Standard Change Proposals in CAB Workbench

[Patrick Slatter]

Morning!

I am trying to get standard change proposls that are pending approval to display in the CABN agenda/CAB meetings. 

I am able to manually add these items to the agenda after the meeting has been generated, however I do not see a way to have them automatically pull in, such as regular change records. 

Requirement: 

Standard change template Proposals that are pending approval should auto display with other change records in CAB workbench/cab agenda. 

Any asisstance would be greatly appriciated!

Thanks 

[MattCD]

For anyone that should come across this, it is now built into the Change Management - CAB Workbench application. It has added a reference qualifier override that calls the CABAgendaItemSNC script include so that std_change_proposal records are included along with change_request.

[Couts]

Hey Matt.

Hope you're doing well!

Thanks for pointing this out. Would you be able to clarify how we can auto populate the proposals in CAB using the 'Refresh Agenda Items' in the related lists?

Also, is it possible to add conditions (Change request addition conditions) to look for specific proposals?

[MattCD]

You can manually add standard changes to your CAB, but in order for the "Refresh Agenda Items" button to pull these in, you would need to customize the CABAgendaItemSNC/CABAgendaItem script include and possibly more. I believe this has been asked for on the SN idea page in years past but was always declined.

It might be easier to create a separate custom UI action for pulling in standard changes that match the condition. 

[Couts]

I appreciate your reply, Matt, thank you!

I was thinking of going the UI Action route if it couldn't be done using the 'Refresh Agenda Items' related link. If it ends up working. I may just post the results in the thread.

Thanks again!