US 12,106,131 B2
Metadata driven guided rules editor
Parth Vijay Vaishnav, San Francisco, CA (US); Mitchell Christensen, San Francisco, CA (US); and Kevin Han, San Francisco, CA (US)
Assigned to Salesforce, Inc., San Francisco, CA (US)
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Nov. 23, 2022, as Appl. No. 17/993,751.
Prior Publication US 2024/0168780 A1, May 23, 2024
Int. Cl. G06F 9/451 (2018.01); G06F 8/41 (2018.01); G06Q 10/067 (2023.01)
CPC G06F 9/453 (2018.02) [G06F 8/427 (2013.01); G06Q 10/067 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A computing device, comprising:
one or more processors; and
a non-transitory machine-readable storage medium that provides instructions that, if executed by the one or more processors, are configurable to cause the computing device to perform operations of a guided rules editor, the operations comprising:
displaying a view of a rule creation user interface (UI) of the guided rules editor to a user on a client device, wherein the rule creation UI enables the user to define a business rule using one or more rule constructs selected based on data of an organization to which the user belongs;
fetching, by a metadata service, metadata of an organization to which the user belongs, and using the metadata to identify which data of the organization is eligible for rule creation and using attributes of the metadata to determine a layout of one or more UI selection elements;
rendering the one or more UI selection elements in one or more positions in the view according to the layout and populating at least a portion of the one or more UI selection elements with the data of the organization; and
responsive to receiving user input of the one or more UI selection elements, generating and saving to a data repository an organization-specific rule to be executed by a rules engine.