Sharing of collaborative documents with users via instant messaging

Patent metadata

Field	Value
Publication number	US-12294557-B2
Application number	US-202017127375-A
Country	US
Kind code	B2
Filing date	Dec 18, 2020
Priority date	Jul 10, 2020
Publication date	May 6, 2025
Grant date	May 6, 2025

Abstract

Disclosed herein are system, method, and computer program product embodiments for sharing of collaborative documents with users via instant messaging. In one aspect, a collaborative application is configured to display one or more user interfaces associated with a collaborative application that allows a user to engage in a real-time chat between and among one or more users. The collaborative application may also present one or more user interfaces that allow the user to select one or more references of collaborative documents stored at a remote document datastore, and then share these references of collaborative documents with one or more users in the real-time chat. In one example, these references may be represented in real-time chat as a user interface element that visually present the collaborative document title and associated collaborative document pictogram or icon.

First claim

What is claimed is:

1. A mobile device, comprising:
a touch sensitive display configured to display at least one user interface (UI) of a mobile collaborative application;
at least one processor operatively coupled to the touch sensitive display; and
a memory operatively coupled to the at least one processor, wherein the at least one processor is configured to perform operations comprising:
displaying, on the touch sensitive display, the at least one UI, wherein the at least one UI includes a virtual toolbar with a plurality of displayed options, a message input region, a virtual keyboard, and a chat history region;
displaying, on the touch sensitive display in response to at least detecting a user input comprising an input token and a text input, and corresponding to the plurality of displayed options, one or more collaborative document options identified using the text input, wherein:
the text input is associated with a first displayed option of the plurality of displayed options;
each of the one or more collaborative document options corresponds to a respective collaborative document stored external to the mobile device; and
each of the one or more collaborative document options includes at least a portion of an access control list associated with the respective collaborative document for display;

displaying, on the touch sensitive display in response to a selection of a collaborative document option out of the one or more collaborative document options, a representation of the selected collaborative document option in the message input region;
generating a message transmission request, wherein the message transmission request includes a source user identifier identifying a source user associated with the user input and the mobile device, and a target user identifier identifying a target user targeted by the text input;
adding the target user identifier to the access control list for the collaborative document corresponding to the selected collaborative document option in response to a document access being associated with the source user identifier while no document access is associated with the target user identifier to the collaborative document; and
displaying, on the touch sensitive display, a representation of the selected collaborative document option in the chat history region after sending a message based at least on the selected collaborative document option to the target user according to the message transmission request, wherein the representation of the selected collaborative document option includes a collaborative document title, and a collaborative document pictogram associated with the selected collaborative document option.

2. The mobile device of claim 1 , wherein the processor is further configured to perform the operations comprising:
displaying, on the touch sensitive display, the input token in the message input region of the mobile collaborative application, upon a determination that the user input corresponds to the first displayed option of the plurality of displayed options; and
displaying, on the touch sensitive display, one or more characters in the message input region in response to receiving the text input via the virtual keyboard,
wherein the one or more characters are displayed proximate to the input token, and wherein the operations for the displaying of the input token, the displaying of the one or more collaborative document options, and the displaying of the one or more characters are performed in response to at least receiving the user input corresponding to the plurality of displayed options.

3. The mobile device of claim 2 , wherein the collaborative document is associated with a list of users authorized to access the collaborative document.

4. The mobile device of claim 2 , wherein the processor is further configured to perform the operations comprising:
displaying a plurality of representations of animated visual content, upon a determination that the user input corresponds to a second displayed option of the plurality of displayed options and in response to receiving the user input corresponding to the plurality of displayed options.

5. The mobile device of claim 2 , wherein the processor is further configured to perform operations comprising:
displaying one or more representations of records stored in an external database, upon a determination that the user input corresponds to a third displayed option of the plurality of displayed options and in response to receiving the user input corresponding to the plurality of displayed options.

6. The mobile device of claim 2 , wherein the input token is displayed in the message input region in response to user selection of a particular key of the virtual keyboard, and wherein the particular key is different from the user input corresponding to the first displayed option.

7. The mobile device of claim 2 , wherein the processor is further configured to perform operations comprising:
detecting a selection of the representation of the selected collaborative document option in the chat history region;
launching a separate application different from the mobile collaborative application; and
displaying, by the separate application, content of the collaborative document corresponding to the selected collaborative document option, in response to detecting the selection of the representation of the selected collaborative document option.

8. A computer-implemented method, comprising:
receiving, by a mobile collaborative application, a source user input from a source user via at least one user interface (UI) element displayed on a touch sensitive display of a mobile device;
detecting, by the mobile collaborative application, whether the source user input includes an input token and a text input;
displaying, by the mobile collaborative application on the touch sensitive display, a collaborative document selection UI element comprising at least one collaborative document option UI element identified using the text input, in response to at least detecting the input token, wherein each of the at least one collaborative document option UI elements corresponds to a respective collaborative document stored external to the mobile device and includes at least a portion of an access control list associated with the respective collaborative document for display;
displaying, by the mobile collaborative application on the touch sensitive display, a selected collaborative document UI element in a message input UI element, in response to a user selection of a collaborative document option UI element having associated cached collaborative document information;
generating, by the mobile collaborative application, a message transmission request based at least on the cached collaborative document information, wherein the message transmission request includes a source user identifier identifying the source user, a target user identifier identifying a target user targeted by the text input, and a collaborative communications message comprising a collaborative document reference, wherein the collaborative document reference corresponds to a collaborative document stored in document datastores;
adding the target user identifier to the access control list for the collaborative document corresponding to the selected collaborative document option in response to a document access being associated with the source user identifier while no document access is associated with the target user identifier to the collaborative document; and
displaying, by the mobile collaborative application on the touch sensitive display, the collaborative communications message as a collaborative communications message UI element in a chat history UI element after sending the message transmission request to

Assignees

• Salesforce Inc

Inventors

• Botwick Nate
• Khuc Anh
• Cronin Ben
• Chan Matthew
• Masterson Christopher
• Engelberg David
• Berlin Diana
• Hade Merwan
• Brock John
• Chung Andrew
• Edmund Justin
• Lee Norris

Classifications

• G06F21/629

  to features or functions of an application · CPC title

• G06F3/04817

  using icons (graphical or visual programming using iconic symbols G06F8/34) · CPC title

• G06F3/04886

  by partitioning the display area of the touch-screen or the surface of the digitising tablet into independently controllable areas, e.g. virtual keyboards or menus · CPC title

• G06Q10/101 Primary

  Collaborative creation, e.g. joint development of products or services · CPC title

• H04L51/04 Primary

  Real-time or near real-time messaging, e.g. instant messaging [IM] · CPC title