Cross-platform approval form generation method, system, electronic device and storage medium
By generating an approval template on the target approval platform and allowing the business platform to determine the pending approval information, the poor scalability and inconvenience caused by the integration of approval forms and business data are solved, and flexible and low-coupled approval forms are achieved, reducing development Cost and time improve approval efficiency and data consistency.
Patent Information
- Application Number
- CN202410888995.3
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2024-07-04
- Publication Date
- 2024-12-06
- Estimated Expiration
- 2044-07-04
AI Technical Summary
In the prior art, the integration of approval forms and business data leads to poor scalability, inconvenient user operation, and requires a large amount of customized development, which increases development costs and operational complexity.
The cross-platform approval form generation method is adopted to generate approval templates on the target approval platform, and allow the business platform to determine the information to be approved based on the approval template, so as to realize the independence of the approval template, simplify approval operations, and reduce development costs.
Improves the flexibility and scalability of approval templates, simplifies approval operations, reduces development costs and time, and ensures data accuracy and consistency.
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Figure CN118428908B_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the field of computer technology, and in particular to a cross-platform approval form generation method, system, electronic device and storage medium. Background Art
[0002] As enterprises expand in size and their businesses become more complex, enterprise communication and collaboration platforms have become an important tool for internal communication, collaboration, and process management. Traditional collaborative management processes often rely on enterprise resource planning (ERP) systems, such as the IN3 ERP system, which requires users to create and bind accounts in the system, increasing the difficulty of user operations and the management costs of the enterprise. In addition, these ERP systems are usually tightly coupled with the approval flow engine. Once the approval process needs to be modified or expanded, a large amount of customized development of the system is required, which is not only time-consuming and labor-intensive, but may also lead to system instability or functional conflicts.
[0003] At present, an approval process solution based on the workflow engine (Activiti) is adopted. This solution stores the process data required for the workflow by configuring the database, including steps such as deploying database scripts and setting connection properties. The business process diagram is designed and defined through the Business Process Modeling Notation (BPMN) specification, and the business process diagram is converted into a process definition in XML format and deployed to the workflow engine. When the approval process needs to be started, it is only necessary to start the corresponding process implementation example in the workflow engine.
[0004] However, the above solution requires the development of a service interface that interacts with the workflow engine, and at the same time, an integrated user interface to display the task list and process status to ensure that users can interact with the workflow system. Therefore, a large amount of customized development is required, and the approver needs to create an account in the business system to participate in the approval process, resulting in high development costs and cumbersome operations. Summary of the invention
[0005] One of the purposes of the present invention is to provide a cross-platform approval form generation method to solve the technical problem in the prior art that the approval form is integrated with business data, resulting in poor scalability and inconvenience in user operation.
[0006] One of the purposes of the present invention is to provide a cross-platform approval form generation system.
[0007] One of the objectives of the present invention is to provide an electronic device.
[0008] One of the objects of the present invention is to provide a computer storage medium.
[0009] In order to achieve one of the above-mentioned invention purposes, the present invention provides a cross-platform approval form generation method, which is applied to a form approval system, wherein the form approval system includes a business platform and an approval platform, and the approval platform is used to accept the approval operation of the approver; the generation method includes: controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template; controlling the business platform to determine the pending approval information corresponding to the approval template, and determining the target approval form according to the pending approval information; and controlling the business platform to output the target approval form to the target approval platform.
[0010] As a further improvement of an embodiment of the present invention, before the "controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template", the method also includes: controlling the business platform to respond to the operation of the requester to determine the corresponding approval request and target approval platform; controlling the business platform to establish communication with the target approval platform.
[0011] As a further improvement of an embodiment of the present invention, the "controlling the business platform to establish communication with the target approval platform" specifically includes: controlling the business platform to determine the interface credentials corresponding to the target approval platform according to a preset configuration file, and establishing communication with the target approval platform according to the interface credentials; the configuration file records several groups of mutually corresponding approval requests and interface credentials of the approval platform.
[0012] As a further improvement of an implementation mode of the present invention, before the "controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template", the method includes: controlling the business platform to determine the approval request number according to the business order of the requesting party, and outputting the approval request number to the target approval platform; the "controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template" specifically includes: controlling the target approval platform to determine the corresponding approval template according to the approval request number.
