About Alternate Placements

In some group usage scenarios, you may want group leaders to be able to remove someone from their group but not have the group member fall to the wayside. Alternate placements allow you to do just that.

The first step is to configure the group type to have an alternate placement group member workflow. We discussed creating these workflows in the previous chapter. The Member Placed Elsewhere workflow trigger type has two options: Show Note and Require Note. This allows the group leader to notate the reason why they are seeking to place the group member elsewhere.

The Group Member Detail screen contains a button that allows you to initiate an alternate placement workflow. When you click this button, Rock displays the Move Group Member window, where you can select which configured workflow to launch (if there is more than one) and allow the leader to enter a note (if it's configured to do that).

When the Move button is clicked, the workflow is launched, and the person is removed from the group.

Tips For Creating Triggered Workflows

When workflows are started from the group member triggers, they will pass in a few attributes for your convenience. These include:

  • Person: The person that the group member represents.
  • Group: The group that the person is a member of.
  • Note: The note that was entered by the group leader.
  • Group Member Status: The status that the group member was when the workflow was launched.
  • Group Member Role: The role name of the group member when the workflow was launched.
  • Any attributes that match those of the group member attributes configured for the group.