Hi SanderD1,
CAB meeting notes are not automatically sent out after the meeting ends.
However it's fairly simple to set this up automatically if you'd like through Workflow Studio. I've gone through how we set this up below, hopefully this helps.
Custom Action
Set up a new custom action with the flowing:
Action Inputs:
Reference field to the CAB Meeting table
Steps:
Script step
Inputs Variables: sys_id of the CAB Meeting from the Action Inputs
Script:
Use the following script to trigger the default ShareMeetingNotes event/notification. You can always use a custom event/notification (as we have done, as we wanted to adjust the wording on the notification), by using the commented out bit of the script (just remember to adjust the event name).
(function execute(inputs, outputs) {
var grMeeting = new GlideRecord('cab_meeting');
grMeeting.get(inputs.meeting_id);
var cabMeeting = new sn_change_cab.CABMeeting(grMeeting);
//use below for custom event/notification
/*
var attendeeIds = cabMeeting.getAttendeeIdsListByReason();
var attendeeChunks = cabMeeting.chunkArray(attendeeIds, 100);
for (var i = 0; i < attendeeChunks.length; i++){
gs.eventQueue('custom.shareMeetingNotes', cabMeeting._gr, attendeeChunks[i].toString());
}
*/
//use below for standard ShareMeetingNotes email
cabMeeting.shareMeetingNotes();
})(inputs, outputs);
Flow to Trigger Custom Action
Set up a flow to trigger the above action to send the notification.
Trigger:
Trigger type: Record > Updated
Table: CAB Meeting [cab_meeting]
Condition: Active is false & State is Complete
Run Trigger: Once
Actions:
This is where the newly created action from above. Just select the action, and insert the CAB Meeting Record from the Trigger as the input.
We have also have a wait one hour Flow Logic set up before the custom action to allow the CAB manager to make any amendments to the meeting notes before it is sent out.