[0013] As a further improvement of an embodiment of the present invention, the "controlling the target approval platform to determine the corresponding approval template according to the approval request number" specifically includes: controlling the target approval platform to determine the template control corresponding to the approval request number, and outputting the template control to the business platform; the "controlling the business platform to determine the pending approval information corresponding to the approval template" specifically includes: controlling the business platform to determine the control value corresponding to the template control as the pending approval information.
[0014] As a further improvement of an implementation mode of the present invention, the “controlling the business platform to determine the pending approval information corresponding to the approval template, and determining the target approval form according to the pending approval information” specifically includes:
[0015] The business platform is controlled to fill the information to be approved into the approval template to obtain the target approval form.
[0016] As a further improvement of an embodiment of the present invention, after "controlling the business platform to output the target approval form to the target approval platform", the method also includes: controlling the target approval platform to update the approval status of the target approval form in response to the approval operation of at least one approver; controlling the approval platform to output a corresponding notification event to the business platform when the approval status of the target approval form changes.
[0017] As a further improvement of an embodiment of the present invention, before "controlling the target approval platform to respond to the approval operation of at least one approver", the method also includes: controlling the target approval platform to determine the approval process according to the target approval form; controlling the target approval platform to push it to several approvers in sequence according to the approval process.
[0018] To achieve one of the above-mentioned invention purposes, the present invention also provides a cross-platform approval form generation system, including: a business platform, used to generate a first approval request; used to determine the pending approval information corresponding to the first approval request, and determine a first target approval form according to the pending approval information; used to output the first target approval form; a first target approval platform, used to determine the corresponding first approval template in response to the first approval request of the business platform; and used to receive the first target approval form.
[0019] As a further improvement of an embodiment of the present invention, the first target approval platform is also used to determine the corresponding first approval process and execute the approval operation based on the first target approval form; and is used to output the corresponding notification event to the business platform when the approval status of the first target approval form changes.
[0020] As a further improvement of an embodiment of the present invention, the generation system also includes: a second target approval platform, which is used to determine the corresponding second approval template in response to the second approval request of the business platform; and is used to receive a second target approval form.
[0021] In order to achieve one of the above-mentioned purposes of the invention, the present invention also provides an electronic device, comprising: at least one processor; a memory, wherein the memory stores a computer program that can be run on the processor, and when the processor executes the program, the steps of the cross-platform approval form generation method described in any of the above-mentioned technical solutions are performed.
[0022] To achieve one of the above-mentioned purposes of the invention, the present invention also provides a computer storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the steps of the cross-platform approval form generation method described in any of the above-mentioned technical solutions are performed.
[0023] Compared with the prior art, the embodiments of the present invention have at least one of the following beneficial effects:
[0024] The present invention adopts a cross-platform approval form generation method, which generates an approval template on the target approval platform and allows the business platform to determine the information to be approved corresponding to the approval template based on the approval template, thereby realizing that the approval template is independent of the business platform, making the approval template itself more flexible and improving scalability; in addition, the approver does not need to log in to the business platform and can complete the approval operation directly through the target approval platform, which greatly simplifies the operation of the approver and improves the approval efficiency.
[0025] In addition, the approval system is split into a business platform and a target approval platform, which implements a flexible, low-coupling approval form generation solution, allowing the enterprise's business data and approval process to be seamlessly connected, ensuring data accuracy and consistency. At the same time, enterprises can also quickly define approval templates according to their own business needs, without the need for complex customized development for each business scenario, which greatly reduces development costs and time, simplifies the operation process, and improves work efficiency. BRIEF DESCRIPTION OF THE DRAWINGS
[0026] Figure 1 It is a structural diagram of a cross-platform approval form generation system in one embodiment of the present invention.
[0027] Figure 2 It is a schematic diagram of the steps of a cross-platform approval form generation method in one embodiment of the present invention.
[0028] Figure 3 It is a schematic diagram of steps before step S1 in a specific embodiment of an embodiment of the present invention.
[0029] FIG. 4( a ) is a schematic diagram of a process of generating an approval request number by a target approval platform in an embodiment of the present invention.
