Patent Abstract:
A method and system for defining an offlinable view/controller graph. In one embodiment of the method a first view definition is received from a server via data communication link, wherein the first view definition comprises a first identifier. The first view definition is stored in memory at a location identified by a first universal resource locator (URL). The first URL is mapped to the first identifier in a table.

Full Description:
RELATED APPLICATIONS 
       [0001]    This application claims the domestic benefit under Title 35 of the United States Code §119(e) of U.S. Provisional Patent Application Ser. No. 61/880,892, entitled “Method and System for Defining an Offlinable View/Controller Graph,” filed Sep. 21, 2013, which is hereby incorporated by reference in its entirety and for all purposes as if completely and fully set forth herein. 
     
    
     BACKGROUND OF THE INVENTION 
       [0002]    Enterprise applications provide valuable services to businesses. For example, enterprise applications provide customer relationship management (CRM), resource planning, human resource management, etc. The present invention will be described with reference to an example CRM that provides sales and marketing services, it being understood that the present invention should not be limited thereto. 
         [0003]    CRM is a widely implemented strategy for managing a company&#39;s interaction with customers. CRM services can be accessed through mobile devices (e.g., smart phones or tablet computers). The present invention will be described with reference to providing CRM services to users via their mobile devices, it being understood the present invention should not be limited thereto. 
       SUMMARY 
       [0004]    A method and system for defining an offlinable view/controller graph is disclosed. In one embodiment of the method, a first view definition is received from a server via data communication link, wherein the first view definition comprises a first identifier. The first view definition is stored in memory at a location identified by a first universal resource locator (URL). The first URL is mapped to the first identifier in a table. 
     
    
     
       BRIEF DESCRIPTION OF THE DRAWINGS 
         [0005]    The present invention may be better understood, and its numerous objects, features, and advantages made apparent to those skilled in the art by referencing the accompanying drawings. 
           [0006]      FIG. 1  is a block diagram illustrating relevant components of an example system that employs mobile CRM. 
           [0007]      FIG. 2  is a block diagram of relevant components of an example server employed in  FIG. 1 . 
           [0008]      FIG. 3  graphically illustrates an example page displayed on a mobile device employed in  FIG. 1 . 
           [0009]      FIG. 4  graphically illustrates an example page displayed on a mobile device employed in  FIG. 1 . 
           [0010]      FIG. 5  graphically illustrates an example page displayed on a mobile device employed in  FIG. 1 . 
           [0011]      FIG. 6  is a block diagram illustrating relevant components of an example mobile device. 
           [0012]      FIGS. 7A-7C  graphically illustrates an example view table stored in the mobile device employed of  FIG. 6 . 
           [0013]      FIG. 8  is a flow chart illustrating relevant aspects of a process implemented by the mobile device of  FIG. 6 . 
           [0014]      FIG. 9  graphically illustrates an example page displayed on a mobile device employed in  FIG. 1 . 
           [0015]      FIG. 10  graphically illustrates an example page displayed on a mobile device employed in  FIG. 1 . 
       
    
    
