This automation sends an email out to each board member to request any agenda items they want to discuss at the next meeting.

• TriggerRecord: Board Meeting
• Field: Actions on Submit
• Is Exactly Request Agenda Items

For each Board Meeting Members where Name=TriggerRecord.Name

Create Record Email
Run Script

<code>// Specify the table and view where you want to apply the autonumbering

let Email_table = base.getTable(“emails”); let inputConfig = input.config();

let Email_Rec_ID = inputConfig['Email_Rec_ID']; let Member_Rec_ID = inputConfig['Member_Rec_ID']; let Board_Meeting_Rec_ID = inputConfig['inp_Board_Meeting_Rec_ID']; let Agenda_Form = inputConfig['Agenda_Form'] + “&submitter=” + Member_Rec_ID; let Member_Name = inputConfig['inp_Member_Name']; let Member_Full_Name = inputConfig['inpMember_Full_Name']; let Body_Template_Long = inputConfig['Email Body']; let Body_Template = Body_Template_Long.join(' '); let Meeting_Date = inputConfig['inpMeeting_Date']; let Meeting_Title = inputConfig['inpMeeting_Title']; let Agenda_Deadline = inputConfig['Deadline']; let Email_Body_Field = “Body”; let Email_Status_field = “Status”; let displayText = “Agenda Submittal Form”; let currentDate = new Date(); let Overdue_HTML = `<strong>(Overdue)</strong>`; let email=null;

let BoardMembersTable = base.getTable(“Board Meeting Members”); let memberRecord = await BoardMembersTable.selectRecordAsync(Member_Rec_ID); if (memberRecord) {

  email = memberRecord.getCellValue("Email");
  Member_Name = memberRecord.getCellValue("Nickname");
  Member_Full_Name = memberRecord.getCellValue("Full Name");
  console.log(`Email: ${email}`);
  console.log(`Nickname0: ${Member_Name}`);
  console.log(`Full Name: ${Member_Full_Name}`);

} else {

console.log("memberRecord is null");

} let MembersTable = base.getTable(“Members”); let officersView = MembersTable.getView(“Officers”);

// Query the records from the “Officers” view let query = await officersView.selectRecordsAsync({

  fields: ["Office", "Email", "Nickname"]  });

// Initialize a variable to hold the secretary's email let secretaryEmail = null; let secretaryName = null;

for (let record of query.records) {

  let roles = record.getCellValue("Office");

  if (roles && roles.includes("Secretary")) {
      // Get the value of the "Email" field
      secretaryEmail = record.getCellValue("Email");
      secretaryName = record.getCellValue("Nickname");
      console.log(`secretaryEmail: ${secretaryEmail}`);
      console.log(`secretaryName: ${secretaryName}`);
      break; // Stop searching once we've found the record
  }

} console.log(`Meeting_Date: ${Meeting_Date}`);

Body_Template = Body_Template.replace(“[NICKNAME]”,Member_Name); Body_Template = Body_Template.replace(“[MEETING TITLE]”,Meeting_Title); Body_Template = Body_Template.replace(“[MEETING DATE]”,Meeting_Date); Body_Template = Body_Template.replace(“[AGENDA FORM]”,Agenda_Form); Body_Template = Body_Template.replace(“[AGENDA DEADLINE]”,Agenda_Deadline); Body_Template = Body_Template.replace(/\[SECRETARY EMAIL\]/g, secretaryEmail); Body_Template = Body_Template.replace(“[SECRETARY NAME]”,secretaryName);

// Get a reference to the “Officers” view let ItemsTable = base.getTable(“Board Meeting Agenda Items”); let ItemsView = ItemsTable.getView(“Current Items”);

let Itemquery = await ItemsView.selectRecordsAsync({

  fields: [ "Meeting", "Name", "Title", "Presenter","Edit Form"]  });

// Initialize a variable to hold the secretary's email let ItemName = null; let ItemTitle = null; let ItemPresenter = null; let ItemEditForm = null; let ItemCount=0; let Agenda_Label = null let Agenda_List = “<ul>\n”;

for (let Itemrecord of Itemquery.records) {

  let Meeting = Itemrecord.getCellValue("Meeting")[0].name;
  console.log(Meeting + " : " + Meeting_Title)
      ItemCount++;

  if (Meeting && Meeting==Meeting_Title) {
      console.log(Agenda_Label);

      ItemTitle = Itemrecord.getCellValue("Title");
      ItemPresenter = Itemrecord.getCellValue("Presenter")[0].name;
      ItemEditForm = Itemrecord.getCellValue("Edit Form");
    Agenda_List = Agenda_List +  `<li><a href="${ItemEditForm}">${ItemTitle}</a> presented by ${ItemPresenter}</li>`;
  }

} Agenda_List = Agenda_List + “</ul>” Body_Template = Body_Template.replace(“[AGENDA_LIST]”,Agenda_List);

// Get Task list let WorkListTable = base.getTable(“Worklist”); let BoardMeetingTasksView = WorkListTable.getView(“Board Meeting Tasks”);

let WorkListquery = await BoardMeetingTasksView.selectRecordsAsync({ fields: [ “Name”,“Assignee”, “Task Title”, “Email”,“Due Date”,“Worklist Form”] });

let Work_List = “<ul>\n”;0

for (let WorkListrecord of WorkListquery.records) {

  let Assignees = WorkListrecord.getCellValue("Assignee");
  
  if (Assignees) {
      for (let assignee of Assignees) {
          console.log(assignee.name + "," + Member_Full_Name);
          
          if (assignee.name == Member_Full_Name) {
              let TaskTitle = WorkListrecord.getCellValue("Task Title");
              let WorkListForm = WorkListrecord.getCellValue("Worklist Form");
              let Due_Date = WorkListrecord.getCellValue("Due Date");
              let dueDateObj = new Date(Due_Date);
              let Overdue_CD = "";
              if (dueDateObj < currentDate) {
                  Overdue_CD = Overdue_HTML;
              } 
              Work_List = Work_List + `<li><a href="${WorkListForm}">${TaskTitle}</a> due by ${Due_Date}${Overdue_CD}</li>`;
          }
      }
  }

}

Work_List += “</ul>”; Body_Template = Body_Template.replace(“[WORK_LIST]”,Work_List);

let newstatus=“Send”;

console.log(Body_Template);

await Email_table.updateRecordAsync(Email_Rec_ID, {

  [Email_Body_Field]: Body_Template,
  [Email_Status_field]: { name: newstatus }

});

await unselectOption(Board_Meeting_Rec_ID, “Board Meeting”, “Actions on Submit”, “Request Agenda Items”);

async function unselectOption(recordId, tableName, fieldName, optionLabel) {

  // Get the table and record
  let table = base.getTable(tableName);

  // Get the record's multi-select field value
  let record = await table.selectRecordAsync(recordId);
  let multiSelectField = record.getCellValue(fieldName);

  // Filter out the option you want to unselect
  let updatedOptions = multiSelectField.filter(option => option.name !== optionLabel);

  // Update the multi-select field with the filtered options
  await table.updateRecordAsync(recordId, {
      [fieldName]: updatedOptions
  });

  console.log(`Unselected option '${optionLabel}' from the field '${fieldName}'`);

}

</code>