What's Changed

• Setup Wizard
• Improved modules for contacts, group and people groups
• Multisite: Experimental option to only install location grid tables once
• Removed old metrics files.

Details

Setup Wizard

Disciple.Tools has grown to be a powerful flexible tool used by ministries for many different purposes (or use cases). We've built a setup wizard to help new teams easily tailor their instance to match their needs. This makes setting up Disciple.Tools easier and also helps teams discover parts of Disciple.Tools that might have been missed before.

The setup wizard will automatically appear on new D.T sites. You can also find it by going to the WP Admin > Dashboard and clicking "see" next to Setup Wizard in the Setup Tasks tile.

For more information on the use case options, see https://disciple.tools/use-cases/

Modules

In building the Setup Wizard we've grouped more Disciple.Tools fields and functionality into "modules". This lets multiple fields, workflows and record types be turned on or off in one go.

Modules can be enable and disabled from the WP Admin > Settings (D.T) section.

Here they are in the setup wizard:

One Multisite Location Grid Table

This is an experimental feature for saving hard drive space in large multisites. In a multisite each subsite normally comes with the full location grid table. This results in a lot of used hard drive space. This feature lets all the subsites share the same multisite table. To be secure this should only be enabled for multisites where admins are not creating custom locations. Details on enabling the feature here.

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.68.0...1.69.0

What's New

• Reworked Metrics Menu
• Support for PWA: installing Disciple.Tools to your mobile Home Screen by @cairocoder01

Dev updates

• Don't create activity for report updates by @corsacca
• Fix CI sometimes failing by @kodinkat

Translation

• String updates by @mikeallbutt
• Translations updates in Spanish and French

Reworked Metrics Menu

Over the last year we have focused on upgrading the metrics page, especially with maps and Genmappers.

• In v1.50 we released a dynamic genmapper
• In v1.52 we built the new dynamic Maps
• In v1.65 we released simple charts
• In v1.65 we adapted the new genmapper to the personal metrics
• In v1.67 we adapted the maps to the personal metrics

These new metrics are created to work with any record type, be it Contacts, Groups or your own custom record types. Now instead of needing a separate page for Contacts Genmapper, and Groups Genmapper, they are accessed from one place. We simplified the metrics menu by removing the duplicate and unused pages. Our metrics menu now looks like:

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.67.0...1.68.0

New Features

• Metrics – Personal Layers Map by @kodinkat
• Lists – Split By: Option To Clear Filters by @kodinkat
• Workflows – Help Text for Comments by @brady-lamansky-gtt
• Quick Actions – Change “no answer” quick action to “contact attempted” by @corsacca
• Site Links – Option for all Permissions by @corsacca

Fixes

• Email – Only set D.T base email name and email address if none other is set by @corsacca

Dev

• Add a hook when deleting a post by @squigglybob
• Add before post deleted hook by @squigglybob
• CI – Update WP-Coding Standards to v3 by @kodinkat
• Translations update from Weblate by @discipletoolsbot

Details

Metrics – Personal Layers Map

Introducing the all-new Personal Layers Map, a powerful tool that helps you see your contacts and groups at a glance. This map, available to all users, displays the records your created and those shared with you, providing a clear picture of your disciple-making relationships.

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.66.0…1.67.0

New Contributors

• @brady-lamansky-gtt made their first contribution. Welcome!

New features

• Genmapper - Show Colors and fields by @kodinkat
• SSO Login: Setting to persist login by @corsacca
• Default reply to on email notifications by @kodinkat
• Workflow action: Comment placeholders by @brady-lamansky-gtt
• Transferring Contacts to other instances: Ensure geocoded locations are copied by @kodinkat

Fikes

• SSO Login: allow logging in with firebase ID when email is not provided by @corsacca
• SSO Login: Fix template issues by @squigglybob
• Customizations: Fix tile label translations and clearing field translations by @corsacca
• Customizations: Fix updating roles permissions by @kodinkat

Details

Default Reply To On Email Notifications

When notifications are sent out, by default they come from a "[email protected]" address. Sometimes users will reply to this email to provide an update on a contact and their reply might not be received. This feature lets you specify what email address those replies get sent to. You'll find it in the WP Admin > Settings (D.T)

SSO Login: Setting to persist login

If you have the D.T SSO login enabled, this feature lets you choose how long users should stay logged in for before they need to enter their password in again. Shorter is better for more secure environments, logger is better for ease of access when using D.T. You'll find this setting in WP Admin > Settings (D.T) > SSO

Genmapper upgrades

Now we can add status colors to the genmapper from the genmapper layers options. For contacts, this will be "Contact Status".

We can also choose fields to add, like faith milestones:

Workflow action: Comment tokens

Use workflows to set comments on contacts and groups using placeholder or tokens that will get replaced with values from the record.

Here let's ask the Assigned To user a question, {assigned_to} and {groups} will be replaced with the contact's values.

When the workflow is triggered, we will get:

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.65.0...1.66.0

What's Changed

• Workflows: New custom comments action by @jlamanskygitt
• Metrics - Personal Genmappers by @kodinkat
• Metrics - Cumulative Metrics Charts by @kodinkat

Fixes

• Display correct user display name by @kodinkat
• DT Workflows - Let updated to connection fields trigger workflow @kodinkat
• Fix bug keeping User Manager from seeing New User menu by @cairocoder01

Dev

• Add where function to dt-reports class by @squigglybob

New Contributors

• @jlamanskygitt made their first contribution in https://github.com/DiscipleTools/disciple-tools-theme/pull/2517

Details

Workflows: New custom comments action

Now you can set up an action to automatically comment on the record when the workflow is triggered:

Metrics - Personal Genmappers

In your personal metrics display a genmapper for any of the connection fields. Contact trees start with your contact record. Other record type trees show records you have access to.

