Enhanced Export Functionality with Filtered Variables in Filenames

Lalit

Improve the export functionality of cards by automatically including filtered variables in the exported file's name. This enhancement will provide users with more descriptive and context-aware filenames, facilitating easier identification and management of exported files.

When exporting a card, the filename does not currently reflect the specific filters applied. This can lead to confusion and difficulty in organizing files, particularly when multiple exports are performed with different filters.

Proposed Solution:

• Modify the export feature to append filtered variables to the filename. For instance, if a card is filtered by "Region: North America" and "Year: 2025," the exported file could be named "CardName_Region_NorthAmerica_Year_2025.xlsx".
• Allow users to customize the filename format through settings, enabling them to select which filters to include and how they are displayed.

In automated testing environments, scripts often apply multiple filters to cards and export them to verify data accuracy and functionality. By incorporating filtered variables into the filenames, automation scripts can easily track and validate the exported files against expected outcomes. For example, a testing script that applies filters for "Region: Europe" and "Product: Electronics" can automatically verify the exported file named "CardName_Region_Europe_Product_Electronics.xlsx" against predefined criteria. This reduces manual intervention and enhances the reliability and efficiency of automated testing processes.

Incorporating filtered variables into exported filenames will significantly enhance the usability and functionality of the export feature, aligning with user needs for better data management and clarity, while also supporting automated testing processes.