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

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• set D.T to not cache pages to avoid showing outdated data in some cases.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

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

Fixes

• User Management: Allow dispatchers to set locations on other users by @corsacca

Dev:

• Expand /my endpoint with all profile information by @kodinkat
• Upgrade available languges array by @squigglybob @prykon
• Let translations modal be used in other locations by @squigglybob

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.29.0...1.29.1

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

New

• Custom number field by @squigglybob
• Draggable field options by @kodinkat
• Better Custom Translations Interface by @kodinkat
• Magic Link Apps tile help documentation @squigglybob

Fixes

• Fix for the dispatcher being able to access the users list

Details

Custom number field

Use the WP Admin Fields UI to create custom number fields.

Give the number field upper and lower bounds:

Draggable field options

Break free from endless clicking; change the order of your field options by dragging them!

Better Custom Translations Interface

What's Changed

• Upgrade list filters to show in the browser URL by @squigglybob
• Collapse list filter tile by default on mobile view by @squigglybob
• Simplify from 5 Spanish translations to 2 translations by @prykon
• Group list page actions in a "More" dropdown by @prykon
• Upgrade Field Explorer tool with edit field links and field icons by @squigglybob

Fixes

• Allow field icons to be changed on all fields by @kodinkat
• Make sure comments filter is always visible in the comments and activity section on a record by @squigglybob
• Keep from displaying empty tiles on the group record @squigglybob
• Bulk record creating: make sure now rows have the same fields by @kodinkat

Details

Upgrade list filters to show in the browser URL

The url for the lists page will now look something like this:

https://example.com/contacts?query=eyJmaWVsZHMiOlt7ImxvY2F0aW9uX2dyaWQiOlsiMTAwMDg5NTg5Il19XSwic29ydCI6Im5hbWUiLCJvZmZzZXQiOjB9&labels=W3siaWQiOiIxMDAwODk1ODkiLCJuYW1lIjoiTG9jYXRpb25zOiBGcmFuY2UiLCJmaWVsZCI6ImxvY2F0aW9uX2dyaWQiLCJ0eXBlIjoibG9jYXRpb25fZ3JpZCJ9XQ%3D%3D

The query above is for "All contacts in the Location: France". If you copy everything starting with ?queue and add it to your domain, you also will have the "Locations: France" filter. This might not look pretty but comes with some useful features.

• More flexibility saving and bookmarking filters
• Easier to share the filter with someone else on your team. For them to view or to save
• More options to open up the list page form different parts of Disciple.Tools like the metrics page.

Group list page actions in a "More" dropdown

Upgrade Field Explorer tool with edit field links and field icons

Find the Field Explorer under WP Admin > Utilities (D.T) > Field Explorer

New role and capabilities manager in D.T 1.26.0

The new role manager, located inside the admin “Settings” menu, allows for the creation and management of custom user roles. Roles can be assigned to a users to limit or grant access to Disciple.Tools capabilities. Capabilities can be registered by disciple.tools theme and extension developers. See WP Admin > D.T Settings > Roles.

See this awesome loom by @incraigulous for a walk-through on how to use the role and capabilities manager: https://www.loom.com/share/c99b14c3be9c49fcb993b715ccb98d6e

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.26.0...1.27.0

What's Changed

• Change the Disciple.Tools logo to a custom one by @prykon
• Ability to translate quick actions by @prykon
• Some icon upgrades by @mikeallbutt
• New role and capabilities manager by @incraigulous
• Group Metrics: Support custom group types by @kodinkat
• Group Members: Only show leader icon once by @prykon
• Record list: "Show Archived" toggle. by @squigglybob
• Bulk add records page. by @kodinkat

Update Details

Change the Disciple.Tools logo to a custom one

In WP Admin > D.T Settings > Custom Logo, click upload to add your own logo

And have it show in the navbar:

Ability to translate quick actions by

IN WP Admin > D.T Settings > Custom Lists tab > Quick Actions Click tho Translation button to add custom translations to each quick action.

New role and capabilities manager

See WP Admin > D.T Settings > Roles.

Group Metrics: Support custom group types by

Group Members: Only show leader icon once by

Record list: "Show archived" toggle

Filter out archived contacts or inactive groups on the list page by clicking the "Show Archived" button

Bulk add records page

See "new group" > "Add Bulk Records?" button

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.25.0...1.26.0

What's Changed

• Upgrade Apps tile to show all the magic links related to a record
• Show more field snippets in the details tile

Dev Changes

• Upgrade settings endpoint to return all post types and their settings. See documentation

Details:

Upgrade Apps tile to show all the magic links related to a record

See, copy, send, view QR codes, and refresh magic links

Show more field snippets in the details tile

• tags, numbers and clickable links in the top section of the details tile.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.24.0...1.25.0

What's Changed

• Comments and Activity: more accurate Date and Time when hovering over an item.
• Ability to search Communication Channels (like phone) on the list page by @kodinkat
• Ability to uninstall a plugin from the Extension page by @prykon
• New translation: Ukrainian!

