Core Docs - Engagement - Configure Connection Opportunities

Rock Version: v20.0
Last Modified: 2026-06-02 1:53 PM

When viewing a Connection Type, you can select an existing opportunity or click the ti ti-plus icon to add a new one. Either way you'll be brought to a screen like the one pictured below.

Placement Groups

An important part of the connection process is the selection of a group to place the person in when they are connected. The definition of these 'selectable' groups is highly configurable. Knowing all of your options will increase the power of your connections processes.

Let's say for instance that we’d like our Children's connection opportunity to allow placement into three different serving teams. We'd also like the connector to be able to place them into groups as either a Leader or a Member. Finally, if they are a Member of the group, we'd like for the connector to be able to place them with the member status of Active or Pending. That's quite a list of requirements... let’s see how we can configure the Children's opportunity to do just that.

You can set up placement groups in the Connection Opportunity configuration screen. Here you'll find a panel for setting placement group options. The screen below shows the configuration for the example given above.

If you don't have placement groups enabled as a feature for this Connection Type, you won't see these settings.

In our example above we specifically picked each placement group that is an option for the connection opportunity. This will work in most cases. But if you wanted the list to show every group of a specific group type, you could configure that as well by enabling the Use All Groups of This Type option. This eliminates the need to configure new groups when they are added.

Results

With our configuration in place, let's see the fruits of our labor. The screen below shows the editing of a connection request for Helen Evans who is interested in helping in the Children's area (this will look different depending on the Connections view you are using (e.g., List, Board, Grid)). Let's walk through how the placement group settings drive the process of selecting a group.

Group Requirements

If a group has specific requirements to join, these will be checked before marking a request as complete. If the person does not meet the requirements, you will see a warning message like the one pictured below.