IP Library Granted Patent US 11,941,230
Granted Patent B2
US 11,941,230 · App. 17/323,469 · Granted Mar 26, 2024

Multiple stakeholders for a single business process

Inventors: Mangesh P. Bhandarkar (Mountain View, CA); Michael K. Dewey (San Francisco, CA)
Assignee: Salesforce, Inc.
G06F3/0484G06F3/048G06Q10/10
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Quick Facts
Patent No.
US 11,941,230
App. No.
17/323,469
Granted
Mar 26, 2024
Kind
B2
Abstract

Methods and apparatus, including computer program products, implementing and using techniques for providing a customized representation of a business process involving one or more organizational entities that are accessible through a network. A user interface that can display a customized representation of a business process is provided. User information, including user privileges associated with the business process, is stored in a central repository that is accessible through the network. A request to view the business process is received from a first user through the user interface. The user privileges for the first user are retrieved from the central repository. A customized representation of the business process is displayed with the user interface. The customized representation is in compliance with the retrieved user privileges for the first user.

Claims (47)

1. A computer-implemented method for providing a customized representation of a business process involving one or more organizational entities, the method comprising:

providing a user interface operable to display the customized representation of the business process having a configurable flow, the business process including a set of operations to be performed by the one or more organizational entities;

storing user information, including user privileges associated with the business process, in a central repository, wherein the user privileges are indicative of which users of the user interface have permission to modify the associated business process;

receiving a request from a first user through the user interface to view the business process;

providing the customized representation of the business process for presentation in the user interface, the customized representation of the business process including a graphical representation of each operation in the set of operations to be performed by the one or more organizational entities, each operation in the set of operations having associated user privileges, a first operation in the set of operations being represented by a first graphical object, the customized representation of the business process being in compliance with first user privileges for the first user; and

modifying the customized representation of the business process to make a corresponding change in operations of business activity to be performed by the one or more organizational entities, responsive to interaction by the first user with the graphical representation in compliance with the first user privileges of the first user.

2. The method of claim 1 , further comprising: modifying code corresponding to the business process when the first user moves a first operation block from a first location in the customized representation to a second location in the customized representation and when movement of the first operation block complies with the first user privileges for the first user.

3. The method of claim 2 , further comprising:

denying a modification of the business process when a requested modification does not comply with the first user privileges.

4. The method of claim 1 , wherein the user interface is further operable to provide a text editing interface to modify code used to implement an operation in the set of operations, in compliance with the first user privileges for the first user.

5. The method of claim 4 , further comprising:

modifying code used to implement operation from the set of operations when the first user edits the text of the operation, in compliance with the first user privileges for the first user.

6. The method of claim 5 , wherein the code used to implement the operation is expressed in Extended Markup Language (XML).

7. The method of claim 1 , wherein the user interface provides a palette that includes flow control operation blocks for composing or modifying an operation from the set of operations.

8. The method of claim 1 , wherein the user interface provides a palette that includes error handling operation blocks for composing or modifying a child operation block.

9. The method of claim 1 , further including the first user having a role, wherein supported roles include a business analyst role, a developer role, and an information technology professional role, and default user permissions for viewing and editing are differentiated among the supported roles.

10. The method of claim 1 , wherein modifying the customized representation of the business process to make a corresponding change in operations of business activity to be performed by the one or more organizational entities responsive to interaction by the first user with the graphical representation in compliance with the first user privileges of the first user comprises:

responsive to the interaction, determining, based on the first user privileges, whether the first user has permission to make the corresponding modification to the one or more operations; and

based on the determination, either i) modifying the customized representation of the business process in accordance with the interaction if the first user has permission, or ii) rejecting the modification if the first user does not have permission.

