New in this release

• Change field icons by uploading new icons by @kodinkat

Fixes

• When creating new contacts the status will be "active" by default for all users
• Make sure a contact has a status when the contact type is changed to "access"
• Keep users from inadvertently sharing a contact with another user with better @mention protections
• Make Critical Path metrics available to multipliers again

Uploading icons

Navigate to the settings for a field: WP Admin > Settings (D.T) > Fields > Select a field And then down to the icon option:

And you'll see the new icon next to the field name:

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.17.0...1.18.0

New In This Release:

• Metrics page to report on transferred contacts by @kodinkat

Fixes

• Make Church Health field icons less transparent by @prykon
• Fix issue keeping an admin from editing People Groups
• Fix issue with installing some plugins from the Extensions (D.T) tab
• Fix issue using Next and Previous buttons on a record in some cases

Transferred Contacts Report

This Metrics page provides a summary on the contacts that have been transferred from your instance to another instance. Showing updates to Statuses, Seeker Paths and Faith Milestones

New in this release

• Show a summary of a transferred contact
• Add Hungarian language

Fixes

• Fix changing user language from the WP Admin
• Fix showing correct language on the user profile page
• Fix tile order bug for mobile
• Fix D.T Admin role being able to create site to site links

Show a summary of a transferred contact

Say we've transferred a contact from site A to site B. The contact on site A is archived, the newly contact on site B continues to be updated.
This feature opens a window on site A to site B to show a summary containing the Contact Status, Seeker Path and Milestones for the conact. This new tile also allows the Admin on site A to send a message to site B. This message will be created as a comment on the contact on site B.

In this update

• Non practiced group health elements are easier to see by @prykon
• Upgrades to the User Activity Log by @squigglybob
• Tool to Update Member Counts
• Link to field settings from help modal
• Renamed "Reason Closed" field name to "Reason Archived"
• Sort list table by number column fix
• Digital Responders are now created with correct access to sources

Developer update

• Storing and updating extra meta on connection fields

Tool to update member counts

This tool will go through each one of your groups and make sure the member count is up to date. The auto counting stopped working for a few releases on some systems, so use this tool to reset the counts.
Find it here: WP Admin > Utilities (D.T) > Scripts

Sort List table by number fix

Link to field settings from help modal

Here is a quick link to update a field's settings right from the contact or group record. Click the Help icon and then Edit next to the field name.

Make sure Digital Responders are created with correct access to sources

Since 1.10.0 creating a user with the Digital Responder role created a user without access to any contacts. The Digital Responder can be configured to only have access to certain contact Sources. New Digital Responders now have access to all Sources by default.
Access by sources Documentation: https://disciple.tools/user-docs/getting-started-info/roles/access-by-source/

Storing and updating extra meta on connection fields

We've expanded the D.T API to support adding and updating meta data on field connections. This will let us add a "Reason Subassigned" option when adding a contact in the "Sub-assigned to" field or extra data for each member of a group.
See Documentation: https://developers.disciple.tools/theme-core/api-posts/post-types-fields-format#connection-meta

In this Release:

• Dynamic Group Health Circle by @prykon
• Reduce size of Favorite column in on lists page by @kodinkat
• Add more fields to the user create process by @squigglybob
• Show more fields in list bulk update options
• Allow plugin to declare workflows that the user can enable by @kodinkat
• People Groups workflow by @kodinkat
• Dev: Task Queuing

Dynamic Group Health Circle

Smaller Favorite Column

Add User Fields

Wokflows declared by plugins

In v1.11 of the Theme we released the ability for the user to create workflows. This allows the user to create a IF - THEN logic flows to help manage Disciple.Tools data. This features allows plugins to add pre-created workflows without necessarily enforcing their use. The Disciple.Tools Admin can choose to enable those that fit their needs the best. An example is the People Groups workflow which we've included in the theme.

People Groups Workflow

This workflow kicks in when adding members to a group. If the member has a people group, then the workflow automatically adds that people group to the group record as well.

Dev: Task Queuing

We've bundled in D.T a task queuing process for tasks that can be done in the background or for long processes that need to continue after a request has time out. This feature was made by the folks at https://github.com/wp-queue/wp-queue. Documentation can also be found on that page.

Updates:

• New fields in the User Management section
• Enable bulk updating with tags and multi_selects

Fixes:

• Fix clicking on a tag to get a filtered list
• Fix creating multi_select filters

User Management

Let the Admin update values for a user.