[0030] FIG4( b ) is a schematic diagram of a business platform generating a business order in an embodiment of the present invention.
[0031] Figure 5 It is a schematic diagram of the steps of a method for generating a cross-platform approval form in one embodiment of the present invention.
[0032] Figure 6 It is a schematic diagram of steps after step S3 in one embodiment of the present invention.
[0033] Figure 7 It is a schematic diagram of communication between a business platform and a target approval platform in a preferred embodiment of the present invention.
[0034] FIG8 (a) is a schematic diagram of a process of initiating approval by a business platform in a preferred embodiment of the present invention.
[0035] FIG8( b ) is a schematic diagram of a process of the target approval platform calling back the approval result in a preferred embodiment of the present invention.
[0036] FIG8( c ) is a flow chart of a method for generating a cross-platform approval form in a preferred embodiment of the present invention.
[0037] Fig. 9 It is a schematic structural diagram of a refrigeration device in one embodiment of the present invention. DETAILED DESCRIPTION
[0038] The present invention will be described in detail below in conjunction with the specific embodiments shown in the accompanying drawings. However, these embodiments do not limit the present invention, and any structural, methodological, or functional changes made by a person skilled in the art based on these embodiments are all within the scope of protection of the present invention.
[0039] It should be noted that the term "comprises" or any other variation thereof is intended to cover non-exclusive inclusion, so that a process, method, article or device that includes a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device. In addition, the terms "first", "second", etc. are used for descriptive purposes only and cannot be understood as indicating or implying relative importance.
[0040] like Figure 1 As shown, an embodiment of the present invention provides a cross-platform approval form generation system 100.
[0041] In one embodiment, the cross-platform approval form generation system 100 realizes seamless integration with other third-party platforms (target approval platforms) according to a cross-platform approval form generation method to complete the approval operation, simplify the approval operation of the approver, and improve the approval efficiency.
[0042] In a specific embodiment, the cross-platform approval form generation method can be implemented by referring to any technical solution provided below.
[0043] In one embodiment, the cross-platform approval form generation system 100 may involve the interaction of multiple platforms or systems. For example, the cross-platform approval form generation system 100 may include a business platform, a first target approval platform, and a second target approval platform. Both the business platform and the target approval platform may be or include a management system at the software level, wherein the business platform may be a comprehensive enterprise management software system that can provide a unified operation interface and operation process, so that the enterprise can efficiently perform daily business operations (such as submitting order change approval); the target approval platform may be a software system for processing and managing approval processes. The business platform initiates an approval request to the first target approval platform and / or the second target approval platform, and the first target approval platform and / or the second target approval platform complete the approval operation.
[0044] The cross-platform approval form generation system 100 includes a business platform 11. The business platform 11 is used to process business-related operations.
[0045] In one embodiment, the business platform 11 is used to generate an approval request, such as a purchase order approval request.
[0046] In one embodiment, the business platform 11 is further used to determine a business order corresponding to the approval request.
[0047] In a specific embodiment, the approval request is carried by a business order. In this embodiment, the business platform 11 can not only determine the business order information in response to the business operation of the requester, but also determine the corresponding approval request according to the business order. In other words, while the business platform generates a business order in response to the operation of the requester, it can also submit an approval request to the target approval platform.
[0048] In one embodiment, the business platform 11 is used to determine the pending approval information corresponding to the approval request, and determine the target approval form according to the pending approval information.
[0049] In a specific embodiment, the business order contains more detailed information related to the approval request, which can be used as part of the content to be filled in the approval template. Specifically, the business platform 11 determines the corresponding approval template control (i.e., template definition) according to the approval template; then determines the business information matching the approval template control according to the business order associated with the approval request, and fills the business information into the approval template as the information to be approved.
[0050] In a specific embodiment, the business platform 11 is used to fill the information to be approved into the approval template to obtain a target approval form.
[0051] In one embodiment, the business platform 11 is used to output the target approval form.
[0052] The cross-platform approval form generation system 100 includes a first target approval platform 12. The first target approval platform 12 is used to respond to the approval request of the business platform 11, determine the corresponding approval template, and complete the approval operation according to the approval request.
[0053] In one embodiment, the first target approval platform 12 is used to respond to the first approval request of the business platform 11 and determine a corresponding first approval template according to the first approval request.
