IP Library Granted Patent US 11,468,229
Granted Patent B2
US 11,468,229 · App. 15/930,369 · Granted Oct 11, 2022

Describing changes in a workflow based on changes in structured documents containing workflow metadata

Inventors: Nicholas Chun Yuan Chen (San Francisco, CA); George John Murnock, Jr. (Firestone, CO); Michael Christopher Olson (Summit, WI); Karen Fidelak (Erie, CO)
Assignee: salesforce.com, inc
G06F40/197
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Quick Facts
Patent No.
US 11,468,229
App. No.
15/930,369
Granted
Oct 11, 2022
Kind
B2
Abstract

A method performed by an electronic device includes retrieving, from a first computing environment, a first set of structured documents that contains metadata for a first version of a workflow to be performed by a workflow engine, the first version of the workflow including a first set of workflow elements. The method further including retrieving, from a second computing environment, a second set of structured documents. The method determines whether a rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element having a type to which the rule applies, and generating a description of a change in the second version of the workflow relative to the first version of the workflow.

Claims (45)

1. A method performed by an electronic device, the method comprising:

retrieving, from a first computing environment, a first set of structured documents that contains metadata for a first version of a workflow to be performed by a workflow engine, the first version of the workflow including a first set of workflow elements, where each workflow element in the first set of workflow elements represents a respective operation having a respective type of a plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine;

retrieving, from a second computing environment, a second set of structured documents that contains metadata for a second version of the workflow, the second version of the workflow including a second set of workflow elements that differs from the first set of workflow elements, where each workflow element in the second set of workflow elements represents a respective operation having a respective type of the plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine; and

processing a rule of a plurality of rules, the processing including:

determining whether the rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element representing a first operation of a first type, of the plurality of types, to which the rule applies,

responsive to determining that the rule is to be applied, applying the rule to the first and second sets of structured documents to generate a description of a change in the second version of the workflow relative to the first version of the workflow; and

generating a description of changes in the second version of the workflow relative to the first version of the workflow based on the descriptions generated by the applied rule.

2. The method of claim 1 , wherein the description of changes relates to differences between the first and second sets of workflow elements.

3. The method of claim 1 , the method further comprising:

processing another rule of the plurality of rules, the processing another rule including:

determining whether the another rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element representing a second operation of a second type, of the plurality of types, to which the another rule applies, and

responsive to determining that the another rule is to be applied, applying the another rule to the first and second sets of structured documents to generate another description of a change in the second version of the workflow relative to the first version of the workflow, wherein the description of changes in the second version of the workflow relative to the first version of the workflow is an aggregation of the descriptions generated by the rule and the another rule.

4. The method of claim 1 , wherein the second version of the workflow is a modified version of the first version of the workflow.

5. The method of claim 1 , wherein the description of changes in the second version of the workflow relative to the first version of the workflow is a textual description.

6. The method of claim 1 , further comprising:

causing to be presented to a user, via a graphical user interface, the description of changes in the second version of the workflow relative to the first version of the workflow.

7. The method of claim 1 , wherein the first set of structured documents includes a different number of documents than the second set of structured documents.

8. The method of claim 1 , wherein the determining whether the rule is to be applied is further based on whether one or more filenames of the structured documents of the first and second sets of structured documents satisfy a regular expression.

9. A non-transitory machine-readable storage medium that provides instructions that, when executed by a processor, are capable of causing the processor to perform operations comprising:

retrieving, from a first computing environment, a first set of structured documents that contains metadata for a first version of a workflow to be performed by a workflow engine, the first version of the workflow including a first set of workflow elements, where each workflow element in the first set of workflow elements represents a respective operation having a respective type of a plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine;

retrieving, from a second computing environment, a second set of structured documents that contains metadata for a second version of the workflow, the second version of the workflow including a second set of workflow elements that differs from the first set of workflow elements, where each workflow element in the second set of workflow elements represents a respective operation having a respective type of the plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine; and

processing a rule of a plurality of rules, the processing including:

determining whether the rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element representing a first operation of a first type, of the plurality of types, to which the rule applies,

responsive to determining that the rule is to be applied, applying the rule to the first and second sets of structured documents to generate a description of a change in the second version of the workflow relative to the first version of the workflow; and

generating a description of changes in the second version of the workflow relative to the first version of the workflow based on the descriptions generated by the applied rule.

