System and user interfaces for searching resources and related documents using data structures
Various systems and methods are provided for accessing and traversing one or more data structures and generating a functional user interface that can enable non-technical users to quickly and dynamically search for resources of an organization and/or associated documents, events, entities, and/or other data. The user interfaces are interactive such that a user may make selections, provide inputs, and/or manipulate outputs. In response to various user inputs, the system automatically accesses and traverses data structures relating to resources, documents, events, entities, and other data, identifies resources, documents, events, entities, and/or other data that meet search criteria, and returns search results including resources that meet the search criteria and/or resources that are associated with documents, events, entities, and/or other data that meet the search criteria. Resources, documents, events, entities, and other data can be represented by respective types of data structures, which may be associated with other types of data structures. Properties or fields of data structures can have security settings and permissions associated with them.
1. A computer system comprising:
one or more computer processors configured to execute software code stored in a tangible storage device to cause the computer system to:
identify a set of resources based on one or more search criteria;
generate a user interface configured to display:
in a first portion of the user interface:
indications of resources of the set of resources;
in a second portion of the user interface:
individually selectable attributes associated with the resources, and
histogram bars for the attributes that indicate numbers of the resources of the set of resources having the respective attributes; and
in a third portion of the user interface:
a summary of documents that include a selected keyword and which are associated with one or more resources of the set of resources, wherein the summary of documents includes instances of the selected keyword in the documents, and wherein the summary of documents further includes contexts for the selected keyword in the documents;
in response to a first user input, received via the user interface, indicating a selection of a first attribute of the attributes for exclusion:
filter the resources of the set of resources to a first subset that does not include the first attribute;
update the user interface to display, in the first portion of the user interface, the first subset and to visually indicate, in the second portion of the user interface, exclusion of the first attribute;
update the histogram bars, in the second portion of the user interface, to reflect, for each of the respective attributes, both:
a number of resources having the respective attribute in the first subset, and
a number of resources having the respective attribute in the set of resources;
in response to determining that at least one of the attributes is not associated with any resources of the first subset, disallow both selection and exclusion, via the second portion of the user interface, of the at least one of the attributes, whereby a filtering to zero resources is prevented; and
in response to a second user input selecting one or more resources of the first subset, update the user interface to display, in the third portion of the user interface, a summary of documents that include the selected keyword and which are associated with the one or more resources of the first subset.
2. The computer system of claim 1 , wherein the one or more computer processors are further configured to execute software code to cause the computer system to:
in response to a third user input, received via the user interface, indicating a selection of a second attribute of the attributes for inclusion:
further filter the resources of the set of resources to a second subset that both includes the second attribute and does not include the first attribute; and
update the user interface to display, in the first portion of the user interface the second subset.
3. The computer system of claim 2 , wherein the one or more computer processors are further configured to execute software code to cause the computer system to:
further in response to the third user input:
update the histogram bars, in the second portion of the user interface, to reflect, for each of the respective attributes, both:
a number of resources having the respective attribute in the second subset, and
a number of resources having the respective attribute in the set of resources.
4. The computer system of claim 3 , wherein the one or more computer processors are further configured to execute software code to cause the computer system to:
receive the search criteria for identifying the resources of the set of resources; and
identify the set of resources by applying the search criteria to data items associated with resources and/or properties associated with the data items or resources, wherein the data items include at least one of: documents, events, or entities.
5. A computer-implemented method comprising:
by one or more computer processors configured to execute software code stored in a tangible storage device:
identifying a set of resources based on one or more search criteria;
generating a user interface configured to display:
in a first portion of the user interface:
indications of resources of the set of resources;
in a second portion of the user interface:
individually selectable attributes associated with the resources, and
histogram bars for the attributes that indicate numbers of the resources of the set of resources having the respective attributes; and
in a third portion of the user interface:
a summary of documents that include a selected keyword and which are associated with one or more resources of the set of resources, wherein the summary of documents includes instances of the selected keyword in the documents, and wherein the summary of documents further includes contexts for the selected keyword in the documents;
in response to a first user input, received via the user interface, indicating a selection of a first attribute of the attributes for exclusion:
filtering the resources of the set of resources to a first subset that does not include the first attribute;
updating the user interface to display, in the first portion of the user interface, the first subset and to visually indicate, in the second portion of the user interface, exclusion of the first attribute;
updating the histogram bars, in the second portion of the user interface, to reflect, for each of the respective attributes, both:
a number of resources having the respective attribute in the first subset, and
a number of resources having the respective attribute in the set of resources;
in response to determining that at least one of the attributes is not associated with any resources of the first subset, disallowing both selection and exclusion, via the second portion of the user interface, of the at least one of the attributes, whereby a filtering to zero resources is prevented; and
in response to a second user input selecting one or more resources of the first subset, updating the user interface to display, in the third portion of the user interface, a summary of documents that include the selected keyword and which are associated with the one or more resources of the first subset.
6. The computer-implemented method of claim 5 further comprising:
by the one or more computer processors configured to execute software code stored in the tangible storage device:
in response to a third user input, received via the user interface, indicating a selection of a second attribute of the attributes for inclusion:
further filtering the resources of the set of resources to a second subset that both includes the second attribute and does not include the first attribute; and
updating the user interface to display, in the first portion of the user interface the second subset.
7. The computer-implemented method of claim 6 further comprising:
by the one or more computer processors configured to execute software code stored in the tangible storage device:
further in response to the third user input:
updating the histogram bars, in the second portion of the user interface, to reflect, for each of the respective attributes, both:
a number of resources having the respective attribute in the second subset, and
a number of resources having the respective attribute in the set of resources.
8. The computer-implemented method of claim 7 further comprising:
by the one or more computer processors configured to execute software code stored in the tangible storage device:
receiving the search criteria for identifying the resources of the set of resources; and
identifying the resources by applying the search criteria to data items associated with resources and/or properties associated with the data items or resources, wherein the data items include at least one of: documents, events, or entities.
9. The computer system of claim 1 , wherein the number of resources having the respective attribute in the first subset and the number of resources having the respective attribute in the set of resources are both reflected in a same respective histogram bar for each respective attribute.
10. The computer-implemented method of claim 5 , wherein the number of resources having the respective attribute in the first subset and the number of resources having the respective attribute in the set of resources are both reflected in a same respective histogram bar for each respective attribute.