Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration
US-2020401762-A1 · Dec 24, 2020 · US
US11727065B2 · US · B2
| Field | Value |
|---|---|
| Publication number | US-11727065-B2 |
| Application number | US-202117207459-A |
| Country | US |
| Kind code | B2 |
| Filing date | Mar 19, 2021 |
| Priority date | Mar 19, 2021 |
| Publication date | Aug 15, 2023 |
| Grant date | Aug 15, 2023 |
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The present disclosure provides systems and methods for retaining bookmarks of a first document when a second document is saved using the first name of the first document. Upon receiving a request to save the second document using the first name, it is determined whether another document is saved using that particular name. If such a document exists, properties of bookmarks associated with the first document are compared to properties of the second document using a set of rules. If the set of rules are satisfied, indicating that the bookmarks are usable, then the second document is stored using the first name while retaining the bookmarks of the first document.
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What is claimed is: 1. A computer system, comprising: one or more processors; and one or more machine-readable medium coupled to the one or more processors and storing computer program code comprising sets of instructions executable by the one or more processors to: store a first document data object using a first name, the first document data object including a first bookmark identifier associated with a first set of bookmark data objects, each bookmark data object of the first set including a first set of properties and corresponding property values; store a second document data object using a second name, the second document data object being sourced from the first document data object and including a second bookmark identifier associated with a second set of bookmark data objects, each bookmark data object of the second set including a second set of properties and corresponding property values; obtain a request from a first client computer to store a third document data object, having third document data, using a requested name, the requested name being the same as the first name of the first document data object, wherein the third document data object is sourced from the second document data object and including a third bookmark identifier associated with a third set of bookmark data objects, each bookmark data object of the third set including a third set of properties and corresponding property values; determine, in response to the request, whether a stored document data object is stored using the requested name, the first document being stored using the requested name; determine, in response to the determination that the first document data object is stored using the requested name, whether to include the first bookmark identifier associated with the first set of bookmark data objects in the third document data object based on a set of rules identifying one or more properties of document data objects preventing the first bookmark identifier from returning a blank result set when associated with the third document data object, wherein the determination of whether to include the first bookmark identifier is based on a comparison of the first set of properties and corresponding property values of the first set of bookmark data objects and third properties and corresponding third property values of the third document data object to identify one or more third properties changed compared to the first properties; and store a modified third document data object including the first bookmark identifier based on the first set of properties and corresponding property values of the first set of bookmark data objects and the third properties and corresponding third property values of the third document data object satisfying the set of rules. 2. The computer system of claim 1 , wherein the computer program code further comprises sets of instructions executable by the one or more processors to: provide the modified third document data object including the first bookmark identifier to a second client computer, the first set of bookmark data objects usable by the second client computer to change visualizations of the modified third document data object. 3. The computer system of claim 1 , wherein the set of properties and the corresponding property values indicate a particular set of data to be visualized in the first document and configurations for visualizing the particular sets of data. 4. The computer system of claim 1 , wherein the modified third document data object includes parameters for one or more queries to obtain data for one or more visualizations of the data. 5. The computer system of claim 1 , wherein the computer program code further comprises sets of instructions executable by the one or more processors to: obtain a second request from a second client computer to store a fourth document data object using a second requested name, the second requested name being the same as a fifth name of a fifth document data object stored using the fifth name, the fifth document data object including a fifth bookmark identifier; and store the fourth document data object including a fourth bookmark identifier based on a fifth set of properties and corresponding fifth property values of a fifth set of bookmark data objects associated with the fifth bookmark identifier and the fourth properties and corresponding fourth property values of the fourth document data object not satisfying a second set of rules. 6. The computer system of claim 1 , wherein the set of rules is further based on properties of custom components created for the first client computer. 7. The computer system of claim 1 , wherein the first set of properties are properties of components used by the first document data object and the second set of properties are properties of components used by the second document data object and the third set of properties are properties of components used by the third document data object. 8. One or more non-transitory computer-readable media storing computer program code comprising sets of instructions to: store a first document data object using a first name, the first document data object including a first bookmark identifier associated with a first set of bookmark data objects, each bookmark data object of the first set including a set of properties and corresponding property values; store a second document data object using a second name, the second document data object being sourced from the first document data object and including a second bookmark identifier associated with a second set of bookmark data objects, each bookmark data object of the second set including a second set of properties and corresponding property values; obtain a request from a first client computer to store a third document data object using a requested name, the requested name being the same as the first name of the first document data object, wherein the third document data object is sourced from the second document data object and including a third bookmark identifier associated with a third set of bookmark data objects, each bookmark data object of the third set including a third set of properties and corresponding property values; determine, in response to the request, whether a stored document data object is stored using the requested name, the first document being stored using the requested name; determine, in response to the determination that the first document data object is stored using the requested name, whether to include the first bookmark identifier associated with the first set of bookmark data objects in the third document data object based on a set of rules identifying one or more properties of document data objects preventing the first bookmark identifier from returning a blank result set when associated with the third document data object, wherein the determination of whether to include the first bookmark identifier is based on a comparison of the first set of properties and corresponding property values of the first set of bookmark data objects and second properties and corresponding third property values of the second document data object to identify one or more second properties changed compared to the first properties; and store a modified third document data object including the first bookmark identifier based on the set of properties and corresponding property values of the first set of bookmark data objects and third properties and corresponding third property values of the third document data object satisfying the set of rules. 9. The non-transitory computer-readable media of claim 8 , wherein the computer program code further comprises sets of instructions to: provide the modified third document data object including the first boo
Document management systems · CPC title
Hyperlinking · CPC title
Editing, e.g. inserting or deleting · CPC title
in which an application is distributed across nodes in the network (software deployment G06F8/60; multiprogramming arrangements G06F9/46) · CPC title
Tagging; Marking up (details of markup languages G06F40/143); Designating a block; Setting of attributes (style sheets, e.g. eXtensible Stylesheet Language Transformation [XSLT], G06F40/154) · CPC title
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