Systems and methods for template based custom document generation
First Claim
Patent Images
1. A computer-implemented method comprising:
- accessing a placeholder template comprising;
one or more placeholders indicating locations for insertion of code instructions; and
one or more formatted text or images;
receiving the code instructions to be included in the placeholder template, the code instructions indicating a property type;
generating a template by replacing the one or more placeholders in the placeholder template with the code instructions at the locations;
causing presentation of a user interface comprising;
selectable graphics representing a plurality of data objects, wherein each selectable graphic of the selectable graphics comprises a representation of a particular data object, wherein the user interface is configured to be responsive to a user interaction comprising at least one of;
a request to inspect a first property of a first data object, the first property different than a second property of a second data object, oran action to filter the plurality of data objects associated with the selectable graphics;
receiving, via the user interface, a selection of data objects from the plurality of data objects corresponding to at least some of the selectable graphics;
executing the code instructions associated with the generated template to retrieve output data of the indicated property type associated with the selected data objects; and
generating a custom document by replacing the code instructions with the output data in the template, wherein the output data is inserted at the locations associated with the code instructions in the template.
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Abstract
Systems and techniques for flexibly generating custom documents from data objects are described herein. Templates with embedded code instructions, which may be evaluated separate from a document reading or editing program, may be used to generate custom documents. The template system may use the embedded code instructions to dynamically access properties of data objects. An editing program may be used initially to generate a mockup document that may be used as the basis for a template.
483 Citations
20 Claims
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1. A computer-implemented method comprising:
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accessing a placeholder template comprising; one or more placeholders indicating locations for insertion of code instructions; and one or more formatted text or images; receiving the code instructions to be included in the placeholder template, the code instructions indicating a property type; generating a template by replacing the one or more placeholders in the placeholder template with the code instructions at the locations; causing presentation of a user interface comprising; selectable graphics representing a plurality of data objects, wherein each selectable graphic of the selectable graphics comprises a representation of a particular data object, wherein the user interface is configured to be responsive to a user interaction comprising at least one of; a request to inspect a first property of a first data object, the first property different than a second property of a second data object, or an action to filter the plurality of data objects associated with the selectable graphics; receiving, via the user interface, a selection of data objects from the plurality of data objects corresponding to at least some of the selectable graphics; executing the code instructions associated with the generated template to retrieve output data of the indicated property type associated with the selected data objects; and generating a custom document by replacing the code instructions with the output data in the template, wherein the output data is inserted at the locations associated with the code instructions in the template. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A non-transitory computer-readable storage medium storing computer-executable instructions that, when executed by a computer system, configure the computer system to perform operations comprising:
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accessing a placeholder template comprising; one or more placeholders indicating locations for insertion of code instructions; and one or more formatted text or images; receiving the code instructions to be included in the placeholder template, the code instructions indicating a property type; generating a template by replacing the one or more placeholders in the placeholder template with the code instructions at the locations; causing presentation of a user interface comprising; selectable graphics representing a plurality of data objects, wherein each selectable graphic of the selectable graphics comprises a representation of a particular data object, wherein the user interface is configured to be responsive to a user interaction comprising at least one of; a request to inspect a first property of a first data object, the first property different than a second property of a second data object, or an action to filter the plurality of data objects associated with the selectable graphics; receiving, via the user interface, a selection of data objects from the plurality of data objects corresponding to at least some of the selectable graphics; executing the code instructions associated with the generated template to retrieve output data of the indicated property type associated with the selected data objects; and generating a custom document by replacing the code instruction with the output data in the template, wherein the output data is inserted at the locations associated with the code instructions in the template. - View Dependent Claims (8, 9, 10, 11, 12, 13)
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14. A computer system comprising:
one or more hardware computer processors programmed, via executable code instructions, to; access a placeholder template comprising; one or more placeholders indicating locations for insertion of code instructions; and one or more formatted text or images; receive the code instructions to be included in the placeholder template, the code instructions indicating a property type; generate a template by replacing the one or more placeholders in the placeholder template with the code instructions at the locations; cause presentation of a user interface comprising; selectable graphics representing a plurality of data objects, wherein each selectable graphic of the selectable graphics comprises a representation of a particular data object, wherein the user interface is configured to be responsive to a user interaction comprising at least one of; a request to inspect a first property of a first data object, the first property different than a second property of a second data object, or an action to filter the plurality of data objects associated with the selectable graphics; receive, via the user interface, a selection of data objects from the plurality of data objects corresponding to at least some of the selectable graphics; execute the code instructions associated with the generated template to retrieve output data of the indicated property type associated with the selected data objects; and generate a custom document by replacing the code instruction with the output data in the template, wherein the output data is inserted at the locations associated with the code instructions in the template. - View Dependent Claims (15, 16, 17, 18, 19, 20)
Specification