# US 12,216,725 B2 · Navigating and interacting with hierarchical lists > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,216,725 B2 - Document ID: US12216725B2 - Status: Granted - Kind: B2 - Application number: 18/487,834 - Filed: 2023-10-16 - Published: 2024-04-11 - Granted: 2025-02-04 - Earliest claimed: 2021-04-19 - Assignees: Procore Technologies, Inc. - Applicants: Procore Technologies, Inc. - Inventors: Trevor Borden - Web page: https://patentgrep.com/patent/US12216725B2 ## CPC - G06F 16/235: {Update request formulation} - G06F 16/9538: Presentation of query results - G06F 16/2428: {Query predicate definition using graphical user interfaces, including menus and forms (G06F16/2423 takes precedence)} - G06F 16/24578: {using ranking} - G06F 16/9535: Search customisation based on user profiles and personalisation - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract A computing platform that enables creation and management of data records may be configured to (i) cause a client station of a user to display an initial view of an interface for selecting, from a hierarchical list of possible values for a given data field of a data record, one or more values to assign to the given data field, (ii) receive, from the client station, a first indication that the user has selected a first value from the hierarchical list to assign to the given data field, and (iii) in response to receiving the first indication, (a) identify a second set of one or more values from a second level of the hierarchical list that are related to the first value, and (b) cause the client station to display an updated view of the interface in which the recommendation pane presents the second set of one or more values. ## Claims ### Claim 1 A client station comprising: a user interface; at least one processor; at least one non-transitory computer-readable medium; and program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the client station is configured to: receive, via the user interface, first user input indicating a request to assign a value to a given data record; based on the request, identify a first set of values that may be assigned to the given data record, wherein each value in the first set corresponds to a first hierarchical tier of values; display a user interface view that enables selection of values from the first set of values; receive second user input indicating selection of a first value that comprises either (i) a given value from the first set of values or (ii) a given value from a second set of values displayed in response to a query for values that may be assigned to the given data record; based on receiving the second user input, identify a third set of values that may be assigned to the given data record, wherein each value in the third set corresponds to a second hierarchical tier of values related to the first hierarchical tier of values; display an updated user interface view that enables selection of values from the third set of values; receive third user input indicating selection of a second value that comprises a given value from the third set of values; and based on the second user input and the third user input, cause the first and second values to be assigned to the given data record. ### Claim 2 (depends on 1) The client station of claim 1, wherein the request to assign a value to the given data record comprises (i) a request to create the given data record or (ii) a request to update a given data field of the given data record. ### Claim 3 (depends on 1) The client station of claim 1, wherein the user interface view comprises (i) a recommendation pane that presents respective selectable visual representations of one or more values from the first set of values and (ii) a search pane that enables searching of values that may be assigned to the given data record, wherein the query comprises user input provided via the search pane. ### Claim 4 (depends on 3) The client station of claim 3, wherein the updated user interface view comprises an updated recommendation pane that presents respective selectable visual representations of one or more values from the third set of values. ### Claim 5 (depends on 4) The client station of claim 4, further comprising program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the client station is configured to: after receiving the third user input, display a further updated user interface view comprising a further updated recommendation pane that no longer includes the respective selectable visual representation of the second value. ### Claim 6 (depends on 1) The client station of claim 1, wherein the user interface view further comprises a selection pane that indicates each value from the first set of values that has been selected to be assigned to the given data record, and wherein the updated user interface view comprises an updated selection pane that further indicates each value from the third set of values that has been selected to be assigned to the given data record. ### Claim 7 (depends on 1) The client station of claim 1, wherein the program instructions that are executable by the at least one processor such that the client station is configured to identify the first set of values comprise program instructions that are executable by the at least one processor such that the client station is configured to: identify the first set of values based on historical data indicating one or more frequently-selected values from the first hierarchical tier of values. ### Claim 8 (depends on 7) The client station of claim 7, further comprising program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the client station is configured to: communicate with a remote computing platform that is configured to store the historical data; and receive, from the remote computing platform, information indicating the one or more frequently-selected values from the first hierarchical tier of values. ### Claim 9 A non-transitory computer-readable medium, wherein the non-transitory computer-readable medium is provisioned with program instructions that, when executed by at least one processor, cause a client station to: receive, via a user interface of the client station, first user input indicating a request to assign a value to a given data record; based on the request, identify a first set of values that