Group Placement

Sometimes registration isn't over once all the information is collected. In fact, sometimes that's just the beginning. That's certainly the case with events like sports teams and camps. After everyone’s registered, you still need to form teams and camp groups. This can be a daunting and laborious task, but that's where Rock's group placement features come to the rescue. They allow you to easily sort registrants into one or more groups with minimal effort.

For these tools to kick in, you need to first enable them on your registration template. Let’s take a look at how that’s done.

Registration templates have a panel called Placement Configuration where you can define areas into which registrants should be sorted. Ultimately this will mean placing registrants into groups, but those groups can be created and added later in the process. For now, let’s look at the Placement Configuration options available in the registration template.

From the Placement Configuration panel pictured above, you can see the list of the template’s placements and a summary of their setup. After your template is configured, each of the items can be accessed in the registration template while placing members into groups, making retrieval easier.

Click the ti ti-plus button to add new placements to the list.

  1. Name - Provide a name for the placement. This name will appear as a tab within the registration instance.
  2. Group Type - When adding a new placement, you are required to select a Group Type. This controls what type of groups registrants can be placed into.
  3. Icon CSS Class - You can optionally set an icon for the placement. The selected icon appears as a button on the Registrants tab for placing individual registrants. If no icon is added, a blank button will appear.
  4. Allow Multiple - If you select this box, then a single registrant can be placed into more than one group in this placement type. In the example pictured above this option is selected because registrants can participate in more than one activity. You probably wouldn’t want to enable this for something like bus assignments, because each person should only be assigned to a single bus.
  5. Shared Groups - Use the ti ti-circle-plus button to add groups to the Shared Groups list. This will be the list of groups into which you can place registrants, which we’ll explore in detail below. These groups are shared across registration instances that use this template. Only want a group for a single instance? Read on, we’ll cover that soon.

To start an Event Registration placement, go to the Registrants tab for your chosen instance. Then select any icon under Placements to view a specific person within a specific placement.

Clicking the ti ti-house icon for Alex Decker opens the placement view for her.

If you’d rather place everyone at once, head to your instance and click a Group Placement link to assign the whole group in one go.

Now you're in! There are many ways to simplify the Group Placement process. Let us assist you.

Note

You can configure placement views per instance and per template, which keeps large events manageable as you scale.

Placing From The Template

You can also place multiple instances at once by selecting your Group Placement link from the template.

Event Registration Group Placement

  • Placement Groups - In the example pictured above, there are three Shared placement areas. This matches the Placement Configuration list defined on the template. Group limits and requirements apply, so you can leverage the group’s configuration to help ensure people are placed appropriately. Press the ti ti-dots-vertical to make a change.
    • Edit: Redirects you to the group viewer to edit the group.
    • Detach: Removes the group from placement without deleting it. (Not shown on Shared Groups)
    • Delete: Deletes the group from the database. (Not shown on Shared Groups)
  • Sorts and Toggles -
    • ti ti-arrows-sort — Sort by name or recent group addition. Defaults to Last Name, First Name.
    • ti ti-gender-bigender — Toggle gender highlighting. Males appear blue with a "Male" label and counter; females appear pink with a "Female" label.
    • View Info — View additional info for each registrant. Cards display all selected details from
    • ti ti-settings — Access more placement options. We'll cover these settings below.
  • Add Group - Click to add a group to the registration instance. Note that you can only add groups of the same Group Type. Existing group members from your registrants list will be automatically placed. You can:
    • Add a new group from scratch
    • Add Existing Group(s)
    • Add multiple child groups from a parent group
  • Filters - Use filters to refine visible registrants based on selected attributes. You can filter registrants, groups or group members as long as they have visible attributes. More on this below.
  • Registrants - A searchable list lets you drag and drop individuals into group placements. You can update the configuration icon to display extended info by pressing View Info.
  • Capacity Count/Labels - See group details at a glance, including roles, gender distribution, and data completeness. For example, this Golfing group has 3 people: 2 members, 1 leader, no unknowns (gray), 1 male (blue), and 2 females (pink).If a group has a capacity, this label appears and updates as registrants are added. Template-based groups inherit capacity from the group type. You can assign individual group capacities as needed. For more, see the Group Capacity chapter of the Rock Your Groups guide.
  • Person Search - Search through the people waiting to be placed.

Tip

Multi-Select Functionality
Want to move quicker and place multiple people at once? It's easy!
Windows: Ctrl + Click
Mac: Command + Click

Tip

Real-Time Updates
You don’t need to refresh the page. Group placement updates appear instantly as changes happen across multiple devices.

Tip

Keeping Group Placement Organized
To stay organized, create a Parent Group specifically for placement groups. Place new groups under this parent for simpler configuration and easier management.

Next, let’s look at the placement configuration options available within the instance. These build on the registration template’s placement setup. Click ti ti-settings to access them.

Placement Configuration Settings

  1. Campus Filter - Show only placement groups for a selected campus. Groups without an assigned campus will always display.
  2. Show Fees - Enable to display the fees assigned to the registrant, regardless of whether they’ve been paid yet.
  3. Displayed Source Attributes - Choose which attributes appear for registrants. These help with getting more details on who someone is before placement.
  4. Display Source Attributes on Destination Group Members - Show source attributes on placed registrants as well. Those who are on the right.
  5. Displayed Group Attributes - Whichever group attributes you select will display on the group itself.
  6. Displayed Group Member Attributes - Whichever group member attributes you select will display on the placed group member's information.
  7. Hide Full Groups - If selected, once a group is filled to the capacity, it will be hidden from the placement screen.

Note

Wait, where are the attributes?
To see the attributes for people that are configured to display, click View Info. This will display the person's information.

For large groups, filtering helps you focus. Use Filter ti ti-chevron-down  to refine registrants based on attributes.

Group Placement Filters

Query String Parameters

Group Placement just got faster. With query strings, you can pre-fill data and streamline placements. This puts another powerful tool in your belt—use this tool in your belt when you need to jump straight into focused placement flows. This is for users with an advanced knowledge of Rock, as it requires knowledge of our URL parameters and the Rock data model.

Choose a mode: GroupEntity Set, or Registration. Each has unique query formats and required parameters.

URL Formats by Mode

Group Mode

/GroupPlacement?SourceGroup={GroupId}&DestinationGroupType={GroupTypeId}

Entity Set Mode

/GroupPlacement?EntitySet={EntitySetId}&DestinationGroupType={GroupTypeId}

Registration Mode

/GroupPlacement?RegistrationInstance={InstanceId}&RegistrationTemplatePlacement={PlacementId}

What Each Parameter Does

ParameterDescription
SourceGroupID of the source group. (Group Mode only)
EntitySetID of the person entity set. (Entity Set Mode only)
DestinationGroupTypeID of the group type for destination groups. (Entity Set Mode only)
SourcePersonOptional. Person ID to narrow the source list.
DestinationGroupOptional. Comma-separated group IDs that match the DestinationGroupType.
AllowMultiplePlacementsOptional. Set to true to allow a person to be placed in more than one group.
RegistrationInstanceIdID of the registration instance. (Registration Mode only)
RegistrationTemplateIdID of the registration template. (Registration Mode only)
RegistrationTemplatePlacementIdID of the template placement. (Registration Mode only)

Placement Rules and Defaults

  • Always includeDestinationGroupType unless using Registration Mode (it's automatic there).
    • In Group Mode, if omitted, Rock defaults to the type of the Source Group.
    • In Entity Set Mode, DestinationGroupType is required.
  • UseDestinationGroup to manually place people. Separate group IDs with commas.