       [0016]    The use of the same reference symbols in different drawings indicates similar or identical items. 
       DETAILED DESCRIPTION 
       [0017]    Today&#39;s sales workforce is more mobile than ever. To better aid the mobile sales workforce, many companies employ mobile CRM, which enables users to more efficiently use CRM services such as creating, reviewing, and/or updating sales opportunities, sales accounts, contacts, etc., through user interfaces or “views” displayed on mobile devices. 
         [0018]      FIG. 1  illustrates in block diagram form, relevant components of an example system  100  that provides mobile CRM. System  100  includes a mobile device (e.g., smart phone)  104  in wireless data communication with a CRM executing on server  106 . Services provided by the CRM can be accessed through views displayed by mobile device  104 . 
         [0019]    In one embodiment, the CRM implements a model-view-controller architecture. The CRM includes a single, state driven application that contains multiple page definitions, which form the basis of views that can be are displayed by mobile device  104 . In response to receiving a view request from mobile device  104 , the CRM merges or binds view components (e.g., account names, contact names, etc.) from a logical data model with a selected page definition, the result of which is sent to the mobile device  104  as a view definition in a reply after additional processing (e.g., rendering, URI insertion, and/or serialization). Mobile device  104  receives and renders the view definition for display. For purposes of explanation, this disclosure presumes that any view definition received by a mobile device contains merged view components (e.g., account names, contact names, etc.) in condition for rendering and subsequent display. Mobile device may perform preprocessing (e.g., deserialization) before the view definition is rendered for subsequent display. 
         [0020]    With continuing reference to  FIG. 1 ,  FIG. 2  illustrates an example of server  106  with relevant components shown in block diagram form. Memory  202  stores an application definition for the CRM. The application definition includes page definitions, some of which are represented in memory  202 . The “Springboard” page definition can be used to render a springboard view for display on a mobile device, which enables user access to mini-applications or high level business objects within the logical data model. The “Accounts,” “Opportunities,” and “Contacts” page definitions can be used to render views for display on mobile devices that present names of accounts, opportunities, and contacts, respectively, in a list pattern. The “Account,” “Opportunity,” and “Contact” page definitions can be used to render views for display that provide detailed information for an account, opportunity, and contact, respectively, in a form. The “Account Form,” “Opportunity Form,” and “Contact Form” page definitions can be used to render views for display that provide information from an account, opportunity, and contact, respectively, in a user editable form. Other page definitions in memory  202  are contemplated. In general, page definitions can be used to render logical data model  204  into a form suitable for interaction by a user of a mobile device via views displayed thereon. In one sense, logical data model  204  provides access to business objects including accounts, contacts, opportunities, etc., some of which are shown in  FIG. 2 . 
         [0021]    The application definition in memory  202  can be implemented as a state driven application that is built using Java Server Faces (JSF) technology, it being understood the present invention should not be limited thereto. JSF provides standard, reusable components for creating pages for views. JSF provides useful, special tags to enhance view definitions. As will be more fully described below, the present invention can extend JSF (or a similar technology for building a state driven application) with a new feature that enables insertion of a new type of tag (e.g. URIs) into view definitions before the view definitions are sent to mobile devices. These new tags, as will be more fully described below, enable multiple features. For example, the tags allow mobile devices to display views when the mobile devices are “offline” or lack data communication with the CRM. 
         [0022]    Control logic  206 , which may take form in instructions executing on a processor, is in data communication with the application definition. Control logic  206  can receive a view request from mobile device  104  via interface  208 . In response to receiving the view request, control logic  206  may access the application definition in memory  202  or a view navigation stack (not shown) to select an appropriate page definition for creating the reply. The page definition can be selected based on information contained in the view request in addition to other information. 
         [0023]    The page definition contains metadata that can be used to retrieve view components (e.g., account names, contact names, etc.) needed from logical data model  204 . Control logic  206  can make calls to logical data model  204  to retrieve the needed view components. Control logic  206  can then bind or merge the selected page definition with the retrieved components, the result of which is transmitted to the requesting mobile device as a view definition in a reply after some additional processing.  FIGS. 3-5  illustrate example views that are displayed by mobile device  104  in response to receiving replies from the CRM. 
         [0024]    With continuing reference to  FIG. 2 ,  FIG. 3  illustrates an example view  302  that is displayed on a touch sensitive screen  300  of mobile device  104  in response to a user&#39;s initial invocation of a mobile session with the CRM. More particularly, when the user invokes the mobile session, mobile device  104  generates and sends a request for a springboard view. In response to receiving the request, control logic  206  selects the springboard page definition in memory  202 . After some processing, control logic  206  sends the springboard view definition to the mobile device in a reply. Mobile device  104  receives and subsequently displays view  302  with actionable springboard view components  306 - 310  in response. 
         [0025]    When springboard view  302  is displayed on mobile device  104 , the user can request additional, related views for display on mobile device  104  via activation of components  306 - 310 . To illustrate, the user can activate “Contacts” in order to retrieve a list of the contacts from the CRM. In response to activation of Contacts, mobile device  104  generates and sends a request for the contacts view to the CRM. View requests may include a session identification or other information that uniquely identifies the session between the CRM and mobile device  104 . The CRM and/or control logic  206  can use session identifications to manage view navigation stacks for respective mobile devices, which in turn can be used to select the proper page definition and components needed to form the reply. 
         [0026]    Continuing with the illustrated example, control logic  206  receives the contacts list view request from mobile device  104 , and in response selects the contacts page definition from memory  202 . Control logic  206  selects and merges view components (e.g., contact names) from model  204  that are needed for the reply. The component selection may be based on information in the selected page definition and/or other information. In the current example, control logic  206  selects contact names that are identified directly or indirectly by the contact page definition. Components selected and retrieved are merged by control logic  206  with the contacts page definition, the result of which is transmitted to mobile device  104  as a contacts view definition after some additional processing. This additional processing may include, but should not be limited to, control logic  206  selectively adding view URIs and/or target view URIs based on the contents of the merged page definition or a rendered, merged page definition. A portion of an example contacts view definition sent to mobile device  104  is provided below. 
         [0000]    
       
