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

In October, we held the first ever Disciple.Tools Summit. It was a great experimental gathering that we intend to repeat in the future. We want to share what happened, what the community thought about it and invite you into the conversation. Sign up to be notified about future events at Disciple.Tools/summit.

We’ve captured all the notes from the key breakout sessions and hope to make them public soon. We used a framework of discussing the current state of a given topic and what is good about it. We then continued into a discussion around what is wrong, missing or confusing. Conversations that led us to several “We must” statements for each topic, which will help lead the community forward.

Starting in 2023, we plan to hold regular community calls to demo new features and use cases.

A trusted partner of Disciple.Tools has decided to offer managed hosting.  We have worked with this team for a number of years and are excited that this business-as-mission initiative can help serve the Kingdom.  Their team is located in a sensitive part of North Africa and is currently using some of the same M2M and DMM methodologies as many of you.

Services & Features

• Data housed in US Servers (Digital Ocean)
  • GDRP (General Data Protection Regulation) Compliant
• Email distribution (Amazon -AES)
• General Domain with custom subdomain (custom domain available upon request)
  • www.dthost.app/yoursubdomain
• Single or Network (up to 20 sub-sites) or Enterprise (20+ sub-sites)
• SSL Security Certificate – Encryption in transmission 
• 2-step authenticator security feature
• Training/Assistance with site customization (Not execution of customization)
• Tech support

Pricing

Single Site – $60 Monthly

One site for your ministry/team – no connected sites (no transfer of contacts)

Network Site – $100 Monthly

Multiple connected sites (up to 20) – allows for transfering of contacts and administrator oversight for all connected sites

Enterprise Site – (Prices Vary)

21-50 subsites – $150 monthly

50-75 subsites – $200 monthly

100+ subsites – TBD

Next Steps

Click Here to fill out the form to officially request hosting service: http://s1.ag.org/dt-interest

Avoid duplicates on form submittion

We've added a new option to reduce the number of duplicate contacts in your D.T instance.

Normally, when a contact submits their email and/or phone number a new contact record is created in Disciple.Tools. Now when the form is submitted we have the option to check if that email or phone number already exists in the system. If no matches are found, it creates the contact record as usual. If it finds the email or phone number, then it updates the existing contact record instead and adds the submitted info.

The form submittion will @mention the assigned to all record the form contents:

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

• More Robust Facebook Sync using crons
• Sync works on more setups
• Faster contact creation
• Using less resources

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

What's New

• Status Indicators on records by @kodinkat
• Font Icon Selector by @kodinkat
• List Filters: Add ability to exclude field values by @kodinkat
• List Filters: search for field by @kodinkat
• Custom Workflows: action to set current date by @cairocoder01
• Custom Workflows: workflow updates show as being done by the workflow name in activity by @kodinkat

Fixes

• Custom Workflows: fix infinite updating loop by @kodinkat
• Merging: fix to keep email or phone from being removed by @kodinkat
• Merging: fix for when a connection field is not available by @corsacca

Details

Status Indicators on records

See the record status in Advanced Search or in record lists

Font Icon Selector

Used in the field updating section WP Admin > Settings (D.T) > Fields This gives us the ability to choose the field icon by selecting from a list of existing icons.

Exclude Filters

Chose items to exclude when creating a custom filter

Filters Search for fields

Type to search for the field you are looking for

What's Changed

• Add flags to the language dropdown by @kodinkat
• New Merge Interface for All Post Types by @kodinkat

Fixes

• Make sure hidden fields are hidden on new post page by @corsacca
• Show more results in advanced search by @corsacca
• Show Notification when adding users in disabled on a multisite by @kodinkat
• Fix tile title translations by @corsacca
• fix for number fields with a min or max limit by @squigglybob

Dev

• Option to geocode an address to a location when creating or updating a record @kodinkat
• Ipstack api fix by @ChrisChasm
• pre-commit hook to run phcbf fixing phpcs styling issues by @squigglybob

Details

Add flags to the language dropdown by @kodinkat

New Merge Interface for All Post Types by @kodinkat

Merge Contacts, Groups or any record type with another record. On any record click the "Admin Action" dropdown and then "Merge with another record".

Option to geocode an address to a location when creating or updating a record @kodinkat

See docs.

$fields = [
  "contact_address" => [
    ["value" => "Poland", "geolocate" => true] //create
  ]
]

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.28.0...1.29.0