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Customizing CAB Workbench drop down items

Erica Rosa
Tera Contributor

 I have a requirement to customize the agenda items drop down list in the CAB Workbench meeting to include items my organization would like to review during CAB meetings. The out of the box items include "All agenda items," "Pending agenda items," "Approved agenda items, " etc. Can I customize this drop down to include a selection for "Past due items" or whatever other list my organization is interested in reviewing during CAB meetings?

1 REPLY 1

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @Erica Rosa 

Technically, this isn’t a simple request—and here’s why I’m saying that.

As a Change Manager and a big fan of the CAB Workbench, I can say the issue is that CAB Workbench is not like a standard or native form. It’s a combination of multiple core components, many of which we don’t have access to modify.

What you’re trying to achieve is not currently possible out of the box.

It's not just about adding a value. The system fetches results based on that value and then displays them in the workbench. For example, if you select a past due date and there are no changes added to the agenda—what should it display?

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Dr. Atul G. - Learn N Grow Together
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