CAB Workbench: Questions on Pre-Approved and Ordering Agenda Items

[Patrick Farr]

We've recently activated the CAB Workbench plugin in our sandbox instance, and I had a few quick questions regarding how agenda items are automatically created from change requests by the 'Refresh Agenda Items' related link:

- Some agenda items that are pulled in are listed with a decision of 'Pre-Approved'.  There is not a business rule running that I can see which sets this field, and it seems to be happening whether the change request has outstanding approval requests or not.  I have found methods in the CABAgendaItemsSNC that set the state to pre-approved, but I have not found where they are called when clicking the Refresh Agenda Items link.  Essentially, I'd like to know what is determining the pre-approved status of a change request specifically, and whether or not I am able to change that definition.

- Agenda items are also created with an Order, which determines the order they appear in the cab workbench view.  Again, I've found methods in the CABAgendaItemsSNC that consider this order, but not where it's defined or what parameters it's considering when setting the order.  How can I change the way these items are automatically ordered?

Thank you in advance for any help.

[him001]

Hi Patrick,

1. What is determining the pre-approved status of a change request - Approval status of change request determines this, if this is approved, agenda items decision is pre-approved.

2. Whether or not I am able to change that definition - You can change this definition from doing the changes in "addAgendaItem" function from script include "CABMeetingSNC".

3. How can I change the way these items are automatically ordered - Currently the order is determined with the ascending order of "start_date" of the change_requests. First change_request are sorted by "start_date" and first is given order 10 and then order is increased by 10 per item. To change the order, you can refer the "refreshChangeAgendaItems" function from script include "CABMeetingSNC". (Look at the line where 'chgItm.orderBy('start_date');')

Hope this helps.

Thanks,

Himanshu

[shivanipatel]

Patrick,

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