CONFIGURABLE HIGHLIGHTS PANEL FOR DISPLAY OF DATABASE RECORDS

• US 20110225527A1
• Filed: 03/09/2011
• Published: 09/15/2011
• Est. Priority Date: 03/10/2010
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Ellis, Jason, Moses, Evan, Channarayapattna, Rashmi, Swinson, Ian, Law, Margaret, Schneider, Elena, Yung, David
• Granted Patent: US 8,898,582 B2
• Time in Patent Office: Days
• US Class Current: 715/764
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Systems and methods for configuring a UI display layout for displaying record fields in a multi-tenant on-demand database service. A data record is initially displayed on a first portion of a user interface display, and an identification of a set of one or more fields of the data record is received, e.g., from a user. A selection of a display configuration for the set of identified fields is also received, e.g., from a user. The display configuration may include one or more columns, each column having one or more rows, wherein the display configuration identifies, for each of the set of fields, in which column and row the field is to be displayed. Data for the set of fields based on the selected display configuration is then displayed on a second portion of the user interface display which may include a collapsible display panel.

Claims

1. A method of configuring a user interface display for display of fields of a data record, the method comprising:

displaying data for a data record on a first portion of a user interface display;

receiving an identification of a set of one or more fields of the data record;

receiving a selection of a display configuration for the set of identified fields, the display configuration including one or more columns, each column having one or more rows, wherein the display configuration identifies, for each of the set of fields, in which column and row the field is to be displayed;

displaying, on a second portion of the user interface display, data for the set of fields based on the selected display configuration.

2. The method of claim 1, wherein the identification of the set of fields is automatically generated.

3. The method of claim 1, wherein the identification of the set of fields is generated in response to one or more user selections.

4. The method of claim 1, wherein the display configuration is generated based on one or more user selections.

5. The method of claim 1, wherein the display configuration is generated based on a stored configuration.

6. The method of claim 1, wherein the display configuration is generated based on the top N fields as determined algorithmically.

7. The method of claim 1, wherein the second portion of the display includes a collapsible display panel.

8. A computer readable medium that stores computer code, which when executed by a processor, configures a user interface display for display of fields of a data record, the code comprising instructions to:

display data for a data record on a first portion of a user interface display;

receive an identification of a set of one or more fields of the data record;

receive a display configuration for the set of identified fields, the display configuration including one or more columns, each column having one or more rows, wherein the display configuration identifies, for each of the set of fields, in which column and row the field is to be displayed;

display, on a second portion of the user interface display, data for the set of fields based on the selected display configuration.

9. The computer readable medium of claim 8, further including instructions to automatically generate the set of identified fields.

10. The computer readable medium of claim 8, further including instructions to generate the set of identified fields in response to one or more user selections.

11. The computer readable medium of claim 10, wherein the user selections include selections of one or a plurality of fields of the object that are eligible for display.

12. The computer readable medium of claim 8, further including instructions to automatically generate the display configuration in response to one or more user selections.

13. The computer readable medium of claim 12, wherein the user selections include selections of one or a plurality of columns and one or a plurality of rows for each selected column.

14. The computer readable medium of claim 8, further including instructions to automatically generate the display configuration based on a stored configuration.

15. The computer readable medium of claim 8, further including instructions to generate the display configuration based on a determination of a subset of fields for the data record.

16. The computer readable medium of claim 8, further including instructions to algorithmically determine the subset of fields.

17. A computer system, comprising:

a display device for displaying a user interface display;

a database that stores one or more data objects or records, each object or record including a plurality of data fields; and

a processor configured to;

communicate with the database;

generate display data for a data record for display on a first portion of the user interface display on the display device;

receive an identification of a set of one or more fields of the data record;

receive a display configuration for the set of identified fields, the display configuration including one or more columns, each column having one or more rows, wherein the display configuration identifies, for each of the set of fields, in which column and row the field is to be displayed; and

generate display data for the set of fields based on the selected display configuration for display on a second portion of the user interface display.

18. The system of claim 17, wherein the database is remote from the processor, wherein the processor communicates with the database over a network.

19. The system of claim 17, wherein the processor is further configured to automatically generate the display configuration based on a stored configuration received from the database.

20. The system of claim 17, further including a user input device that allows a user to interact with the user interface so as to provide selections of one or more of the identification of the set of fields and the display configuration.