10. The non-transitory machine-readable storage medium of claim 9 , wherein the description of changes relates to differences between the first and second sets of workflow elements.

11. The non-transitory machine-readable storage medium of claim 9 , that further provides instructions that, when executed by the processor, are capable of causing said processor to perform further operations comprising:

processing another rule of the plurality of rules, the processing another rule including:

determining whether the another rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element representing a second operation of a second type, of the plurality of types, to which the another rule applies, and

responsive to determining that the another rule is to be applied, applying the another rule to the first and second sets of structured documents to generate another description of a change in the second version of the workflow relative to the first version of the workflow, wherein the description of changes in the second version of the workflow relative to the first version of the workflow is an aggregation of the descriptions generated by the rule and the another rule.

12. The non-transitory machine-readable storage medium of claim 9 , wherein the second version of the workflow is a modified version of the first version of the workflow.

13. The non-transitory machine-readable storage medium of claim 9 , wherein the description of changes in the second version of the workflow relative to the first version of the workflow is a textual description.

14. The non-transitory machine-readable storage medium of claim 9 , that further provides instructions that, when executed by the processor, are capable of causing said processor to perform further operations comprising:

causing to be presented to a user, via a graphical user interface, the description of changes in the second version of the workflow relative to the first version of the workflow.

15. The non-transitory machine-readable storage medium of claim 9 , wherein the first set of structured documents includes a different number of documents than the second set of structured documents.

16. The non-transitory machine-readable storage medium of claim 9 , wherein the determining whether the rule is to be applied is further based on whether one or more filenames of the structured documents of the first and second sets of structured documents satisfy a regular expression.

17. A system comprising:

a non-transitory machine-readable storage medium that stores a change management service; and

a processor coupled to the non-transitory machine-readable storage medium, the processor to execute the change management service, the change management service to:

retrieve, from a first computing environment, a first set of structured documents that contains metadata for a first version of a workflow to be performed by a workflow engine, the first version of the workflow including a first set of workflow elements, where each workflow element in the first set of workflow elements represents a respective operation having a respective type of a plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine,

retrieve, from a second computing environment, a second set of structured documents that contains metadata for a second version of the workflow, the second version of the workflow including a second set of workflow elements that differs from the first set of workflow elements, where each workflow element in the second set of workflow elements represents a respective operation having a respective type of the plurality of types, wherein the operation defines an action or decision to be performed by the workflow engine, and

process a rule of a plurality of rules, including to determine whether the rule is to be applied, based on one but not both of the first and second sets of structured documents including at least one section for a workflow element representing a first operation of a first type, of the plurality of types, to which the rule applies, and responsive to determining that the rule is to be applied, to apply the rule to the first and second sets of structured documents to generate a description of a change in the second version of the workflow relative to the first version of the workflow, and to generate a description of changes in the second version of the workflow relative to the first version of the workflow based on the descriptions generated by the applied rule.

18. The system of claim 17 , wherein the description of changes relates to differences between the first and second sets of workflow elements.

19. The system of claim 17 , wherein the second version of the workflow is a modified version of the first version of the workflow.

20. The system of claim 17 , wherein the change management service is further to cause to be presented to a user, via a graphical user interface, the description of changes in the second version of the workflow relative to the first version of the workflow.

Assignments (2)
CHANGE OF NAME Recorded Feb 17, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 062794/0656 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 12, 2020
From: CHEN, NICHOLAS CHUN YUAN; MURNOCK, GEORGE JOHN; OLSON, MICHAEL CHRISTOPHER; FIDELAK, KAREN
To: SALESFORCE.COM, INC.
Reel/Frame 052642/0781 →