Method and system for managing data in a workflow process

• US 9,710,508 B2
• Filed: 03/09/2006
• Issued: 07/18/2017
• Est. Priority Date: 03/09/2006
• Status: Active Grant

• Current Assignee: QuickBase Inc.
• Original Assignee: QuickBase Inc.
• Inventors: Rice, Joseph H.
• Primary Examiner(s): TILLERY, RASHAWN N
• Application Number:
  US11/372,973
• Publication Number:
  US 20070214162A1
• Time in Patent Office: 4,149 Days
• Field of Search: 715700-867, 707 8
• CPC Class Codes: G06F 16/2308 Concurrency control transaction processing G06F9/466

Abstract

In general, in one aspect the invention relates to a method and system for managing data. The method and system involves identifying for a first user at least one record of a plurality of records, generating a user interface which displays a data field associated with the at least one record in a grid format, receiving from a second user, subsequent to generating the first user interface, a first desired modification of the data field, receiving from the first user a second desired modification of the data field, triggering a conflict resolution process, wherein the conflict resolution process involves choosing a chosen modification from the first desired modification and the second desired modification, and saving the chosen modification in the data field.

Claims

1. A method for managing data comprising:

identifying a first database record comprising a first field and a second field, and a second database record comprising the first field;

displaying a first grid including a first column, a second column, a first row having the first database record, and a second row having the second database record,

wherein the first field of the first database record is displayed in a first cell of the first grid,

wherein the first field of the second database record is displayed in a second cell of the first grid,

wherein the first cell and the second cell are located in the first column of the first grid, and

wherein the second field of the first database record is located in the second column;

displaying a second grid including the first database record, the first field of the first database record, the second field of the first database record, a third database record, and the second field of the third database record;

receiving, from a first user at a first location, a first modification value for the first field while displaying the first grid and the second grid;

setting, in the first cell and the second cell of the first grid, the first field of the first database record and the first field of the second database record to the first modification value;

highlighting, in response to receiving the first modification value, the first field of the first database record in the second grid, wherein the second grid is viewable by a second user at a second location; and

storing the first modification value in the first field of the first database record and the second database record after highlighting the first field.

4. The method of claim 1, further comprising:

receiving, from a second user at the second location, a first modification value for the second field before storing the first modification value for the first field;

setting, in the second grid, the second field of the first database record and the third database record to the first modification value for the second field; and

storing the first modification value for the second field in the second field of the first database record and the third database record after storing the first modification value for the first field.

5. The method of claim 1, further comprising:

receiving, from a second user at the second location, a second modification value for the first field after receiving the first modification value; and

triggering a conflict resolution process for selecting a chosen modification value from a group consisting of the first modification value and the second modification value.

6. The method of claim 5, further comprising:

storing the second modification value in the first field of the first database record and the second database record,

wherein the chosen modification value is the second modification value, and

wherein the second modification value is received after storing the first modification value.

7. The method of claim 5, wherein the chosen modification value is the first modification value and wherein the second modification value is received before storing the first modification value.

8. The method of claim 5, wherein selecting the chosen modification value is based on a comparison between a status of the first user in an organizational hierarchy and a status of the second user in the organizational hierarchy.

9. The method of claim 1, wherein the first database record is a row in the first grid.

10. The method of claim 1, wherein the first field of the first database record in the first grid is associated with a calendar interface.

11. The method of claim 1, wherein identifying the first database record and the second database record is part of a workflow process based on predefined criteria.

12. The method of claim 11, wherein the predefined criteria comprises at least one selected from a group consisting of a predefined time interval, a number of database records awaiting processing by the first user, and a priority assigned to the first database record.

2. A workflow process system comprising:

a processor;

a memory operatively connected to the processor; and

a plurality of instruction stored in the memory and comprising functionality to;

identify a first database record comprising a first field and a second field, and a second database record comprising the first field;

display, on a first display device, a first grid including a first column, a second column, a first row having the first database record, and a second row having the second database record,

wherein the first field of the first database record is displayed in a first cell of the first grid,

wherein the first field of the second database record is displayed in a second cell of the first grid,

wherein the first cell and the second cell are located in the first column of the first grid, and

wherein the second field of the first database record is located in the second column;

display a second grid including the first database record, the first field of the first database record, the second field of the first database record, a third database record, and the second field of the third database record on a second display device;

receive, from a first user at a first location, a first modification value for the first field while displaying the first grid and the second grid;

set, in the first cell and the second cell of the first grid, the first field of the first database record in the first cell to the first modification value and the first field of the second database record in the second cell to the first modification value;

highlight, in response to receiving the first modification value, the first field of the first database record in the second grid wherein the second grid is viewable by a second user at a second location; and

store the first modification value in the first field of the first database record and the second database record after highlighting the first field of the first database record in the second grid.

