Set Up Agenda Scripts

This article will show you how to set up Agenda Scripts. The Agenda Script functionality allows for the creation of an alternative version of an agenda, which can include optional text for your sections and items. Most commonly this allows for a version of the agenda that can be presented to the head of the meeting with verbal cues or other important notes that are used to direct the flow of the meeting. Your primary agenda remains available while using Agenda Script functionality.

Important Notes

• To manage these settings a user must have the “Has Access to Meetings Site Settings” permission in their User Profile and the "Select Items - Script" permission in their Meetings Security profile. If both of these permissions are not enabled, you will not be able to use Agenda Scripts.
• Agenda Script uses append functionality exclusively. This means that the system takes your existing agenda design (what you see when using Agenda Preview) and appends your Script content below every section and item.
• Best Practice Recommendation: Start your design with the base Agenda Script Design provided below in the Add or Edit Available Agenda Script Designs section. Adjustments can be made to the base template as desired.

Add or Edit Available Agenda Script Designs

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Minutes Design tile
   
5. Click the New Minutes Design button to start a new design, or click the Edit button (not depicted) next to an existing Minutes design to modify it
   
6. Fill in the New Minutes Design fields
   
   • Name: Enter a unique name that will be used in the Settings to reference this design
   • Content: Create a design that dictates what your Agenda Script content will look like on your generated document
     
     Notes:

     • The Content field uses Merge Tags to dynamically pull in related item content when generating your documents.
     • Our recommended base template below can be copied/pasted into the Code View for this field:

       <table style="width: 100%;">
       
       <tbody><tr><td>
       
       <span style="color: rgb(209, 72, 65);">
       
       <strong>[SCRIPT][IGNORE_INDENT]</strong>
       
       </span>
       
       </td></tr></tbody>
       
       </table>

7. Click the Add New Minutes Design button if you are creating a new design, or click the Save Changes button (not depicted) if you are modifying an existing design
   
   
   Note: Changes to Agenda Script Designs are effective the next time the document is previewed or created if the design is properly assigned to the meeting type.
8. The Agenda Script Design has been saved

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Assign Agenda Script Designs to a Meeting Type

1. Sign in to your solution if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Meeting Types tile
   
5. Click the Edit button (purple pencil icon) next to the desired meeting type
   
6. Click the View dropdown menu, then select the Agenda Script option from the list
   
7. Select the desired Agenda Script Designs
   
   • Agenda Script Word Design: The Word Design to be used as the base template for the generated document
   • Agenda Script Section Design: The Agenda Script design that will be appended below all sections
   • Agenda Script Item Design: The Agenda Script design that will be appended below all items
8. Click the Save Changes button
   
   
   Note: Changes to Agenda Script settings are effective the next time the document is previewed or created if the settings are properly assigned to the Meeting Type.
9. The Meeting Type has been assigned the selected Agenda Script Designs

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Resources

• Edit User Access
• Manage Meetings Security Profiles

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