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:
image

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:
image

Now:
image

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

image

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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.

image

The Contact Us page

image image


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:

image

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.

image

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

image

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.

image

New Contributors

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


Theme Release v1.59

March 25, 2024

What's New

  • Login with Microsoft is now an option by @gp-birender
  • Beta Feature: Migrate D.T contacts using default WP Export and Import Tools by @kodinkat

Upgrades

  • Add a reply to field in bulk emailing feature by @kodinkat
  • Settings Import: "Select All Tiles & Fields" button by @kodinkat
  • Add audio playback to comments (via meta data) by @cairocoder01

Fixes

  • Lists: Stay on zoomed map filter on refresh by @kodinkat
  • Show Assigned To field on new record page by @corsacca

New Contributors - Welcome!

Details

Record Migration using WP Exports and Import

Not a complete migration, but an easy way to transfer most contact fields from one D.T instance to a new one. See https://disciple.tools/user-docs/features/wp-export-and-import-contacts/ for all the details.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.58.0...1.59.0

Comments or questions? Join us on the Disciple.Tools forum!


Theme Release v1.58

March 15, 2024

What's Changed

  • Lists: Bulk Send an email to your Contact list @kodinkat
  • List Map Upgrades - Open the list view of the records on your map by @kodinkat

Fixes

  • Fix workflows not working on record creation by @kodinkat
  • Fix list filters counts going to the next line by @kodinkat
  • Fix issue with creating list filters by @kodinkat
  • Fix background jobs queue on large multilites by @corsacca
  • Fix email template when not using smtp by @kodinkat

Details

List Map Upgrades - Open the list view of the records on your map.

Let's say you are looking to do an event and want to invite all of your contacts in a neighborhood or region to join. We've now made this process much simpler. Go to your contacts list. Choose all contacts or choose a custom filter that fits your use case. Then click the map icon in the top bar or click "Map List" in the List Exports tile on the left.

Screenshot 2024-03-14 at 3 58 20 PM

Zoom on the contacts you want to focus on. Here I'm going to zoom in on Span. The right panel will show the contacts in my zoomed window.

image

Next we'll click "Open Zoomed Map Records" to open the list view with just the contacts in your zoomed view. In my case this is all the records in Spain

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If you wish, save this view to your custom Filters so you can open it up later

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Note: for this feature make sure you have mapbox enabled. See Geolocation

Now. What if we wanted to send an email to this list to invite them to the event? See the next section.

Bulk Send a emails to your Contact list

Send an email to any list of Contacts in your Disciple.Tools site by going to Contacts and filtering the list the way you want it.

Screenshot 2024-03-15 at 11 43 39 AM

You'll come to a screen like this that allows you to edit a message that will be sent out. Note that there is no-reply address to this email. If you want a response back from your list of contacts then you will need to add an email address or a webform link to the body of the email address.

image

Whether you are using Disciple.Tools to manage a list of intercessors for a prayer campaign or to serve a group of disciples that you're wanting to train (or many other use cases), this new feature will be an upgrade for you. The Bulk Send Message feature is another way to communicate with those you are serving.

See more instructions here: https://disciple.tools/user-docs/features/bulk-send-messages/

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.57.0...1.58.0


Theme Release v1.57

February 16, 2024

What's New

  • List Page: Full Width by @corsacca
  • List Page: Horizontally Scrollable by @EthanW96
  • List Exports section added Email, Phone and Map from list exports plugin by @kodinkat
  • Ability to Import custom post types in Utilities > Import and UI upgrade

What's Changed

  • Translations updates
  • Allow emails to display html links by @corsacca
  • Disable autocomplete on new user fields by @kodinkat
  • Metrics: Fix Genmapper bug when no connection fields are available by @kodinkat
  • Dev: Activity log table object_type column now corresponds to the field key instead of the meta key by @kodinkat
  • Dev: Lists API Unit Tests by @kodinkat

Details

Full width and scrollable list page

Lets start with what this page looked like:

image

Small columns, just glimpses of the data... Add now with the upgrade:

image

List Exports

In v1.54 we brought in the CSV list export functionality from the list exports plugin. Today the others also join the list: BCC Email List, Phone List and Map List. These will help you get the emails or phone number from the contacts you are viewing or see your current list displayed on a map.

image

Ability to Import custom post types in Utilities > Import and UI upgrade

Need to transfer some fields form one D.T instance to another? What about the custom post type you created? We got you covered. Create an export file in Utilities (D.T) > Exports. Then upload it in Utilities (D.T) > Imports.

Here you can import your custom post types: image

Or choose just some parts like this tile and fields:

image

Thanks for partnering with Disciple.Tools!

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.56.0...1.57.0


Theme Release v1.56

February 8, 2024

What's New

  • List Filters: Support Text & Communication channels by @kodinkat

Performance Improvements

  • Performance mode by @corsacca
  • Mapping Metrics: Add pagination to map data loading by @corsacca

Fixes

  • CSV Export: support non-latin characters by @micahmills
  • Delete location meta when deleting a record by @kodinkat
  • Users List: fix search when using the enter key
  • Fix list page breaking form fields with - in the name
  • Remove email template pre-header text
  • Fix # symbol breaking CSV export
  • Fix UI breaking with the Burmese translation

Details

List Filters: Support Text & Communication channels

Create filters for text fields (name, etc) and for communication channel fields (phone, email, etc). You can search for:

  • all the records that match a specific value for your selected field
  • all the records that don't have your specific value in the selected field
  • all the records that have any value in the selected field
  • all the records that don't have any value set in the selected field

image

Performance mode

Some default D.T behaviors are nice, but can be slow on systems with a lot of contact and group records. This update introduces a setting to put D.T into "Performance Mode" which disables slow features. You'll find this setting in WP Admin > Settings (D.T) > General: image

The first feature that is disabled is the counts on contact and croup list filters. Enabling performance mode skips calculating those numbers. image

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.55.0...1.56.0


Theme Release v1.55

January 29, 2024

What's New

  • Email Template for D.T emails by @kodinkat
  • Lists Page: Bulk Send Magic Link Subject, placeholders and button by @kodinkat
  • Allow Yes/No fields to be Yes by default by @kodinkat
  • Ability to translate custom Update Needed triggers by @kodinkat

Fixes

  • Speed up opening of the WP Admin by geocoding missing locations meta in a background process by @corsacca
  • Set the default list sort order to be newest record first for general performance by @corsacca
  • Add a loading spinner to show revert record history progress by @kodinkat
  • Add redirect_to attribute to login shortcode by @squigglybob
  • Keep contact status archived when reassigning archived contacts by @kodinkat

Details

Email Template for D.T emails

Enjoy a more modern looking email: image

This is how it looked before: image

Bulk sending app magic links upgrades

Upgrading your ability to send app magic links to a list of contacts (or any record).

Here is the before: image

Now we have the ability to customize the email subject and the email message. We can include the recipients name and choose where the magic link goes.

image

Here is what the email send to the contact might look like:

image

Allow Yes/No fields to be Yes by default by @kodinkat

In D.T 1.53.0 we added the ability to create now Yes/No (boolean) fields. Here we've added the ability to have those show YES by default:

image

Ability to translate custom Update Needed triggers by @kodinkat

Add translations Update Needed Triggers to make sure users get the comment in their own language. This is especially helpful if you have create a custom seeker path status and need to translate the comment.

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Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.54.0...1.55.0