How to populate CAB date field with 'CAB meeting' referenced date value?

jas101
Tera Expert

‎07-25-2018 03:16 AM

 

Hi guys, we plan to use the CAB workbench soon and as such, on our change form we would like to know what is the best way for us to populate field 'CAB date' (a date field) with the date from the 'Meeting start time' (a date/time field) that is selected by our user on a custom field 'CAB meeting' (which references CAB workbench table 'Cab meeting')?

See below for screenshot of field 'CAB meeting' look-up example.

So in summary we want to take the date from the selected 'Meeting start time' and populate our 'CAB date' field with this.

Many thanks.

 

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Harsh Vardhan
Giga Patron

‎07-25-2018 03:35 AM

do a glide record on "cab_agenda_item" table to get meeting and change request number.

because in meeting column is a reference field and here you will get the "meeting start time" other one is on cab_agenda_item table you will get the change request number . so once you will get the meeting start time then you can update that value in cab date field.

i believe cab date is available on change request form?

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jas101
Tera Expert
In response to Harsh Vardhan

‎07-25-2018 04:03 AM

Hi, yes we have the OTB 'CAB date' field on our change form, we also have a custom field 'CAB meeting' (which references the table 'Cab meeting') on our change form.

So we would like to auto-populate 'CAB date' with the date from the 'Meeting start time' selected by the user via the 'CAB meeting' field.

Thanks for any help in advance.

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Rob C
Kilo Contributor
In response to jas101

‎12-27-2018 08:14 AM

Hi

Did you get this working? We are wanting to do the same thing.

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AndyLock
Mega Guru

‎06-13-2019 03:56 AM

CAB Agenda Items are usually 'pulled' by the CAB manager from within the meeting itself, rather than being pushed from the Change record. The reason for this is that the CAB Definition has optional filter criteria so that only certain changes are included for the type of CAB that is required, for example - a bi-weekly CAB for Network devices, a month-end CAB for Servers, etc.

 

However, it would be great if users could select their ideal CAB from a drop-down list of all those that are:

  • pending;
  • not too soon (at least an hour before the CAB is due to start, for example);
  • meet the selection criteria of the CAB Definition;
  • before the planned start date.

Reason for selecting the best CAB date for the CHG owner could be:

  • Choose the CAB most appropriate for the audience (early as possible, or closest to the planned change, or...);
  • Availability of attendees;
  • knowing the CAb date in advance.

 

If anyone knows how users would be able to select a specific CAB from within the Change record then please let us know.

 

thx.

 

 

 

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