Configurable highlights panel for display of database records

• US 8,898,582 B2
• Filed: 03/09/2011
• Issued: 11/25/2014
• Est. Priority Date: 03/10/2010
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Law, Margaret, Moses, Evan, Channarayapattna, Rashmi, Schneider, Elena, Swinson, Ian, Ellis, Jason, Yung, David
• Primary Examiner(s): Vu, Kieu
• Assistant Examiner(s): Gattew, Asteway T
• Application Number:
  US13/044,435
• Publication Number:
  US 20110225527A1
• Time in Patent Office: 1,357 Days
• Field of Search: 715/764, 715/765, 715/766, 715/771
• 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 one or more fields of a data record, the method comprising:

displaying data associated with the data record on a first portion of the user interface display;

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

receiving a first display configuration for the first set of fields, wherein the first display configuration is generated algorithmically based on;

(a) a previously saved display configuration,

(b) a priority order corresponding to the order in which data is displayed in the first portion of the user interface display, and

(c) a plurality of eligible fields identified from the first set of fields by excluding any fields determined to be disqualified for display in a second portion of the user interface display; and

displaying, on the second portion of the user interface display, data associated with the first set of fields based on the received first display configuration,

wherein the first display configuration includes one or more columns, each column having one or more rows,

wherein the first display configuration identifies, for each field in the first set of fields, in which column and row the field is to be displayed,

wherein the first display configuration comprises a listing of to N fields, which are automatically selected from the plurality of eligible fields based on the priority order, and

wherein a number N used to select the top N fields is determined based on a number of fields associated with the rows and columns in the first display configuration.

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

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

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

13. The method of claim 1, further comprising:

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

receiving a second display configuration for the second identified set of fields, wherein the second display configuration is generated based on one or more user selections; and

displaying, on the second portion of the user interface display, data associated with the second set of fields based on the second display configuration.

16. The method of claim 1, wherein the priority order includes a prioritized listing of one or more fields in the first set of fields.

17. The method of claim 1, wherein the top N fields are selected based on field level security rules or field type.

18. The method of claim 1, wherein a field is determined to be disqualified for being displayed in the user interface display outside the second portion.

5. A non-transitory computer readable medium that stores computer code, which when executed by a processor, configures a user interface display for display of one or more fields of a data record, the code comprising instructions configured to cause a computer to:

display data associated with the data record on a first portion of the user interface display;

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

receive a first display configuration for the first set of fields, wherein the first display configuration is generated algorithmically based on;

(a) a previously saved display configuration,

(b) a priority order corresponding to the order in which data is displayed in the first portion of the user interface display, and

(c) a plurality of eligible fields identified from the first set of fields by excluding any fields determined to be disqualified for display in a second portion of the user interface display; and

display, on the second portion of the user interface display, data associated with the first set of fields based on the received first display configuration,

wherein the first display configuration includes one or more columns, each column having one or more rows,

wherein the first display configuration identifies, for each field in the first set of fields, in which column and row the field is to be displayed,

wherein the first display configuration comprises a listing of to N fields, which are automatically selected from the plurality of eligible fields based on the priority order, and

wherein a number N used to select the top N fields is determined based on a number of fields associated with the rows and columns in the first display configuration.

6. The non-transitory computer readable medium of claim 5, further including instructions to automatically generate the first set of one or more fields.

7. The non-transitory computer readable medium of claim 5, further including instructions to generate the first set of one or more fields in response to one or more user selections.

8. The non-transitory computer readable medium of claim 5, further including instructions to algorithmically determine the top N fields.

14. The non-transitory computer readable medium of claim 5, the code further including instructions to:

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

receive a second display configuration for the second identified set of fields, wherein the second display configuration is generated based on one or more user selections; and

display, on the second portion of the user interface display, data associated with the second set of fields based on the second display configuration.

9. A computer system, comprising:

a display device for displaying a user interface display for display of one or more fields of a data record;

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

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

receive a first display configuration for the first set of fields, wherein the first display configuration is generated algorithmically based on;

(a) a previously saved display configuration,

(b) a priority order corresponding to the order in which data is displayed in the first portion of the user interface display, and

(c) a plurality of eligible fields identified from the first set of fields by excluding any fields determined to be disqualified for display in a second portion of the user interface display; and

generate display data for displaying data associated with the first set of fields based on the received first display configuration on the second portion of the user interface display,

wherein the first display configuration includes one or more columns, each column having one or more rows,

wherein the first display configuration identifies, for each field in the first set of fields, in which column and row the field is to be displayed,

wherein the first display configuration comprises a listing of top N fields, which are automatically selected from the plurality of eligible fields based on the priority order, and

wherein a number N used to select the top N fields is determined based on a number of fields associated with the rows and columns in the first display configuration.

10. The computer system of claim 9, wherein the database is remote from the processor, wherein the processor communicates with the database over a network.

11. The computer system of claim 9, wherein the previously saved display configuration corresponds to a stored configuration received from the database.

12. The computer system of claim 9, further including a user input device that allows a user to provide the identification of the first set of fields and the first display configuration.

15. The computer system of claim 9, wherein the processor is further configured to:

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

receive a second display configuration for the second identified set of fields, wherein the second display configuration is generated based on one or more user selections; and

display, on the second portion of the user interface display, data associated with the second set of fields based on the second display configuration.

19. The computer system of claim 9, wherein the first display configuration is generated automatically.