# US 10,768,770 B2 · System and methods for configuring event-based automation in cloud-based collaboration platforms

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- Number: US 10,768,770 B2
- Document ID: US10768770B2
- Status: Granted
- Kind: B2
- Application number: 16/410,713
- Filed: 2019-05-13
- Published: 2019-08-29
- Granted: 2020-09-08
- Earliest claimed: 2013-09-13
- Assignees: Box, Inc.
- Applicants: Box, Inc.
- Inventors: Annie Pearl; Matthew Taro Duvall; Joy Ebertz; Victor Valdez; Steven Cipolla
- Web page: https://patentgrep.com/patent/US10768770B2

## CPC

- G06F 3/048: Interaction techniques based on graphical user interfaces [GUI]
- G06F 8/34: Graphical or visual programming
- G06Q 10/10: Office automation; Time management
- G06F 9/453: {Help systems}
- G06F 16/2358: {Change logging, detection, and notification (replication G06F16/27)}
- H04L 65/4015: {where at least one of the additional parallel sessions is real time or time sensitive, e.g. white board sharing, collaboration or spawning of a subconference}
- H04L 67/535: {Tracking the activity of the user (network monitoring arrangements H04L43/00; recording of computer activity G06F11/34)}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

Scalable architectures, systems, and services are provided herein for generating jobs by applying user-specified rules to events in an action log framework (ALF) stream is disclosed. More specifically, collaboration environments can include features or mechanisms that allow end-users or collaborators to perform a variety of actions such as, for example, file uploads and previews, or collaboration operations such as, for example, task assignment and comments. These actions can be captured or logged by an action log framework and, as described herein, automatically translated into one or more jobs by applying customizable user-specified rules.

## Claims

### Claim 1

A method of configuring event-based automation in a collaborative cloud-based environment, the method comprising:
receiving, by a server of the collaborative cloud-based environment, a selection indicating a request to automate an operation in the collaborative cloud-based environment, wherein the collaborative cloud-based environment includes a plurality of workspaces, and wherein each of the workspaces is accessible to a plurality of collaborators;
identifying, by the server, an event definition for an event of a plurality of events related to one or more work items in the collaborative cloud-based environment, each event of the plurality of events comprising a different action on a work item by another user, the event definition comprising a qualifying criteria defining criteria of the one or more work items, and an action performed on the work item when a selected event related to a work item has occurred and a selected qualifying criteria of the work item is satisfied;
receiving, by the server, a selection of an event with respect to a work item hosted in a particular workspace of the plurality of workspaces of the collaborative cloud-based environment, wherein the event is related to an activity performed by one or more of the plurality of collaborators with respect to the work item;
updating, by the server, the qualifying criteria and the action performed on the work item in the identified event definition, the updated qualifying criteria and the action performed on the work item comprising an updated event definition for the selected event; and
generating, by the server, an automated job to execute the action performed on the work item in the updated event definition based on an identified event criteria of the received event that matches the qualifying criteria of the updated event definition.

### Claim 2 (depends on 1)

The method of claim 1, wherein the automation rule comprises a policy.

### Claim 3 (depends on 1)

The method of claim 1, wherein the automation rule comprises a workflow automation.

### Claim 4 (depends on 1)

The method of claim 1, further comprising receiving, by the server, a selection identifying the work item in the collaborative cloud-based environment.

### Claim 5 (depends on 1)

The method of claim 1, wherein the occurrence of the qualifying criteria comprises the qualifying criteria evaluating in the affirmative.

### Claim 6 (depends on 1)

The method of claim 1, further comprising triggering execution of the selected action in the collaborative cloud-based environment when the event occurs with the qualifying criteria with respect to the work item.

### Claim 7 (depends on 6)

The method of claim 6, further comprising tracking the execution of the action in a log file.

### Claim 8 (depends on 1)

The method of claim 1, further comprising:
prior to receiving the selection indicating a request to automate an operation, providing, by the server, an administrator console graphical interface for electronic display to the user, wherein the administrator console graphical interface indicates multiple panel selections.