Dev Changes

• Read Only view for records @micahmills

Fixes

• Fix some translations not working on php8
• Fix jitter with some typeaheads.
• Fix bug when deleting a user.
• Fix deleting created list page filters
• Fix searching record name only on records page.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.23.0...1.24.0

What's Changed

• Highlight current metrics page in menu, by @kodinkat
• Update needed reminders for custom seeker path options, by @kodinkat
• Upgrade Advanced Search UI, by @kodinkat
• Added a gradient color banner in the new release notification modal by @prykon

Dev Changes

• Ability to show Magic Link in user or contact's langugage by @kodinkat
• fix some comments not being created by @corsacca

Details

Highlight current metrics page in menu

Update needed reminders for custom seeker path options

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.22.0...1.23.0

Contact and User Changes:

1. Admins/dispatchers can access all users-contact records.
2. New users will automatically have their user-contact shared with them.
3. New "This contact represents a user" and "This contact represents you as a user." banner on the contact record
4. Link to user-contact in profile settings, if you have access to it
5. Removed the modal on the record to "create a user from this contact" and merged in with the user-management new contact section
6. Add option to archive comments when inviting a user from an existing contact
7. Simplify new contact form removing connection type from view. Rename contact types: Standard and Private
8. Add new contact type "Connection"
9. Ability to hide "Private Contact" type

New Features

10. Ability to disable user registrations by @ChrisChasm
11. Add Signal, WhatsApp, iMessage and Viber options when clicking a phone number by @micahmills
12. Ability to choose color settings an Dropdown fields by @kodinkat

Dev Changes

13. API: Better handle comments with invalid dates by @kodinkat
14. Fix text fields displaying incorrectly when mixing right-to-left and left-to-right fields by @corsacca

More info

1. Admins/dispatchers can access all users-contact records.

This keeps a dispatcher from loosing access to a record when the contact type is changes to User from access.

2. New users will automatically have their user-contact shared with them.

Existing users won't automatically have access to their user-contact to avoid sharing private information. The aim is to up clarity and collaboration between admins and the new user. And provide a place form some basic conversation.

3. New "This contact represents a user" and "This contact represents you as a user." banner on the contact record

If you are looking at your contact record you will see this banner with a link to your profile settings If your are an admin looking at the user-contact for another user, then you will see this banner:

4. Link to user-contact in profile settings

6. Add option to archive comments when inviting a user from an existing contact

If a contact record comments contains sensitive data, this will give the admin a change to archive those comments. These comments get moved to a new record that is only shared with the user who previously had access to the record

7. Simplify new contact form removing connection type from view

8. Add new contact type "Team connection"

Contact types:

• Private Contact: visible to user who created it
• Private Connection: visible to user who created it
• Standard Contact: visible to Admins, dispatchers and user who created it
• Connection: visible to Admins, dispatchers and user who created it
• User: visible to Admins, dispatchers and user who created it

Contact type documentation: https://disciple.tools/user-docs/getting-started-info/contacts/contact-types

9. Ability to hide "Private Contact" type

Only want collaborative contacts? Head over to WP-Admin > Settings (D.T). Scroll to the "Contact Preferences" section and uncheck the "Personal Contact Type Enabled" checkbox. Click Update

10. Ability to disable user registrations

If a multisite has user registrations enabled globally, this setting allows you to disabled it for a specific D.T instance. See WP Admin > Settings (D.T) > Disable Registration

11. Add Signal, WhatsApp, iMessage and Viber options when clicking a phone number

12. Ability to choose color settings an Dropdown fields by @kodinkat

Some dropdown fields have colors associated with each option. For example the Contact Status field. These are now customizable. Find the field option by going to WP Admin > Settings (D.T) > Fields. Choose the post type and the field.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.21.0...1.22.0

What's Changed

1. List view: Ability to remove parameters from a filter by @kodinkat
2. Activity Highlights metrics section by @squigglybob
3. Set Notification Emails "from address" and "from name" by @kodinkat

1. List view: Ability to remove parameters from a filter

Keep the same filter, but without one of the queries

2. Activity Highlights metrics

Show highlights form a time range (last year) with a summary of Contacts and Groups Created, Meetings, Faith Milestones, Seeker Path, Baptisms, Groups, Group Health Metrics

3. Notification Emails

Set the email address and from name that D.T notification email are sent with.

Also announcing changes coming in 1.22.0

• Admins/dispatchers can access all users-contact records.
• New users will automatically have their user-contact shared with them.
• New "This contact represents a user" and "This contact represents you as a user." banner on the contact record
• Link to user-contact in profile settings, if you have access to it
• Removed the modal on the record to "create a user from this contact" and merged in with the user-management new contact section
• Add option to archive comments when inviting a user from an existing contact
• Simplify new contact form removing connection type from view. Rename contact types: Standard and Private
• Add new contact type "Connection"
• Ability to hide "Private Contact" type

Form more details see: https://github.com/DiscipleTools/disciple-tools-theme/pull/1567

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.20.1...1.21.0

New in this release

• New columns in users table by @kodinkat

Fixes and upgrades

• Fix for updating user language by @micahmills
• Magic link structure upgrades by @kodinkat
• Fix mobile view details by @ChrisChasm
• Fix for getting correct favorited records in list view by @corsacca

Details

New columns in users table

Added filterable Role, Language and Location columns

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.19.2...1.20.0

What's Changed

• Fix for php8 and sites links
• Magic Link Bulk sender on lists page
• Fix saving User Preference to let multipliers list all users
• Make sure contacts created without a source can be viewed by the Admins

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.19.1...1.19.2

• API: Fix creating new connection from different post types
• Lists: Make sure columns and fields are in the same order.
• Fix to show the correct month labels in metrics