Configuring components in a display template based on a user interface type

Patent metadata

Field	Value
Publication number	US-10901593-B2
Application number	US-201816138943-A
Country	US
Kind code	B2
Filing date	Sep 21, 2018
Priority date	Sep 21, 2018
Publication date	Jan 26, 2021
Grant date	Jan 26, 2021

Abstract

Methods, systems, and devices for configuring components in a display template based on a user interface type are described. A template customization application may support configuration of a display template corresponding to multiple user interface types. A user may customize the display template by adding a component to the display template (e.g., where the display template is displayed by the template customization application according to a specific user interface type view). The template customization application may determine whether the added component supports rendering for the current user interface type and may display the component in the template based on the determination (e.g., either as a functional component or as a placeholder). Each user interface type supported by the template may be defined in a single underlying metadata file, so adding the component into one view will automatically add the component for all of the supported the user interface types.

First claim

What is claimed is:

1. A method for configuring components of a user interface by a processor, comprising:
identifying, at a template customization application, a user interface type from a plurality of user interface types for a display template, the display template comprising a single underlying metadata file corresponding to all of the plurality of user interface types;
receiving a user input indicating a component to add to the display template from a plurality of components defined in the template customization application, wherein each component of the plurality of components corresponds to a single respective metadata file defining the component for all user interface types, of the plurality of user interface types, that are supported by the component, and wherein at least one component of the plurality of components corresponds to a single respective metadata file defining the at least one component for two or more user interface types;
determining that the component supports rendering in the identified user interface type;
identifying a visibility rule indicating to not render the component in the identified user interface type; and
displaying a placeholder version of the component in the display template based at least in part on the determination and the visibility rule.

2. The method of claim 1 , further comprising:
receiving an additional user input indicating the visibility rule for the component.

3. The method of claim 1 , further comprising
determining that an additional component supports rendering in the identified user interface type; and
displaying a functional version of the additional component in the display template based at least in part on the determination that the additional component supports rendering in the identified user interface type.

4. The method of claim 1 , further comprising
determining that an additional component does not support rendering in the identified user interface type; and
displaying a placeholder version of the additional component in the display template based at least in part on the determination that the additional component does not support rendering in the identified user interface type, wherein the placeholder version of the additional component indicates that rendering for the identified user interface type of the display template is not supported by the additional component.

5. The method of claim 1 , further comprising:
switching from the identified user interface type for the display template to a second user interface type of the plurality of user interface types for the display template;
determining whether each component displayed in the display template supports rendering in the second user interface type; and
modifying display of at least one component displayed in the display template based at least in part on the determining whether each component displayed in the display template supports rendering in the second user interface type.

6. The method of claim 5 , wherein modifying the display of the at least one component displayed in the display template comprises:
changing the at least one component displayed in the display template from a placeholder version of the at least one component displayed in the display template to a functional version of the at least one component displayed in the display template based at least in part on the at least one component displayed in the display template not supporting rendering in the identified user interface type and supporting rendering in the second user interface type, changing the at least one component displayed in the display template from the functional version of the at least one component displayed in the display template to the placeholder version of the at least one component displayed in the display template based at least in part on the at least one component displayed in the display template supporting rendering in the identified user interface type and not supporting rendering in the second user interface type, or adaptively changing the at least one component displayed in the display template from a first display variant corresponding to the identified user interface type to a second display variant corresponding to the second user interface type.

7. The method of claim 1 , wherein determining that the component supports rendering in the identified user interface type comprises:
retrieving a tag value from a single metadata file defining the component for all user interface types, of the plurality of user interface types, that are supported by the component, wherein the tag value indicates which user interface types the component supports rendering in.

8. The method of claim 7 , wherein the tag value, the single metadata file, or both are editable by a developer.

9. The method of claim 1 , further comprising:
storing a form factor map in memory, the form factor map comprising associations between page types and supported user interface types; and
determining a set of supported user interface types based at least in part on a page type for customization in the template customization application and the form factor map.

10. The method of claim 3 , wherein determining that the additional component supports rendering in the identified user interface type comprises:
determining a display variant for the additional component corresponding to the identified user interface type, wherein the functional version of the additional component is displayed in the display template according to the display variant.

11. The method of claim 1 , further comprising:
receiving an additional user input indicating a logical rule for an additional component; and
displaying the additional component in the display template based at least in part on the logical rule and one or more variable inputs to the logical rule.

12. The method of claim 11 , wherein the one or more variable inputs to the logical rule comprise a user identifier for a user accessing an application that utilizes the display template, a role for the user accessing the application that utilizes the display template, a data value associated with the application that utilizes the display template, a current user interface type running the application that utilizes the display template, a permission set associated with the application that utilizes the display template, or a combination thereof.

13. The method of claim 1 , wherein the user interface type comprises a form factor type, a device type, or a combination thereof.

14. The method of claim 1 , wherein the display template supports the plurality of user interface types based at least in part on a user configuration.

15. The method of claim 1 , wherein the user input indicating the component to add to the display template comprises the user selecting the component from a displayed list comprising the plurality of components defined in the template customization application and performing a drag and drop operation to position the component within the display template.

16. The method of claim 1 , wherein the display template comprises information associated with a data record stored in a database system, a homepage for a third-party application, a set of supported global actions, a user-specific homepage, an email application pane, or a combination thereof.

17. An apparatus for configuring components of a user interface, comprising:
a processor,
memory in electronic communication with the processor; and
instructions stored in the memory and executable by the processor to cause the apparatus to:
identify, at a template customization app

Assignees

• Salesforce Com Inc

Inventors

• Gonzalez Michael
• Varadarajan Adheip
• Dai Weiqing

Classifications

• G06F40/106

  Display of layout of documents; Previewing · CPC title

• G06F9/451

  Execution arrangements for user interfaces · CPC title

• G06F40/186 Primary

  Templates · CPC title

• G06F8/38

  for implementing user interfaces · CPC title

• G06F40/197

  Version control (for software G06F8/71) · CPC title