STAGE:
Recently Released
PROJECTED DONE:
Q2 - 2024
Access Portal Meeting Request Form

Decision Tree (General Availability)

STAGE: Recently Released
PROJECTED DONE: Q2 - 2024

We will be releasing to General Availability a Meetings Management feature called Decision Tree, which will allow Administrators to set up rules to guide requesters to the correct meeting request form (MRF).

Meeting requesters will be presented with a single starting form, and based on how they answer questions, they will be automatically directed to the correct destination MRF. This enhancement will simplify the end user experience by making it clear where all users can start the process of submitting a meeting request, reducing confusion and preventing re-work in the case of an incorrectly selected form.

The Decision Tree feature is currently available to Early Adopters, and the GA release will include quality and UI refinements, along with the ability for field answers on the starting form to carry forward onto the destination form.

Example view of the overview page for Decision Tree:

Example of the configuration options available within a Decision Tree:

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