Hey @ssolafide,
Yes, right now only custom default location fields can be created.
We have the custom location fields with the geocoding/mapping capabilities on roadmap. It will be an awesome feature. We gave implementation a shot and ran into some roadblocks.
I'll move this to feature requests and will report here if/when it gets implemented.
Hey @ssolafide,
Welcome!
D.T doesn't have a UI for that currently.
The best way to create fields and tiles "multisite wide" is by creating and customizing plugin. This can be done by copying and customizing the starter plugin.
Here are 2 alternative that don't require any coding:
So glad you got it working @mbrown!
Most of our dev has been in php and js so I'm not sure why the python script didn't work.
Thanks for your suggestions on the dev branch.
Have a look at https://wppusher.com/, it allows installing themes and plugins from github with easy switching between branches. We use it a lot when testing new features.
For the sites links. None of the default connection types allow for reading.
So adding a read contacts option is a great idea.
All permissions makes sense if you need to work with multiple record types: contacts and groups (or other record types).
What would probably be best here is changing the system to use a checkbox list of permission so the admin can granularly set which permissions they want enabled. [ read_contacts, create_contacts, update_contacts, read_groups, etc ]
When notifications are sent out, by default they come from a "no-reply@domain.com" address. Sometimes users will reply to this email to provide an update on a contact and their reply might not be received.
This feature lets you specify what email address those replies get sent to. You'll find it in the WP Admin > Settings (D.T)
If you have the D.T SSO login enabled, this feature lets you choose how long users should stay logged in for before they need to enter their password in again. Shorter is better for more secure environments, logger is better for ease of access when using D.T.
You'll find this setting in WP Admin > Settings (D.T) > SSO
Now we can add status colors to the genmapper from the genmapper layers options. For contacts, this will be "Contact Status".
We can also choose fields to add, like faith milestones:
Use workflows to set comments on contacts and groups using placeholder or tokens that will get replaced with values from the record.
Here let's ask the Assigned To user a question, {assigned_to} and {groups} will be replaced with the contact's values.
When the workflow is triggered, we will get:
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Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools
Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.65.0...1.66.0
Hey @mbrown,
Thanks for messaging! We love the mission and vision of https://equipleaders.org!
A huge congrats on exploring the API docs and getting authentication working.
I'll start off with a couple thoughts about migrating without using the API. In case that would prove easier.
A basic import export could be used using the CSV export on the list and then importing the csv using the Import plugin. This solution does have limitations as it won't copy over comments or connection fields.
We've used this plugin to migrate successfully between Wordpress multisite installs: https://deliciousbrains.com/wp-migrate-db-pro/
Now for using the API.
The site link system was initially designed to enable creating contacts from outside D.T, like from the webform plugin. You are right that none of the default options allow for reading contacts. I've just played with adding a "all permissions" option. We'll need some time to think through the security implications, but you could go ahead and download that branch and use the new option. Github Pull Request: https://github.com/DiscipleTools/disciple-tools-theme/pull/2554.
You'll need to go to the site links and select the "All permissions" connection type.
Please let us know if this works as expected if you try it out.
Another option would be to use a JTW token authentication with your user instead of the site link. This will let you do any API call your user has permissions to do.
JWT docs.
Hope this lets you move forward. Please post again if you run into any issues.
Also we'd love any help or suggestions on improving the dev docs to make it simpler for the next person.
@jaichele70 Would you be able to confirm if the instance has a server cron job set up and if the default wordpress cron has been disabled?
@jaichele70 not that i know of. We'd be happy to work with anyone able to invest the dev time.
In this next season we plan on doing more to scope out a D.T social media messaging service that would bring all functionality directly within D.T.
Thanks for messaging @AJ!
Sounds like you have one main D.T instance that receives contacts from Echo.
From there a main Dispatchers assigns contacts to the correct sub Dispatchers or Multipliers, or transfers the contacts to a team's D.T instance.
I don't foresee any major problems. Here's a couple plugins that might help:
The Teams plugin for the main D.T instance. This lets a contact be assigned to a team for them to follow up with.
The Network Dashboard set up on the main D.T instance to pull stats from all the D.T instances.
The Auto Assignment plugin to auto assign contacts based on location.
