Systems and methods for automatic report generation and retaining of annotations in reporting documents after regeneration
US-2020401762-A1 · Dec 24, 2020 · US
US2022300562A1 · US · A1
| Field | Value |
|---|---|
| Publication number | US-2022300562-A1 |
| Application number | US-202117207459-A |
| Country | US |
| Kind code | A1 |
| Filing date | Mar 19, 2021 |
| Priority date | Mar 19, 2021 |
| Publication date | Sep 22, 2022 |
| Grant date | — |
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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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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; obtain a request from a first client computer to store a second document data object using a requested name, the requested name being the same as the first name of the first document data object; 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 is stored using the requested name, whether to include the first bookmark identifier associated with the first set of bookmark data objects in the second document data object based on a set of rules identifying one or more properties of document data objects that may not change, 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 second property values of the second document data object to identify one or more second properties changed compared to the first properties; store a modified second 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 second properties and corresponding second property values of the second 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 second 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 second document data object. 3 . (canceled) 4 . 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. 5 . The computer system of claim 1 , wherein the modified second document data object includes parameters for one or more queries to obtain data for one or more visualizations of the data. 6 . 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 third document data object using a second requested name, the second requested name being the same as a fourth name of a fourth document data object stored using the fourth name, the fourth document data object including a fourth bookmark identifier; store the third document data object including a third bookmark identifier based on the a fourth set of properties and corresponding fourth property values of a fourth set of bookmark data objects associated with the fourth bookmark identifier and the third properties and corresponding third property values of the third document data object not satisfying a second set of rules. 7 . 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. 8 . One or more non-transitory computer-readable medium 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; obtain a request from a first client computer to store a second document data object using a requested name, the requested name being the same as the first name of the first document data object; 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 is stored using the requested name, whether to include the first bookmark identifier associated with the first set of bookmark data objects in the second document data object based on a set of rules identifying one or more properties of document data objects that may not change, 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 second property values of the second document data object to identify one or more second properties changed compared to the first properties; store a modified second 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 second properties and corresponding second property values of the second document data object satisfying the set of rules. 9 . The non-transitory computer-readable medium of claim 8 , wherein the computer program code further comprises sets of instructions to: provide the modified second 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 second document data object. 10 . (canceled) 11 . The non-transitory computer-readable medium of claim 8 , 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. 12 . The non-transitory computer-readable medium of claim 8 , wherein the modified second document data object includes parameters for one or more queries to obtain data for one or more visualizations of the data. 13 . The non-transitory computer-readable medium of claim 8 , wherein the computer program code further comprises sets of to: obtain a second request from a second client computer to store a third document data object using a second requested name, the second requested name being the same as a fourth name of a fourth document data object stored using the fourth name, the fourth document data object including a fourth bookmark identifier; store the third document data object including a third bookmark identifier based on the a fourth set of properties and corresponding fourth property values of a fourth set of bookmark data objects associated with the fourth bookmark identifier and the third properties and corresponding third property values of the third document data object not satisfying a second set of rules. 14 . The non-transitory computer-readable medium of claim 8 , wherein the set of rules is further based on properties of custom components created for the first client computer. 15 . A computer-implemented method, comprising: storing a first document da
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
Presentation of query results · CPC title
Hyperlinking · CPC title
Document management systems · CPC title
Editing, e.g. inserting or deleting · CPC title
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