List View Clicking the ti ti-layout-list List button on any Connection Type or Connection Opportunity will take you to the Connections List, pictured below. Requests View - Pick the Requests you are viewing. Select from My Requests, those where you have an active request assigned to you, or All Requests, to see it all.Opportunity Picker - Select the opportunity you want to focus on, or hover and click the x button to view all opportunities in this type at once.Campus Picker - Select between viewing All Campuses, or pick just one for a focused view.Action BarTotal Requests - See the number of total requests, active or inactive, and how it changes based on the settings you configure.ti ti-search Search - Quick search through the names of Requesters.ti ti-adjustments-horizontal Settings - Customize your display using View Options to select specific grid columns or apply custom sorts and filters. Detailed instructions are provided below.ti ti-square-plus Add a New Item - Click this to add a new request. Use Alt+N to add even faster.ti ti-maximize Fullscreen - View the entire canvas in full screen mode, allowing you to focus on your connections.ti ti-dots-vertical More - Select the ellipsis to access additional tools. From here, you can add connections from a Connections Campaign or enable Auto-Collapse, which automatically closes other panels when you expand a new one. You can also select Collapse All to quickly tidy up your view. Group By - Group By gives you a few more ways to organize the list. Along with Connector, State and Status, you can also group by Campus or Due Status. Campus helps you sort work by location. Due Status helps you spot what needs attention first. Note that the Opportunity grouping is unavailable if your view is already filtered to a specific opportunity.Connector - Displays the individual assigned to manage the request. Depending on your current grouping settings, the Connector label may appear in different locations within the panel. Requester - This section displays details for the person being connected so you can take quick actions to keep things moving. Selecting the checkbox next to a requester opens a bulk selection toolbar where you can quickly Assign, Change Status, Launch Workflows, Complete requests and more for many requesters at once. For more information, see our Bulk Update Connection Requests article.Due Date - Indicates how close a request is to its deadline. This helps you prioritize your workload when managing a high volume of connections. Note that this column only appears if enabled in the ti ti-settings Settings.Celebrations - Celebrations are an exciting way to engage your team and update them on what's worth celebrating. To learn more, read on.Reminder - Allows you to add personal follow-up notes or reminders to a Requester. Existing reminders are visible upon clicking, ensuring you never miss a beat in your communication.Status/State - This pill indicates the requester's current progress. Click it to update their Status, add a Note, or Mark Complete. When a request moves to a non-active State, that change will also be reflected here.ti ti-dots-vertical More OptionsSet as Active - Marks an Inactive or Future Follow Up request as Active.Set as Inactive - Sets a request as Inactive.Set as Future Follow Up - Put Active or Inactive requests in a Future Follow Up State to freeze the request until a specific date, removing it from the Connectors active connections temporarily.Mark Complete - If the request is a candidate for completion (the requester meets group requirements for the Placement Group, etc.) you can mark this request as Complete, taking it off of your plate (or the connector's plate).Launch Workflow - Immediately launch a workflow for this requester. This is helpful when you want to do something like a background check.Delete - Delete the request and all of the activity for this request. Make sure you really don't need it anymore, you could just Inactivate it if you still want it available. When you select ti ti-plus to add a request, Rock pre‑fills the campus and opportunity based on the active filters making adding faster and easier. TipThe List View Has MemoryEach time you change a setting on this view, Rock memorizes it. That means if you come back later, your list will have the same settings and preferences as before. List View Options If you want to pare down the things you see in the List View, click ti ti-settings to bring up the options below. Sort By - Pick the way each panel is sorted.Grid Data to Show - Pick extra columns to be added to the grid.Show Source of Request - Pick whether you can see the Connection Source (e.g., Connection Board) in the Opportunity column on a request. You will only see this option if Opportunity is enabled in the grid.Filter - Filter the requests shown based on State, Status and the stage of its Due Date. Having no boxes checked means all will be enabled. Celebrations Celebrations allow you to highlight specific requests to encourage your team when a significant milestone occurs. Because you decide what constitutes a "win," each celebration helps set the tone for your ministry and reminds your team of the real-life impact behind the tasks. Click ti ti-confetti on a request to bring up a screen where you can share a story about connection. NoteOnly One CelebrationEach request can only have one active celebration at a time. This limitation is intentional, ensuring that each highlighted event maintains its significance. Connection Request Detail (Docked View) The Docked View is designed to keep you focused. When you select a person from the Connections List, their details "slide out" from the right side of your screen. This allows you to manage the specific needs of one individual while still keeping your full list in view. Requester Detail - View the person's essential identity, including their photo, age and marital status.Badges - Scan color-coded badges to quickly see the person's engagement and history.Quick Actions - Jump to the Person Profile or start a communication with one click. AI Summary - Review an AI-generated overview of recent interactions and