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Providing a quote template in a multi-tenant database system environment

  • US 8,739,030 B2
  • Filed: 01/05/2011
  • Issued: 05/27/2014
  • Est. Priority Date: 03/10/2010
  • Status: Active Grant
First Claim
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1. A method comprising:

  • receiving input indicating a selection of a first database object to be used in creating a document template in a multi-tenant database system;

    retrieving a list of database fields related to the first database object;

    generating a graphical representation for each database field in the list of database fields retrieved from the first database object, the graphical representation for each of the database fields forming at least a part of the document template;

    displaying, in a user interface, the graphical representation for each database field related to the first database object;

    storing layout information of one or more selected graphical representations of one or more database fields in the document template in the multi-tenant database system; and

    rendering a document in a target format using the layout information in the document template.

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