         
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
               
               
             
           
               
                   
               
               
                 Contacts View Definition 
               
               
                   
               
             
             
               
                   
               
             
          
           
               
                   
                 &lt;&lt;page title=“Contacts” viewUri=“view:/contacts#list”&gt; 
               
               
                   
                  &lt;list&gt; 
               
             
          
           
               
                   
                 &lt;entry action=“contacts?_ctrl.state=zxy1&amp;source=abc” 
               
               
                   
                 targetUri=“view:/contacts/101#detail” 
               
             
          
           
               
                   
                 &gt;Labron James&lt;/entry&gt; 
               
             
          
           
               
                   
                 &lt;entry action=“contacts?_ctrl.state=zxy1&amp;source=def” 
               
               
                   
                 targetUri=“view:/contacts/102#detail” 
               
             
          
           
               
                   
                 &gt;Mark Adams&lt;/entry&gt; 
               
             
          
           
               
                   
                 &lt;entry action=“contacts?_ctrl.state=zxy1&amp;source=ghi” 
               
               
                   
                 targetUri=“view:/contacts/102#detail” 
               
             
          
           
               
                   
                 &gt;Peter Chu&lt;/entry&gt; 
               
             
          
           
               
                   
                 &lt;entry action=“contacts?_ctrl.state=zxy1&amp;source=jkl” 
               
               
                   
                 targetUri=“view:/contacts/102#detail” 
               
             
          
           
               
                   
                 &gt;Sally Ride&lt;/entry&gt; 
               
             
          
           
               
                   
                   . . . 
               
               
                   
                  &lt;/list&gt; 
               
               
                   
                 &lt;/page&gt; 
               
               
                   
                   
               
             
          
         
       
     
         [0027]      FIG. 4  shows an example “Contacts” view  402  displayed by mobile device  104  after it receives the reply from CRM. Like other views presented in a list pattern, view  402  illustrates contact names in a list. Many components displayed in a view are actionable. For example, the “Labron James” component can be user activated (e.g., “clicked”) to request a corresponding view that provides contact details for Labron James. In response to activation, mobile device  104  generates and sends a request for the Labron James detail view to the CRM. Control logic  206  receives this request, and selects the Contact page definition based on information in the request. Control logic  206  selects components (e.g., the account associated with the contact) identified directly or indirectly by the Contact page definition. The selected components are merged with the Contact page definition, URIs are added, and the result is transmitted to mobile device  104  after some additional processing. A portion of an example contact view definition for Labron James received by mobile device  104  is provided below. 
         [0000]    
       
         
               
             
               
             
               
               
             
               
             
           
               
                   
               
               
                 Labron James Contact View Definition 
               
               
                   
               
             
             
               
                   
               
             
          
           
               
                 &lt;page title=“Contact” subtitle=“Labron James” 
               
               
                 viewUri=“view:/contacts/101#detail”&gt; 
               
               
                  &lt;form&gt; 
               
               
                  &lt;entry label=“Name”&gt;Labron James&lt;/entry&gt; 
               
               
                  &lt;entry label=“Account” action=“contact?_ctrl.state=zxy2&amp;source=abc” 
               
             
          
           
               
                   
                 targetUri=“view:/accounts/201#detail”&gt;Acme Bike Corp.&lt;/entry&gt; 
               
             
          
           
               
                  . . . 
               