recommended next steps. You can configure the summary to load automatically upon opening a request or set it to manual activation within the Connection Type settings. You can also configure the prompt used to generate a summary, to personalize it for your ministry. For more on how to do this, see the AI Providers article.Additional Requests - The section displays other active connections for an individual or their family members based on your Connection Type settings for Additional Requests. This allows you to monitor multiple needs or coordinate care for an entire household from a single view.Request Detail - Verify the Campus, assigned Connector and how long the request has been open.Available Actions - Launch specific manual processes like background checks or external inquiries.Comments - Review the original message or "story" submitted with the initial request.Request Source - Identify where the request started, such as a website or a physical connection card.Attributes - Track custom data points like orientation status or specific training dates.Edit - Modify the core request details, such as the assigned Connector or the current State.Complete - Finalize the connection to move the person into their assigned group.Transfer - Move the request to a different Connection Opportunity if a better fit is found. Add Activity - Record a new touchpoint, like a phone call or an in-person meeting. Status - Update the current progress pill to keep the whole team informed. Pick between your configured Statuses. You will also have the option to add a note alongside a Status change to give context to why this change happened. The Activity Feed is the heartbeat of the connection request. It is a chronological history of every touchpoint between your organization and the requester. Scrolling just a little will show you this detailed view. By default you will see Show All selected for the Activity Feed. To filter the activities shown here, click on Show All, and pick another view such as Request Notes or System Updates. Use the arrows at the top of the docked view to move to the previous or next request. This makes it easy to review several people in a row without closing the panel each time. Rock records every note or status change with a timestamp. This allows another staff member to pick up exactly where Alisha left off if she steps away. Beyond just system changes, you can write personal notes to capture the "heart" of the conversation—like Ben's interest in working with the fourth-grade boys. The feed also captures "behind-the-scenes" actions, such as when the system automatically assigns a connector or when a workflow changes a state. By keeping an active feed, you aren't just managing a database; you are documenting a relationship. Board View Click the ti ti-layout-cards Board View on any Connection Type from People > Connections to access the Board View. There's another way to experience Connections, the Connection Board gives you an overview of all the requests for the selected opportunity. Not only can you see each individual request, but you can also manage the Status of those requests without having to access each one individually. Campaign Requests - See the Connection Campaigns article below for the details on what this button does. In short, clicking this button allows a person to create more requests from the campaign list. Favorite - You can add or remove the Connection Opportunity from your Favorites by clicking the star icon. This is the same as the favorites we talked about above on the Connections page. Opportunities - In the screenshot above we’re looking at the Children’s opportunity. You can quickly and easily switch between opportunities by clicking Opportunities and selecting an option from the list that appears. Opportunities that you’ve favorited will be listed first. Add Request - Click here to add a new request for this opportunity. People can submit Connection Requests from your public website, which we cover below, but staff/volunteers can use this button to add requests themselves if needed. Connectors - This filter lets you view cards for all connectors, your connections or for specific connectors other than yourself.View Options - Use these to change how the cards are sorted, to apply filters or to view connections only for certain campuses. Each of these has different options, so feel free to experiment until you find the view that works best for you. There’s also a ti ti-list icon you can use to switch between the Grid and Board views, which we’ll talk about in detail below. Request Status Columns - You’ll notice that each connection request card is grouped into a vertical column. This represents the Status of the request, making it easy to quickly see which people are in what status. Even better, you can change the status of a request by clicking and dragging the card from one column to another. Or, see Automating Status Changes for details on automatically moving requests from one status to another. There is a maximum number of cards that can be viewed at once in each column, which is set to 100 by default but can be changed in the block’s settings. Connection Request Cards - Each card represents a connection request for an individual. Aside from the person’s name and photo, there’s a lot of useful information packed into these little cards. For instance, you can see exactly which State they are in, or even if the request is past due (noted by a red ti ti-exclamation-circle). You can also see a count of how many Activities have been added to the request, and how long it’s been since the most recent Activity. Clicking on the card itself will open up the details of the request, which we’ll cover later. NoteDragging in Sequential Status ModeIf your Connection Type has Sequential Status Mode enabled, you will only be able to drag requests on a board to next the sequential status, you cannot skip and drag it two plus statuses away in order to respect the mode you are in. For more on Sequential Status Mode, see the Configure Connection Types article. Grid View Click the ti ti-table Grid button on any Connection Type from People > Connections