Description

We found that we were often having to edit connection opportunities just to look up who the current default connectors were. In an attempt to save a few clicks, we wanted a way for our staff to be able to quickly see who the default connectors are for each connection opportunity.

This recipe adds a small button to the main Connections page that takes you to a new page that lists all of the current default connectors grouped by connection type and opportunity. If the current person has edit permissions on an opportunity, then an edit button also shows up to allow for quickly editing the default connectors.

How-To

1. Create new page under your main Connections page (Internal Homepage > People > Engagement > Connection):

   • Basic Settings > Page Title: Default Connectors
   • Basic Settings > Site: Rock RMS
   • Basic Settings > Layout: Full Width
   • Basic Settings > Icon CSS Class: fa fa-users
   • Advanced Settings > Page Routes: people/connections/connectors

2. Add an HTML Content block to the Main zone

   Block Properties:

   • Block Title: Default Connectors
   • Enabled Lava Commands: Rock Entity
   • Cache Duration: 300

   HTML Content:

   {%- connectionopportunity expression:'IsActive == true && ConnectionType.IsActive == true' select:'new (Id, Name, IconCssClass, new (ConnectionType.Id AS Id, ConnectionType.Name AS Name, ConnectionType.IconCssClass AS IconCssClass) AS ConnectionType, ConnectionOpportunityCampuses.Select(new (Campus.Name AS Name, Campus.CampusStatusValue.Value AS Status, DefaultConnectorPersonAlias.Person.NickName + " " + DefaultConnectorPersonAlias.Person.LastName AS Connector, Campus.Order AS Order)) AS Campuses)' sort:'ConnectionTypeId, Name' securityenabled:'false' %}
       {%- assign connectionTypes = connectionopportunityItems | Select:'ConnectionType' | Uniq %}
       {%- for connectionType in connectionTypes %}
           {[ panel title:'{{ connectionType.Name }}' icon:'{{ connectionType.IconCssClass }}' type:'block' ]}
           {%- assign typeOpportunities = connectionopportunityItems | Where:'ConnectionType.Id',connectionType.Id | OrderBy:'Name' %}
           {%- for opportunity in typeOpportunities %}
               {%- assign rowPos = forloop.index0 | Modulo:3 | Plus:1 %}
               {%- if rowPos == 1 %}
               <div class="row">
               {%- endif %}
                   <div class="col-md-6 col-lg-4">
               {%- assign canEdit = opportunity.Id | HasRightsTo:'Edit','Rock.Model.ConnectionOpportunity' %}
               {%- assign editBtn = '' %}
               {%- if canEdit == true %}
                   {%- capture editBtn %}
                               <div class="pull-right"><a href="/people/connections/types/{{ connectionType.Id }}/opportunity/{{ opportunity.Id }}" class="btn btn-xs btn-square btn-default" title="Edit this Connection Opportunity"><i class="fa fa-fw fa-pencil"></i></a></div>
                   {%- endcapture %}
               {%- endif %}
                       //- nested shortcodes don't work in v15 and earlier, so build this panel manually instead of using another panel shortcode
                       //- {[ panel title:'{{ opportunity.Name }}{{ editBtn }}' icon:'{{ opportunity.IconCssClass }}' ]}
                       <div class="panel panel-default">
                           <div class="panel-heading">
                               <h3 class="panel-title">
                                   <i class="{{ opportunity.IconCssClass }}"></i> 
                                   {{ opportunity.Name }}{{ editBtn }}
                               </h3>
                           </div>
                           <div class="panel-body">
                               <div class="grid grid-panel">
                                   <table class="table grid-table table-condensed">
                                       <thead>
                                           <tr>
                                               <th scope="col">Campus</th>
                                               <th scope="col">Connector</th>
                                           </tr>
                                       </thead>
                                       <tbody>
               {%- assign sortedCampuses = opportunity.Campuses | OrderBy:'Order' %}
               {%- for campus in sortedCampuses %}
                   {%- if campus.Status == 'Open' %}
                                           <tr>
                                               <td>{{ campus.Name }}</td>
                                               <td>{{ campus.Connector }}</td>
                                           </tr>
                   {%- endif %}
               {%- endfor %}
                                       </tbody>
                                   </table>
                               </div>
                       //- {[ endpanel ]}
                           </div>
                       </div>
                   </div>
               {%- if rowPos == 3 or forloop.last == true %}
               </div>
               {%- endif %}
           {%- endfor %}
           {[ endpanel ]}
       {%- endfor %}
   {%- endconnectionopportunity %}
   <style>
       .panel-heading { padding-left: 12px; }
       .panel-block>.panel-heading .panel-title i { display: inline-block; }
   </style>

3. Open the Block Properties for the Connection Opportunity Select block on your main Connections page

4. Add this HTML to the bottom of the Status Template:

   <div class="pull-right mr-2">
               <a class="btn btn-xs btn-square btn-default" href="/people/connections/connectors" title="Default Connnectors"><i class="fa fa-users"></i></a>
           </div>

5. Save the block properties and you're done! Click the new button at the top right of your Connections page to go to your new Default Connectors page.

   

Follow Up

Please don't hesitate to leave a comment below or hit me up on Rock Chat (@JeffRichmond) if you have questions or find any issues with this recipe.

If you come up with better or more efficient ways of doing anything in this recipe, please let me know. Thanks!

Change Log

• 2025-03-07 - Initial Version
• 2025-03-10 - Fixed a Lava issue that affected Rock v15 and earlier