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.
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