Data exports

Name field validation ensures feasibility survey names and workflow task names meet Microsoft Excel file name requirements.

Feasibility survey and workflow name validation

We added input validation to feasibility survey name and workflow name validation to ensure Microsoft Excel extracts open as expected. This enhancement applies to the following areas:

  • Setup > Workflow configuration page, Workflow name field
  • Account > Workflow template page, Workflow name field
  • Setup > Feasibility survey > Step 3 (choose survey) page, Survey name field

Helper text and field validation messages now state: "Workflow names cannot exceed 31 characters, be called "History", begin or end with an apostrophe or contain the following special characters: / \ ? * : [ ]".

Epic: SEL-16124