               
                  &lt;/form&gt; 
               
               
                 &lt;/page&gt; 
               
               
                   
               
             
          
         
       
     
         [0028]    Like the contacts view definition example, the contact view definition example includes view and target view URIs. As will be more fully described, mobile devices, like mobile device  104 , can store view definitions from the CRM, like the contacts and LaBron James contact view definition examples above, in local memory to enable offline rendering and display of views. The view and target view URIs provide a graph or relationship between views, view components and view definitions so that a user can navigate between and views on his mobile device even when the user&#39;s mobile device is offline. Target view URIs are linked to actionable components within view definitions. When a user clicks a displayed view component while the mobile device is offline, a view definition identified by a target view URI and linked to the displayed view component, can be retrieved from local memory and subsequently rendered for display. 
         [0029]      FIG. 5  shows an example of the Labron James contact view  502  displayed by mobile device  104  after it receives and renders the reply from the CRM. View  502  illustrates detail contact components displayed in a form format. View  502  has a look and feel of other views displayed by mobile device  104  such as the view  402  shown in  FIG. 4 . For example, both views  402  and  502  include a “Back” button that can be used to backward navigate to a prior view. If the Back button of view  502  is activated, mobile device  104  will generate and send a back request to the CRM. In one embodiment, the same generic back request is sent by mobile device  104  whenever any back button in any view is activated. In response to the back request, the control logic  206  can pop the last item off the view navigation stack, which item includes information related to view  502 . Then, control logic  206  can recreate the reply that resulted in view  402 , using the page definition (e.g., Contacts page definition) in the most recently added stack item, and components from the model. The reply is recreated for subsequent transmission to the mobile device  104 . The redisplay of the view should be the same except for any component from the logical data model that has changed in the interim. 
         [0030]    Most of the time, mobile devices such as mobile device  104  shown in  FIG. 1  are in data communication with the CRM such as the CRM executing on server  106 . While “online” or in data communication, mobile device can receive view definitions from the CRM. However, data communication between the CRM and a mobile device may be interrupted either voluntarily or involuntarily. For example, mobile device  104  may have a feature (e.g., “airplane mode”) that allows the user to disable wireless communication, or the mobile device may be too far away from a communication tower to exchange radio signal communications. Mobile device users prefer to have access to CRM data and services when their mobile devices are voluntarily or involuntarily offline. 
         [0031]      FIG. 6  illustrates relevant components of mobile device  104  that enables offline access to CRM data and/or services. More particularly,  FIG. 6  shows, in block diagram form, a view request handler  604  in data communication with a view controller  602  and a mobile CRM client  606 . In one embodiment, components  602 - 606  may take form in instructions executing on one or more processors of mobile device  104 . Additionally,  FIG. 6  shows a memory subsystem  610  that is configured to store a file system  612  and a data store  614 . In one embodiment, data store  614  may take form in a database that stores one or more tables such as a view table more fully described below. 
         [0032]    Mobile CMR client  606  generates requests for views, such as the request for the contacts view mentioned above, in response to user activation of displayed, actionable view components. Request handler  604  receives the requests and is configured to forward the requests to the CRM if the mobile device  104  is online or in data communication with the server  106 . Otherwise, request handler  604  forwards the view requests to view controller  602  as will be more fully described below. 
         [0033]    If the mobile device is online, view controller  602  is configured to receive a request reply from server  106  that contains a view definition such as the contacts view definition example above. View controller  602  stores a copy of the view definition in file system  612 , and links the view URI for the view definition to the stored copy. In one embodiment, view controller  602  creates and/or accesses a view table within data store  614  that maps view URIs to respective URLs or addresses for view definitions stored in file system  612 . View controller  602  is also configured to provide view definitions to mobile CRM client  606  on request when mobile device  104  is in the offline mode as will be more fully described below. 
