Disciple.Tools User Documentation

Adding a New Field

Accessing Add New Field Functionality

WP Admin > Customizations (D.T) > [Record Type] > Tiles > [Tile] > Add New Field

To access the add new field functionality, follow these steps:

1. Navigate to the WordPress Admin dashboard of your Disciple.Tools instance.
   • Click the settings icon (⚙️ on desktop, ☰ on mobile) and select Admin.
2. From the main left sidebar, click on Customizations (D.T).
3. Identify and select record type to be updated.
4. Navigate to Tiles tab.
5. Identify tile where field is to be added and click on tile to expand and display field list.
6. Click add new field option at the end of field list.

Adding New Field Workflow

To add a new field:

1. Expand a tile by clicking the plus sign (+) next to its name.
2. Click add new field at the bottom of the expanded tile.
3. Fill in the field details; which typically include:
   • New Field Name: Display name for the field.
   • Field Type: Type of data the field will store.
   • Private Field: Field will only be visible to owner.
   • Additional settings specific to the field type.
     • See following section for examples of additional settings by relevant field types.
4. Click Save to add the new field.

Additional Settings By Field Type

Connection Field Type

Supports relational connections with other record types, with the following additional settings.

• Connected To: Record type which new field will establish a connection with.
• Bi-directional: If checked, relationship to be established operates in both directions between records. If unchecked, then relationship direction enforced between parent to child.
• Field Name When Shown: Field name label to be shown within target record type.
• Hide Connection Field: If checked, connection field to be hidden within target record type.

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• Modifying Existing Fields →