# US 12,591,826 B2 · System for creating and managing enterprise user workflows

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- Number: US 12,591,826 B2
- Document ID: US12591826B2
- Status: Granted
- Kind: B2
- Application number: 17/885,609
- Filed: 2022-08-11
- Published: 2023-12-14
- Granted: 2026-03-31
- Earliest claimed: 2022-06-09
- Assignees: Omnissa, LLC
- Applicants: Omnissa, LLC
- Inventors: Anoop Adur; Saurav Choudhuri; Anikethana Narasimha Murthy; Chandra Divi; Partheeban Kandasamy
- Web page: https://patentgrep.com/patent/US12591826B2

## CPC

- G06Q 10/06316: {Sequencing of tasks or work}
- G06F 3/04842: Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence)
- G06Q 10/0633: Workflow analysis
- 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
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Systems and methods are described herein for creating enterprise workflows for an enterprise user. In an example, a user can access a workflows tool in a management application. The user can select a trigger event from a list of available trigger events. In response to the selection, the workflows tool can display a list of available actions. The user can select an action. The user can also select other enrolled user devices for executing the workflow. The management application can send the selections to a server. The server can send workflow connectors for the selected trigger event and action to the selected user devices. The workflow connections can include instructions for detecting the trigger event and instructions for performing the action. The management application can install the workflow connectors and begin executing the workflow.

## Claims

### Claim 1

A method for creating enterprise workflows for a user, comprising:
as part of an enrollment of a first user device of the user for management by a management server, downloading a management application from the management server and installing the management application on the first user device;
displaying, at the first user device, a workflows tool for creating workflows, wherein the workflows tool is displayed in a graphical user interface (“GUI”) of the management application;
receiving, on the first user device, a selection of a trigger event that specifies a geographic location, wherein the trigger event is determined to occur when the first user device is within a threshold distance of the geographic location;
receiving, on the first user device, a selection of a plurality of actions including an action associated with the trigger event;
receiving, on the first user device, a selection of a trigger event condition, the trigger event condition identifying a condition that must be verified after the trigger event is detected in order to execute the action;
receiving, on the first user device, a selection of a filter, the filter designating which action to execute of the plurality of actions;
sending, to the management server, the selections of the trigger event, the trigger event condition, the filter and the action;
receiving, by the management application on the first user device from the management server, a first workflow connector corresponding to the selected trigger event and a second workflow connector corresponding to the action, wherein the first workflow connector includes instructions for detecting the trigger event and applying the condition and the second workflow connector includes instructions for applying the filter and executing the action;
installing the first and second workflow connectors on the first user device by the management application, wherein installing the first workflow connector on the first user device includes configuring the first workflow connector to periodically request global positioning system (GPS) data from an operating system of the first user device and evaluate the GPS data against the geographic location specified in the trigger event;
executing the instructions of the first workflow connector on the first user device for detecting the trigger event, wherein executing the instructions of the first workflow connector includes periodically retrieving the GPS data from the operating system of the first user device and evaluating the retrieved GPS data against the geographic location specified in the trigger event; and
in response to detecting the trigger event when the retrieved GPS data of the first user device indicates that the first user device is within a predefined threshold distance of the geographic location specified in the trigger event, executing the instructions of the second workflow connector on the first user device to execute the action.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
receiving a selection of a second user device associated with the user; and
sending, to the management server, the selection of the second user device, wherein the management server sends the first and second workflow connectors to the second user device for installation.

### Claim 3 (depends on 1)

The method of claim 1, wherein executing the action includes launching a third-party application.

### Claim 4 (depends on 1)

The method of claim 1, wherein the trigger event is selected from a list of available trigger events displayed in the GUI, and the list of available trigger events displayed is based on a user group that the user belongs to.

### Claim 5 (depends on 1)

The method of claim 1, further comprising:
receiving a selection of a user group; and
sending the selection of the user group to the management server, wherein the management server sends the first and second workflow connectors to user devices of users assigned to the user group.

### Claim 6

A non-transitory, computer-readable medium containing instructions that, when executed by a hardware-based processor, causes the processor to perform stages for creating enterprise workflows for a user, the stages comprising:
as part of an enrollment of a first user device of the user for management by a management server, downloading a management application from the management server and installing the management application on the first user device;
displaying, at the first user device, a workflows tool for creating workflows, wherein the workflows tool is displayed in a graphical user interface (“GUI”) of the management application;
receiving, on the first user device, a selection of a trigger event that specifies a geographic location, wherein the trigger event is determined to occur when the first user device is within a threshold distance of the geographic location;
receiving, on the first user device, a selection of a plurality of actions including an action associated with the trigger event;
receiving, on the first user device, a selection of a trigger event condition, the trigger event condition identifying a condition that must be verified after the trigger event is detected in order to execute the action;
receiving, on the first user device, a selection of a filter, the filter designating which action to execute of the plurality of actions;
sending, to the management server, the selections of the trigger event, the trigger event condition, the filter and the action;
receiving, by the management application on the first user device from the management server, a first workflow connector corresponding to the selected trigger event and a second workflow connector corresponding to the action, wherein the first workflow connector includes instructions for detecting the trigger event and applying the condition and the second workflow connector includes instructions for applying the filter and executing the action;
installing the first and second workflow connectors on the first user device by the management application, wherein installing the first workflow connector on the first user device includes configuring the first workflow connector to periodically request global positioning system (GPS) data from an operating system of the first user device and evaluate the GPS data against the geographic location specified in the trigger event;
executing the instructions of the first workflow connector on the first user device for detecting the trigger event, wherein executing the instructions of the first workflow connector includes periodically retrieving the GPS data from the operating system of the first user device and evaluating the retrieved GPS data against the geographic location specified in the trigger event; and
in response to detecting the trigger event when the retrieved GPS data of the first user device indicates that the first user device is within a predefined threshold distance of the geographic location specified in the trigger event, executing the instructions of the second workflow connector on the first user device to execute the action.

