Systems and methods for interactively configuring multiple conditions and multiple actions in a workflow application

• US 10,198,490 B2
• Filed: 12/17/2014
• Issued: 02/05/2019
• Est. Priority Date: 01/06/2014
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: No, Jamie, Shin, John
• Primary Examiner(s): Chea, Philip J
• Assistant Examiner(s): Khan, Hassan A
• Application Number:
  US14/573,692
• Publication Number:
  US 20150193512A1
• Time in Patent Office: 1,511 Days
• Field of Search: 709201
• CPC Class Codes: G06F 16/25 Integrating or interfacing systems involving database management systems
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: Y04S 10/50 Systems or methods supporting the power network operation or management, involving a certain degree of interaction with the load-side end user applications

Abstract

Methods and systems are provided for cascading multiple recipes in a single work flow process. The method includes: providing a database comprising a plurality of object types; providing a graphical user interface (GUI) for display on a computer monitor; prompting the user, using the GUI, to select one of the object types; in response to selecting an object type, prompting the user to define: i) a first recipe comprising first criteria and a first action associated with the first criteria; and ii) a second recipe comprising a second criteria and a second action associated with the second criteria; and automatically executing the work flow process on the selected object type in the database.

Claims

1. A method of cascading multiple recipes in a single work flow process to be automatically executed on a selected object type in a database system that includes a plurality of different objects each comprising a different object type, wherein each object type defines structure a respective object and values for various fields associated with that object type that are maintained as metadata in the database system, the method comprising:

providing a graphical user interface (GUI) for display on a computer monitor that includes user interface elements for prompting a user to define the work flow process;

prompting the user, using the GUI, to select one of a plurality of object types that the work flow process is to be defined for and applied to, wherein each object type is associated with a particular object in the database system, wherein each object type defines fields associated with that particular object in the database system;

in response to selecting the object type that the work flow process is to be defined for and applied to, prompting the user, using the GUI, to define the work flow process to be executed on the selected object type by;

i) defining a first recipe comprising first criteria associated with the selected object type and a first action associated with the first criteria, wherein the first criteria comprise a first plurality of conditions; and

ii) defining a second recipe comprising second criteria associated with the selected object type and a second action associated with the second criteria, wherein the second criteria comprise a second plurality of conditions; and

automatically executing, via a computer-based processing system, the work flow process on the selected object type in the database system by;

interrogating fields of objects in the database system to detect a first subset of objects that have the selected object type and satisfy the first criteria;

executing the first action with respect to the first subset of objects;

then interrogating fields of the first subset of objects in the database system to detect a second subset of objects that also satisfy the second criteria; and

executing the second action with respect to the second subset of objects that satisfy the second criteria.

2. The method of claim 1, further comprising:

in response to defining a first action, prompting the user to define another action associated with the first criteria.

3. The method of claim 1, further comprising:

in response to defining the second action, prompting the user to define another action associated with the second criteria.

4. The method of claim 1, further comprising:

processing the second criteria only when all of the first plurality of conditions are not satisfied.

5. The method of claim 4, further comprising:

executing the second action only when all of the second plurality of conditions are satisfied.

6. The method of claim 4, further comprising:

executing the first action only if all of the first plurality of conditions are satisfied.

7. The method of claim 1, further comprising:

prompting the user, using the GUI, to define additional criteria and corresponding additional actions associated with the selected object type.

8. The method of claim 1, wherein the different objects are accessible by a tenant for integration into an application of an organization, and wherein the object types comprise tracked objects including at least one of:

job application, opportunity, performance metric, lead, and contact.

9. An interactive computer application for cascading multiple recipes in a single work flow process to be automatically executed on a selected object type in a database system that includes a plurality of different objects each comprising a different object type, wherein each object type defines structure a respective object and values for various fields associated with that object type that are maintained as metadata in the database system, the application comprising a non-transitory computer readable medium having a computer readable program code embodied therein that when executed by a computer-based processing system is configured to implement the steps of:

providing a graphical user interface (GUI) for display on a computer monitor that includes user interface elements for prompting a user to define the work flow process;

prompting, via the GUI, the user to select one of a plurality of object types that the work flow process is to be defined for and applied to, wherein each object type is associated with a particular object in the database system, wherein each object type defines fields associated with that particular object in the database system;

