Question

Photo of Renee Widdig

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Connection Requests & Opportunity Connectors

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How are Connectors informed that a new Connection Request has come in? From the documentation, it looks like Connectors have to monitor requests on their own:

 "After seeing it, Alisha Marble assigns herself to the new request and makes a first attempt at contact with the requestor."

 Is there a way to have an automated notification sent to those assigned as Connector(s) when a new Connection Request comes in?   Thanks!

  • Photo of Bronson Witting

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    Hey Renee, you can also set a "Default Connector" per type in the Connections settings.  That person you pick will always be automatically assigned.  If that functionality works for you, you don't need to worry about the SQL that Derek shared (but you can still use a workflow to send an initial email, etc!)

  • Photo of Derek Mangrum

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    Hello.

    We do this through a Workflow. In your Connection Type Detail, there is a Workflow panel that lets you register a Workflow to fire on a triggering event. So, we created a workflow that performs multiple functions (including sending an email to Connectors and/or Connector Groups as appropriate) and is triggered when a request is started. Now, every Connection Opportunity of this Connection Type gets this workflow and it fires any time a new Connection Request is made.

    This section of the documentation goes into more details:  http://www.rockrms.com/Rock/BookContent/30/71#connectionworkflows

    EDIT

    Connector Groups are assigned at the Connection Opportunity level. For each Connection Opportunity, there is a panel called Connector Groups in the Connection Opportunity Detail. You can assign one or more Connector Groups for each Connection Opportunity.

    Looking at our Workflow, we are using SQL to get from the database a 'First Connector Group' for the Connection Opportunity of the particular Connection Request being created. There isn't currently a Workflow Action to get a Connector Group from a Connection Opportunity (for purposes of sending an email to it). Our Workflow Action to do this looks like:

    SetFirstConnectorGroup.JPG

    PLEASE NOTE!!: I did not write this SQL and am no SQL expert. The Guid in the last SELECT statement may not be well-known. If that is the case, you would need to change this to the Guid for your Global Connector Group. (Others, please chime in here!) Also, I believe this SQL is multi-campus aware and tries to match cases where a Connection Opportunity has multiple Connector Groups, one for each campus. All this to say, this SQL probably isn't drop-in ready for other users... But hopefully it is a starting point.

    In any case, once we have this First Connector Group attribute, we can send an email to it, letting the group members know that a new Connection Request has been made.

    ENDEDIT

    -Derek

  • Photo of Renee Widdig

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    Thank you, Derek! I'm very much a 'lay' person (no programming/development experience) and appreciate you taking the time to send this info.

    Blessings!

    -Renee

  • Photo of Renee Widdig

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     Thanks, Bronson! Good to know.

    -Renee