# US 11,030,210 B2 · Hierarchical rules for displaying user interface pages

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- Number: US 11,030,210 B2
- Document ID: US11030210B2
- Status: Granted
- Kind: B2
- Application number: 15/861,354
- Filed: 2018-01-03
- Published: 2019-07-04
- Granted: 2021-06-08
- Earliest claimed: 2018-01-03
- Assignees: salesforce.com, inc.
- Applicants: salesforce.com, inc.
- Inventors: Zenil N. Hussain; Ruifeng Xu; Wenqing Dai; Kavitha Musthyala; Dean Moses; Adheip Varadarajan; Sakshi Arora
- Web page: https://patentgrep.com/patent/US11030210B2

## CPC

- G06F 16/252: {between a Database Management System and a front-end application}
- G06F 16/21: Design, administration or maintenance of databases
- G06F 16/23: Updating
- G06F 16/24564: {Applying rules; Deductive queries}
- G06F 16/248: Presentation of query results
- G06F 16/282: {Hierarchical databases, e.g. IMS, LDAP data stores or Lotus Notes}
- G06F 21/604: {Tools and structures for managing or administering access control systems}
- G06F 21/629: {to features or functions of an application}
- G06F 21/84: output devices, e.g. displays or monitors
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A system receives an action override rule and stores it, including display criteria associated with a user interface page, into a hierarchy of rules for displaying multiple user interface pages. The system determines whether the action override rule in the hierarchy of rules matches request criteria associated with a user action, in response to receiving the user action. The system displays the user interface page associated with the display criteria if the action override rule in the hierarchy of rules matches the request criteria associated with the user action. If the action override rule in the hierarchy of rules does not match the request criteria associated with the user action, then the system can identify a hierarchical rule that is a hierarchical match for the request criteria associated with the user action; and display a user interface page associated with the hierarchical rule that is the hierarchical match.

## Claims

### Claim 1

A system comprising:
one or more processors; and
a non-transitory computer readable medium storing a plurality of instructions, which when executed, cause the one or more processors to:
store one or more action override rules into a hierarchy of rules applicable to a plurality of users, the hierarchy of rules having a default first level rule and one or more default second level rules, the default first level rule and the one or more default second level rules each including display criteria associated with a corresponding one of a plurality of user interface pages, each of the one or more action override rules including display criteria associated with a corresponding user interface page of the plurality of user interface pages;
receive a user action associated with a request criteria;
determine whether the request criteria associated with the user action matches the display criteria of the one or more action override rules;
cause, in response a determination that the display criteria of one of the action override rules matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of the action override rule with the matching criteria; and
cause, in response to a determination that there is no action override rule having display criteria that matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of a corresponding one of the one or more default second level rules.

### Claim 2 (depends on 1)

The system of claim 1, wherein the display criteria are created by a system administrator selecting from a plurality of display criterion options.

### Claim 3 (depends on 1)

The system of claim 1, wherein the display criteria are associated with at a plurality of a software application, an entity, a user action, a form factor, an organizational role, and the record type.

### Claim 4 (depends on 1)

The system of claim 1, wherein the display criteria are associated with a custom object created by a system administrator.

### Claim 5 (depends on 1)

The system of claim 1, wherein the hierarchy of rules comprises a preconfigured rule comprising preconfigured display criteria associated with the preconfigured user interface page.

### Claim 6 (depends on 1)

The system of claim 1, comprising further instructions, which when executed, cause the one or more processors to:
identify a hierarchical rule that is a hierarchical match for the request criteria associated with the user action in response a determination that the action override rule in the hierarchy of rules does not match the request criteria associated with the user action; and
display a user interface page associated with the hierarchical rule that is the hierarchical match for the request criteria associated with the user action.

### Claim 7

A non-transitory computer-readable medium comprising computer-readable program code to be executed by one or more processors, the program code including instructions to:
store one or more action override rules into a hierarchy of rules applicable to a plurality of users, the hierarchy of rules having a default first level rule and one or more default second level rules, the default first level rule and the one or more default second level rules each including display criteria associated with a corresponding one of a plurality of user interface pages, each of the one or more action override rules including display criteria associated with a corresponding user interface page of the plurality of user interface pages;
receive a user action associated with a request criteria;
determine whether the request criteria associated with the user action matches the display criteria of the one or more action override rules;
cause, in response a determination that the display criteria of one of the action override rules matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of the action override rule with the matching criteria; and
cause, in response to a determination that there is no action override rule having display criteria that matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of a corresponding one of the one or more default second level rules.

### Claim 8 (depends on 7)

The computer program product of claim 7, wherein the display criteria are created by a system administrator selecting from a plurality of display criterion options.

### Claim 9 (depends on 7)

The computer program product of claim 7, wherein the display criteria are associated with at a plurality of a software application, an entity, a user action, a form factor, an organizational role, and the record type.

### Claim 10 (depends on 7)

The computer program product of claim 7, wherein the display criteria are associated with a custom object created by a system administrator.

### Claim 11 (depends on 7)

The computer program product of claim 7, wherein the hierarchy of rules comprises a preconfigured rule comprising preconfigured display criteria associated with the preconfigured user interface page.

### Claim 12 (depends on 7)

The computer program product of claim 7, wherein the program code comprises further instructions to:
identify a hierarchical rule that is a hierarchical match for the request criteria associated with the user action in response a determination that the action override rule in the hierarchy of rules does not match the request criteria associated with the user action; and
display a user interface page associated with the hierarchical rule that is the hierarchical match for the request criteria associated with the user action.

### Claim 13

A method comprising:
storing one or more action override rules into a hierarchy of rules applicable to a plurality of users, the hierarchy of rules having a default first level rule and one or more default second level rules, the default first level rule and the one or more default second level rules each including display criteria associated with a corresponding one of a plurality of user interface pages, each of the one or more action override rules including display criteria associated with a corresponding user interface page of the plurality of user interface pages;
receiving a user action associated with a request criteria;
determining whether the request criteria associated with the user action matches the display criteria of the one or more action override rules;
causing, in response a determination that the display criteria of one of the action override rules matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of the action override rule with the matching criteria; and
causing, in response to a determination that there is no action override rule having display criteria that matches the request criteria associated with the user action, the display of the user interface page associated with the display criteria of a corresponding one of the one or more default second level rules.

### Claim 14 (depends on 13)

The method of claim 13, wherein the display criteria are created by a system administrator selecting from a plurality of display criterion options.

### Claim 15 (depends on 13)

The method of claim 13, wherein the display criteria are associated with at a plurality of a software application, an entity, a user action, a form factor, an organizational role, and the record type.

### Claim 16 (depends on 13)

The method of claim 13, wherein the display criteria are associated with a custom object created by a system administrator.

### Claim 17 (depends on 13)

The method of claim 13, wherein the hierarchy of rules comprises a preconfigured rule comprising preconfigured display criteria associated with the preconfigured user interface page.

### Claim 18 (depends on 13)

The method of claim 13, the method further comprising:
identifying a hierarchical rule that is a hierarchical match for the request criteria associated with the user action in response a determination that the action override rule in the hierarchy of rules does not match the request criteria associated with the user action; and
displaying a user interface page associated with the hierarchical rule that is the hierarchical match for the request criteria associated with the user action, wherein the hierarchical match is based on at least one of a greatest number of matching criteria, a selected option that is hierarchically above another option in a hierarchy of selectable options, and a default criterion.
