, should we choose the date immediately after our next CAB Meeting?
By doing this, the meeting isn't populating out more than two times when I would like it to be recurring each week day.
Any additional insights?
Thank you in advance,
Eric
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‎08-11-2020 04:12 PM
Tony,
Question for you: Regarding the 'repeat_until' field, should we choose the date immediately after our next CAB Meeting?
By doing this, the meeting isn't populating out more than two times when I would like it to be recurring each week day.
Any additional insights?
Thank you in advance,
Eric
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‎08-11-2020 05:03 PM
Hi Eric, I updated your post
https://community.servicenow.com/community?id=community_question&sys_id=cceabcb3db965014b1b102d5ca961975
as this question is specific to ToniOxley's requirement
and combining the 2 may result in unnecessary confusion (and spam email) for some users.