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

What's New

• Upgrade WP Admin > Extension (D.T) tab with search and beautiful cards by @prykon
• Metrics: See number fields in 'Fields over Time' by @corsacca
• Revert Record Back In Time Shape by @kodinkat
• Tile Settings: Ability to delete a tile
• Field Settings: Ability to make a field hidden or not hidden

Fixes

• Keep current sort order when doing a search on the list page by @corsacca
• Ability to clear/delete a number field when using min > 0 by @kodinkat
• Fix for locations sometimes being the wrong place
• Make more strings translatable

Details

Upgrade WP Admin > Extension (D.T) tab with search and beautiful cards

Revert Record Back In Time Shape by @kodinkat

On any record, use the "Admin Actions" dropdown > "View Record History" to open the history modal. It gives a more detailed view of the record's activity, it lets us filter to certain days, and it lets up revert changes that were made.

We can roll back the record's field changes. Select the last "good" activity and click the roll back button.

See more here.

Metrics: See number fields in 'Fields over Time'

Let's look at the Group "Member Count" sum across all groups

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.37.0...1.38.0

What's New

• Admin Utilities page to tracks emails sent, by @kodinkat
• Better search on names so "John Doe" matches "John Bob Joe", by @kodinkat
• Group members are now ordered alphabetically after the group leaders, by @kodinkat
• Let administrators remove users from a multisite, by @corsacca
• Select Language offered to user the first time they sign in, by @kodinkat
• Default D.T Language, by @kodinkat

Fixes

• Keep number fields from scrolling and being accidentally updated, by @kodinkat
• Fix List Filters not loading for some record types, by @kodinkat
• Allows custom labels for the Status and Details tile, by @micahmills

Dev

• More consisted Activity Log collection for connection field, by @kodinkat
• use list_all_ permission for viewing typeahead lists, by @cairocoder01

Details

Admin Utilities page to tracks emails sent

Need to make sure certain emails are being sent? Enable email tracking in WP Admin > Utilities (D.T) > Email Logs

Select Language offered to user the first time they sign in

The first time a user signs in, they will be asked what language they would like to use D.T in:

Default Disciple.Tools language.

Set the default language for new users under WP Admin > Settings (D.T) > General Settings > User Preferences:

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.36.0...1.37.0

What's Changed

• Ability add custom comment types in the WP-Admin
• Fix for locations lookup saving incorrect place.
• Fix being able to create a comment reaction by a different user.
• Fix unwanted notifications being sent to other users on a multisite.
• Notice to install mapbox key to view all maps.

Developer Updates

• Including the JWT authentication package in the theme core.
• Site links API key option.

Details

Ability add custom comment types

In WP-Admain > Settings (D.T) > Custom Lists > Contact Comment Types We now have the ability to add customize comment types for Contacts:

Will let us create a comment with the "Praise" comment type.

Which we can then filter for:

Site links API key option

Enabling "Use Token As API Key" will let the token be used directly instead of needing to create a hash including the current time. This makes interacting with the D.T API easier.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.35.1...1.36.0

What's Changed

• Ability to delete a workflow by @kodinkat
• Icon for system activity in record comments section by @kodinkat

Fixes

• Function improvements on Maping, Icon selector and Migrations

Details

System Activity Icon

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.34.0...1.35.0

New Features

• Avoid duplicates on Contact creation with duplicate checker by @prykon
• Create Roles with default post type permissions

Fixes

• Fix language label for Romanian
• Fix WP Admin font icon picker not loading
• Fix searching for comments in list view
• Unblock /wp/v2/users/me for some plugins to work better (iThemes Security).

Development upgrades

• Add dev key option to site links to be reference by plugins

Details

Contact Creation Duplicate Checker

We now check if another contact already exists for a certain email in order to avoid creating duplicate contacts. Also works with phone numbers.

Create Roles with default post type permissions

We made it easier to create custom roles with specific permissions for all the record types (contacts, groups, trainings, etc).

