What's New

• Maintenance on the Activity Log table to reduce table size by @kodinkat
• Gen Mapper Upgrade

Gen Mapper

Hop over to Metrics > Dynamic Metrics > GenMap. Chose the Record type and the connection field.

With this version you can:

• See the full Gen map for default and custom connection fields
• Add new "child" records
• Select a record to only see that record and it's children
• Open the record's details to view and edit

Have questions, ideas and thoughts? Let us know here: https://github.com/DiscipleTools/disciple-tools-theme/discussions/2238

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.49.0...1.50.0

Join us in finishing the Layers Mapping Project.

Answer questions like: 

• Where is the nearest multiplier to a contact?
• Where are the active groups? 
• Where are new contacts coming from?
• etc

More about this project

Pick and choose what data you want to display on the map as different “Layers”.
For example you can add:

• Contacts with the Status: “New” as one layer.
• Contacts with the “Has Bible” as another layer.
• and Users as a third layer.

Each layer will show up as a different color on the map allowing you to see different data points in relation to each other.

Invest today!

Help us reach the goal of raising $10,000 for this feature:

https://give.disciple.tools/layers-mapping

What's Changed

• SSO Login - Login with Google or other providers

Fixes

• Locations: Fix issue keeping locations from being displayed installing more locations layers
• Metrics: Fix switching data on metrics hover maps
• Metrics: Fix Field Activity > Creation Date
• Metrics: Genmapper > Ability to create children and to focus on a record's tree.
• Metrics: Field Charts: make sure connection fields number are correct
• Lists: Remember what filter was previously displayed

Details

SSO Login

Disciple.Tools can now integrate with Google Firebase to enable easier login.

See documentation for setup.

Help wanted

Consider helping us finish funding on a upcoming mapping feature: https://give.disciple.tools/layers-mapping

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.48.0...1.49.0

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

Join us in celebrating the release of the Disciple.Tools make.com (formerly integromat) integration! See the integration page on make.com.

This integrations lets other apps connect to Disciple.Tools. This first version is limited to the creation of contact or groups records.

A couple possible scenarios:

• Google Forms. Create a contact record when a google form is filled out.
• Create a contact record for each new mailchimp subscriber.
• Create a group when a certain slack message is written.
• Endless possibilites.

See setup video and further documentation.

Find this integration useful? Have questions? Let us know in the github discussions section.