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<!-- 149983 - Restricted Password Variables and Enforce the use of activation link variables for improved security -->
===Minor Updates===
====Updated Look of File Uploader====
The user interface of the file uploader will change slightly throughout the platform. The toggle setting on the new file uploader will be enabled and the option to switch will be removed from all systems.
[[File:2023-07-ticket-148245.png|thumb|none|800px|The look of multiple file upload fields will change slightly in November. For example, you will be able to drag and drop files inline, instead of opening a modal window. If you specify '''<strong>Allowed File Types''' </strong> at the field level, they will display in the box but all '''<strong>Global Allowed File Types''' </strong> will no longer show up on every upload field. ]]
<!-- 154606 - Enable new uploader for everyone -->
====Added an AI Chat History Log====
When using the interactive mode of the '''+AI''' feature (located under '''Tools''' > '''Work with +AI'''), the prompts and responses in your conversation with the AI are now logged. This will allow you to easily look at your conversation history after your session has ended.
To see the new log, go to the desired record, click the '''Logs''' menu and select '''AI Chat History'''. Then click on the desired session to view that conversation.
[[File:2023-11-ticket-148335-1.png|thumb|none|800px|The chat history of '''<strong>+AI''' </strong> interactive mode can now be found under the Logs menu.]]
<!-- 148335 - Save the AI chat history -->
====Updated US Census Data====
: ''Main Article: [[US_census_graphs| US Census Graphs]]''
US census data and visualizations for organizations has been updated to include data up to 2022.
To learn more, read our [[US_census_graphs| wiki article on US census graphs]].
[[File:2023-11-ticket-148577-1.png|thumb|none|800px|US census data now includes data up to 2022.]]
<!-- 148577 - Census data update -->
====Updated Portal Sections with Mixed Record Type List Views====
An '''Open Button''' option has been added to the '''List View - Mixed Record Type''' portal section. After the upgrade, on mobile devices, records will only be row-clickable if the '''Row Clickable''' or '''Open Button''' options are enabled for these portal sections. Formerly records were always row-clickable on mobile devices.
Then navigate to the desired organization.
[[File:2023-11-ticket-145553-1.png|thumb|none|800px|Side-by-side comparison of Candid demographics data between the current organization and another organization.]]
<!-- 145553 - Candid Demographics API -->
<u>'''Note:'''</u> You are required to bring your own OneSpan license. To learn more about this e-signature integration by reading our [[OneSpan|OneSpan wiki article]].
<!-- 152109 - OneSpan E-Sign Integration -->
====Added New JSON Custom Field====
We have added a new JSON custom field. This field may be used to store historical or other data instead of creating many custom fields. The data added can be displayed in a tree or table format.
If desired, you can disable quick load on a list view basis. Do this by navigating to the desired list view settings page > '''Properties''' tab > Toggle on '''Disable Quick Load'''.
[[File:2023-11-ticket-151122-1.png|thumb|none|800px|At the UTA level you may choose to load list views faster by disabling the sort functionality in column headers and the total record count.]]
<!-- 151122 - Loading list views faster (improve performance) -->
To enable this system-wide setting, navigate to '''Menu''' icon > '''Global Settings''' > '''System''' tab > Toggle on '''Only load records after a list view search'''.
[[File:2023-11-ticket-153020-1.png|thumb|none|800px|To improve list view loading time, you may choose to only load records into a list view after a search is run. <strong>Note:</strong> This is a system-wide setting.]]
<!-- 153020 - Option not to load records by default on list view -->
We added the ability to trigger a workflow when someone declines an invitation to contribute to a record. To see this setting, go to '''UTA Settings''' > '''Level 1''', '''2''', or '''3''' tab > '''Invitation Templates''' > Edit a template > '''General''' tab > '''Declined Invitation Workflow'''.
[[File:2023-11-ticket-133514-1.png|thumb|none|800px|You may now trigger a workflow when someone declines an invitation to contribute to a record. For example, you may want to invite another reviewer, a co applicant , or notify the program manager.]]
<!-- 133514 - Trigger workflow on Invitation Declined -->
<u>'''Note:'''</u> This field does not need to be enabled like other '''User Standards Fields'''. This field will only show dates that occurred after the upgrade was applied. This field will show either the last time the user logged in or the last time the user was emulated. You can check to see if a user was emulated by going to the user's profile page and clicking '''Logs''' > '''Login History'''.
[[File:2023-11-ticket-135756-1.png|thumb|none|800px|Create a list view that shows when users last logged in, using the new '''Last Login Date ''' standard field.]][[File:2023-11-ticket-135756-2.png|thumb|none|800px|Use the new '''Login Date ''' standard field in advanced search to see when users last logged in.]]
<!-- 135756 - Make Last Login Date Available through Advanced Search -->
You can now easily see which list views a custom field is referenced in. Navigate to a custom field settings page and click on the '''Search Reference''' button to see where that custom field is in use.
[[File:2023-11-ticket-137721-1.png|thumb|none|800px|Click on the '''Search Reference ''' button to see which list views a are referencing the custom field is in use.]]
<!-- 137721 - Enhancement - Search Reference on fields to show references for list views as well -->
We have added a new optional feature to track file downloads made by users, making it easier to see which users are downloading large amounts of files. You may review the number of files downloaded per user based on a date range or you may create a report to see which specific files were downloaded and by whom. To enable this feature navigate to '''Menu Icon''' > '''Global Settings''' > Toggle on '''Enable File Download Tracking'''. Then click the '''File Download Log''' link under '''System Information'''. When building a report, choose the data set called '''File Downloads'''.
[[File:2023-11-ticket-140584-1.png|thumb|none|800px|You may now track file downloads by users as well as filter results by a date range and export this information.]]
<!-- 140584 - Additional Audit Capabilities -->
You can now specify a range of IP addresses that will allow users to bypass secure session validation. This setting is located at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''IP addresses to bypass secure session validation'''. To enter a range of IP addresses, use a dash (Example: 65.93.203.0-65.93.203.255). To enter IP addresses that follow a certain pattern, use an asterisk (Example: 126.12.*.*).
[[File:2023-11-ticket-143932-1.png|thumb|none|800px|You may now specify a range of IP addresses that can bypass secure session validation.]]
<!-- 143932 - Allow a range of IP addresses to bypass secure session validation -->
==Notes for Admins==
====Added Enhanced Security Options for Single Sign-On====