[0054] In a specific embodiment, the first target approval platform 12 maintains a template library containing multiple predefined approval templates. When receiving a first approval request from the business platform 11, the first target approval platform 12 receives and parses the first approval request, determines the approval request number, and determines a matching first approval template in the template library according to the approval request number.
[0055] In one embodiment, the first target approval platform 12 is used to determine a first approval process according to the first target approval form provided by the business platform 11, and push it to a plurality of approvers in sequence according to the first approval process.
[0056] In one embodiment, the first target approval platform 12 can also be used to perform approval operations according to the first approval process corresponding to the first target approval form, and when the approval status of the first target approval form changes during the approval process, the first target approval platform 12 generates a corresponding notification event and outputs it to the business platform 11.
[0057] The cross-platform approval form generation system 100 may further include a second target approval platform 13. The second target approval platform 13 is used to respond to the approval request from the business platform 11 and complete the approval operation according to the approval request.
[0058] In one embodiment, the second target approval platform 13 is used to respond to the second approval request of the business platform 11 and generate a corresponding second approval template according to the second approval request.
[0059] In one embodiment, the second target approval platform 13 is used to determine the second approval process according to the second target approval form provided by the business platform 11, and push it to several approvers in sequence according to the second approval process.
[0060] The first target approval platform 12 and the second target approval platform 13 are independent of each other, and they can both process the received approval request and complete the generation and approval of the target approval order according to their defined approval templates and / or approval processes. Of course, the present invention can also include other target approval platforms, which are not specifically limited.
[0061] In a specific embodiment, the first approval request and the second approval request can be the same or different at the level of the business platform 11. In other words, the first target approval platform 12 and the second target approval platform 13 can receive the same approval request or different approval requests from the business platform 11. This improves the flexibility and diversification of approval.
[0062] In one embodiment, the business platform 11 is or includes an IN3 ERP system; the first target approval platform and the second target approval platform are or include third-party collaboration tools, such as WeChat for Enterprise, DingTalk, and Feishu.
[0063] In a specific embodiment, the business platform 11 is the IN3 ERP system, the first target approval platform 12 is WeChat for Enterprise, and the second target approval platform 13 is DingTalk. Of course, other target approval platforms may also be included, and the number and type of target approval platforms may be adjusted according to actual needs. Specifically, the target approval platform may be determined according to the third-party communication platform (e.g. WeChat for Enterprise, DingTalk, Feishu, etc.) used or logged in by the approver.
[0064] like Figure 2 As shown, an embodiment of the present invention provides a cross-platform approval form generation method.
[0065] The cross-platform approval form generation method is applied to a cross-platform approval form generation system.
[0066] The cross-platform approval form generation system includes a business platform and a target approval platform, and the target approval platform is used to receive the approval operation of the approver.
[0067] In one embodiment, the cross-platform approval form generation system can be as follows: Figure 1 The configuration is performed as described above, and the corresponding technical solution is set and referenced in the generation method provided by the present invention. Of course, the cross-platform approval form generation system applied by the cross-platform approval form generation method provided by the present invention is not limited to this configuration structure.
[0068] like Figure 2 As shown, a cross-platform approval form generation method provided in one embodiment of the present invention includes the following steps.
[0069] Step S1, controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template;
[0070] Step S2, controlling the business platform to determine the pending approval information corresponding to the approval template, and determining the target approval form according to the pending approval information;
[0071] Step S3, controlling the business platform to output the target approval form to the target approval platform.
[0072] In this way, by generating an approval template on the target approval platform and allowing the business platform to determine the information to be approved corresponding to the approval template based on the approval template, the approval template is made independent of the business platform, making the approval template itself more flexible and improving scalability; in addition, the approver does not need to log in to the business platform, but can complete the approval operation directly through the target approval platform, which greatly simplifies the approver's operation and improves approval efficiency.
[0073] In one embodiment, a host computer may be used to establish a communication connection with the business platform and the target approval platform. In this embodiment, the communication between the business platform and the target approval platform is controlled by the perspective of the host computer.
[0074] In one embodiment, the target approval platform itself can also respond to a certain signal, trigger or external control from the business platform to provide an approval template and receive the target approval form, such as interface response, message queue, etc.
