Automatic template generation with inbuilt template logic interface
An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
1. A method comprising:
retrieving, from a customer relationship management (CRM) system, a plurality of tagged data fields, each tagged data field representing a category of data corresponding to a database entry of the CRM system;
generating a user interface (UI) allowing a user to edit a template comprising document content and template logic, the UI comprising:
a CRM integration interface portion comprising the plurality of tagged data fields; and
a document editing interface portion comprising editable document content and one or more merge fields, each merge field associated with a tagged data field of the plurality of tagged data fields;
receiving, from the user via the UI, a user input to create a logic rule associated with a portion of the editable document content; and
responsive to receiving the user input, modifying the document editing interface portion to display a logic interface, the logic interface allowing the user to 1) define a logic condition associated with a selected tagged data field of the plurality of tagged data fields and 2) associate the logic condition with a conditional document section, and the logic interface configured to, responsive to data within the tagged data field satisfying the logic condition, modify an appearance of the conditional document section when the template is used to generate a document.
2. The method of claim 1 , wherein the logic condition comprises a logic value and a target relationship of the logic value to the value of the selected tagged data field for the logic condition to be satisfied.
3. The method of claim 2 , further comprising receiving, from the user via the logic interface, a logic value and a target relationship defining the logic condition.
4. The method of claim 2 , wherein the target relationship is selected from a group consisting of equal to, greater than, and less than.
5. The method of claim 1 , wherein the logic interface is further configured to, responsive to data within the tagged data field not satisfying the logic condition, modify an appearance of the conditional document section to display an alternative conditional document section when the template is used to generate the document.
6. The method of claim 1 , wherein modifying the document editing interface portion to display a logic interface comprises displaying the logic interface inline within the editable document content at a position previously occupied by the portion of the editable document content.
7. The method of claim 1 , wherein receiving a user input to create a logic rule associated with a portion of the editable document content comprises determining the portion of the editable document based on a current position of a text selection cursor within the document editing interface portion.
8. The method of claim 1 , wherein receiving a user input to create a logic rule associated with a portion of the editable document content comprises determining the portion of the editable document based on a current user selection of editable document content within the document editing interface portion.
9. The method of claim 1 , wherein receiving a user input to create a logic rule comprises receiving a selection of a selectable interface element corresponding to logic rule creation.
10. The method of claim 1 , wherein defining a logic condition associated with a selected tagged data field of the plurality of tagged data fields within the logic interface comprises a drag and drop of a tagged data field from the CRM integration interface portion to the logic interface.
11. A non-transitory computer readable storage medium comprising instructions which, when executed by a processor, cause the processor to perform steps comprising:
retrieving, from a customer relationship management (CRM) system, a plurality of tagged data fields, each tagged data field representing a category of data corresponding to a database entry of the CRM system;
generating a user interface (UI) allowing a user to edit a template comprising document content and template logic, the UI comprising:
a CRM integration interface portion comprising the plurality of tagged data fields; and
a document editing interface portion comprising editable document content and one or more merge fields, each merge field associated with a tagged data field of the plurality of tagged data fields;
receiving, from the user via the UI, a user input to create a logic rule associated with a portion of the editable document content; and
responsive to receiving the user input, modifying the document editing interface portion to display a logic interface, the logic interface allowing the user to 1) define a logic condition associated with a selected tagged data field of the plurality of tagged data fields and 2) associate the logic condition with a conditional document section, and the logic interface configured to, responsive to data within the tagged data field satisfying the logic condition, modify an appearance of the conditional document section when the template is used to generate a document.
12. The non-transitory computer readable storage medium of claim 11 , wherein the logic condition comprises a logic value and a target relationship of the logic value to the value of the selected tagged data field for the logic condition to be satisfied.
13. The non-transitory computer readable storage medium of claim 12 , wherein the steps further comprise receiving, from the user via the logic interface, a logic value and a target relationship defining the logic condition.
14. The non-transitory computer readable storage medium of claim 12 , wherein the target relationship is selected from a group consisting of equal to, greater than, and less than.
15. The non-transitory computer readable storage medium of claim 1 , wherein the logic interface is further configured to, responsive to data within the tagged data field not satisfying the logic condition, modify an appearance of the conditional document section to display an alternative conditional document section when the template is used to generate the document.
16. The non-transitory computer readable storage medium of claim 11 , wherein modifying the document editing interface portion to display a logic interface comprises displaying the logic interface inline within the editable document content at a position previously occupied by the portion of the editable document content.
17. The non-transitory computer readable storage medium of claim 11 , wherein receiving a user input to create a logic rule associated with a portion of the editable document content comprises determining the portion of the editable document based on a current position of a text selection cursor within the document editing interface portion.
18. The non-transitory computer readable storage medium of claim 11 , wherein receiving a user input to create a logic rule associated with a portion of the editable document content comprises determining the portion of the editable document based on a current user selection of editable document content within the document editing interface portion.
19. The non-transitory computer readable storage medium of claim 11 , wherein receiving a user input to create a logic rule comprises receiving a selection of a selectable interface element corresponding to logic rule creation.
20. The non-transitory computer readable storage medium of claim 11 , wherein defining a logic condition associated with a selected tagged data field of the plurality of tagged data fields within the logic interface comprises a drag and drop of a tagged data field from the CRM integration interface portion to the logic interface.