Metrics - Cumulative Metrics Charts

Display charts that shows the values for a dropdown or a multiselect field at different times.

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.64.0...1.65.0

What's Changed

• Private contacts are disabled by default for new instances by @corsacca
• Support creation of custom location fields (location grid only) by @kodinkat

Fixes

• Fix contacts being private when creating them via a connection
• Fix Saving Settings (D.T) languages by @CptHappyHands
• Fix Metrics Map: geting user locations by @kodinkat
• Fix errors saving field option translations by @cairocoder01

Dev

• Create dt_site_id function by @corsacca
• Each post type has a default location field by @kodinkat
• Upgrade CI tests to use php8.3 by @corsacca
• SSO: uncomment recaptcha check in backend by @squigglybob
• Add color variables to css by @cairocoder01

Details

Private Contacts

When creating a contact you have the choice to use a standard contact which is visible by you and admin roles, or a private contact which only you can see. In general teams only use standard contacts and run into issue when a user accidentally creates a private contact. Because, on new setups, the private contacts will not be enabled by default. They can be enabled in the WP Admin > Settings (D.T) > Contact Preferences

Custom location fields

Create a custom location field from the Customizations (D.T) Admin section to track more locations. This enables the default location grid field. Custom locations fields with geolocating with Mapbox or Google is in the works.

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.63.0...1.64.0

What's Changed

• Genmapper Metrics - Option to hide archived contacts or inactive groups by @kodinkat
• Images - Ability to delete images by @kodinkat
• Images - Update placeholder icons and center uploaded images by @corsacca

Fixes

• Lists - Fix images and placeholder columns by @corsacca
• Lists - Fix BCC emails list by @kodinkat
• Lists - Fix opening a filter from the url by @corsacca
• Nav Bar - Fix button spacing by @corsacca
• Metrics - Fix offscreen button for small screens on dynamic map by @kodinkat
• Records - Fix fields sometimes being cutoff
• Records - @mentions non standard comments types will trigger notifications by @kodinkat

Dev Section

• Create filter for custom actions to indicate if they're already executed by @cairocoder01
• Create specific hooks to load plugins and for when the theme is ready by @corsacca

Details

Option to hide archived contacts or inactive groups by @kodinkat

In the Genmapper, archived Contacts (and inactive groups) will now show up as grey. They can be hidden with the "Show Archived" Toggle.

Showing archived contacts:

Hiding archived contacts:

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.62.0...1.63.0

Ability to create contacts (v1.20)

This update lets the user create contacts on the “User Contact Updates” and the “Sub-Assigned” magic links.

ENABLE THE FEATURE

From the “links” scheduler:

On the Sub-Assigned template:

Read only fields (v1.19)

On magic link templates, make some fields as “readonly”. This will display the field on the magic link, but keep the field from being edited.

CONFIGURING

IN ACTION

Questions or comments? Join the forum: https://community.disciple.tools/category/9/magic-links-plugin

What's Changed

• Add Pictures to Contacts, Groups and other records by @kodinkat
• Include magic links in the CSV export by @corsacca
• Metrics > Dynamic Maps: layer names and color by @kodinkat
• Upgrade sending magic link by email by @kodinkat

Details

Add Pictures to Contacts, Groups and other records

If you missed, see the announcement for the D.T storage plugin. With the plugin configured you will now be able to

Set a picture on a record:

See the pictures on the list:

Dynamic Maps: Layer Names and Colors

We now can set custom colors for map layers and we can also give each layer a name!

Send Magic Links By Email

You can share a magic link by email from the Magic Links tile on a contact record. This is a quick way to get a contact or user their Magic Link. Now this features includes placeholders for the contact name, the magic link and the magic link name!

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.61.0...1.62.0

What’s Changed

• Use markdown in comments by @CptHappyHands
• Support for sending Disciple.Tools notifications over SMS and WhatsApp
• Dropdowns: highlight on hover by @corsacca
• Replace alert copy with tooltip copy by @corsacca
• Plugins can set their icon for some comments by @corsacca

Details

Use markdown in comments

We’ve added ways to customize comments using the Markdown format. This lets us create:

• Web Links using: Google Link: [Google](https://google.com)
• bold using **bold** or __bold__
• italics using *italics*
• lists using:

- one
- two
- three

or

* one
* two
* three

• Images: using: ![Image Description](https://github.com/DiscipleTools/disciple-tools-theme/assets/24901539/9c65e010-6ddd-4aff-8495-07b274c5989c)

Displays:

In Disciple.Tools it looks like:

We plan to add help buttons to make this easier and also add a way to upload images too.

Disciple.Tools Notifications using SMS and WhatsApp

Disciple.Tools is now able to send these notifications out using SMS text and WhatsApp messages! This functionality is built on and requires using the Disciple.Tools Twilio plugin.

See the release details: https://disciple.tools/news/disciple-tools-notifications-using-sms-and-whatsapp/

Dropdowns: highlight on hover

Highlight the menu item when the mouse is hovering over it.

Was:

Now:

Replace alert copy with tooltip copy

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.60.0…1.61.0