         [0034]      FIG. 7A  illustrates an example view table  700  contained within data store  614 . This view table contains entries that map view URIs to file system URLs, which identify respective locations within file system  612  where view definitions are stored. The view table shown in  FIG. 7A  is accessible by the view controller. As shown in the example of  FIG. 7A , view table  700  includes four entries, only one of which maps a URI to a file system URL. For purposes of explanation,  FIG. 7A  represents the state of view table  700  prior to mobile device  104  requesting the contacts view definition and the Labron James contact view definition set forth above. 
         [0035]      FIG. 8  illustrates an example process employed by the view controller  602  and request handler  604  to enable offline access to CRM data and/or services. The process begins when a user of mobile device  104  activates (e.g., clicks) a displayed, actionable view component of a rendered view definition. The view component may be linked to a separate view definition via a target view URI in the rendered view definition. In response to user activation, the mobile CRM client  606  generates a view request corresponding to the activated view component. If the activated view component is linked to a target view URI, the URI from the rendered view definition may be included in the request generated by the mobile CRM client  606 . 
         [0036]    Request handler  604  receives the view request and determines whether mobile device  104  operates in the online mode. If mobile device  104  is operating in the online mode, the process proceeds to step  805  where handler  604  sends the request to the CRM. In response view controller  602  will receive a reply from CRM that contains a view definition as shown in step  806 . The view definition should contain and is identified by a unique view URI. The view definition may also contain one or more target view URIs that link components (e.g., contacts) in the view definition to respective view definitions. 
         [0037]    The view definition received in step  806  is subsequently processed by view controller  602 . More particularly, view controller  602  accesses the view table  700  to determine whether it contains the view URI for the view definition. If the view table lacks an entry containing the view URI, view controller  602  creates a new entry, and adds the view URI to the new entry. The view definition received in step  806  is stored, in one embodiment, in a file identified by a unique URL within file system  612 . The view controller  602  maps this URL to the view URI in the new entry of the view table as shown in step  820 . In one embodiment, certain views do not warrant storage in the mobile device, and as a result view storage on the mobile device is selective. For example views showing up to date stock prices or weather reports are not stored. 
         [0038]    If the view controller  602  determines in step  810  that the view table contains the view URI for the received view definition and a mapped URL thereto, thus indicating file system  612  contains a prior version of the view definition received in step  806 , the prior version of the view definition stored at the URL is overwritten with the view definition received in step  806 . On the other hand if the view table  700  contains the view URI for the view definition received in step  806 , but the view URI in the table is not mapped to a URL, then the view definition received in step  806  is stored in file system  612  at a unique URL in step  822 . View table  700  is then updated with the URL of step  822 . The view definition received in step  806  may contain one or more target view URIs. Although not shown in  FIG. 8 , view controller  602  creates a new entry in view table  700  for each target view URI that is not present in the view table. 
         [0039]    After step  818 ,  820 , or  824  the view definition received from the CRM in step  806  is sent to the mobile CRM client  606  for rendering and subsequent display on the mobile device  104 , and the process of  FIG. 8  ends. 
         [0040]    Mobile device  104  may be in the offline mode when the request handler  604  receives the view request from the mobile CRM client  606 . If the mobile device is in the offline mode, then the request handler  604  forwards the view request to view controller  602 . This request should contain a view URI (i.e., the target view URI) mapped in the rendered view definition to the view component that was activated in step  802 . View controller  602  accesses table  700  to read the URL that is mapped to the view URI. File system  612  is accessed to read the view definition at the URL, which is then forwarded to mobile CRM client  606  as shown in  832  for rendering and display. Thereafter, the process ends. 
