Digital processing systems and methods for smart table filter with embedded boolean logic in collaborative work systems

Patent metadata

Field	Value
Publication number	US-11275742-B2
Application number	US-202117243727-A
Country	US
Kind code	B2
Filing date	Apr 29, 2021
Priority date	May 1, 2020
Publication date	Mar 15, 2022
Grant date	Mar 15, 2022

Abstract

Systems, methods, and computer-readable media for automatically filtering data in complex tables are disclosed. The systems and methods may involve at least one processor that is configured to display multiple headings including a first heading and a second heading, receive a first selection of a first cell associated with the first heading, wherein the first cell may include a first category indicator, receive a second selection of a second cell associated with the first heading, wherein the second cell may include a second category indicator, receive a third selection of a third cell associated with the second heading, wherein the third cell may include a third category indicator, generate a logical filter for the complex table, and, in response to application of the logical filter, to cause a display of a filtered collection of items from the first group that contain the third category indicator.

First claim

What is claimed is:

1. A system for automatically filtering data in tables, the system comprising:
at least one processor configured to:
maintain a plurality of workflow management items, each workflow management item being associated with at least one category;
display a table containing a plurality of cells and multiple headings including a first heading and a second heading;
associate at least some of the cells in the table with at least some of the plurality of workflow management items;
receive a first selection of a first cell associated with the first heading, wherein the first cell includes a first category indicator associated with a first category of the workflow management items;
receive a second selection of a second cell associated with the first heading, wherein the second cell includes a second category indicator associated with a second category of the workflow management items;
receive a third selection of a third cell associated with the second heading, wherein the third cell includes a third category indicator associated with a third category of the workflow management items;
generate an “or” logical filter by performing operations including joining with an “or” the first category and the second category, the first category and the second category constituting a first group;
generate an “and” logical filter by performing operations including joining with an “and” the third category and the first group;
apply the “and” logical filter and the “or” logical filter to the table;
in response to application of the “and” logical filter and the “or” logical filter:
identify workflow management items associated with the first group and the third category;
extract information associated with the identified workflow management items;
alter the table using the extracted information in a manner causing a display of a filtered collection of items from the first group that contains the third category indicator; and

calculate and display a number of times that the first category indicator appears under the first heading.

2. The system of claim 1 , wherein the at least one processor is further configured to regenerate the “and” logical filter and the “or” logical filter in response to an input to provide additional filter options.

3. The system of claim 1 , wherein the at least one processor is further configured to reduce the displayed number of times following receipt of the second selection.

4. The system of claim 1 , wherein at least one processor is further configured to reduce the displayed number of times following receipt of the third selection.

5. The system of claim 1 , wherein the at least one processor is further configured to apply the “and” logical filter and the “or” logical filter in real time to each selection.

6. The system of claim 1 , wherein the at least one processor is further configured to cause the “and” logical filter and the “or” logical filter to be saved in memory for later application.

7. The system of claim 1 , wherein the at least one processor is further configured to cause the “and” logical filter and the “or” logical filter to be saved in a repository for application to a summary view of the table.

8. The system of claim 1 , wherein the at least one processor is further configured to generate a real time indicator of a number of received selections.

9. The system of claim 1 , wherein causing a display of the filtered collection includes displaying metadata associated with at least one item of the collection.

10. A non-transitory computer readable medium containing instructions that when executed by at least one processor, cause the at least one processor to perform operations for automatically filtering data in tables, the operations comprising:
maintaining a plurality of workflow management items, each workflow management item being associated with at least one category;
displaying a table containing a plurality of cells and multiple headings including a first heading and a second heading;
associating at least some of the cells in the table with at least some of the plurality of workflow management items;
receiving a first selection of a first cell associated with the first heading, wherein the first cell includes a first category indicator associated with a first category of the workflow management items;
receiving a second selection of a second cell associated with the first heading, wherein the second cell includes a second category indicator associated with a second category of the workflow management items;
receiving a third selection of a third cell associated with the second heading, wherein the third cell includes a third category indicator associated with a third category of the workflow management items;
generating an “or” logical filter by performing operations including joining with an “or” the first category and the second category, the first category and the second category constituting a first group;
generating an “and” logical filter by performing operations including joining with an “and” the third category and the first group;
applying the “and” logical filter and the “or” logical filter to the table;
in response to application of the “and” logical filter and the “or” logical filter:
identifying workflow management items associated with the first group and the third category;
extracting information associated with the identified workflow management items;
altering the table using the extracted information in a manner causing a display of a filtered collection of items from the first group that contains the third category indicator; and

calculating and displaying a number of times that the first category indicator appears under the first heading.

11. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise reducing the displayed number of times following receipt of the second selection.

12. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise reducing the displayed number of times following receipt of the third selection.

13. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise applying the “and” logical filter and the “or” logical filter in real time to each selection.

14. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise causing the “and” logical filter and the “or” logical filter to be saved in memory for later application.

15. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise causing the “and” logical filter and the “or” logical filter to be saved in a repository for application to a summary view of the table.

16. The non-transitory computer readable medium of claim 10 , wherein the operations further comprise generating a real time indicator of a number of received selections.

17. The non-transitory computer readable medium of claim 10 , wherein causing a display of the filtered collection includes displaying metadata associated with at least one item of the collection.

18. A method for automatically filtering data in tables, the method comprising:
maintaining a plurality of workflow management items, each workflow management item being associated with at least one category;
displaying a table containing a plurality of cells and multiple headings including a first heading and a second heading;
associating at least some of the cells in the table with at least some of the plurality of workflow management items;
receiving a first selection

Assignees

• Monday Com Ltd

Inventors

• Yehuda Dor
• Safrigin Sergei
• Ventura Ziv
• Lereya Daniel

Classifications

• G06F40/18 Primary

  of spreadsheets (form-filling G06F40/174) · CPC title

• G06Q10/103

  Workflow collaboration or project management · CPC title

• G06T11/26

  Drawing of charts or graphs · CPC title

• G06F18/22

  Matching criteria, e.g. proximity measures · CPC title

• G06F9/544

  Buffers; Shared memory; Pipes · CPC title