Digital processing systems and methods for pre-populating templates in a tablature system

Patent metadata

Field	Value
Publication number	US-11537991-B2
Application number	US-202117243901-A
Country	US
Kind code	B2
Filing date	Apr 29, 2021
Priority date	May 1, 2020
Publication date	Dec 27, 2022
Grant date	Dec 27, 2022

Abstract

Systems, methods, and computer-readable media for generating a hybrid table template pre-populated with data pulled from preexisting tables are disclosed. The systems and methods may involve storing a customized hybrid table-template definition, wherein the hybrid table-template definition includes a table format and at least one pre-population rule linking at least one cell of the hybrid table template with at least one cell of a preexisting table populated with data; receiving a request to generate a new table using the hybrid table template definition; and following receipt of the request, generating the new table, wherein generating includes following a link to access real-time cell data from the preexisting table, and migrating the real-time cell data to the new table.

First claim

What is claimed is:

1. A system for generating a hybrid table-template pre-populated with data pulled from preexisting tables, the system comprising:
at least one processor configured to:
present an interface for defining a hybrid table-template definition, wherein the hybrid table-template definition includes a table format;
receive, via the interface, a selection of at least one cell of a preexisting table populated with data;
generate at least one pre-population rule associating at least one cell of the hybrid table-template with the at least one cell of a preexisting table populated with data;
present a board;
receive, via the board, a request to generate a new table using the hybrid table-template definition;
following receipt of the request, generate the new table, wherein generating includes:
following a link associated with the at least one pre-population rule to access real-time cell data from the preexisting table;
migrating the real-time cell data to the new table; and
updating the board to present the new table;
receive, via the updated board, a request to present the interface for defining the hybrid table-template definition;
receive, via the interface, a selection of at least one other cell of a preexisting table populated with data;
update the at least one pre-population rule based on the selection of the at least one other cell;
receive, via the new table, a request to add a new item to the new table:
migrate, by following the updated at least one pre-population rule, real-time cell data associated with the at least one other cell to the new item; and
update the new table to present the new item.

2. The system of claim 1 , wherein the real-time cell data is variable and wherein the at least one processor is configured such that when the real-time data is updated in the preexisting table, an update automatically occurs in the new table via the at least one pre-population rule.

3. The system of claim 1 , wherein the at least one pre-population rule associating at least one cell of the hybrid table-template with at least one cell of a preexisting table includes a plurality of pre-population rules associating a plurality of cells from a plurality of preexisting tables with the hybrid table-template.

4. The system of claim 1 , wherein the hybrid table-template includes a plurality of cells, a first portion of which are linked to a preexisting table via a corresponding pre-population rule and a second portion of which are unlinked to a preexisting table.

5. The system of claim 1 , wherein the at least one pre-population rule is configured for dependency on other data in the new table, and wherein pre-population occurs after other data is entered in the new table.

6. The system of claim 1 , wherein:
the at least one pre-population rule draws from at least one preexisting table a value comprising at least one of a capacity, a count, an identity, a budget, variable numerical data, a timeline value, a status value, and a progress value; and
the at least one processor is configured to pre-populate the new table with the value.

7. The system of claim 1 , wherein the at least one processor is further configured to:
store the hybrid table-template definition; and
receive a request to alter the stored hybrid table-template definition based on data in the new table.

8. The system of claim 7 , wherein the request to alter the stored hybrid table-template definition is based on a sub-selection of data in the new table.

9. 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 generating a hybrid table-template pre-populated with data pulled from preexisting tables, the operations comprising:
presenting an interface for defining a hybrid table-template definition, wherein the hybrid table-template definition includes a table format;
receiving, via the interface, a selection of at least one cell of a preexisting table populated with data;
generating at least one pre-population rule associating at least one cell of the hybrid table-template with at least one cell of a preexisting table populated with data;
presenting a board;
receiving, via the board, a request to generate a new table using the hybrid table-template definition;
following receipt of the request, generating the new table, wherein generating includes:
following a link associated with the at least one pre-population rule to access real-time cell data from the preexisting table;
migrating the real-time cell data to the new table; and
updating the board to present the new table;

receiving, via the updated board, a request to present the interface for defining the hybrid table-template definition;
receiving, via the interface, a selection of at least one other cell of a preexisting table populated with data;
updating the at least one pre-population rule based on the selection of the at least one other cell;
receiving, via the new table, a request to add a new item to the new table;
migrating, by following the updated at least one pre-population rule, real-time cell data associated with the at least one other cell to the new item; and
updating the new table to present the new item.

10. The non-transitory computer readable medium of claim 9 , wherein the real-time cell data is variable and wherein an update to real-time data automatically occurs in the new table via the at least one pre-population rule.

11. The non-transitory computer readable medium of claim 9 , wherein the at least one pre-population rule associating at least one cell of the hybrid table-template with at least one cell of a preexisting table includes a plurality of pre-population rules linking a plurality of cells from a plurality of preexisting tables with the hybrid table-template.

12. The non-transitory computer readable medium of claim 9 , wherein the hybrid table-template includes a plurality of cells, a first portion of which are linked to a preexisting table via a corresponding pre-population rule and a second portion of which are unlinked to a preexisting table.

13. The non-transitory computer readable medium of claim 9 , wherein the at least one pre-population rule is configured for dependency on other data in the new table, and wherein pre-population occurs after other data is entered in the new table.

14. The non-transitory computer readable medium of claim 9 , wherein:
the at least one pre-population rule draws from at least one preexisting table a value comprising at least one of a capacity, a count, an identity, a budget, variable numerical data, a timeline value, a status value, and a progress value;
and the operations further comprise pre-populating the new table with the value.

15. The non-transitory computer readable medium of claim 9 , wherein the operations further comprise:
storing the hybrid table-template definition; and
receiving a request to alter the stored hybrid table-template definition based on data in the new table.

16. The non-transitory computer readable medium of claim 15 , wherein the request to alter the stored hybrid table-template definition is based on a sub-selection of data in the new table.

17. A method for generating a hybrid tablc tcmplatc table-template pre-populated with data pulled from preexisting tables, the method comprising:
presenting an interface for defining a hybrid table-template definition, wherein the hybrid table-template definition includes a table format;
receiving, via the interface, a selection of at least one cell of a p

Assignees

• Monday Com Ltd

Inventors

• Morad Oron
• Yehuda Dor
• Kaiser Oron
• Lereya Daniel

Classifications

• G06F9/542

  Event management; Broadcasting; Multicasting; Notifications · CPC title

• G06F11/3409

  for performance assessment · CPC title

• G06F16/2365

  Ensuring data consistency and integrity · CPC title

• G06T11/60

  Creating or editing images; Combining images with text · CPC title

• G06F16/23

  Updating · CPC title