13. The workflow process system of claim 2, the instructions further comprising functionality to:

receive, from a second user at the second location, a first modification value for the second field before storing the first modification value for the first field;

set, in the second grid, the second field of the first database record and the third database record to the first modification value for the second field; and

store the first modification value for the second field in the second field of the first database record and the third database record after storing the first modification value for the first field.

14. The workflow process system of claim 2, the instructions further comprising functionality to:

receive, from a second user at the second location, a second modification value for the first field after receiving the first modification value; and

trigger a conflict resolution process for selecting a chosen modification value from a group consisting of the first modification value and the second modification value.

15. The workflow process system of claim 14, the instructions further comprising functionality to:

store the second modification value in the first field of the first database record and the second database record,

wherein the chosen modification value is the second modification value, and

wherein the second modification value is received after storing the first modification value.

16. The workflow process system of claim 14, wherein the chosen modification value is the first modification value and wherein the second modification value is received before storing the first modification value.

17. The workflow process system of claim 14, wherein selecting the chosen modification value is based on a comparison between a status of the first user in an organizational hierarchy and a status of the second user in the organizational hierarchy.

18. The workflow process system of claim 2, wherein identifying the first database record and the second database record is part of a workflow process based on predefined criteria.

19. The workflow process system of claim 18, wherein the predefined criteria comprises at least one selected from a group consisting of a predefined time interval, a number of database records awaiting processing by the first user, and a priority assigned to the first database record.

3. A non-transitory machine readable medium storing executable instructions for managing data, the instructions comprising functionality to:

identify a first database record comprising a first field and a second field, and a second database record comprising the first field;

display, on a first display device, a first grid including a first column, a second column, a first row having the first database record, and a second row having the second database record,

wherein the first field of the first database record is displayed in a first cell of the first grid,

wherein the first field of the second database record is displayed in a second cell of the first grid,

wherein the first cell and the second cell are located in the first column of the first grid, and

wherein the second field of the first database record is located in the second column;

display a second grid including the first database record, the first field of the first database record, the second field of the first database record, a third database record, and the second field of the third database record on a second display device;

receive, from a first user at a first location, a first modification value for the first field while displaying the first grid and the second grid;

set, in the first cell and the second cell of the first grid, the first field of the first database record and the first field of the second database record to the first modification value;

highlight, in response to receiving the first modification value, the first field of the first database record in the second grid wherein the second grid is accessible by a second user at a second location; and

store the first modification value in the first field of the first database record and the second database record after highlighting the first field of the first database record in the second grid.

20. The non-transitory machine readable medium of claim 3, the instructions further comprising functionality to:

receive, from a second user at the second location, a first modification value for the second field before storing the first modification value for the first field;

set, in the second grid, the second field of the first database record and the third database record to the first modification value for the second field; and

store the first modification value for the second field in the second field of the first database record and the third database record after storing the first modification value for the first field.

21. The non-transitory machine readable medium of claim 3, the instructions further comprising functionality to:

receive, from a second user at the second location, a second modification value for the first field after receiving the first modification value; and

trigger a conflict resolution process for selecting a chosen modification value from a group consisting of the first modification value and the second modification value.

22. The non-transitory machine readable medium of claim 21, the instructions further comprising functionality to:

store the second modification value in the first field of the first database record and the second database record,

wherein the chosen modification value is the second modification value, and

wherein the second modification value is received after storing the first modification value.

23. The non-transitory machine readable medium of claim 21, wherein the chosen modification value is the first modification value and wherein the second modification value is received before storing the first modification value.

24. The non-transitory machine readable medium of claim 21, wherein selecting the chosen modification value is based on a comparison between a status of the first user in an organizational hierarchy and a status of the second user in the organizational hierarchy.

25. The non-transitory machine readable medium of claim 3, wherein identifying the first database record and the second database record is part of a workflow process based on predefined criteria.

26. The non-transitory machine readable medium of claim 25, wherein the predefined criteria comprises at least one selected from a group consisting of a predefined time interval, a number of database records awaiting processing by the first user, and a priority assigned to the first database record.