Site link dev key (developer)

Add a custom key to the site link configuration. This lets a plugin find its needed site link

$site_keys = Site_Link_System::instance()::get_site_keys();
//filter for site_key['dev_key'] === 'your_dev_key';

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.33.0...1.34.0

New

• Switching from poeditor.com for translations to https://translate.disciple.tools/
• Ability to hide a tile based on custom conditions
• Use locations in workflows
• Remove items in workflows

Dev:

API: Ability to check if a contact email or phone already exists before creating a contact.

Fixes

• Fix deleting a report in the WP Admin
• Fix nothing happening when updating a comment
• Load metrics faster when there are a lot of groups
• set D.T to not cache pages to avoid showing outdated data in some cases.

Details

Translations with https://translate.disciple.tools

We moved translation of Disciple.Tools from poeditor to a new system called weblate found here: https://translate.disciple.tools

Would you like to help us test it out on the theme? You can create an account here: https://translate.disciple.tools And then find the theme here: https://translate.disciple.tools/projects/disciple-tools/disciple-tools-theme/ For documentation have a look at: https://disciple.tools/user-docs/translations/

Why Weblate? Weblate offers us a few advantages that we couldn't take advantage of with Poeditor.

• Reusing translations or copying translations from similar strings.
• Better wordpress compatibility checks.
• Ability to support many plugins. We are excited about this capacity to bring many D.T plugin to other languages as well.

Ability to hide a tile based on custom conditions

After customizing your Disciple.Tools instance with more fields and tiles, it can become useful to only sometimes display a tile with a group of fields. Example: Lets only show the Follow Up tile when the contact is active.

We can find this setting at WP Admin > Settings (D.T) > Tiles tab. Select the Follow Up tile.

Here, under Tile Display, we can select Custom. Then we add the Contact Status > Active display condition and save.

Use locations in workflows

When using workflows to automatically update records, we can now add and remove locations. Example: if a contact is in location "France", when can auto assign the contact to Dispatcher A.

Remove items in workflows

We can now use workflows to remove more items. Contact is archived? Remove the custom "follow-up" tag.

API: Check if a contact email or phone already exists before creating a contact.

Currently used by the webform plugin. Normally filling out the webform creates a new contact. With the check_for_duplicates flag, the API will search for the matching contact and update it instead of creating a new contact. If no matching contact is found, then a new one is still created.

See docs for the API flag.

See all changes since 1.32.0 here: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.32.0...1.33.0

New

• New Link field type
• People Groups in Core
• D.T Usage

Dev

• Filter for registered D.T plugins
• Ability to update a duplicate record instead for creating a new one

Details

New Link field type

One field to hold many values. Like the phone number or email address fields, but customizable to your needs.

People Groups

Enable the People groups tab in WP Admin > Settings > General to display the people groups UI. This replaces the people groups plugin.

D.T Usage

We've updated how we collect telemetry on Disciple.Tools to include countries and languages used. For more information, and for the ability to opt out. See WP Admin > Utilities (D.T) > Security

Filter for registered D.T plugins

Ping the dt-core/v1/settings endpoint to get a list of registered D.T plugins. Docs.

Ability to update a duplicate record instead for creating a new one

When creating a post, used the check_for_duplicates url parameter to search for duplicates before creating a new post.

See documentation

New

• Mapping v2 Upgrade by @ChrisChasm
• Always show record name in details tile by @corsacca
• Show clickable connection fields it details tile by @corsacca

Fixes

• Fix error sending daily email digest
• Let strategist see the Critical Path metrics again
• Upgrade Release modal by @prykon

Dev

• Use Github Actions instead of Travis. Available from the Starter Plugin

Details

Mapping v2 Upgrade

• Updated map polygons
• Updated population counts
• One place to install more administrative levels (lower than the state level) in WP Admin > Mapping > Levels

Github Actions

Developers can now enjoy code style and security checks out of the box when creating a plugin from the Disciple.Tools starter plugin

See full changelist: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.30.0...1.31.0