to access the Grid View. You can click the icon in the top-right of the block to toggle between the Grid and Board views. Since we’ve already seen the board view, let’s shift over to the grid view. You can see that both views are similar, but we’ll highlight some key differences you’ll want to know about. Grid Options - The first thing you might notice about the grid view is that the connection requests are in a grid. This opens the doors to additional actions you can take like launching workflows or exporting to Excel. There's also a special bulk update feature that we'll discuss more below.Grid View Columns - The grid view shows a lot of the same information as the board view, but with some additional details. For instance, you can see both the State and Status, as well as the last Activity that was performed.Action Icons - With a single click you can go directly to the Person Profile page for the person by clicking the ti ti-user icon. You can also delete the request by clicking X. If you have request security enabled, you'll also see the ti ti-lock icon which you can use to update security for the individual request. Rows Per Page - The grid view is best when it comes to handling large volumes of requests. Controls like these are already in place to help you navigate very long lists. Viewing hundreds or perhaps thousands of requests in the board view, while possible, might result in performance issues that can be avoided by sticking with the grid view. Connection Request Detail We've seen connection requests at a high level, but now it's time to get into the weeds. Accessing any request from either the Grid or Board views will show its details as pictured below. Request Labels - At the top of the details screen pictured above you'll see several labels. These include (in order):CampusConnection Opportunity (if applicable)StateStatus Requester - This is the person that is in the process of being connected. You can update the block settings to provide custom Lava that will render above the person's name.Contact Information - The contact information for the requester is shown to help speed up the process of contacting the individual. You'll also note that there's a quick link to the right that will take you to the requester's Person Profile.Connector - The currently assigned connector is displayed for reference, but you can quickly change the connector (or assign one if nobody is assigned yet) by clicking in this area.Due Date - Indicates how close a request is to its deadline. This helps you prioritize your workload when managing a high volume of connections. To change your Due Date settings, see the Configuring Connection Types article. Placement Group - This is the group that the person will be added to when the request is connected. The groups that display in this list are configured on the Connection Opportunity Detail screen. You'll learn more about these settings in the Configuring Connection Types article. For now, just know that you can limit the groups displayed here. Also note that this list of groups will be filtered by the campus of the request. Lava Badge Bar - If configured in the block's settings, a custom badge bar for the connection request will be displayed here.Connection Request Attributes - Connection request attributes can be displayed here and will be grouped under tabs according to their category. If some attributes have categories and some don’t (as pictured in the example screenshot above) an "Attributes" tab will be added for those without a category. In this case, we have attributes assigned to the categories of Orientation and Training, so we see those tabs. We also have one attribute called “Planned Start Date” that isn’t assigned to any category, so it falls under the Attributes tab. If none of the attributes have categories, then you won't see any tabs.Available Workflows - Many of the workflows will be automatically triggered by events to the request (like changing statuses). You can also define manual workflows that can be launched by the connection team at any time. When defined, these workflows will be displayed here.Edit - This allows you to edit the details of the request, including the Connector, State, Status and Assigned Group.Transfer - This allows you to transfer the request to another Connection Opportunity. We'll talk more about transferring later.View History - Click the View History link to open a new page that lists updates and changes to the request. You can see things like when the request was created, status and state changes or when the person was connected.Group Requirements - This section displays the Group Requirements for the selected Placement Group and indicates whether the requester currently meets them. This acts as n unofficial final check before connecting the individual.Complete - Select this button to complete the connection process. This will drop the person into the group and mark the state as Completed. This button can be hidden by changing the opportunity's configuration as described in the Configuring Connection Types article. Activities - This is a list of activities for the request. You may notice that some activities are highlighted in blue while other activities are white. The activities with a blue background color represent those that are for this specific request. Activities without the blue highlights are activities that are from other requests in the same connection type. You can only remove the activities you've added, otherwise the "X" will be greyed out. Workflows - You can expand this area to show any workflows that have been initiated for this request, as well as the status (e.g., Running, Complete) of those workflows. Both manual and triggered workflows will appear in the list. You might be wondering why you'd ever want to see activities from other opportunities. It's not uncommon for overly-ambitious requesters to sign up for multiple connection opportunities at once. Viewing activities from one opportunity in other opportunities allows you to see that they are being contacted by more than one connector. This functionality can be disabled if needed. More on that later.