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

Patent metadata

Field	Value
Publication number	US-11537283-B2
Application number	US-202017131966-A
Country	US
Kind code	B2
Filing date	Dec 23, 2020
Priority date	Sep 21, 2018
Publication date	Dec 27, 2022
Grant date	Dec 27, 2022

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 running a template customization application at a processing device, comprising:
storing one or more metadata files defining one or more respective components, wherein a metadata file of the one or more metadata files defines, for a plurality of user interface types, a display parameter, a functional parameter, or both for a component of the one or more respective components;
storing an additional metadata file corresponding to a display template for the template customization application, the additional metadata file comprising references to a set of components;
receiving a request to run the template customization application at a user device;
sending, for display at the user device and in response to the request, the display template defined by the additional metadata file, wherein the display template is configured to display at least a functional version of a first component based at least in part on the display template supporting the first component in a first user interface type and a placeholder version of a second component based at least in part on the display template failing to support the second component in the first user interface type according to the referenced set of components;
modifying a respective metadata file defining the second component to add rendering support for the second component in the first user interface type; and
updating the display template based at least in part on the modifying, the updated display template configured to display a functional version of the second component based at least in part on the rendering support added to the respective metadata file defining the second component.

2. The method of claim 1 , further comprising:
receiving an indication of a user operating the user device selecting a third component to add to the display template; and
modifying the additional metadata file corresponding to the display template to add an additional reference to the third component based at least in part on the indication of the user selecting the third component to add to the display template.

3. The method of claim 1 , further comprising:
receiving a user input defining the rendering support for the second component in the first user interface type, wherein the modifying the respective metadata file defining the second component is based at least in part on the user input.

4. The method of claim 1 , further comprising:
receiving a user input indicating one or more visibility rules for the display template, wherein a visibility rule of the one or more visibility rules defines a visibility of a respective component of the one or more respective components in a user interface type of the plurality of user interface types.

5. The method of claim 4 , further comprising:
determining that an additional respective metadata file defining a third component indicates to render the third component in the first user interface type; and
determining that a first visibility rule of the one or more visibility rules indicates to refrain from rendering the third component in the first user interface type, wherein the display template is configured to display a placeholder version of the third component based at least in part on the first visibility rule.

6. The method of claim 1 , further comprising:
reading a tag value from a first respective metadata file defining the first component, wherein the tag value indicates in which user interface types of the plurality of user interface types the first component supports rendering; and
determining that the first component supports rendering in the first user interface type based at least in part on the tag value, wherein the display template is configured to display the functional version of the first component based at least in part on the determining.

7. The method of claim 6 , wherein the tag value, the respective metadata file defining the first component, or both are editable by a developer.

8. The method of claim 1 , further comprising:
receiving a user input indicating a logical rule for a third component, wherein the display template is configured to display a functional version of the third component, a placeholder version of the third component, a display variant of the third component, or a combination thereof based at least in part on the logical rule and one or more variable inputs to the logical rule.

9. The method of claim 8 , 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.

10. The method of claim 1 , further comprising:
receiving an indication of a user operating the user device selecting the first user interface type from a list comprising the plurality of user interface types displayed by the template customization application, wherein the display template is sent for display at the user device based at least in part on receiving the indication of the user selecting the first user interface type.

11. 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.

12. A method for running a template customization application at a processing device, comprising:
sending, for display in a user interface of a user device, a display template corresponding to a first user interface type of a plurality of user interface types supported by the display template, the display template comprising at least a first version of a component defined by a single metadata file for the first user interface type, wherein the single metadata file defines a plurality of versions of the component for the plurality of user interface types supported by the display template comprising at least a first display variant and a second display variant;
receiving a user input indicating a selection of a second user interface type of the plurality of user interface types supported by the display template;
switching, in the display template, from the first version of the component to a second version of the component in response to the user input, wherein the single metadata file additionally defines the second version of the component for the second user interface type, and wherein the switching comprises modifying the display template from being configured to display the first display variant of the component to being configured to display the second display variant of the component; and
sending, for display in the user interface of the user device, the display template corresponding to the second user interface type based at least in part on the switching.

13. The method of claim 12 , wherein receiving the user input indicating the selection of the second user interface type comprises:
receiving an indication of a user operating the user device selecting the second user interface type from a list comprising the plurality of user interface types displayed by the template customization application at the user device.

14. The method of claim 12 , wherein switching from the first version of the component to the second version of the component f

Assignees

• Salesforce Com Inc
• Salesforce Inc

Inventors

• Gonzalez Michael
• Varadarajan Adheip
• Dai Wenqing

Classifications

• G06F3/0482

  Interaction with lists of selectable items, e.g. menus · CPC title

• G06F3/04847 Primary

  Interaction techniques to control parameter settings, e.g. interaction with sliders or dials · CPC title

• G06F40/197

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

• G06F40/106

  Display of layout of documents; Previewing · CPC title

• G06F40/186 Primary

  Templates · CPC title