How do we update contents of the CAB Meeting Notes?

SusanWinKY · ‎02-26-2019

We're using the CAB Workbench and sending out Meeting Notes after the meeting is complete. We've received a request to update the content of the Meeting Notes to include some additional information. I've checked and am not able to find where the data is written to the Meeting Notes. Can someone point me in the right direction? Thanks!

Susan Williams, Lexmark

Shawn Gienow · ‎04-09-2020

So they changed where it is, to now be "CABAgendaItemSNC, and the function is now "addDecisionToMeetingNotes," in that script include.

Here is what mine is, now that I have it working again:

var CABAgendaItem = Class.create();

CABAgendaItem.TASK_FIELDS_FOR_ATTENDEES = ["assigned_to", "cab_delegate"];

CABAgendaItem.prototype = Object.extendsObject(sn_change_cab.CABAgendaItemSNC, {
// Added from here
addDecisionToMeetingNotes: function() {
var decision = this._gr.state +"" === CAB.AGENDA_STATE.NO_DECISION ?
this._gr.getDisplayValue("state") : this._gr.getDisplayValue("decision");

var message = "<p>" +
gs.getMessage("(CAB Automation) - {0} - Start Time: {1} - {2} - Risk: {3} - {4} - {5} - {6} - {7} - {8}", [this._gr.task.getDisplayValue(),this._gr.task.start_date.getDisplayValue(), this._gr.task.assignment_group.getDisplayValue(), this._gr.task.risk.getDisplayValue(), this._gr.task.short_description, decision, this._gs.getUserDisplayName(),new GlideDateTime().getUserFormattedLocalTime(),this._gs.getSession().getTimeZoneName()]);+
"</p>";

var meetingGr = this._gr.cab_meeting.getRefRecord();
meetingGr.meeting_notes = meetingGr.meeting_notes.nil() ? message : meetingGr.getDisplayValue("meeting_notes") + message;
meetingGr.update();
},
// To here
type: 'CABAgendaItem'
});

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

View solution in original post

Tony Chatfield1 · ‎02-26-2019

Hi, if you take a look at the cab_meeting table,
meeting_notes appears to be an html field, size 65,536
I didn't check the ACL's rules for this field
but I see that while it is not editable from list view, I am able to update the 'notes' for a completed meeting from the form view.

SusanWinKY · ‎02-27-2019

Let me clarify the request... We know how to update the Meeting Notes manually within the CAB Meeting form. The request we've received is to automate writing additional information to the Meeting Notes when a CHG is approved/rejected during the CAB Meeting. In particular, we'd like to see the Short Description and possibly a link to the CHG shown in the Meeting Notes.

Susan Williams, Lexmark

SusanWinKY · ‎03-14-2019

Bump

Susan Williams, Lexmark

Tony Chatfield1 · ‎03-14-2019

Hi, I would think an after BR on the change_request or sys_approval tables (depending on what detail you want to include in your update).

In the BR you would need to first identify the correct cab meeting
I suspect via a glide query against the cab_agenda_item table in order to find your task,
and include created date filtering to exclude non current agenda records ( although this may be dependent on your operational process being consistent).

Once you have the correct meeting identified via the current agenda record
Then run a glide query against cab_meeting to find your meeting and push the details from your change (or approval) into the meeting notes.