Disciple.Tools User Documentation

Frequently Asked Questions (FAQ)

Who can access the Customizations (D.T) Section?

Only users with administrator privileges or those assigned the appropriate permissions can access the Customizations (D.T) menu.

Typical user roles with adequate access privileges, are:

Administrators
Disciple.Tools Admins

Further user role details can be found at the following location:

WP Admin > Settings (D.T) > Roles

Can I undo changes made in the Customizations section?

There is no built-in undo feature. It is recommended to download a backup of your settings before making significant changes. If you make a mistake, you may need to manually revert your changes or restore from a backup.

Exporting of custom settings can be accessed from the following location:

WP Admin > Utilities (D.T) > Settings Exports

Is there a limit to the number of record types, tiles, or fields I can create?

There is no hard-coded limit, but creating a very large number of custom items may impact performance or usability. Organize your data thoughtfully for the best experience.

Creating new record types, can be actioned as follows:

WP Admin > Customizations (D.T) > New Record Type

What happens if I delete a record type?

Deleting a record type will permanently delete all records of that type. This action cannot be undone. Always double-check before deleting.

Record type deletion can be actioned as follows:

WP Admin > Customizations (D.T) > [Record Type] > Settings > Delete

Can I hide fields or tiles without deleting them?

Yes. You can hide fields or tiles using the “Hide” option in their settings. Hidden items are not visible to users but can be restored later if needed.

Tile and field hide functionality can be accessed from the following locations:

WP Admin > Customizations (D.T) > [Record Type] > Tiles > [Tile Edit] > Hide Tile

WP Admin > Customizations (D.T) > [Record Type] > Tiles > [Expand Tile] > [Field Edit] > Hide Field

You may not have the required permissions. Contact your site administrator to request access.

Typical user roles with adequate access privileges, are:

Administrators
Disciple.Tools Admins

How do I control which users can see or edit certain record types?

Use the Role Permissions tab to grant or restrict access for each user role on a per-record-type basis.

To access roles and permissions specific to record types, see the following location:

WP Admin > Customizations (D.T) > [Record Type] > Roles

What should I do if my changes don’t appear immediately?

Try refreshing your browser or clearing your cache. Some changes may require a page reload to take effect.

Can I export or import my customization settings?

Yes. Use the settings export/import tools to back up or transfer your configuration.

Both features can be found at the following locations: