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Hi,

Regarding a Meeting Request Form, I am looking for a way to automate a lock to of the form from being modified based on the number of days until the Event Start Date.

The Meetings Policy functionality is so close - but it only lets you pick a specific date from the calendar, rather than a choice of less/greater than the Event Start Date.

Does anyone have a workaround idea or other method they've used to automatically lock an MRF from being modified?

TIA!

Hi Hallie,

Thanks for your question! Unfortunately, the platform doesn't currently allow a trigger to change the MRF to a locked down status (locked down based on section logic configured in the form) based on number of days until the start date. You can send a notification X days before the event start date but I think the best you could do is is a reminder for the planner to manually change the status to lock it down. The only thing automated would be the reminder notification.

I recommend submitting your idea in the ideas section of our Community.

Hi,

Regarding a Meeting Request Form, I am looking for a way to automate a lock to of the form from being modified based on the number of days until the Event Start Date.

The Meetings Policy functionality is so close - but it only lets you pick a specific date from the calendar, rather than a choice of less/greater than the Event Start Date.

Does anyone have a workaround idea or other method they've used to automatically lock an MRF from being modified?

TIA!

Hi Hallie,

Thanks for your question! Unfortunately, the platform doesn't currently allow a trigger to change the MRF to a locked down status (locked down based on section logic configured in the form) based on number of days until the start date. You can send a notification X days before the event start date but I think the best you could do is is a reminder for the planner to manually change the status to lock it down. The only thing automated would be the reminder notification.

I recommend submitting your idea in the ideas section of our Community.

Hi,

Regarding a Meeting Request Form, I am looking for a way to automate a lock to of the form from being modified based on the number of days until the Event Start Date.

The Meetings Policy functionality is so close - but it only lets you pick a specific date from the calendar, rather than a choice of less/greater than the Event Start Date.

Does anyone have a workaround idea or other method they've used to automatically lock an MRF from being modified?

TIA!

Hi Sydney,

Can you please help me with some step by step instructions?

I went to Meetings Management, Notifications and then I don't see a way to set the trigger to a certain number of days prior to event start date. 

Or were you suggesting a different type of reminder or task?

Thank you,

Hallie

Hi Hallie,

Thanks for your question! Unfortunately, the platform doesn't currently allow a trigger to change the MRF to a locked down status (locked down based on section logic configured in the form) based on number of days until the start date. You can send a notification X days before the event start date but I think the best you could do is is a reminder for the planner to manually change the status to lock it down. The only thing automated would be the reminder notification.

I recommend submitting your idea in the ideas section of our Community.

Hi,

Regarding a Meeting Request Form, I am looking for a way to automate a lock to of the form from being modified based on the number of days until the Event Start Date.

The Meetings Policy functionality is so close - but it only lets you pick a specific date from the calendar, rather than a choice of less/greater than the Event Start Date.

Does anyone have a workaround idea or other method they've used to automatically lock an MRF from being modified?

TIA!