Displaying a database record in a chat platform

Patent metadata

Field	Value
Publication number	US-2022014492-A1
Application number	US-202016926166-A
Country	US
Kind code	A1
Filing date	Jul 10, 2020
Priority date	Jul 10, 2020
Publication date	Jan 13, 2022
Grant date	—

Abstract

Provided herein are system, apparatus, device, method and/or computer program product embodiments, and/or combinations and sub-combinations thereof for displaying a database record in a chat platform. In a given embodiment, a server may detect a request to launch a search window, including an input field. The server may cause the display of the search window, including the input field, in response to detecting the request to launch the search window. The server may receive a string via the input field. The server may query a database for a database record matching the string. The server may receive a selection of the database record from the chat participant. The server may cause display of a subset of fields of the database record in the chat session.

First claim

What is claimed is:

1 . A method comprising:
detecting, by one or more computing device, a request to launch a search window including an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants; causing display, by the one or more computing devices, of the search window including the input field, in response to detecting the request to launch the search window; receiving, by the one or more computing devices, a string via the input field; transmitting, by the one or more computing devices, a query including the string to a database, wherein in response to modification of the string the query is automatically updated to include the modified string; executing, by the one or more computing devices, the query by retrieving a result including a database record matching the string, wherein the query is automatically updated for each character received of the string; causing display, by the one or more computing devices, of the result including the database record in the search window; receiving, by the one or more computing devices, a selection of the database record; and causing display, by the one or more computing devices, of a subset of fields of the database record in the chat session, in response to the selection of the database record.

2 . The method of claim 1 , wherein the automatic update of the query includes: identifying a first database record based on a first portion of the string; and identifying a second database record based on the first portion of the string and a second portion of the string, and wherein the second portion of the string is received after the first portion of the string.

3 . The method of claim 1 , wherein the chat platform includes a message composer configured to receive messages to be transmitted in the chat session.

4 . The method of claim 3 , further comprising;
detecting, by one or more computing devices, input of a predetermined character in the message composer; and causing display, by the one or more computing devices, a list of chat participants in response to detecting input of the predetermined character.

5 . The method of claim 1 , wherein detecting the request to launch the search window in response to receiving a selection of a button.

6 . The method of claim 1 , further comprising retrieving, by the one or more computing devices, the subset of fields from the database, in response to receiving the selection of the database record.

7 . The method of claim 1 , wherein the subset of fields of the database record is displayed in the chat session as a unitary user interface element.

8 . The method of claim 1 , wherein the chat session includes transmissions between the two or more chat participants.

9 . A system comprising:
a memory; a processor coupled to the memory, the processor configured to: detect a request to launch a search window including an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants; cause display of the search window including the input field, in response to detecting the request to launch the search window; receive a string via the input field; transmit a query including the string to a database, wherein in response to modification of the string the query is automatically updated to include the modified string; execute the query by retrieving a result including a database record matching the string, wherein the query is automatically updated for each character received of the string; cause display of the result including the database record in the search window; receive a selection of the database record; and; cause display of a subset of fields of the database record in the chat session in response to the selection of the database record.

10 . The system of claim 9 , wherein the automatic update of the query includes: identifying a first database record based on a first portion of the string; and identifying a second database record based on the first portion of the string and a second portion of the string, and wherein the second portion of the string is received after the first portion of the string.

11 . The system of claim 9 , wherein the chat platform includes a message composer configured to receive messages to be transmitted in the chat session.

12 . The system of claim 11 , the processor further configured to:
detect input of a predetermined character in the message composer; and cause a list of chat participants in response to detecting input of the predetermined character.

13 . The system of claim 9 , wherein detecting the request to launch the search window in response to receiving a selection of a button.

14 . The system of claim 9 , the processor further configured to retrieve the subset of fields from the database in response to receiving the selection of the database record.

15 . The system of claim 9 , wherein the subset of fields of the database record is displayed in the chat session as a unitary user interface element.

16 . The system of claim 9 , wherein the chat session includes transmissions between the two or more chat participants.

17 . A non-transitory computer-readable medium having instructions stored thereon, execution of which, by one or more processors of a device, cause the one or more processors to perform operations comprising:
detecting a request to launch a search window including an input field, wherein the request occurs in a chat platform executing a chat session between two or more chat participants; causing display of the search window including the input field, in response to detecting the request to launch the search window; receiving a string via the input field; transmitting a query including the string to a database, wherein in response to modification of the string the query is automatically updated to include the modified string; executing the query by retrieving a result including a database record matching the string, wherein the query is automatically updated for each character received of the string; cause display of the result including the database record in the search window; receiving a selection of the database record; and; causing display of a subset of fields of the database record in the chat session, in response to the selection of the database record.

18 . The non-transitory computer-readable medium of claim 17 , wherein the automatic update of the query includes: identifying a first database record based on a first portion of the string; and identifying a second database record based on the first portion of the string and a second portion of the string, and wherein the second portion of the string is received after the first portion of the string.

19 . The non-transitory computer-readable medium of claim 17 , wherein the chat platform includes a message composer and the operations further comprising:
detecting input of a predetermined character in the message composer; and causing display a list of chat participants in response to detecting input of the predetermined character.

20 . The non-transitory computer-readable medium of claim 17 , the operations further comprising retrieving the subset of fields from the database, in response to receiving the selection of the database record.

Assignees

• Salesforce Com Inc

Inventors

• Botwick Nate
• Khuc Anh
• Cronin Ben
• Chan Matt
• Engelberg Dave
• Berlin Diana
• Berlin Diana
• Hade Merwan
• Brock John
• Chung Andy
• Edmund Justin
• Lee Norris

Classifications

• H04L51/42 Primary

  Mailbox-related aspects, e.g. synchronisation of mailboxes · CPC title

• H04L51/216

  Handling conversation history, e.g. grouping of messages in sessions or threads · CPC title

• G06F16/176 Primary

  Support for shared access to files; File sharing support · CPC title

• G06F16/9032

  Query formulation · CPC title

• G06F16/90344

  by using string matching techniques · CPC title