Systems and methods for generating custom dynamic view layouts and view layout profiles
Systems and methods for generation, categorization and rendering of custom dynamic view layouts of secure customer data of a data storage, including systems and methods for generation and management of multiple view layouts of secure customer data enabled using a view layout profile. Custom dynamic view layouts are established, wherein each custom dynamic view layout corresponds to a data object type and comprises at least one page including one or more sections used to organize a subset of a data object of the data object type from the data storage. Custom dynamic view layouts are assigned to view layout profiles. The view layout profile is referenced to identify a matching object type to the accessed data object record from the data storage. The matching custom view layout is used to render and display the subset of data fields defined in the identified approved custom dynamic view layout.
1 . A computer-implemented method for generation, categorization and rendering of custom dynamic view layout of secure customer data of a data storage, comprising:
accessing a first data object with a first data object type from the data storage upon successful authentication of a first user ID;
establishing a first custom dynamic view layout, wherein the first custom dynamic view layout corresponds to a second data object type and comprises at least one page including one or more sections used to organize a subset of a second data object of the second data object type from the data storage;
establishing a second custom dynamic view layout, wherein the second custom dynamic view layout corresponds to a third data object type and comprises at least one page including one or more sections used to organize a subset of a third data object of the third data object type from the data storage;
determining whether a view layout profile is enabled for the first user ID, wherein the view layout profile defines a list of approved custom dynamic view layouts corresponding to an object type of a data object for the first user ID;
assigning the first custom dynamic view layout to the view layout profile for the first user ID;
assigning the second custom dynamic view layout to the view layout profile for the first user ID;
comparing the first data object type, the second data object type and third data object type to identify an approved custom dynamic view layout corresponding to the object type of a data object for the first user ID that matches the first data object type of the accessed first data object from the data storage;
retrieving a subset of data fields of the first data object defined in the identified approved custom dynamic view layout;
enforcing layout rules defined in the identified approved custom dynamic view layout; and
rendering the subset of data fields of the first data object defined in the identified approved custom dynamic view layout and displaying the rendered identified approved custom dynamic view layout to a display.
2 . The computer-implemented method of claim 1 above, wherein each section of the first custom dynamic view layout includes a set of related data fields from the second data object.
3 . The computer-implemented method of claim 1 above, wherein the first custom dynamic view layout has multiple pages with each page having one or more sections including a set of related data fields of the second data object from the data storage.
4 . The computer-implemented method of claim 3 above, wherein each section of the second custom dynamic view layout includes a set of related data fields from the second data object.
5 . The computer-implemented method of claim 3 above, wherein the second custom dynamic view layout has multiple pages with each page having one or more sections including a set of related data fields of the second data object from the data storage.
6 . The computer-implemented method of claim 1 above, further comprising:
categorizing the first custom dynamic view layout according to a role or functionality.
7 . The computer-implemented method of claim 1 above, wherein the data storage is a customer relationship management (CRM) system.
8 . The computer-implemented method of claim 1 above, further comprising: determining whether an object type view layout is defined in the system corresponding to the first data object type of the first data object of the data storage.
9 . The computer-implemented method of claim 1 above, further comprising: when the first data object type does not match the second data object type and third data object type, determining whether an object type view layout is defined in the system corresponding to the first data object type of the first data object of the data storage.
10 . The computer-implemented method of claim 1 above, further comprising:
assigning the first custom dynamic view layout as a primary view layout in the view layout profile for the first user ID.
11 . The computer-implemented method of claim 10 above, further comprising:
assigning the second custom dynamic view layout as a secondary view layout in the view layout profile for the first user ID.
12 . The computer-implemented method of claim 11 above, further comprising:
rendering the subset of data fields of the data object according to the second custom dynamic view layout.
13 . The computer-implemented method of claim 11 above, further comprising:
displaying the primary view layout first on the display by default.
14 . The computer-implemented method of claim 10 above, further comprising:
rendering the subset of data fields of the first data object according to the first custom dynamic view layout.
15 . The computer-implemented method of claim 10 above, further comprising:
displaying the secondary view layout after displaying the primary view layout on the display by default.
16 . The computer-implemented method of claim 1 above, further comprising: determining whether an object type view layout is defined as default in the system corresponding to the first data object type of the first data object of the data storage.
17 . The computer-implemented method of claim 1 above, further comprising: when the first data object type does not match the second data object type and third data object type, determining whether an object type view layout is defined as default in the system corresponding to the first data object type of the first data object of the data storage.
18 . The computer-implemented method of claim 1 above, further comprising:
storing a component that defines the view layout profile for the first user ID, wherein the component defines a string label, string name, string description, and boolean active attribute.
19 . The computer-implemented method of claim 18 above, further comprising:
storing a subcomponent that defines an object layout, wherein the subcomponent defines a string label, string name, component reference object, component reference object type, component reference page layout, and record creation layout with reference to page layout attribute.