### Claim 9

A system comprising:
a processor; and
a memory coupled with and readable by the processor and storing therein a set of instructions which, when executed by the processor, causes the processor to configure event-based automation in a collaborative cloud-based environment by:
receiving a selection indicating a request to automate an operation in the collaborative cloud-based environment, wherein the collaborative cloud-based environment includes a plurality of workspaces, and wherein each of the workspaces is accessible to a plurality of collaborators;
identifying an event definition for an event of a plurality of events related to one or more work items in the collaborative cloud-based environment, each event of the plurality of events comprising a different action on a work item by another user, the event definition comprising a qualifying criteria defining criteria of the one or more work items, and an action performed on the work item when a selected event related to a work item has occurred and a selected qualifying criteria of the work item is satisfied;
receiving a selection of an event with respect to a work item hosted in a particular workspace of the plurality of workspaces of the collaborative cloud-based environment, wherein the event is related to an activity performed by one or more of the plurality of collaborators with respect to the work item;
updating the qualifying criteria and the action performed on the work item in the identified event definition, the updated qualifying criteria and the action performed on the work item comprising an updated event definition for the selected event; and
generating an automated job to execute the action performed on the work item in the updated event definition based on an identified event criteria of the received event that matches the qualifying criteria of the updated event definition.

### Claim 10 (depends on 9)

The system of claim 9, wherein the instructions further cause the processor to receive a selection identifying the work item in the collaborative cloud-based environment.

### Claim 11 (depends on 9)

The system of claim 9, wherein the occurrence of the qualifying criteria comprises the qualifying criteria evaluating in the affirmative.

### Claim 12 (depends on 9)

The system of claim 9, wherein the instructions further cause the processor to trigger execution of the selected action in the collaborative cloud-based environment when the event occurs with the qualifying criteria with respect to the work item.

### Claim 13 (depends on 12)

The system of claim 12, wherein the instructions further cause the processor to track the execution of the action in a log file.

### Claim 14 (depends on 9)

The system of claim 9, wherein the instructions further cause the processor to, prior to receiving the selection indicating a request to automate an operation, provide an administrator console graphical interface for electronic display to the user, wherein the administrator console graphical interface indicates multiple panel selections.

### Claim 15

A non-transitory, computer-readable medium comprising a set of instructions stored therein which, when executed by a processor, causes the processor to configure event-based automation in a collaborative cloud-based environment by:
receiving a selection indicating a request to automate an operation in the collaborative cloud-based environment, wherein the collaborative cloud-based environment includes a plurality of workspaces, and wherein each of the workspaces is accessible to a plurality of collaborators;
identifying an event definition for an event of a plurality of events related to one or more work items in the collaborative cloud-based environment, each event of the plurality of events comprising a different action on a work item by another user, the event definition comprising a qualifying criteria defining criteria of the one or more work items, and an action performed on the work item when a selected event related to a work item has occurred and a selected qualifying criteria of the work item is satisfied;
receiving a selection of an event with respect to a work item hosted in a particular workspace of the plurality of workspaces of the collaborative cloud-based environment, wherein the event is related to an activity performed by one or more of the plurality of collaborators with respect to the work item;
updating the qualifying criteria and the action performed on the work item in the identified event definition, the updated qualifying criteria and the action performed on the work item comprising an updated event definition for the selected event; and
generating an automated job to execute the action performed on the work item in the updated event definition based on an identified event criteria of the received event that matches the qualifying criteria of the updated event definition.

### Claim 16 (depends on 15)

The non-transitory, computer-readable medium of claim 15, wherein the instructions further cause the processor to receive a selection identifying the work item in the collaborative cloud-based environment.

### Claim 17 (depends on 15)

The non-transitory, computer-readable medium of claim 15, wherein the occurrence of the qualifying criteria comprises the qualifying criteria evaluating in the affirmative.

### Claim 18 (depends on 15)

The non-transitory, computer-readable medium of claim 15, wherein the instructions further cause the processor to trigger execution of the selected action in the collaborative cloud-based environment when the event occurs with the qualifying criteria with respect to the work item.

### Claim 19 (depends on 18)

The non-transitory, computer-readable medium of claim 18, wherein the instructions further cause the processor to track the execution of the action in a log file.

### Claim 20 (depends on 15)

The non-transitory, computer-readable medium of claim 15, wherein the instructions further cause the processor to, prior to receiving the selection indicating a request to automate an operation, provide an administrator console graphical interface for electronic display to the user, wherein the administrator console graphical interface indicates multiple panel selections.
