Calendar Quick Actions for Cloud Record Management

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Solution Overview

Problem

Conventional calendar applications require users to leave the calendar context to create new records or perform actions on existing records, leading to inefficient workflows and broken workflows due to the need to navigate away from the main user interface.

Innovation Solution

A calendar application and system that allows users to create new records and perform actions directly within the calendar context by automatically detecting object types, populating a new object creation UI element with options, and providing quick action options associated with calendar items, enabling users to interact with these options without leaving the calendar interface.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If users follow conventional calendar application workflows, then they can create records and perform actions, but they must leave the calendar context and navigate away from the main user interface, resulting in broken workflows and reduced efficiency

Engineering Contradiction:
Improveworkflow continuityVSAvoidtime spent navigating away and returning to calendar
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent merges the record creation and action performance capabilities directly into the calendar application interface. Users can now create new records and perform actions on existing records without leaving the calendar context, as the system integrates these functionalities within the same user interface. This eliminates the need to navigate away and return, maintaining workflow continuity and reducing time loss.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The calendar application is enhanced with multi-functionality, allowing it to not only display calendar events but also create new records and perform actions on existing records. This universal approach enables users to handle multiple tasks within a single application context, improving ease of operation and eliminating the need to switch between applications or views.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Adaptability or versatility

If the calendar application provides comprehensive record management capabilities, then users can create and act on records, but the system complexity increases requiring integration with cloud computing platforms and multiple object types

Engineering Contradiction:
Improverecord management capabilityVSAvoidsystem architecture complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent introduces an intermediary layer in the form of a cloud computing platform that handles the complexity of record management. The calendar application interfaces with this platform through standardized mechanisms, allowing comprehensive record management capabilities to be provided without directly increasing the complexity within the calendar application itself. The cloud platform acts as a mediator that manages the intricate relationships between multiple object types and records.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system employs a universal object type mechanism that allows the calendar application to work with multiple types of records through a common interface. This approach provides adaptability and versatility in record management while managing system complexity by using a standardized, multi-functional framework that can handle different object types uniformly.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS10504069B2Calendar application, system and method for performing actions on records in a cloud computing platform from within the context of the calendar application
Publication Date: 2019.12.10 SALESFORCE INC
  • US10504069B2 patent drawing
  • US10504069B2 patent drawing
  • US10504069B2 patent drawing

AI summary

Methods and systems are provided for performing actions with respect to records maintained by a database system from within a calendar context of a calendar application. An association between a type of target object selected from a list of target objects for an organization, and an action type selected from a list of action types is created to define a quick action that is can be performed with respect to an instance of the type of target object. When a user interacts with a calendar item that relates to a record that is an instance of the target object and represents data associated with the calendar item, a quick action UI element is displayed within a main UI of the calendar application. When the user interacts with the quick action UI element, the quick action can be performed with respect to the record from within calendar context.