Field name guidelines

Whether you add suggested fields, Copilot Auto Extract fields, or manual fields, all fields require a name. Suggested fields pre-populate the name field with a value based on the selected field, but other field types require users to enter a name. The field name is mandatory.

When a field is created:

• Any lowercase characters in a field are converted to uppercase.

• Any allowed non-alphabetic characters or spaces are converted to underscores.

If the name contains one or more characters that are not allowed, a message is displayed.

There are also some characters that are restricted in field names. These include:

• Words starting with numbers.

  A name cannot start with a number. For example, the following names generate an error:

  • 1stName

  • 9Lives

  • 2025Report

• Computer language tags, such as HTML, XML, and XSLT.

  When creating a field, the name is parsed to ensure that it does not include < and > characters in this order. If both are found in this order, whether they surround text or not, an error is returned.

  For example, the following names generate an error:

  • <script>alert(1)</script>

  • <img src=x onerror=alert(1)>

  • <xsl: text>

• Numbers after @ character and mathematical operators.

  For the @ character, it is assumed it is part an email address, so it expects letters after the @ symbol. If numbers are present, an error is displayed.

  No numbers can be used after a mathematical operators. This includes +-/*=.