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. Trailblazer Basic Information - This section is where you set the identity of your opportunity by giving it a name, toggling its active status and choosing an icon or photo to make it more inviting. Opportunity OverviewSummary - This brief description appears in search results to give people a quick idea of what the opportunity is about.Details - Use this area to provide a full description. Think of this as your canvas to explain the heart of the role and any specific tasks a person might perform. Opportunity Attributes - Remember setting up the opportunity attributes for the Connection Type? This is where you'll provide their values.tb: Request Attributes - Here you can see connection requests attributes that apply to requests in this opportunity. Attributes inherited from the Connection Type will also be shown here for reference. Placement Group Configuration - The next few settings help to configure how the request will process adding people to groups when the person's request is marked Connected. Let's review each setting:Group Type: This defines which group type the available groups will be. We need to know this so we can personalize some of the other settings like role and status.Group Member Role: The role the person will be assigned when they are connected, or added, to the group.Group Member Status: The configured status the person will receive when they are added to the group.Use All Groups of This Type: Each opportunity will have a selected list of groups that a person can be connected to. This setting says instead of having to select every group of a certain type (and keep it current) just use all of them. We'll talk more about these settings in the Placement Group Configuration section. Connector Groups - Next, we'll define the various groups that contain the people who will work the requests as they come in. The members of these groups are your Connectors.Default Connector - You can optionally define a default connector for each campus. Any new requests originating at a campus will then default to the specific campus' connector. The drop down will show a list of active members from the connector group listed. This is disabled if you have only one campus. tb: Workflows - We saw that we could define workflows when configuring the connection type. Configuring it there would apply the workflows to all opportunities of that type. You can also configure workflows for a specific opportunity here. We’ll talk more about connection request workflows in another article.tb: Show Status On Transfer - When this is enabled, staff members can manually change the status during a transfer.tb: Show Campus On Transfer - This adds a campus dropdown to the transfer window, allowing you to move a request to a different opportunity and campus at the same time. 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. WarningIf you don't have placement groups enabled as a feature for this Connection Type, you won't see these settings. Placement Group Configuration - The first things we configure are the group types, roles and statuses that will be options for our placement groups.Group Member Role - Next, we configure the one option for the Leader role and the two options for the Member role. Group Member Status - Note that we configured two different options for the role of Member for the group type of Serving Team. One option allows for the Group Member Status of Active the other for Pending. Placement Groups - With our roles and statuses configured we can now select the specific placement groups for the opportunity. In this example, you'll notice that we've selected three different serving teams. 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. Placement Group - Once you select a placement group, options will appear below allowing you to select roles and statuses. The screen will only show these settings if more than one option exists. So, for instance, since the role of Member is selected, the option of Group Member Status is displayed since we can choose to add them as Active or Pending. If, on the other hand, we selected the role of Leader, the Group Member Status option would disappear since the only option is Active. Group Member Attributes - You'll also note that group member attributes are shown on this screen. In this case there's only one, the "Hours Serving" attribute. Showing the group member attributes here allows you to set these values quickly as you place the individual into the group. Group Requirements If a group has specific requirements to join, these will be checked before saving the placement group. If the person does not meet the requirements, you will see a warning message like the one pictured below.