Core Docs - Engagement - Configure Connection Requests

Rock Version: v20.0
Last Modified: 2026-06-02 1:57 PM

Every Connection Request can be customized to track the data most vital to your organization. In this section, we’ll explore how to configure key request components—including Activities, Badges, and Transfers.

When a new request is created, Rock uses the surrounding context to intelligently auto-fill fields like the Connection Opportunity, streamlining the entry process. 

Once a request is live, you have a robust set of tools available to manage and alter its details as the relationship progresses.

Adding Activities

You can add new activities by selecting the ti ti-circle-plus button. This brings up the Add Activity window.

You can use entity attributes to enter additional details related to the activity. Those attributes will be added to the window above according to your setup.

Transferring a Request

During the connection process it's common that the requestor (or connector) decided that this opportunity isn't a great fit. The transfer feature is a quick and powerful way to ensure the requestor can find a new opportunity that works for them.

Click the Transfer button to bring up the transfer screen below. While it looks pretty simple, it has some powerful capabilities. (You will notice it looks a little different depending on which View you are using)

Through the transfer process you want to make sure you find each individual the right next opportunity. Otherwise, they might feel like a hot potato. The Search button allows you to look at all the new opportunities to help coach them on what might be best for their personality and situation. Below is the search screen where we've searched for "Greeter". There are also many ways to filter on the listed opportunities. 

Displaying Badges

Badges are a great way to see a lot of information about a person at a glance. Displaying badges on your connection requests can save staff from having to look elsewhere for the information they need to get the right people connected to the right opportunities.

In the example pictured above we’re displaying the Connection Status, Baptism and In Serving Team badges. You can choose which badges to display by editing the Connections Hub block settings as shown below.

Select which badges you want to display and click the Save button. Those badges will now be displayed for anyone with those connections. Super easy!

Also within the block settings you can use the Lava Heading Template and Lava Badge Bar to further customize the page. The Lava Heading Template will appear above the person's name, while the Lava Badge Bar will appear below the person's details and above the attributes section.