11. A non-transitory machine-readable storage medium having stored therein instructions operable to cause a computer to perform a set of operations of a method of providing a customized representation of a business process involving one or more organizational entities, the method comprising:

providing a user interface operable to display the customized representation of the business process having a configurable flow, the business process including a set of operations to be performed by the one or more organizational entities;

storing user information, including user privileges associated with the business process, in a central repository, wherein the user privileges are indicative of which users of the user interface have permission to modify the associated business process;

receiving a request from a first user through the user interface to view the business process;

providing the customized representation of the business process for presentation in the user interface, the customized representation of the business process including a graphical representation of each operation in the set of operations to be performed by the one or more organizational entities, each operation in the set of operation having associated user privileges, a first operation in the set of operations being represented by a first graphical object, the customized representation of the business process being in compliance with retrieved user privileges for the first user; and

modifying the customized representation of the business process to make a corresponding change in operations of business activity to be performed by the one or more organizational entities, responsive to interaction by the first user with the graphical representation in compliance with the first user privileges of the first user.

12. The non-transitory machine-readable medium of claim 11 , having further instructions stored therein operable to cause a computer to perform the set of operations further comprising:

modifying code corresponding to the business process when the first user moves a first operation block from a first location in the customized representation to a second location in the customized representation and when movement of the first operation block complies with the first user privileges for the first user.

13. The non-transitory machine-readable medium of claim 12 , having further instructions stored therein operable to cause a computer to perform the set of operations further comprising:

denying a modification of the business process when a requested modification does not comply with the first user privileges.

14. The non-transitory machine-readable medium of claim 13 , having further instructions stored therein operable to cause a computer to perform the set of operations, wherein the user interface is further operable to provide a text editing interface to modify code used to implement an operation in the set of operations, in compliance with the first user privileges for the first user.

15. The non-transitory machine-readable medium of claim 14 , having further instructions stored therein operable to cause a computer to perform the set of operations, further comprising:

modifying code used to implement the operation from the set of operations when the first user edits the text of the operation, in compliance with the first user privileges for the first user.

16. The non-transitory machine-readable medium of claim 14 , having further instructions stored therein operable to cause a computer to perform the set of operations, wherein the code used to implement the operation is expressed in Extended Markup Language (XML).

17. The non-transitory machine-readable medium of claim 11 , wherein the user interface provides a palette that includes flow control blocks for composing or modifying an operation from the set of operations.

18. The non-transitory machine-readable medium of claim 11 , wherein modifying the customized representation of the business process to make a corresponding change in operations of business activity to be performed by the one or more organizational entities responsive to interaction by the first user with the graphical representation in compliance with the first user privileges of the first user comprises:

responsive to the interaction, determining, based on the first user privileges, whether the first user has permission to make the corresponding modification to the one or more operations; and

based on the determination, either i) modifying the customized representation of the business process in accordance with the interaction if the first user has permission, or ii) rejecting the modification if the first user does not have permission.

19. A system for providing a customized representation of a business process involving a plurality of organizational entities, the system comprising:

a machine-readable storage medium to store a design application and user information, including user privileges associated with the business process, wherein the user privileges are indicative of which users have permission to modify the associated business process; and

a processor coupled to the machine-readable storage medium, the processor to execute the design application, the design application to:

provide a user interface for displaying the customized representation of the business process having a configurable flow, the business process including a set of operations to be performed by one or more organizational entities;

receive a request from a first user through the user interface to view the business process;

provide the customized representation of the business process for presentation in the user interface, the customized representation of the business process including a graphical representation of each operation in the set of operations to be performed by the one or more organizational entities, each operation in the set of operations having associated user privileges, a first operation in the set of operation being represented by a first graphical object, the customized representation the business process being in compliance with first user privileges for the first user; and

modify the customized representations of the business process to make a corresponding change in operations of business activity to be performed by the one or more organizational entities, responsive to interaction by the first user with the graphical representation in compliance with the first user privileges of the first user.

20. The system of claim 19 , the design application further to:

responsive to the interaction, determine, based on the first user privileges, whether the first user has permission to make the corresponding modification to the one or more operations; and

based on the determination, either i) modify the customized representation of the business process in accordance with the interaction if the first user has permission, or ii) reject the modification if the first user does not have permission.

Assignments (1)
CHANGE OF NAME Recorded Feb 17, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 062794/0656 →
Continuity (4)
Continuation 15589855 · May 8, 2017
Continuation 11014149 · Dec 15, 2004
Provisional Application 60615306 · Oct 1, 2004
Related Publication 20210333959A1 · Oct 28, 2021