What's Changed

• Metrics: Click on metrics to see related records
• Records: Clean up new record activity
• Remove iThemes security from suggested plugins

Fixes

• List: Fix for archived toggle
• Records: Fix Customizing field order
• Metrics: Fix for milestones chart data
• More fixes

Details

Clickable Metrics (Dynamic Section)

We're upgrading the Dynamic Metrics section to make the charts clickable.

Here we can see that in January there were 5 Paused contacts:

To dig deeper, click on the chart to see which records those 5 were:

New Activity Clean Up

Here is an example of what the activity and comments looks like before on a webform submission:

Now it is much tidier:

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.47.0...1.48.0

What's Changed

• New Date & Time field
• New Users table
• Allow roles to be edited in Settings (D.T) > Roles
• Metrics > Field Activity: Fix for some rows not showing
• Fix for display of People Groups tab in the Navigation bar

Dev Changes

• Functions to use local storage instead of cookies for client configurations.
• Shared escape function instead of lodash.escape

Details

New Date & Time field

We've had the "Date" field since the start. You now have the ability to create a "Datetime" field. This simply add a time element when saving a date. Great for saving meeting times, appointments, etc.

Users Table

The Users table has been rewritten in order to work on system with 1000s of users. Additionally a plugin can add or remove desired table columns.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.46.0...1.47.0

What's Changed

• Ability to Delete and Hide fields in Customizations (D.T)
• Add missing connection field options in Customizations (D.T)
• Fix field sorting in Customizations (D.T)
• New user and user contact fixes on multisite

Hide or Delete a field or field option:

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.45.0...1.46.0

What's Changed

• Create new record types and customize role access.
• Bulk Delete records
• Bulk Unshare records
• Fix for merging records not removing connections

Creating new record types

So you have Contacts and Groups out of the box. If you have played around with D.T plugins, you may have seen other record types like Trainings. This feature gives you the power of a plugin and lets you create your own record type. Go to WP Admin > Customizations (D.T) and click "Add New Record Type".

Setup tiles and fields:

And see it appear beside your other record types:

Record Type Role Configuration.

Want to configure which users can access your new record type? Head to the Roles tab. By default the Administrator has all the permissions. Here we will give the Multiplier the ability to View and Manage meetings they have access to, and the ability to create meetings:

Bulk Delete Records

Use the More > Bulk Edit tool to select and delete multiple records. Great when multiple contacts are created by accident and need to be removed.

Note, this feature is only available to users that have the "Delete any record" (see above).

Bulk Unshare Records.

Use the More > Bulk Edit tool to remove shared access for a user to multiple records. Check the "Unshare with selected user" box.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.44.0...1.45.0

What's Changed

• Show a generational tree for more connection fields by @kodinkat
• Dynamic Metrics Section by @kodinkat
• API list records optimization by @cairocoder01

Dynamic Generational tree

Display a generational tree for connection fields on any record type. The connection must be from a record type, to the same record type. Find this tree under Metrics > Dynamic Metrics > Generation Tree.

Dynamic Metrics

Here is a metrics section with more flexibility. You choose the record type (contacts, groups, etc) and the field and find answers to your questions. Help us bring more charts and maps here.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.43.2...1.44.0

PHP versions supported: 7.4 to 8.2

We've added support for PHP 8.2. Disciple.Tools will no longer officially support PHP 7.2 and PHP 7.3. This is a great time to upgrade if you are running an old version.

Other Changes

• Record tasks can now be show on the record lists page
• Settings to bypass D.T's API restrictions in WP Admin > Settings > Security
• Fixes to role permissions

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.42.0...1.43.0

What's Changed

• Ability to set favicon
• User password reset email
• Fix issue where some admin roles could gain more permissions.
• Add invitation to the D.T Summit

Details

Ability to set favicon

You can use the wordress settings to add a favicon. It will now show correctly on D.T pages. Go to WP Admin > Appearance > Customize. This will open the front end theme menus. Go to Site Identity. Here you can upload a new site icon:

Browser tabs will show the icon:

User password reset email

Help a user reset their password. Got to the settings gear > Users. Click on the user and find the User Profile section. Click Email Passmord Reset to send the user the email needed to reset their password. Alternatively they can do it themselves.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.41.0...1.42.0

New Features

• Metrics: Activity During Date Range (@kodinkat)
• Customizations (D.T): Section updates and fixes
• Customizations (D.T): Font-icon picker (@kodinkat)
• Settings To Disable New User Mention Notifications (@kodinkat)

Fixes:

• Settings(D.T): Fix saving field settings and translations (@kodinkat)
• Workflow: better handle "not equals" and "not contains" when field is not set (@cairocoder01)

Details

Metrics: Activity During Date Range

Want to know what contacts changed assignment in July? Which groups were marked as being a church this year? Which contacts user X baptized since February?

You can now find out by heading to Metrics > Project > Activity During Date Range. Select the record type, the field and the date range.

Customizations (D.T) Beta: Font-icon picker

Instead of finding and uploading an icon for a field, choose from many available "Font Icons". Lets change the "Groups" field icon:

Click "Change Icon" and search for "group":

Select the Group icon and click Save. And here we have:

Settings To Disable New User Mention Notifications

When a user is invited to D.T they get 2 emails. One is the default WordPress email with their account information. The other is a welcome email from D.T with a link to their contact record. These settings enable the admin to disable those emails.

What's Changed

• Lists page: "Split By" Feature
• Lists page: Load More button now adds 500 records instead of 100
• People groups: Ability to install all People Groups
• People groups: New people groups are installed with country geolocated
• Customizations (D.T): Ability to delete Tiles. Show Field Type
• Customizations (D.T): Show field type when editing a field
• Record page: Change activity for some connection to other records to include record type
• Keep duplicate Email or Phones number from being created.
• Fix: Merging records fix for Assigned To
• API: Login from mobile now returns correct error codes.
• API: Tags are available in the settings endpoint
• API: "corresponds to contact" info added to user endpoint

Details

Lists page: Split By Tile

This feature works on any list and filter you have selected. Select a field like "Contact status" and see how many times each status is used in your list.

Narrow down you report with a custom filter, say "contacts created last year", and see the list by status or location, or which users are assigned, or anything you chose.

Then click on one of the rows to only show those records in the List section

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.39.0...1.40.0

New Features

• Export/Import D.T Settings by @kodinkat
• New DT Settings by @prykon
• Invalid Magic link page by @kodinkat

Improvements

• Better name search in typeahead fields by @kodinkat
• Enabled Clickable Typeahead Multi Select Filter Queries by @kodinkat
• Get all history and people in Revert Bot modal

Details

Export/Import D.T Settings

Want to copy your Disciple.Tools setup to a new D.T site? Export any new Tiles or fields or changes you've made to them. Then upload your export to the new site.

Read more: https://disciple.tools/user-docs/getting-started-info/admin/utilities-dt/exporting-importing-settings/

Magic link Landing Page

If you are using magic links and the link has expired or the wrong link has been entered we'll now see this page instead of the login screen.

New Customizations (D.T) section (Beta)

We revamped the way to create tiles, fields, and field options. You can now use the intuitive user interface to create, edit, and sort these customizations for all post types. Find out the details in the user docs.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.38.0...1.39.0