### Claim 7 (depends on 6)

The non-transitory, computer-readable medium of claim 6, the stages further comprising:
receiving a selection of a second user device associated with the user; and
sending, to the management server, the selection of the second user device, wherein the management server sends the first and second workflow connectors to the second user device for installation.

### Claim 8 (depends on 1)

The method of claim 1, wherein the action is a script that causes a digital badge to be enabled or disabled on the first user device.

### Claim 9 (depends on 2)

The method of claim 2, further comprising:
in response to detecting the trigger event when the retrieved GPS data of the first user device indicates that the first user device is within a predefined threshold distance of the geographic location specified in the trigger event, sending a notification by the first user device to the management server indicating that the first user device is within the predefined threshold distance of the geographic location, wherein the management server, in response to receiving the notification, sends an instruction to the second user device to log out the user of the second user device.

### Claim 10 (depends on 6)

The non-transitory, computer-readable medium of claim 6, wherein executing the action includes launching a third-party application.

### Claim 11 (depends on 6)

The non-transitory, computer-readable medium of claim 6, wherein the trigger event is selected from a list of available trigger events displayed in the GUI, and the list of available trigger events displayed is based on a user group that the user belongs to.

### Claim 12 (depends on 6)

The non-transitory, computer-readable medium of claim 6, the stages further comprising:
receiving a selection of a user group; and
sending the selection of the user group to the management server, wherein the management server sends the first and second workflow connectors to user devices of users assigned to the user group.

### Claim 13

A system for creating enterprise workflows for a user, comprising:
a memory storage including a non-transitory, computer-readable medium comprising instructions; and
a hardware-based processor that executes the instructions to carry out stages comprising:
as part of an enrollment of a first user device of the user for management by a management server, downloading a management application from the management server and installing the management application on the first user device;
displaying, at the first user device, a workflows tool for creating workflows, wherein the workflows tool is displayed in a graphical user interface (“GUI”) of the management application;
receiving, on the first user device, a selection of a trigger event that specifies a geographic location, wherein the trigger event is determined to occur when the first user device is within a threshold distance of the geographic location;
receiving, on the first user device, a selection of a plurality of actions including an action associated with the trigger event;
receiving, on the first user device, a selection of a trigger event condition, the trigger event condition identifying a condition that must be verified after the trigger event is detected in order to execute the action;
receiving, on the first user device, a selection of a filter, the filter designating which action to execute of the plurality of actions;
sending, to the management server, the selections of the trigger event, the trigger event condition, the filter and the action;
receiving, by the management application on the first user device from the management server, a first workflow connector corresponding to the selected trigger event and a second workflow connector corresponding to the action, wherein the first workflow connector includes instructions for detecting the trigger event and applying the condition and the second workflow connector includes instructions for applying the filter and executing the action;
installing the first and second workflow connectors on the first user device by the management application, wherein installing the first workflow connector on the first user device includes configuring the first workflow connector to periodically request global positioning system (GPS) data from an operating system of the first user device and evaluate the GPS data against the geographic location specified in the trigger event;
executing the instructions of the first workflow connector on the first user device for detecting the trigger event, wherein executing the instructions of the first workflow connector includes periodically retrieving the GPS data from the operating system of the first user device and evaluating the retrieved GPS data against the geographic location specified in the trigger event; and
in response to detecting the trigger event when the retrieved GPS data of the first user device indicates that the first user device is within a predefined threshold distance of the geographic location specified in the trigger event, executing the instructions of the second workflow connector on the first user device to execute the action.

### Claim 14 (depends on 13)

The system of claim 13, the stages further comprising:
receiving a selection of a second user device associated with the user; and
sending, to the management server, the selection of the second user device, wherein the management server sends the first and second workflow connectors to the second user device for installation.

### Claim 15 (depends on 13)

The system of claim 13, wherein executing the action includes launching a third-party application.

### Claim 16 (depends on 13)

The system of claim 13, wherein the trigger event is selected from a list of available trigger events displayed in the GUI, and the list of available trigger events displayed is based on a user group that the user belongs to.

### Claim 17 (depends on 13)

The system of claim 13, the stages further comprising:
receiving a selection of a user group; and
sending the selection of the user group to the management server, wherein the management server sends the first and second workflow connectors to user devices of users assigned to the user group.
