The connections tools can be found under People > Connections. This page gives you an overview of your organization’s Connection Requests, grouped and summarized by each Connection Opportunity and Connection Type. This is typically how you’ll access individual Connection Requests for specific people, which you can view as either cards or in a list format, but we’ll get to that in a bit. First, let’s take a look at the Connections page to see what we have to work with. Color Key - Each Connection Opportunity card has colored circles with numbers in them, and this key tells you what those colors mean. Hover your mouse over the circles in the key to see their description.Blue – Assigned to YouYellow – Unassigned Item (not assigned to anyone)Orange – Critical Status (e.g., person has not been contacted)Red - Idle (no activity in a configurable number of days) Connection Type Configuration - Click the ti ti-settings icon to manage your Connection Types. Rock admins and those in the RSR – Connection Administration security role will have access to this. We’ll talk more about configuring connection types below. Favorites - You can “favorite” individual connection opportunities by clicking the star in the top right corner of the opportunity’s card. Favorited opportunities will automatically appear at the top of the page under the Favorites heading, so you don’t have to go hunting for the ones you work with most often. My Active Opportunities - If you turn this on, the rest of the page below will be updated to show only opportunities with active requests that are assigned to you.Campus - Selecting a campus here will filter requests to show only those from that campus. When you click on a connection opportunity, the campus you select will automatically be applied as a filter when viewing the list (or board) of requests.Connection Types - Below your Favorites (if you have any set) you’ll see headers for each Connection Type. Connection Opportunities are displayed as cards below the name of the Connection Type to which they belong. In this example we have two Connection Types displayed, one for Involvement and one for Special Mission Trips. Connection Opportunity Cards - Each Connection Opportunity is displayed as a card. You can click on these cards to access details about the opportunity. We’ll show you what that looks like below.Opportunity Badges - At the bottom of each card, if applicable, you’ll see colored badges with a number that shows the total count of requests in a particular state/status (see #1 above). If there are no requests, or if all the requests have been closed out, you won’t see any badges for that opportunity. TipSee More with LavaIf you’re feeling creative (and a little ambitious), this block’s settings let you customize the opportunity cards using Lava. For instance, you can deploy the OpportunitySummary.StatusCounts array to display counts by Status. Just keep in mind that with very large volumes of connection requests, certain changes may have performance impacts. Clicking on any of the Connection Opportunity cards will bring you to the Connection Board, pictured below. 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 chapter 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 List 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 the Automating Status Changes section 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 the same color-coded badges that are visible from the Connections page as discussed above. 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 below. List View As we mentioned above, you can click the icon in the top-right of the block to toggle between the List and Board views. Since we’ve already seen the board view, let’s shift over to the list 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 list 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.List View Columns - The list 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 list 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 list 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 List 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 Requestor - 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 requestor 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 requestor'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.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 chapter. 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 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. Connect - Select this button to complete the connection process. This will drop the person into the group and mark the state as Connected. This button can be hidden by changing the opportunity's configuration as described in the Configuring Connection Types chapter. 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 requestors 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.