[0075] It is understandable that based on different preferences that users may have for the approval platform interface, functions and operating habits, or / and based on the access rights and access levels of different users or user groups, or / and based on the customization of the approval process, the approval requests initiated by different requesters may have corresponding target approval platforms that are different.
[0076] like Figure 3 As shown, in one embodiment, before step S1 of the present invention, the method includes the following steps.
[0077] Step P11, controlling the business platform to respond to the operation of the requesting party and determine the corresponding approval request and target approval platform;
[0078] Step P12, controlling the business platform to establish communication with the target approval platform.
[0079] In this way, by responding to the operation of the requesting party and establishing communication between the business platform and the target approval platform, it is possible to achieve rapid flow of business information and improve processing efficiency.
[0080] In a specific embodiment, the requesting party refers to any individual, organization or company that initiates the request.
[0081] In a specific embodiment, step P12 may specifically include the following steps.
[0082] Step P12', controlling the business platform to determine the interface credentials corresponding to the target approval platform according to the preset configuration file, and establishing communication with the target approval platform according to the interface credentials.
[0083] In this way, a communication connection is established through encrypted interface credentials to prevent sensitive information from being leaked or tampered with, thereby ensuring the security of data transmission.
[0084] In one embodiment, the configuration file records several groups of corresponding approval requests and interface credentials of the approval platform.
[0085] Specifically, a mapping relationship is established in advance between the requester and the adopted target approval platform, and the mapping relationship is saved in a database or in a configuration file in the form of configuration information.
[0086] In one embodiment, the business platform establishes a connection with a single target approval platform. In this embodiment, the approval request of the business platform will only be sent to the target approval platform.
[0087] In one embodiment, the business platform establishes connections with multiple target approval platforms at the same time. The multiple target approval platforms are independent and can process the approval requests sent by the business platform in parallel.
[0088] In a specific embodiment, the business platform generates a single approval request and sends the approval request to multiple target approval platforms at the same time. The approval templates provided by the multiple target approval platforms may be different, and the generated target approval orders and / or approval processes may also be different.
[0089] In a specific embodiment, the business platform generates multiple approval requests simultaneously, and sends each approval request to a different target approval platform.
[0090] The interface credential refers to the credential used to authenticate and authorize an application to access a specific interface or service, which allows the application to securely access and operate an API (Application Programming Interface) or other services.
[0091] In a specific embodiment, the interface credentials include appKey and appSecret.
[0092] Specifically, appKey is a unique identifier used to identify a specific application, similar to a username or account, and is used to identify the source of the request in an API request. AppKey is used to verify the legitimacy of the request, ensuring that only applications that have registered and obtained the key can send requests.
[0093] appSecret is a key used together with appKey. When the application sends a request to the API, appSecret is used to generate a signature or token, which will be used by the API to verify the legitimacy of the request.
[0094] In a specific embodiment, based on preset configuration information, an interface credential matching the approval platform is determined, and the interface credentials of different approval platforms are different.
[0095] It should be noted that before initiating an approval request on the business platform, the applicant must associate or bind his or her account on the business platform with the account on the approval platform.
[0096] In a specific embodiment, the target business platform provides a code scanning authorization interface, and the applicant authorizes by scanning a QR code or similar methods, and the target approval platform returns an authorization code to the applicant.
[0097] In a specific embodiment, the business platform account and the approval platform account are associated using an authorization code.
[0098] In one embodiment, as shown in FIG4 (a), the control business platform sends an approval template request to the target approval platform; the control target approval platform outputs the approval template number to the business platform according to the approval template request; the control business platform saves the approval template number and establishes a mapping relationship between it and the business order. In other words, when the control requester initiates an approval request through a business order, the business order will automatically be bound to the corresponding approval template number.
[0099] In a specific embodiment, based on predefined configuration information, an approval request number matching the business order type carrying the approval request is determined; the configuration information records a number of groups of mutually corresponding order business types and corresponding approval request numbers. As shown in FIG4 (b), in this embodiment, when the requesting party generates a business order on the business platform, the business order will be automatically associated with the approval request number, which corresponds to the "purchase application number" shown in FIG4 (b).
[0100] In one embodiment, before step S1 of the present invention, the method may include the following steps.
