Dynamic resource management systems and methods

Patent metadata

Field	Value
Publication number	US-10609140-B2
Application number	US-201715688759-A
Country	US
Kind code	B2
Filing date	Aug 28, 2017
Priority date	Aug 28, 2017
Publication date	Mar 31, 2020
Grant date	Mar 31, 2020

Abstract

Computing systems, database systems, and related methods are provided for supporting dynamic resources. One exemplary method involves a resource server identifying a reference to an external source within a resource obtained from a resource database, retrieving data residing at the external source from a network using the reference, and generating a graphical representation of the resource at a client device communicatively coupled to the network. The graphical representation of the resource includes a graphical representation of the retrieved data at a location within the graphical representation of the resource corresponding to a location of the reference within the resource.

First claim

What is claimed is:

1. A method of visualizing resources maintained at a resource management system comprising a resource server and a resource database, the method comprising:
obtaining, by the resource server, an electronic file from the resource database;
identifying, by the resource server, an embedded reference corresponding to a field of a database object at a database system within a body of the electronic file by analyzing the body of the electronic file to identify a query statement for the field of the database object, wherein the database system is communicatively coupled to the resource server over a network;
initiating, by the resource server, a query for the field of the database object via a server of the database system using the query statement to retrieve first data residing at the database system; and
generating, by the resource server, a graphical representation of the body of the electronic file within an application at a client device communicatively coupled to the network, wherein:
the graphical representation of the body of the electronic file includes a graphical representation of the first data at a location within the graphical representation of the body of the electronic file corresponding to a location of the embedded reference within the body of the electronic file;
the graphical representation of the first data comprises a graphic that is automatically generated at the database system based on values of other fields of the database object; and
the graphical representation of the first data is dynamically updated in response to an update at the database system.

2. The method of claim 1 , further comprising the resource server polling the database system to identify the update to the first data.

3. The method of claim 1 , further comprising the resource server receiving a notification of the update from the database system.

4. The method of claim 1 , further comprising syncing the graphical representation of the first data to a referenced location at the database system corresponding to the embedded reference.

5. The method of claim 1 , wherein:
retrieving the first data comprises retrieving autogenerated content from the external source; and
the graphical representation of the first data comprises the autogenerated content.

6. A computer-readable medium having instructions stored thereon that are executable by a processing system of the resource server to perform the method of claim 1 .

7. A method comprising:
obtaining, by a document server, a document from a document database;
identifying, by the document server, an embedded reference corresponding to a field of a database object at a database system within a body of the document by analyzing text corresponding to the body of the document to identify a query statement for the field of the database object within the text, the database system being communicatively coupled to the document server over a network;
initiating, by the document server over the network, a query for the field of the database object via a server of the database system using the query statement to retrieve first data from the database system using the embedded reference;
generating, by the document server, a graphical representation of the document at a client device communicatively coupled to the network, wherein the graphical representation of the document includes a graphical representation of the first data at a location within the graphical representation of the document corresponding to a location of the embedded reference within the body of the document and the graphical representation of the first data comprises a graphic that is automatically generated at the database system based on values of other fields of the database object; and
dynamically updating, by the document server, the graphical representation of the first data at the location within the graphical representation of the document after an update to the first data at the database system.

8. The method of claim 7 , further comprising providing, by the document server, a word processing application including a word processor graphical user interface (GUI) display at the client device, wherein:
generating the graphical representation of the document comprises depicting one or more pages of the document within the word processor GUI display; and
the graphical representation of the first data is depicted at the location on a first page of the one or more pages corresponding to the location of the embedded reference within the body of the document.

9. The method of claim 7 , wherein dynamically updating the graphical representation of the first data comprises syncing the graphical representation of the document with a referenced location at the database system corresponding to the embedded reference.

10. The method of claim 7 , wherein the graphical representation of the document comprises text associated with one or more pages of the document depicted within a word processor graphical user interface (GUI) display at the client device, wherein the graphical representation of the first data is depicted within a subset of the text corresponding to a page of the one or more pages at the location on the page corresponding to the location of the embedded reference within the subset of the text.

11. The method of claim 10 , the embedded reference corresponding to a summary field of the database object at the database system, wherein retrieving the first data comprises the document server obtaining data associated with the summary field of the database object from the database system.

12. The method of claim 11 , wherein the first data comprises autogenerated text based on one or more additional fields of the database object.

13. The method of claim 11 , wherein the first data comprises a report or chart based on one or more additional fields of the database object.

14. A computing system comprising:
a resource database to maintain data associated with an electronic file, wherein the data includes an embedded reference within a body of the electronic file, the embedded reference corresponding to a field of a database object at a database system on a network; and
a resource server coupled to the resource database and the network to identify the embedded reference at a location within the body of the electronic file by analyzing the body of the electronic file to identify a query statement for the field of the database object, initiate a query for the field of the database object via a server of the database system using the query statement to retrieve external data from the database system on the network using the embedded reference, and generate a graphical representation of the electronic file at a client device based at least in part on the data, wherein the graphical representation of the electronic file includes a graphical representation of the external data at the location within a graphical representation of the data corresponding to a location of the embedded reference within a body of the electronic file, the graphical representation of the external data comprises a graphic that is automatically generated at the database system based on values of other fields of the database object, and the graphical representation of the external data is dynamically updated in response to an update at the database system.

15. The computing system of claim 14 , wherein the electronic file comprises an electronic document file and the data comprises text corresponding to a body of a document corresponding to the electronic document file.

16. The computing system of claim 15 , wherein th

Assignees

• Salesforce Com Inc

Inventors

• Vora Darshil Vipul
• Kwak Youngjun
• Hwang Alan Dawkuan
• Mastrodonato Alex
• Korpi Paul

Classifications

• G06F16/94

  Hypermedia (Hyperlinking G06F40/134) · CPC title

• H04L67/02

  based on web technology, e.g. hypertext transfer protocol [HTTP] · CPC title

• H04L67/1095 Primary

  Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes · CPC title

• G06F16/178

  Techniques for file synchronisation in file systems · CPC title

• H04L67/06

  specially adapted for file transfer, e.g. file transfer protocol [FTP] · CPC title