Displaying a database record in a chat platform

Patent metadata

Field	Value
Publication number	US-11522824-B2
Application number	US-202016926166-A
Country	US
Kind code	B2
Filing date	Jul 10, 2020
Priority date	Jul 10, 2020
Publication date	Dec 6, 2022
Grant date	Dec 6, 2022

Abstract

Provided herein are system, apparatus, device, method and/or computer program product embodiments, and/or combinations and sub-combinations thereof for displaying a database record in a chat platform. In a given embodiment, a server may detect a request to launch a search window, including an input field. The server may cause the display of the search window, including the input field, in response to detecting the request to launch the search window. The server may receive a string via the input field. The server may query a database for a database record matching the string. The server may receive a selection of the database record from the chat participant. The server may cause display of a subset of fields of the database record in the chat session.

First claim

What is claimed is:

1. A method comprising:
detecting, by one or more computing devices, a request to launch a search window comprising an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants communicating in real-time via an instant messaging interface;
causing, by the one or more computing devices, display of the search window based on the request to launch the search window;
receiving, by the one or more computing devices, a string via the input field;
transmitting, by the one or more computing devices, a query including the string to a database, wherein based on a modification of the string, the query is automatically updated with the modified string;
retrieving, by the one or more computing devices, based on the query, a result that comprises a database record matching the modified string, wherein the query is automatically updated for each character received from the modified string;
causing, by the one or more computing devices, display of the result that comprises the database record in the search window;
receiving, by the one or more computing devices, via the search window, a selection of the database record;
retrieving, by the one or more computing devices, based on the selected database record, a permission setting for each of the two or more chat participants;
determining, by the one or more computing devices, a subset of fields of the database record that each chat participant of the two or more chat participants may view based on the permission setting for each chat participant of the two or more chat participants; and
causing, by the one or more computing devices, display of the subset of fields of the database record to each of the two or more chat participants in the chat session, wherein the subset of fields of the database record are editable within the chat session by each of the two or more chat participants.

2. The method of claim 1 , wherein the automatic update of the query includes: identifying a first database record based on a first portion of the string; and identifying a second database record based on the first portion of the string and a second portion of the string, and wherein the second portion of the string is received after the first portion of the string.

3. The method of claim 1 , wherein the chat platform includes a message composer configured to receive messages to be transmitted in the chat session.

4. The method of claim 3 , further comprising;
detecting, by one or more computing devices, input of a predetermined character in the message composer; and
causing, by the one or more computing devices, display of a list of chat participants in response to detecting input of the predetermined character.

5. The method of claim 1 , wherein detecting the request to launch the search window is in response to receiving a selection of a button.

6. The method of claim 1 , further comprising retrieving, by the one or more computing devices, the subset of fields from the database in response to receiving the selection of the database record.

7. The method of claim 1 , wherein the subset of fields of the database record is displayed in the chat session as a unitary user interface element.

8. The method of claim 1 , wherein the chat session includes transmissions between the two or more chat participants.

9. A system comprising:
a memory;
a processor coupled to the memory, the processor configured to:
detect a request to launch a search window comprising an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants communicating in real-time via an instant messaging interface;
cause, based on the request to launch the search window, display of the search window;
receive a string via the input field;
transmit a query including the string to a database, wherein based on a modification of the string the query is automatically updated with the modified string;
retrieve, based on the query, a result that comprises a database record matching the modified string, wherein the query is automatically updated for each character received from the modified string;
cause display of the result that comprises the database record in the search window;
receive, via the search window, a selection of the database record;
retrieve, based on the selected database record, a permission setting for each of the two or more chat participants;
determine a subset of fields of the database record that each chat participant of the two or more chat participants may view based on the permission setting for each chat participant of the two or more chat participants; and
cause display of the subset of fields of the database record to each of the two or more chat participants in the chat session, wherein the subset of fields of the database record are editable within the chat session by each of the two or more chat participants.

10. The system of claim 9 , wherein the automatic update of the query includes: identifying a first database record based on a first portion of the string; and identifying a second database record based on the first portion of the string and a second portion of the string, and wherein the second portion of the string is received after the first portion of the string.

11. The system of claim 9 , wherein the chat platform includes a message composer configured to receive messages to be transmitted in the chat session.

12. The system of claim 11 , the processor further configured to:
detect input of a predetermined character in the message composer; and
cause a list of chat participants to be displayed in response to detecting input of the predetermined character.

13. The system of claim 9 , wherein detecting the request to launch the search window is in response to receiving a selection of a button.

14. The system of claim 9 , the processor being further configured to retrieve the subset of fields from the database in response to receiving the selection of the database record.

15. The system of claim 9 , wherein the subset of fields of the database record is displayed in the chat session as a unitary user interface element.

16. The system of claim 9 , wherein the chat session includes transmissions between the two or more chat participants.

17. A non-transitory computer-readable medium having instructions stored thereon, execution of which, by one or more processors of a device, cause the one or more processors to perform operations comprising:
detecting a request to launch a search window comprising an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants communicating in real-time via an instant messaging interface;
causing, based on the request to launch the search window, display of the search window;
receiving a string via the input field;
transmitting a query including the string to a database, wherein based on a modification of the string the query is automatically updated with the modified string;
retrieving, based on the query, a result that comprises a database record matching the modified string, wherein the query is automatically updated for each character received from the modified string;
causing display of the result that comprises the database record in the search window;
receiving, via the search window, a selection of the database record;
retrieving, based on the selected database record, a permission setting for each of the two or more chat participants;
determining a subset of fields of the database record

Assignees

• Salesforce Com Inc
• Salesforce Inc

Inventors

• Botwick Nate
• Khuc Anh
• Cronin Ben
• Chan Matt
• Masterson Chris
• Engelberg Dave
• Berlin Diana
• Hade Merwan
• Brock John
• Chung Andy
• Edmund Justin
• Lee Norris

Classifications

• H04L51/046

  Interoperability with other network applications or services · CPC title

• G06F16/176 Primary

  Support for shared access to files; File sharing support · CPC title

• H04L51/216

  Handling conversation history, e.g. grouping of messages in sessions or threads · CPC title

• H04L51/42 Primary

  Mailbox-related aspects, e.g. synchronisation of mailboxes · CPC title

• G06F16/9032

  Query formulation · CPC title