may be assigned to the given data record, wherein each value in the first set corresponds to a first hierarchical tier of values; display a user interface view that enables selection of values from the first set of values; receive second user input indicating selection of a first value that comprises either (i) a given value from the first set of values or (ii) a given value from a second set of values displayed in response to a query for values that may be assigned to the given data record; based on receiving the second user input, identify a third set of values that may be assigned to the given data record, wherein each value in the third set corresponds to a second hierarchical tier of values related to the first hierarchical tier of values; display an updated user interface view that enables selection of values from the third set of values; receive third user input indicating selection of a second value that comprises a given value from the third set of values; and based on the second user input and the third user input, cause the first and second values to be assigned to the given data record. ### Claim 10 (depends on 9) The non-transitory computer-readable medium of claim 9, wherein the request to assign a value to the given data record comprises (i) a request to create the given data record or (ii) a request to update a given data field of the given data record. ### Claim 11 (depends on 9) The non-transitory computer-readable medium of claim 9, wherein the user interface view comprises (i) a recommendation pane that presents respective selectable visual representations of one or more values from the first set of values and (ii) a search pane that enables searching of values that may be assigned to the given data record, wherein the query comprises user input provided via the search pane. ### Claim 12 (depends on 11) The non-transitory computer-readable medium of claim 11, wherein the updated user interface view comprises an updated recommendation pane that presents respective selectable visual representations of one or more values from the third set of values. ### Claim 13 (depends on 12) The non-transitory computer-readable medium of claim 12, wherein the non-transitory computer-readable medium is also provisioned with program instructions that, when executed by at least one processor, cause the client station to: after receiving the third user input, display a further updated user interface view comprising a further updated recommendation pane that no longer includes the respective selectable visual representation of the second value. ### Claim 14 (depends on 9) The non-transitory computer-readable medium of claim 9, wherein the user interface view further comprises a selection pane that indicates each value from the first set of values that has been selected to be assigned to the given data record, and wherein the updated user interface view comprises an updated selection pane that further indicates each value from the third set of values that has been selected to be assigned to the given data record. ### Claim 15 (depends on 9) The non-transitory computer-readable medium of claim 9, wherein the program instructions that, when executed by at least one processor, cause the client station to identify the first set of values comprise program instructions that, when executed by at least one processor, cause the client station to: identify the first set of values based on historical data indicating one or more frequently-selected values from the first hierarchical tier of values. ### Claim 16 (depends on 15) The non-transitory computer-readable medium of claim 15, wherein the non-transitory computer-readable medium is also provisioned with program instructions that, when executed by at least one processor, cause the client station to: communicate with a remote computing platform that is configured to store the historical data; and receive, from the remote computing platform, information indicating the one or more frequently-selected values from the first hierarchical tier of values. ### Claim 17 A method carried out by a client station, the method comprising: receiving, via a user interface of the client station, first user input indicating a request to assign a value to a given data record; based on the request, identifying a first set of values that may be assigned to the given data record, wherein each value in the first set corresponds to a first hierarchical tier of values; displaying a user interface view that enables selection of values from the first set of values; receiving second user input indicating selection of a first value that comprises either (i) a given value from the first set of values or (ii) a given value from a second set of values displayed in response to a query for values that may be assigned to the given data record; based on receiving the second user input, identifying a third set of values that may be assigned to the given data record, wherein each value in the third set corresponds to a second hierarchical tier of values related to the first hierarchical tier of values; displaying an updated user interface view that enables selection of values from the third set of values; receiving third user input indicating selection of a second value that comprises a given value from the third set of values; and based on the second user input and the third user input, causing the first and second values to be assigned to the given data record. ### Claim 18 (depends on 17) The method of claim 17, wherein the request to assign a value to the given data record comprises (i) a request to create the given data record or (ii) a request to update a given data field of the given data record. ### Claim 19 (depends on 17) The method of claim 17, wherein the user interface view comprises (i) a recommendation pane that presents respective selectable visual representations of one or more values from the first set of values and (ii) a search pane that enables searching of values that may be assigned to the given data record, wherein the query comprises user input provided via the search pane. ### Claim 20 (depends on 19) The method of claim 19, wherein the updated user interface view comprises an updated recommendation pane that presents respective selectable visual representations of one or more values from the third set of values.