IP Library › Patent Application 17236476
Patent Application
App. No. 17/236,476

PROCESS FLOW BUILDER CUSTOMIZATION

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Quick Facts
Patent No.
US None
App. No.
17/236,476
Abstract

Disclosed are some implementations of systems, apparatus, methods and computer program products for facilitating the customization of a process flow builder. A first graphical user interface (GUI) identifying one or more user selectable process flow types is provided. Responsive to a selection of a process flow type, information corresponding to the selected process flow type is obtained. The information includes one or more headers and, for at least a first header, identifies one or more elements that are user-selectable for addition to a layout representing a process flow. A second GUI is generated using the information. A user may access the second GUI to generate a layout representing a process flow of the process flow type.

Claims (55)

1 . A method, comprising:

providing, for presentation by a client device, a first graphical user interface (GUI) identifying one or more user selectable process flow types;

processing a message received from the client device, the message indicating a selection of a process flow type of the user selectable process flow types;

responsive to the message, obtaining information corresponding to the selected process flow type, the information including one or more headers, the information identifying, for at least a first header of the headers, one or more action element types, each action element type corresponding to a set of computer-readable instructions configurable to execute a corresponding action;

providing, for display by the client device using the obtained information, a second GUI including the headers and including, for the first header, one or more user selectable options corresponding to the one or more action element types;

processing an indication of a selection of one of the user selectable options corresponding to an action element type of the one or more action element types, the indication of the selection being received from the client device;

processing an indication of a position, within a layout representing a process flow of the selected process flow type, at which an element representing the action element type is to be positioned; and

providing, for display by the client device, an element representing the action element type at the position within the layout.

2 . The method as recited in claim 1 , further comprising:

responsive to processing the message, transmitting a query identifying the selected process flow type via an application programming interface (API);

wherein the information is obtained responsive to the query.

3 . The method as recited in claim 1 , the method further comprising:

executing the process flow, wherein executing the process flow includes calling an application programming interface (API) corresponding to the action element type.

4 . The method as recited in claim 1 , the information including, for each of the action element types, a set of values corresponding to one or more fields associated with the action element type, the method further comprising:

for at least one of the action element types, validating the set of values corresponding to the fields associated with the action element type.

5 . The method as recited in claim 4 , wherein validating the set of values comprises verifying that the information includes, for each of the fields, a corresponding value.

6 . The method as recited in claim 4 , the fields comprising at least one of: an icon identifier, a color, a label, or a description.

7 . The method as recited in claim 4 , wherein validating the set of fields comprises validating, for at least one of the fields, a type of a corresponding value.

8 . A system comprising:

a database system implemented using a server system, the database system configurable to cause:

providing, for presentation by a client device, a first graphical user interface (GUI) identifying one or more user selectable process flow types;

processing a message received from the client device, the message indicating a selection of a process flow type of the user selectable process flow types;

responsive to the message, obtaining information corresponding to the selected process flow type, the information including one or more headers, the information identifying, for at least a first header of the headers, one or more action element types, each action element type corresponding to a set of computer-readable instructions configurable to execute a corresponding action;

providing, for display by the client device using the obtained information, a second GUI including the headers and including, for the first header, one or more user selectable options corresponding to the one or more action element types;

processing an indication of a selection of one of the user selectable options corresponding to an action element type of the one or more action element types, the indication of the selection being received from the client device;

processing an indication of a position, within a layout representing a process flow of the selected process flow type, at which an element representing the action element type is to be positioned; and

providing, for display by the client device, an element representing the action element type at the position within the layout.

9 . The system as recited in claim 8 , the database system further configurable to cause:

responsive to processing the message, transmitting a query identifying the selected process flow type via an application programming interface (API);

wherein the information is obtained responsive to the query.

10 . The system as recited in claim 8 , the database system further configurable to cause:

executing the process flow, wherein executing the process flow includes calling an application programming interface (API) corresponding to the action element type.

11 . The system as recited in claim 8 , the information including, for each of the action element types, a set of values corresponding to one or more fields associated with the action element type, the database system further configurable to cause:

for at least one of the action element types, validating the set of values corresponding to the fields associated with the action element type.

12 . The system as recited in claim 11 , wherein validating the set of values comprises verifying that the information includes, for each of the fields, a corresponding value.

13 . The system as recited in claim 11 , the fields comprising at least one of: an icon identifier, a color, a label, or a description.

14 . The system as recited in claim 11 , wherein validating the set of fields comprises validating, for at least one of the fields, a type of a corresponding value.

15 . A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising computer-readable instructions configurable to cause:

providing, for presentation by a client device, a first graphical user interface (GUI) identifying one or more user selectable process flow types;

processing a message received from the client device, the message indicating a selection of a process flow type of the user selectable process flow types;

responsive to the message, obtaining information corresponding to the selected process flow type, the information including one or more headers, the information identifying, for at least a first header of the headers, one or more action element types, each action element type corresponding to a set of computer-readable instructions configurable to execute a corresponding action;

providing, for display by the client device using the obtained information, a second GUI including the headers and including, for the first header, one or more user selectable options corresponding to the one or more action element types;

processing an indication of a selection of one of the user selectable options corresponding to an action element type of the one or more action element types, the indication of the selection being received from the client device;

processing an indication of a position, within a layout representing a process flow of the selected process flow type, at which an element representing the action element type is to be positioned; and

providing, for display by the client device, an element representing the action element type at the position within the layout.

16 . The computer program product as recited in claim 15 , the computer-readable instructions further configurable to cause:

before providing the first GUI identifying the one or more user selectable process flow types based, at least in part, on a user profile associated with a user of the client device;

responsive to processing the message, transmitting a query identifying the selected process flow type via an application programming interface (API);

wherein the information is obtained responsive to the query.

17 . The computer program product as recited in claim 15 , the computer-readable instructions further configurable to cause:

executing the process flow, wherein executing the process flow includes calling an application programming interface (API) corresponding to the action element type.

18 . The computer program product as recited in claim 15 , the information including, for each of the action element types, a set of values corresponding to one or more fields associated with the action element type, the computer-readable instructions further configurable to cause:

for at least one of the action element types, validating the set of values corresponding to the fields associated with the action element type.

19 . The computer program product as recited in claim 18 , wherein validating the set of values comprises verifying that the information includes, for each of the fields, a corresponding value.

20 . The computer program product as recited in claim 18 , the fields comprising at least one of: an icon identifier, a color, a label, or a description.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 21, 2021
From: MASON, PAUL ANTHONY; BAILEY, SAMUEL WILLIAM; REYNARD, SAMANTHA; D'SOUZA, DEREK; YU, LOVI
To: SALESFORCE.COM, INC.
Reel/Frame 055991/0610 →