Methods and systems for generating automations for organizing and displaying items in a collaboration platform

Patent metadata

Field	Value
Publication number	US-12417341-B2
Application number	US-202318516705-A
Country	US
Kind code	B2
Filing date	Nov 21, 2023
Priority date	Sep 29, 2021
Publication date	Sep 16, 2025
Grant date	Sep 16, 2025

Abstract

Embodiments include generating automations for a content collaboration system. Generating automations can include displaying graphical objects corresponding to documents hosted by the content collaboration system at a navigation pane of the content collaboration system and determining a deviation metric using a hierarchical structure of the graphical objects and a reference structure. In response to the deviation metric satisfying a criteria, an automation rule for the change to the hierarchical structure of the displayed graphical objects can be displayed. The automation rule can include a reference between a graphical object of the displayed graphical objects and a root reference and a change to the reference between the graphical object and the root reference. Embodiments can also include executing the automation rule to update the hierarchical structure of the displayed graphical objects and update hierarchical structures of the one or more additional graphical objects hosted by the collaboration system.

First claim

What is claimed is:

1. A computer-implemented method for generating an automation for archiving documents hosted by a content collaboration system, the computer-implemented method comprising:
causing display of graphical objects corresponding to the documents hosted by the content collaboration system at a navigation pane of the content collaboration system, the graphical objects arranged in the navigation pane in accordance with a hierarchical structure of the documents;
in response to a selection of a particular object of the graphical objects, causing display of a corresponding document in a content pane displayed contemporaneously with the navigation pane, the content pane operating an editor configured to receive user-generated content with respect to the corresponding document;
evaluating a first usage condition of a document of the documents with respect to a trigger condition;
in response to the first usage condition satisfying the trigger condition:
causing display of a proposed automation rule in a graphical object displayed contemporaneously with the navigation pane and the content pane, the display of the proposed automation rule comprising a suggestion to archive the document, and a proposed ruleset for applying the proposed automation rule to one or more additional documents;

in response to causing display of the proposed automation rule, causing display of a first user interface element for accepting the proposed automation rule and a second user interface element for modifying the proposed automation rule;
in response to receiving an input at the second user interface element, modifying the proposed automation rule to define a modified ruleset to be applied to the document and the one or more additional documents;
in response to receiving an input indicating acceptance of the proposed automation rule as an automation rule, executing the automation rule to:
in response to the first usage condition being satisfied with respect to the modified ruleset, archive the document;
evaluate, for each of the one or more additional documents, a respective second usage condition with respect to at least the modified ruleset;
archive at least one of the one or more additional documents for which the respective second usage condition satisfies the modified ruleset; and
update the display of the graphical objects in the navigation pane based on an updated storage structure determined in response to archiving the document and the at least one of the one or more additional documents.

2. The computer-implemented method of claim 1 , wherein:
the first usage condition comprises an access count for the document;
the trigger condition comprises a defined access count; and
determining that the first usage condition satisfies the trigger condition comprises comparing the access count and the defined access count.

3. The computer-implemented method of claim 2 , wherein the first usage condition satisfies the trigger condition when the access count of the document is below the defined access count.

4. The computer-implemented method of claim 2 , wherein evaluating the one or more respective second usage conditions comprises determining whether a respective access count associated with the one or more additional documents falls below the defined access count.

5. The computer-implemented method of claim 1 , further comprising, in response to receiving the input at the second user interface element, causing display of an editable interface that includes one or more options to modify the proposed ruleset of the proposed automation rule.

6. The computer-implemented method of claim 5 , further comprising, in response to receiving a user input in the editable interface, updating the automation rule in accordance with the received user input.

7. The computer-implemented method of claim 1 , wherein archiving the document and the at least one of the one or more additional documents causes the graphical objects to be removed from the navigation pane of the content collaboration system.

8. A computer-implemented method for generating an automation rule for archiving documents hosted by a content collaboration system, the computer-implemented method comprising:
causing display of a user interface comprising a navigation pane including graphical objects corresponding to the documents hosted by the content collaboration system and a content pane configured to display content associated with a particular document of the documents hosted by the content collaboration system, wherein:
the graphical objects are arranged in the navigation pane in accordance with a hierarchical structure of the documents; and
the content pane operates an editor configured to receive user-generated content with respect to the particular document;

determining a first usage condition of a document of the documents;
in response to the first usage condition satisfying a trigger condition, causing display of an overlay window over at least a portion of the navigation pane or the content pane, the overlay window comprising:
a suggestion to archive the document;
a proposed automation rule defining a proposed ruleset for archiving one or more additional documents hosted by the content collaboration system; and
a first user interface element for accepting the proposed automation rule and a second user interface element for modifying the proposed automation rule;

in response to receiving an input at the second user interface element, modifying the proposed automation rule to define a modified ruleset to be applied to the document and the one or more additional documents;
in response to receiving an input to the first user interface element indicating acceptance of the proposed automation rule as an automation rule, executing the automation rule to:
in response to the first usage condition being satisfied with respect to the modified ruleset, archive the document;
identify, for one or more additional documents hosted by the content collaboration system, a respective second usage condition with respect to at least the modified ruleset;
archive at least one of the one or more additional documents for which the respective second usage condition satisfies the modified ruleset; and
update the display of the graphical objects in the navigation pane based on an updated storage structure determined in response to archiving the document and the at least one of the one or more additional documents.

9. The computer-implemented method of claim 8 , wherein the first usage condition of the document comprises at least one of an access count for the document, an access frequency for the document, user identifications associated with access of the document, or a combination thereof.

10. The computer-implemented method of claim 9 , wherein:
the trigger condition comprises a defined access count, a defined access frequency, a defined number of different users that accessed the document, or a combination thereof; and
determining that the first usage condition satisfies the trigger condition comprises comparing at least one of the access count for the document with the defined access count, the access frequency for the document with the defined access frequency, the user identifications associated with access of the document with the defined number of different users that accessed the document, or a combination thereof.

11. The computer-implemented method of claim 8 , wherein the first usage condition satisfies the trigger condition when a value associated with a usage of the document is below a defined value associated with the trigger condition.

12. The computer-implemented method of claim 8 , wherein identifying the se

Assignees

• Atlassian Pty Ltd
• Atlassian Us Inc

Inventors

• Dasdan Ali
• Alagianambi Thirumalaivelu

Classifications

• G06F3/04842

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06F3/0482

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

• G06F40/186

  Templates · CPC title

• G06F40/14

  Tree-structured documents (parsing G06F40/205; validation G06F40/226) · CPC title

• G06F40/123

  Storage facilities · CPC title