• User Display Name
• Location Responsibility
• Languages Responsibility
• Gender

Clicking on a tag to create a filtered list

In this release:

• Added a Donation link to the WP Admin setup wizard
• Setting to let multipliers invite other multipliers by @squigglybob
• Upgraded Assignment Tool by @corsacca
• Personal Metrics Activity Log by @squigglybob
• Dev: Preference for using black .svg icons and using css to color them

Letting multipliers invite other multipliers

Previously only Admins could add users to D.T. This new feature lets any multiplier to invite other users to Disciple.Tools as multipliers. To enabled the setting to to WP Admin > Settings (D.T) > User Preferences. Check the "Allow multipliers to invite other users" box and click Save. To invite a new user, a multiplier can: A. Click on your name in the top right to go to you profile settings, and click on "Invite user" from the left menu. B. Go to a contact and click on "Admin actions > Make a User from this contact".

Upgraded Assignment Tool

We've build an assigment tool to help you match your contacts to the right multiplier. Choose Multipliers, Dispatchers or Digital Responders, and filter the users based on activity, or the contact's location, gender or language.

Activity Feed

See a list of your recent activity on the Metrics > Personal > Activity Log

Icons and colors

We've changed most icons to be black and update their color using the css filter parameter. For instructions see: https://developers.disciple.tools/style-guide

UI:

• Upgrade language selection tool to not depend on an api call
• Show active plugin install count on extensions tab
• Auto focus name on new record creation

Dev:

• Fix bug blocking assignment notification when a contact is created.
• run tests for php 8
• Let get multiselect endpoint return private tags

Plugin install count on extensions tab

Improvements

1. Bulk add comments to records by @micahmills.
2. List filter search for records "without" a certain connection (like coach) by @squigglybob.
3. List filter icons next to field names by @squigglybob.
4. Fix using comment reactions on safari and ios by @micahmills.
5. Global search: start typing right away and choose what to search by @kodinkat.
6. D.T release notifications modal by @corsacca.
7. Extensions (DT) tab has a new look with all plugins available by @prykon
8. Usage reporting to visualize which plugins and mapping strategies are being used.

Fixes

9. Fix for loading more web notifications by @kodinkat.
10. Fix bug keeping multipliers from updating the locations they are responsible for.

Development

11. Conditionally show tiles with the display_for parameter
12. New capability to check if the user can access the D.T front end: access_disciple_tools

1. Adding comments in bulk

2. and 3. List filter icons and without connections

Here we are creating a filter to search for all contact that to not have a "Coached By" connection

4. Comment reaction

5. Global search

6. Release Notification Modal

You have probably noticed this already, or might be reading this from it right now. When the theme is updated you might see a summary of the changes in a modal like this one when logging in to your Disciple.Tools:

7. and 8. Check out the new Extension Tab for the WP-Admin section

Now admin can browser and install any of the plugin that are on Disciple.Tool's plugins list from https://disciple.tools/plugins/

In this update

• We added a D.T News feed on the WP Admin Dashboard. By @prykon.
• Batched notification setting. By @squigglybob.
• If this then that workflow and automation builder. By @kodinkat.
• Fix 4 fields tiles and add documentation
• Custom connection fields upgrade
• Dev: Clickable links in tile help descriptions modal

Batched Notification Setting

We've added the option to receive all notifications in one email every hour or day instead each notification right away. Available under your profile settings (your name in the top right) and scroll down to the Notifications:

Workflow Automation

The new workflow automation tool adds the ability to set defaults to contacts and update fields when certain actions happen. This makes what previously needed a programmer and a custom plugin available for anyone to use. Examples:

• Assigning contacts based on locations
• Sub-assigning contacts based on languages
• Adding a tag when a group reaches a certain health metric
• When a Facebook contact is assigned to x, also subassign y.
• When a member is added to a group, check the "in group" milestone on the member contact record
• When a contact is created and no people group is assigned, automatically add people group z.

Find this tool under WP Admin > Settings (DT) > Workflows

When a contact is created from Facebook: Assign it to Dispatcher Damian

Four fields

Custom connection fields

We can now create custom connection fields that are unidirectional. This will work like the subassigned field. This lets us link one contact record to other contacts while keeping that connection from showing on the other contacts.

Custom connections fields can be created from WP Admin > Settings (DT) > Fields

Clickable links in tile help descriptions

DT will automatically look for urls in tile descriptions and replace them with clickable links.