         [0041]      FIG. 7A  illustrates the example view table prior to mobile device  104  receiving the example contacts list view definition and the example Labron James contact view definition.  FIG. 7B  illustrates changes made by view controller  602  to the view table shown in  FIG. 7A  in accordance with the process of  FIG. 8  after mobile device  104  receives the example contacts view definition. Entry 5, which maps the view URI (i.e., view:\\contacts#list) for the example contacts list view definition and the URL (i.e., file:\\...contacts#list) for the example view definition stored in file system, illustrates the result of view controller  602  creating a new entry in accordance with step  820 . Entries 6-9, which contain the target view URIs of the example contacts view definition, illustrates the result of view controller  602  creating new entries for target view URIs contained in the example contacts view definition. 
         [0042]      FIG. 7C  illustrates changes made by view controller  602  to the view table shown in  FIG. 7B  after the mobile device receives and processes the example Labron James contact view definition in accordance with the process of  FIG. 8 . As can be seen, entry 6 has been updated to include the URL where the LaBron James contact definition file is stored. 
         [0043]    With continuing reference to  FIGS. 7C and 8 ,  FIGS. 9 and 10  illustrate example views that are displayed by mobile device  104  when operating in the offline mode. Although not indicated in  FIG. 7C , the file system of mobile device  104  stores a view definition for the springboard view shown in  FIG. 3 . This view definition can be rendered and displayed on mobile device  104  that is similar to that shown in  FIG. 3  while mobile device  104  is in the offline mode. The user of mobile device  104  can activate the Contacts view component (see  FIG. 3 ) of the springboard while mobile device  104  is in the offline mode. In response, the mobile CRM client  606  generates a request for the contacts view definition. This request will include the view URI (i.e., view://contacts#list) that is linked to the contacts view component within the rendered springboard view definition. Since mobile device  104  is offline, request handler  604  will forward the request from the mobile CRM client to the view controller  602  in accordance with the process shown in  FIG. 8 . In response, view controller  602  accesses view table  700  shown in  FIG. 7C  to read the URL (i.e., file:\\...contacts#list) that is mapped to the view URI (i.e., view://contacts#list) of the request. View controller  602  initiates a process to retrieve the contacts view definition stored at the mapped URL, which is eventually forwarded to mobile CRM client  606  for rendering and display. In one embodiment, however, before the view definition is forwarded to the mobile CRM  602 , view controller  602  can analyze the contacts view definition to identify which of its target view URIs, if any, are mapped to respective URLs in view table  700 . View controller  602  can update the contacts view definition to indicate those target view URIs that are mapped to URLs within the view table before the view definition is sent to the mobile CRM client  606 . Mobile CRM client  606  renders and displays the contacts view as shown in  FIG. 9 . When displaying the contacts view definition, mobile CRM client  606  will visually identify those view components that are actionable based upon corresponding target view URIs that were previously identified by view controller  602  as mapped to URLs. In one embodiment, view components that are actionable are bolded in the resulting view displayed by the mobile device  104 . In the example shown in  FIG. 9 , the LaBron James contact view component is bolded, thus indicating that this component is actionable in the offline mode. 
         [0044]    In response to a user activating an actionable component such as the LaBron James component displayed in  FIG. 9 , the mobile CRM  606  acting in accordance with the process shown in  FIG. 8  generates a view request for the LaBron James contact definition view. This request will include the view URI (i.e., view://contacts/101#detail) for the request contact view definition, which is linked to the “LaBron James” component within the contacts view definition rendered for display. Since mobile device  104  is offline, this request is provided to view controller  602 , which in turn initiates a process that reads the LaBron James contact view from the file system definition at the mapped URL (i.e., file://...contacts/101#detail). The contact view definition is forwarded to the mobile CRM client for subsequent rendering and display.  FIG. 10  illustrates the LaBron James contact view displayed by mobile device  104  while mobile device  104  is in the offline mode. 
         [0045]    Although the invention has been described in connection with several embodiments, the invention is not intended to be limited to the specific forms set forth herein. On the contrary, it is intended to cover such alternatives, modifications, and equivalents as can be reasonably included within the scope of the invention as defined by the appended claims.

Technology Classification (CPC): 6