Automatically matching start criteria and completion criteria of a walkthrough for an application or online service

Patent metadata

Field	Value
Publication number	US-10915299-B2
Application number	US-201514885296-A
Country	US
Kind code	B2
Filing date	Oct 16, 2015
Priority date	Oct 16, 2015
Publication date	Feb 9, 2021
Grant date	Feb 9, 2021

Abstract

Disclosed are examples of systems, apparatus, methods and computer program products for automatically matching start criteria and completion criteria of a walkthrough for an application or an online service. A database storing data objects identifying walkthroughs and walkthrough stages can be maintained. An indication can be received that walkthrough stages of a first walkthrough in the database have been added, removed, or modified. It can be determined that a first completion criterion associated with a first walkthrough stage of the first walkthrough and a first start criterion associated with a second walkthrough stage of the first walkthrough do not match. The first start criterion and the first completion criterion can be processed to generate a matched start criterion and a matched completion criterion. The first start criterion and the first completion criterion can be replaced with the matched start criterion and the matched completion criterion to generate a modified walkthrough.

First claim

What is claimed is:

1. A system comprising:
a database storing data objects identifying walkthroughs and walkthrough stages, each walkthrough comprising a plurality of sequentially ordered walkthrough stages to define a respective interactive training presentation displayable in a user interface on a display device for training a user, each walkthrough stage having an associated start criterion specifying one or more conditions under which the associated walkthrough stage is configured to start and each walkthrough stage having an associated completion criterion specifying one or more conditions under which the associated walkthrough stage is configured to be completed; and
one or more servers in communication with the database, the one or more servers comprising one or more processors operable to cause:
automatically determining, in response to receiving an indication that one or more walkthrough stages of a first walkthrough has been added, removed, or modified, that a first completion criterion associated with a first walkthrough stage of the first walkthrough and a first start criterion associated with a second walkthrough stage of the first walkthrough do not match, the first walkthrough stage preceding the second walkthrough stage;
automatically generating, responsive to determining that the first start criterion and the first completion criterion do not match, a matched start criterion and a matched completion criterion, the matched start criterion and the matched completion criterion being automatically generated without user input by at least:
identifying a network address of a second web page configured to display the second walkthrough stage, and
processing source code of a first web page configured to display the first walkthrough stage to identify in the source code one or more links to the network address of the second web page, the one or more links being identified in one or more of: an anchor tag, a JavaScript click handler, a form action, or a navigation map of the source code of the first web page;

automatically replacing the first start criterion with the matched start criterion and replacing the first completion criterion with the matched completion criterion to generate a modified walkthrough;
providing, responsive to generating the modified walkthrough, a preview of the modified walkthrough, the preview configured to be interacted with using a client device for validation and/or modification of the modified walkthrough; and
storing the modified walkthrough as a data file in the database.

2. The system of claim 1 , the one or more processors further operable to cause:
determining that a version of the first walkthrough has been updated;
identifying, responsive to determining that the version of the first walkthrough has been updated, a plurality of mismatched start and completion criteria; and
replacing the plurality of mismatched start and completion criteria with a plurality of matched start and completion criteria.

3. The system of claim 1 , the one or more processors further operable to cause:
displaying a visual indicator on a display of a computing device, the visual indicator indicating that the first start criterion and the first completion criterion do not match.

4. The system of claim 1 , the one or more processors further operable to cause:
providing, to the client device, data capable of being processed by a processor of the client device to display a presentation of the preview.

5. The system of claim 1 , wherein the first start criterion and the first completion criterion are processed to generate the matched start criterion and the matched completion criterion based on a preference list.

6. The system of claim 1 , the one or more processors further operable to cause:
determining, in response to receiving a further indication that one or more further stages of the first walkthrough has been added, removed, or modified, that a second completion criterion associated with a third walkthrough stage of the first walkthrough and a second start criterion associated with a fourth walkthrough stage of the first walkthrough match, the third walkthrough stage preceding the fourth walkthrough stage; and
adding, removing, or modifying, responsive to determining that the second completion criterion and the second start criterion match, the one or more further stages with respect to the first walkthrough.

7. The system of claim 1 , the one or more processors further operable to cause:
determining, in response to receiving a further indication that one or more further stages of the first walkthrough has been removed, that the one or more further stages are one or more final stages of the first walkthrough; and
removing, responsive to determining that the one or more further stages are one or more final stages, the one or more further stages from the first walkthrough.

8. A method comprising:
providing, by one or more servers associated with a database system, access to a database storing data objects identifying walkthroughs and walkthrough stages, each walkthrough comprising a plurality of sequentially ordered walkthrough stages to define a respective interactive training presentation displayable in a user interface on a display device for training a user, each walkthrough stage having an associated start criterion specifying one or more conditions under which the associated walkthrough stage is configured to start and each walkthrough stage having an associated completion criterion specifying one or more conditions under which the associated walkthrough stage is configured to be completed;
receiving an indication that one or more walkthrough stages of a first walkthrough has been added, removed, or modified;
automatically determining, in response to receiving the indication that the one or more walkthrough stages of the first walkthrough has been added, removed, or modified, that a first completion criterion associated with a first walkthrough stage of the first walkthrough and a first start criterion associated with a second walkthrough stage of the first walkthrough do not match, the first walkthrough stage preceding the second walkthrough stage;
automatically generating, responsive to determining that the first start criterion and the first completion criterion do not match, a matched start criterion and a matched completion criterion, the matched start criterion and the matched completion criterion being automatically generated without user input by at least:
identifying a network address of a second web page configured to display the second walkthrough stage, and
processing source code of a first web page configured to display the first walkthrough stage to identify in the source code one or more links to the network address of the second web page, the one or more links being identified in one or more of: an anchor tag, a JavaScript click handler, a form action, or a navigation map of the source code of the first web page;

automatically replacing the first start criterion with the matched start criterion and replacing the first completion criterion with the matched completion criterion to generate a modified walkthrough;
providing, responsive to generating the modified walkthrough, a preview of the modified walkthrough, the preview configured to be interacted with using a client device for validation and/or modification of the modified walkthrough; and
storing the modified walkthrough as a data file in the database.

9. The method of claim 8 , further comprising:
determining that a version of the first walkthrough has been updated;
identifying, responsive to determining that the version of the first walkthrough has been updated, a plurality of mismatched start and completion crit

Assignees

• Salesforce Com Inc

Inventors

• Jemiolo Daniel Everett
• Wagner Jason
• Burr Michael

Classifications

• G06F8/20 Primary

  Software design · CPC title

• G06F8/36

  Software reuse · CPC title

• G06F16/954

  Navigation, e.g. using categorised browsing · CPC title

• G06F9/44505

  Configuring for program initiating, e.g. using registry, configuration files · CPC title