Patent ID: 9262393
Filing Date: 2016-02-16
CPC Classification: G06F

Claim Text:
1. A method for providing simplified form filling in an on-demand service in a machine resident database system for a multi-tenant database system, the method comprising: receiving, at the machine resident database system, a request from a user machine to set up a form wizard for a first form comprising form fields displayed at the user machine; sending, by the machine resident database system, a form wizard setup interface to set up the form wizard, the form wizard setup interface including an interfae screen that will be displayed in addition to the first form, and the interface screen further comprising the form fields of the first form that are each available for user-defined selection; receiving, at the machine resident database system, information obtained from the sent form wizard setup interface, the information received including user defined selections from the interface screen for setting up a form wizard user interface; setting up the form wizard user interface based on the information received, the form wizard user interface providing indications of how to fill out the first form as the first form is being filled out; receiving at the machine resident database system, a request from the user machine to fill a plurality of the form fields using the form wizard; sending, by the machine resident database system, the form wizard user interface configured to prompt the user to sequentially fill in the plurality of the form fields by searching the first form for the form fields and presenting the searched fields to the user in priority order based on the user defined selections and in a step-by step fashion; receiving, at the machine resident database system, specifying information to fill each of the respective form fields of the first form from the form wizard; sending to the user machine an updated instance of the first form having the respective form fields filled in with the specifying information; and in response to the first form being completed by the user for one account, sending to the user a second electronic form for another account associated with the user, for the user to fill out, and receiving at the machine resident database system, specifying information for the second electronic form for the other account filled out, via the form wizard.