Theme Release v1.65

July 12, 2024

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

Details

Workflows: New custom comments action

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

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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.

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Metrics - Cumulative Metrics Charts

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

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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


Theme Release v1.64

June 25, 2024

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

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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

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Custom location fields

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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


Theme Release v1.63

May 22, 2024

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:

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Hiding archived contacts:

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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


Magic Links – Creating Contacts and Readonly fields

May 16, 2024

Ability to create contacts (v1.20)

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

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ENABLE THE FEATURE

From the “links” scheduler:

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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

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IN ACTION

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


Theme Release v1.62

May 3, 2024

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:

Screen Recording 2024-05-03 at 5 05 21 PM

See the pictures on the list:

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Dynamic Maps: Layer Names and Colors

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

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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!

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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


Theme Release v1.61

April 26, 2024

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:
dt-caret

In Disciple.Tools it looks like:
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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/

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Dropdowns: highlight on hover

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

Was:
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Now:
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Replace alert copy with tooltip copy

Screen Recording 2024-04-25 at 10 52 10 AM

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


Disciple.Tools Notifications using SMS and WhatsApp

April 26, 2024

General

Disciple.Tools uses notifications to let users know something happened on their records. Notifications are normally sent through the web interface and over email.

Notifications look like:

  • You have been assigned contact John Doe
  • @Corsac mentioned you on contact John Doe saying: “Hey @Ahmed, we met with John yesterday and gave him a bible”
  • @Corsac, an update is requested on Mr O,Nubs.

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.

A WhatsApp notification will look like this:

Setup

To setup your instance to send SMS and WhatsApp notifications, you need to:

  • Get a Twilio account and buy a number and create a messaging service
  • Setup a WhatsApp profile if you want to use WhatsApp
  • Install and configure the Disciple.Tools Twilio plugin

Users will need to:

  • Add their phone number to the Work Phone field in their D.T profile settings for SMS messages
  • Add their WhatsApp number to the Work WhatsApp field in their D.T profile settings for WhatsApp messages
  • Enable which notifications they want to receive through each messaging channel

Please see the documentation for help setting up and configuring it in Disciple.Tools.

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/category/18/twilio-sms-whatsapp


Presenting: Disciple.Tools Storage Plugin

April 24, 2024

Plugin link: https://disciple.tools/plugins/disciple-tools-storage

This new plugin builds the way for users to be able to securely upload images and files and sets up the API for developers to use.

The first step is connecting Disciple.Tools to your favorite S3 service (see instructions).
Then Disciple.Tools will be able to upload and display images and files.

We’ve started this use case:

  • User avatars. You can upload your own avatar (these aren’t yet displayed in user lists)

We want to see these use cases:

  • Saving Contact and Group pictures
  • Using pictures in the comments section
  • Using voice messages in the comments section
  • and more!


Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools/category/17/d-t-storage


Prayer Campaigns V4!

April 17, 2024

Prayer campaigns v4, multiple prayer campaigns at the same time.

Have you ever wanted to have multiple prayer campaigns running at the same time? Have you ever wanted to go back to old campaigns and see the stats or access the prayer fuel?

Lets say you have a ongoing prayer campaign with a landing page running at pray4france.com. Now you want to also run a separate campaign for easter, what do you do? Before you had to set up a new Disciple.Tools instance or turn your wordpress install into a multisite and create a new subsite. Now all you need to do is create a new campaign.

You'll be able to run multiple campaigns from the same place:

  • pray4france.com/ongoing <- pray4france.com pointing to this one
  • pray4france.com/easter2023
  • pray4france.com/easter2024

With this version you also get:

  • Editing page content from the front end
  • Custom fields in the sign up tool
  • A campaign creator role for just managing certain campaigns
  • A form for contacting the campaign admin

Pictures proving awesomeness

Edit page content directly

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Custom fields

Add custom text or checkbox fields

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Campaign creator role

Invite a user and give them the campaign creator role. This new user will only have access to the campaigns their are assigned to.

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The Contact Us page

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Theme Release v1.60

April 17, 2024

What's Changed

  • Admins can turn and and share user magic links by @kodinkat
  • Typeaheads: Sort users by last modified by @corsacca
  • Wildcard character compatibility for the rest API Whitelist by @prykon

Developer Changes

  • Disciple.Tools code now follows the prettier linting by @cairocoder01
  • Replace some lodash functions with plain js by @CptHappyHands
  • Upgrade npm pacakges by @corsacca

Details

Admins can turn and and share User Magic Links

Previously you could only manage your own User Magic Links in your profile settings:

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This new feature lets admins directly send users their User Magic Links so the user does not have to log in to Disciple.Tools first. We've added a new tile to the User's record (Settings Gear > Users > click on a user). Here you can see the selected user's magic links, enable them and send them the link.

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Once a User Magic link is enabled, it will also show up on the user's contact record:

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Typeaheads: Sort users by last modified

This is an upgrade In the cases where you are searching for a name that matches many contacts. Now the results show the most recently modified contacts first which often will show the contact you are searching for.

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Wildcard character compatibility for the rest API Whitelist

By default Disciple.Tools requires all API calls to require authentication. This security measure helps guarantee no information is leaked. Some 3rd party plugins use the rest API for their functionality. This Whitelist is a space to give those plugins permission to use the rest API. This change is the ability to specify all the endpoints that match a pattern instead of listing them out individiually. Found in the WP Admin > Settings (D.T) > Security > API Whitelist.

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New Contributors

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.59.0...1.60.0