System, method and computer program product for interacting with a process diagram

• US 10,366,517 B2
• Filed: 12/02/2015
• Issued: 07/30/2019
• Est. Priority Date: 03/31/2010
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Calahan, Patrick, Goel, Shilpa, Rajaram, Varadarajan, Park, David, Canizares, Miguel, Dhandapani, Venkadeshkumar
• Primary Examiner(s): Trapanese, William C
• Application Number:
  US14/957,482
• Publication Number:
  US 20160225172A1
• Time in Patent Office: 1,336 Days
• Field of Search: None
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 3/04845 for image manipulation, e.g. dragging, rotation, expansion or change of colour
• CPC Class Codes: G06F 8/34 Graphical or visual programming
• CPC Class Codes: G06F 9/44 Arrangements for executing specific programs
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 11/60 Editing figures and text; Combining figures or text

Abstract

In accordance with embodiments, there are provided mechanisms and methods for interacting with a process diagram. These mechanisms and methods for interacting with a process diagram may allow for a user'"'"'s enhanced interactive experience with the process diagram. The ability of embodiments to provide such enhancements may allow for improved navigation of the process diagram, searching of the process diagram, editing of the process diagram, etc.

Claims

1. A method, comprising:

providing, by a computer system, information that is executable by a client computer system to;

display a graphical user interface operable to receive user input indicative of a process diagram for a process, wherein the user input includes data that is indicative of a plurality of steps of the process, wherein the user input indicates an ordered relationship between the plurality of steps, and wherein the plurality of steps includes an approval step that is associated with an approval entity and an additional step that, if taken, circumvents the approval step; and

output a graphical representation of the process diagram, wherein the graphical representation includes;

graphical indications of each of the plurality of steps; and

a disclaimer indicating that the approval step can be circumvented via the additional step;

receive, via a search component of the graphical user interface, a search query; and

perform a search of the process diagram based on the search query, such that graphical indications corresponding to steps that do not meet the search query become non-interactive while the search query is active; and

generating, by the computer system, data and executable code corresponding to the process diagram, wherein the data and executable code is usable by a process diagram engine to facilitate performing the process such that, responsive to the approval step being entered, the computer system causes an approval request to be sent to the approval entity.

2. The method of claim 1, wherein the user input is further indicative of a selection of the approval entity from a plurality of entities.

3. The method of claim 1, wherein the ordered relationship between the plurality of steps depends on whether the approval entity approves the approval step.

4. The method of claim 1, wherein the at least one of the graphical indications displays a name of the approval entity.

5. The method of claim 1, wherein the graphical indications of each of the plurality of steps indicates a respective state of each step.

6. The method of claim 1, wherein the user input indicates that the ordered relationship is non-deterministic at a time the user input is received such that the ordered relationship is contingent upon approval of the approval step by the approval entity.

7. The method of claim 1, wherein character values of the search query are received on a character-by-character basis, and wherein graphical indications corresponding to steps that meet the character values are highlighted as the character values are received on a character-by-character basis.

8. The method of claim 1, wherein when a graphical indication that corresponds to a step that meets the search query is selected by a user, a sidebar is provided that displays details about the step, and when a graphical indication that corresponds to a step that does not meet the search query is selected, the sidebar is not provided.

9. The method of claim 1, wherein the search component is operable to receive user input indicative of a filter criterion, wherein application of the filter criterion causes only a subset of steps to be searched for the search query.

10. The method of claim 1, wherein the information is further executable to:

prevent a user from providing more than a maximum number of approval entities to be associated with the approval step.

11. A non-transitory computer-readable medium having computer instructions stored thereon that are capable of being executed by a computer system to cause operations comprising:

providing information that is executable by a client computer system to;

display a graphical user interface operable to receive user input indicative of a process diagram for a process, wherein the user input includes data that is indicative of a plurality of steps of the process, wherein the user input indicates an ordered relationship between the plurality of steps, and wherein the plurality of steps includes an approval step that is associated with an approval entity and an additional step that, if taken, circumvents the approval step; and

output a graphical representation of the process diagram, wherein the graphical representation includes;

graphical indications of each of the plurality of steps; and

a disclaimer indicating that the approval step can be circumvented via the additional step; and

receive, via a search component of the graphical user interface, a search term; and

perform a search of the process diagram for the search term, such that graphical indications corresponding to steps that do not meet the search term become non-interactive while the search component is being utilized; and

generating data and executable code corresponding to the process diagram, wherein the data and executable code is usable by a process diagram engine to facilitate performing the process such that, responsive to the approval step being entered, the computer system causes an approval request to be sent to the approval entity.

12. The non-transitory computer-readable medium of claim 11, wherein the graphical user interface includes an approver field configured to receive input that designates the approval entity.

13. The non-transitory computer-readable medium of claim 11, wherein the operations further comprise receiving, via the graphical user interface, configurable approver settings, wherein the configurable approver settings includes a designation of a default option for assigning an approval entity.

14. The non-transitory computer-readable medium of claim 11, further comprising receiving, at the computer system and via the graphical user interface, an indication that a step has been selected for incorporation into the plurality of steps.

15. The non-transitory computer-readable medium of claim 14, wherein the selected step is selected via the graphical user interface and is dragged into the process diagram.

16. The non-transitory computer-readable medium of claim 11, wherein the graphical user interface includes a process properties panel configured to display one or more properties associated with the process diagram.

17. The non-transitory computer-readable medium of claim 16, wherein providing the process properties panel is responsive to receiving information indicating that one of the plurality of steps has been selected.

18. A non-transitory computer-readable medium having computer instructions stored thereon that are capable of being executed by a computer system to cause operations comprising:

providing information that is executable by a client computer system to;

display a graphical user interface operable to receive user input indicative of a process diagram for a process, wherein the user input includes data that is indicative of a plurality of steps of the process, wherein the plurality of steps includes an approval step that is associated with an approval entity and an additional step that, if taken, circumvents the approval step, and wherein the user input indicates an ordered relationship between the plurality of steps that is contingent upon approval of the approval step by the approval entity; and

output a graphical representation of the process diagram, wherein the graphical representation includes;

graphical indications of each of the plurality of steps; and

a warning indicating that the approval step can be circumvented via the additional step;

receive, via a search component of the graphical user interface, a search query; and

perform a search of the process diagram for the search query, such that graphical indications corresponding to steps that do not meet the search query become non-interactive while the search query is active; and

generating data and executable code corresponding to the process diagram, wherein the data and executable code is usable by a process diagram engine to facilitate performing the process such that, responsive to the approval step being entered, the computer system causes an approval request to be sent to the approval entity; and

responsive to receiving a response from the approval entity, providing information to the process diagram engine that determines a step subsequent to the approval step.

19. The non-transitory computer-readable medium of claim 18, wherein the receiving the user input includes receiving a selection via a picklist displayed within the graphical user interface of the approval entity, wherein the picklist includes a plurality of entities that are candidates for selection as the approval entity.

20. The non-transitory computer-readable medium of claim 18, wherein the operations further comprise:

causing a plurality of additional steps to be displayed on the client computer system via the graphical user interface; and

responsive to receiving an indication that one of the additional steps has been selected, adding the selected additional step to the process diagram.