in response to selecting the object type that the work flow process is to be defined for and applied to, prompting the user, using the GUI, to define the work flow process to be executed on the selected object type by;

i) defining a first recipe comprising first criteria associated with the selected object type and a first action associated with the first criteria, wherein the first criteria comprise a first plurality of conditions; and

ii) defining a second recipe comprising second criteria associated with the selected object type and a second action associated with the second criteria, wherein the second criteria comprise a second plurality of conditions; and

automatically executing, via the computer-based processing system, the work flow process on the selected object type in the database system by;

interrogating fields of objects in the database system to detect a first subset of objects that have the selected object type and satisfy the first criteria;

executing the first action with respect to the first subset of objects;

then interrogating fields of the first subset of objects in the database system to detect a second subset of objects that also satisfy the second criteria; and

executing the second action with respect to the second subset of objects that satisfy the second criteria.

10. The interactive computer application of claim 9, further configured to:

prompt the user to define another action associated with the first criteria in response to defining a first action.

11. The interactive computer application of claim 10, further configured to:

prompt the user to define another action associated with the second criteria in response to defining the second action.

12. The interactive computer application of claim 10, further configured to:

prompt the user to define further sets of criteria and corresponding further actions associated with the selected object type.

13. The interactive computer application of claim 10, further configured to:

process the second plurality of conditions only when all of the first plurality of conditions are not satisfied;

execute the second action only when all of the second plurality of conditions are satisfied; and

execute the first action only if all of the first plurality of conditions are satisfied.

14. The interactive computer application of claim 9, wherein the different objects are accessible by a tenant for integration into an application of an organization, and wherein the object types comprise tracked objects including at least one of:

job application, opportunity, performance metric, lead, and contact.

15. Machine readable computer code stored in a non-transient medium for use in a computer system of the type including a database system that includes a plurality of different objects each comprising a different object type, wherein each object type defines structure a respective object and values for various fields associated with that object type that are maintained as metadata in the database system, a display configured to present an interactive user interface to a user, an input module configured to receive input from the user, and a computer-based processing system configured to execute the computer code to implement the steps of:

providing a graphical user interface (GUI) for display on a computer monitor that includes user interface elements for prompting the user to define a work flow process to be automatically executed on a selected object type in the database system of objects;

prompting the user, using the GUI, to select one of a plurality of object types that the work flow process is to be defined for and applied to, wherein each object type is associated with a particular object in the database system, wherein each object type defines fields associated with that particular object in the database system;

in response to selecting the object type that the work flow process is to be defined for and applied to, prompting the user, using the GUI, to define the work flow process to be executed on the selected object type by;

i) defining a first recipe comprising first criteria associated with the selected object type and a first action associated with the first criteria, wherein the first criteria comprise a first plurality of conditions; and

ii) defining a second recipe comprising second criteria associated with the selected object type and a second action associated with the second criteria, wherein the second criteria comprise a second plurality of conditions; and

automatically executing, via the computer-based processing system, the first recipe on the selected object type in the database system by;

interrogating fields of objects in the database system to detect a first subset of objects that have the selected object type and satisfy the first criteria;

executing the first action with respect to the first subset of objects;

then interrogating fields of the first subset of objects in the database system to detect a second subset of objects that also satisfy the second criteria; and

executing the second action with respect to the second subset of objects that satisfy the second criteria.

16. The machine readable computer code of claim 15, wherein the second action is associated with the first plurality of conditions, wherein the machine readable computer code is further configured to:

prompt the user to define a third action associated with the second plurality of conditions;

prompt the user to define at least one additional action associated with the second plurality of conditions in response to defining the third action; and

automatically execute the second recipe on the selected object type in the database system.

17. The machine readable computer code of claim 16, further configured to:

process the second plurality of conditions only when all of the first plurality of conditions are not satisfied;

execute the third action only when all of the second plurality of conditions are satisfied; and

execute the first action only if all of the first plurality of conditions are satisfied.

18. The machine readable computer code of claim 15, wherein the different objects are accessible by a tenant for integration into an application of an organization, and wherein the object types comprise tracked objects including at least one of:

job application, opportunity, performance metric, lead, and contact.