发明名称 Method and system for recording a transaction using a dynamic user interface within an application
摘要 A method for recording a transaction using a Dynamic User Interface (DUI) within an application, including receiving, from a user of the application, the transaction relating to a customer of the user; receiving a request to generate a form for the transaction; generating, based on the request to generate the form, the form containing a customer list and a form element; receiving a request to generate the DUI; generating, based on the request to generate the DUI, the DUI adjacent to the form displayed within the application; receiving an identification of the customer from the customer list; populating, based on the identification of the customer, the DUI with the transaction relating to the customer; receiving, from the user, a selection of the transaction from the DUI; populating, within the form adjacent to the DUI, the form element using the transaction; and recording, within the application, the transaction.
申请公布号 US9483797(B1) 申请公布日期 2016.11.01
申请号 US201414257820 申请日期 2014.04.21
申请人 Intuit Inc. 发明人 Hebard Emily;Haymaker Bridgette;Rabinowitz Dorelle;Kindlund Erika;Martin Jennifer A.;Davidchik Joseph;Wells Joseph;Hora Priyajeet
分类号 G07B17/00;G07F19/00;G06Q40/00 主分类号 G07B17/00
代理机构 Osha Liang LLP 代理人 Osha Liang LLP
主权项 1. A method for recording a transaction using a Dynamic User Interface (DUI) within an application, comprising: identifying, within the application, a prior transaction relating to a customer of a user; obtaining, in response to identifying the prior transaction and by the application, the prior transaction; automatically populating, without intervention of the user, the DUI with the prior transaction such that one or more details of the prior transaction are input to the DUI; receiving, from the user and within the application, a request to generate a form for the transaction; generating, in response to receiving the request to generate the form and within the application, the form comprising a customer list and a form element; receiving, from the user and within the application, a request to generate the DUI; generating, in response to receiving the request to generate the DUI, the DUI adjacent to the form displayed within the application; receiving, from the user and within the form adjacent to the DUI, an identification of the customer from the customer list; without intervention of the user and in response to receiving the identification of the customer, displaying within the DUI the prior transaction relating to the customer, wherein the prior transaction is owned by an application operator; receiving, from the user, a selection of therp for transaction from the DUI by receiving, from the user, a drag and drop manipulation of a visual representation of the prior transaction from the DUI to the form adjacent to the DUI; populating, in response to receiving the selection of the prior transaction and within the form adjacent to the DUI, the form element using therp for transaction; in response to populating the form element, temporarily hiding the visual representation of the prior transaction from the DUI; and recording, within the application, the transaction.
地址 Mountain View CA US