IP Library Granted Patent US 9,436,774
Granted Patent B2
US 9,436,774 · App. 12/699,398 · Granted Sep 6, 2016

Dynamic linking in sharepoint (TM)

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Quick Facts
Patent No.
US 9,436,774
App. No.
12/699,398
Granted
Sep 6, 2016
Kind
B2
Abstract

Provided is a data management system, computer-readable medium and method including extensions to SHAREPOINT™. The system includes a computer processor operatively associated with a computer memory and one or more I/O device, in which the processor and memory are configured to operate one or more SHAREPOINT™ process. The method includes using a sequencing mechanism to allow users to navigate items stored within SHAREPOINT™. The sequencing mechanism further includes the steps of allowing a user to select a specific content type to create a link to, and allowing the user to select a specific list and or folder in which to look for items.

Claims (47)

1. A data management system comprising extensions to a software collaboration product, the system comprising:

a computer processor;

computer memory communicatively coupled to the computer processor and having a plurality of lists stored therein, each list of the plurality of lists identifying data items associated with at least one respective content type of a plurality of different content types; and

at least one Input/Output (“I/O”) device communicatively coupled to the computer processor and computer memory;

wherein the computer processor and memory implement at least one application software collaboration product process that uses a sequencing mechanism:

allowing a user to navigate data items of the software collaboration product which are identified in the plurality of lists; and

dynamically creating at least one link between a first data item of a first content type and a second data item of a second content type different from the first content type regardless as to which ones of the plurality of lists the first and second data items are identified, in response to a user-software interaction for selecting the second content type; and

maintaining bi-directional data references between the first data item and the second data item,

wherein one bi-directional data reference is created by performing the steps of:

passing an identifier of the first data item and respective list to a query string, to allow the query string to resolve itself to point back to the first data item;

holding a permanent reference back to the first data item, in order to ignore information in a subsequent query string; and

wherein multiple bi-directional data references are created by performing the steps of:

reading a reference set identifier in a query string, the reference set identifier to link multiple data items;

registering to allow a reference to be created automatically when an item is created with a query string that points back to the reference; and

refreshing a display of the reference.

2. The data management system according to claim 1 , wherein the sequencing mechanism further

limits which ones of the plurality of lists that can be selected to those that contain the second content type, and

allows the users to elect to create an item of the second content type in a list selected from the plurality of lists.

3. The data management system according to claim 1 , wherein the sequencing mechanism further allows the user to navigate the data items using a selection criteria.

4. The data management system according to claim 3 , wherein the selection criteria comprises items created by the user.

5. The data management system according to claim 3 , wherein the selection criteria comprises items that match a specific query.

6. The data management system according to claim 1 , wherein the sequencing mechanism further allows a system administrator to set filters on a content type and/or a list to be referenced.

7. The data management system according to claim 1 , wherein the sequencing mechanism further allows a system administrator to specify queries and other criteria for restricting the data items on a per filter basis.

8. The data management system according to claim 1 , wherein the sequencing mechanism further allows a system administrator to define permissions on whether new data items can be created and to set the permissions on the new data items which have been created.

9. The data management system according to claim 1 , wherein the sequencing mechanism further sends data to items that are referenced to allow them to link back to the item from which they are referenced.

10. The data management system according to claim 1 , wherein the bi-directional data references are maintained by usage of a RADS Query String Field.

11. The data management system according to claim 1 , wherein the bi-directional data references are maintained by usage of a Dynamic Link Field.

12. A method of extending a software collaboration product, comprising:

using, by a processor, a sequencing mechanism that

allows a user to navigate data items of a software collaboration product which are identified in a plurality of lists, each list of the plurality of lists identifying data items associated with at least one respective content type of a plurality of different content types,

dynamically creates at least one link between a first data item of a first content type and a second data item of a second content type different from the first content type regardless as to which ones of the plurality of lists the first and second data items are identified, in response to a user-software interaction for selecting the second content type, the link including specific dynamic link properties and associated permissions based upon a defined field type of one or more custom fields, wherein the dynamic link properties comprise one or more parameters for defining dynamic link configuration, and

maintains bi-directional data references between the first data item and the second data item, wherein:

one bi-directional data reference is created by performing the steps of:

passing an identifier of the first data item and respective list to a query string, to allow the query string to resolve itself to point back to the first data item;

holding a permanent reference back to the first data item, in order to ignore information in a subsequent query string; and

multiple bi-directional data references are created by performing the steps of:

reading a reference set identifier in a query string, the reference set identifier to link multiple data items;

registering to allow a reference to be created automatically when an item is created with a query string that points back to the reference; and

refreshing a display of the reference.

13. The method according to claim 12 , wherein the sequencing mechanism further limits which list of the plurality of lists which can be selected to those that contain the second content type, and

allows the user to elect to create an item of the second content type in a specified one of the plurality of lists.

14. The method according to claim 12 , wherein the sequencing mechanism further allows the user to navigate the data items using a selection criteria.

15. The method according to claim 14 , wherein the selection criteria is selected from the group consisting of items created by the user, items created by the user within a specific time period, and items that match a specific query.

16. The method according to claim 12 , wherein the sequencing mechanism further allows a system administrator to set filters on a content type and/or a list to be referenced.

17. The method according to claim 12 , wherein the sequencing mechanism further allows a system administrator to specify queries and other criteria for restricting the data items on a per filter basis.

18. The method according to claim 12 , wherein the sequencing mechanism further allows a system administrator to define permissions on whether new items can be created and to set the permissions on the new items which have been created.

19. The method according to claim 12 , wherein the sequencing mechanism further sends data to items that are referenced to allow each of the items to link back to an item from which the item is referenced.

Assignments (10)
SECURITY INTEREST Recorded Mar 12, 2026
From: IMS SOFTWARE SERVICES LTD.; IQVIA INC.; IQVIA RDS INC.; RULES-BASED MEDICINE, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 075047/0061 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTIES INADVERTENTLY NOT INCLUDED IN FILING PREVIOUSLY RECORDED AT REEL: 065709 FRAME: 618. ASSIGNOR(S) HEREBY CONFIRMS THE SECURITY AGREEMENT. Recorded Dec 6, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065790/0781 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065710/0253 →
SECURITY INTEREST Recorded Nov 29, 2023
From: IQVIA INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 065709/0618 →
SECURITY INTEREST Recorded May 24, 2023
From: IQVIA INC.; IQVIA RDS INC.; IMS SOFTWARE SERVICES LTD.; Q SQUARED SOLUTIONS HOLDINGS LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 063745/0279 →
CHANGE OF NAME Recorded Oct 9, 2018
From: QUINTILES IMS INCORPORATED
To: IQVIA INC.
Reel/Frame 047207/0276 →
CHANGE OF NAME Recorded Sep 7, 2018
From: IMS HEALTH INCORPORATED
To: QUINTILES IMS INCORPORATED
Reel/Frame 047029/0637 →
SUPPLEMENTAL SECURITY AGREEMENT Recorded Jan 14, 2016
From: IMS HEALTH INCORPORATED
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 037515/0780 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 11, 2016
From: R-SQUARED SERVICES & SOLUTIONS, INC.; R-SQUARED TECHNOLOGY HOLDINGS, LLC
To: IMS HEALTH INCORPORATED
Reel/Frame 037483/0618 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 19, 2012
From: STUART, ANDREW
To: R-SQUARED TECHNOLOGY HOLDINGS, LLC
Reel/Frame 027560/0823 →