[0101] Step P2, controlling the business platform to determine the approval request number according to the business order of the requesting party, and outputting the approval request number to the target approval platform;
[0102] Based on this, step S1 involved in the present invention may specifically include the following steps.
[0103] Step S1', controlling the target approval platform to determine a corresponding approval template according to the approval request number.
[0104] In this way, the corresponding approval template is determined by the approval request number, and the approval template can be obtained in real time to ensure that the approval template is the latest and real-time performance is guaranteed.
[0105] In addition, the approval template is determined by the change of the approval request, avoiding manual selection or configuration of the approval template, reducing the probability of misselecting or missing the approval template, ensuring that the same type of business orders follow the same approval process, and ensuring the consistency and fairness of the approval.
[0106] Among them, the approval template can be regarded as a framework, which contains the basic elements, layout and rules required in the approval process.
[0107] The approval request number corresponds to the approval request. The corresponding approval template can be determined according to the approval request number, but the approval request number does not necessarily point to a fixed approval template. In other words, the approval template can be dynamically changed.
[0108] In a specific embodiment, based on a monitoring program, the target approval platform is controlled to respond to the business order approval request of the business platform, and the corresponding approval template is determined according to the approval request number of the approval request. The monitoring program is configured to monitor the approval request from the business platform.
[0109] In a specific embodiment, the approval request can be sent to the target approval platform via an API call, a message queue, an HTTP request or other communication mechanisms.
[0110] The target approval platform is controlled to determine the corresponding approval template according to the approval request number, the business platform is controlled to receive the status information returned by the target approval platform device, and the subsequent operation is determined according to the status information. The status information may point to the successful determination of the approval template or the unsuccessful determination of the approval template.
[0111] In one embodiment, when the state information indicates a first state, the target approval platform is controlled to transmit the approval template to the business platform; the business platform determines the corresponding information to be approved according to the approval template. The first state refers to the successful determination of the approval template.
[0112] In a specific embodiment, the target approval platform is controlled to transmit the approval template body (i.e., static page) to the business platform. In this embodiment, the business platform is controlled to determine the pending approval information corresponding to the approval template body involved, thereby reducing the possibility of errors when filling in the pending approval information later.
[0113] In another embodiment, when the status information indicates the second state, the target approval platform is controlled to transmit an error code to the business platform, wherein the error code is used to indicate the cause of the error. In this embodiment, the second state indicates that the target approval platform has not found the corresponding approval template. In this way, the second state can help the business platform quickly locate the problem.
[0114] In a specific embodiment, when the error code pointed to by the second state is "301025", it means that the parameter is wrong and the approval request number is illegal.
[0115] like Figure 5 As shown, in one embodiment, the method of the present invention specifically includes the following steps.
[0116] Step S1'', controlling the target approval platform to determine a template control corresponding to the approval request number, and outputting the template control to the business platform;
[0117] Based on this, step S2 involved in the present invention specifically includes the following steps.
[0118] Step S2', controlling the business platform to determine a control value corresponding to the template control as the pending approval information, and determining a target approval form according to the pending approval information;
[0119] Step S3, controlling the business platform to output the target approval form to the target approval platform.
[0120] In this way, by determining and outputting the corresponding template control through the approval request number, the business platform can quickly and accurately find and fill in the corresponding control value, avoiding the tedious process of manually searching and configuring the approval form, and improving approval efficiency.
[0121] In one embodiment, the control target approval platform transmits the template control corresponding to the approval template to the business platform. In this embodiment, the control business platform fills the corresponding control value into the template control according to the returned template control.
[0122] In a specific embodiment, the control business platform determines the corresponding business order according to the approval request, and matches the approval request number and the control field in the business order (such as the purchase application number) based on a preset configuration file, and determines the business order information (specific control of the business order) and the approval template information (specific control of the approval template); the configuration file records the corresponding business order control field and approval template control field. According to the control field mapping relationship between the business order information and the approval template information, the content of the control field in the business order information is determined to be the corresponding information to be approved.
[0123] For example, a field in the approval template (such as the approval request number, etc.) corresponds to a business field name in the business order (such as the purchase requisition number, etc.).
[0124] In a specific embodiment, step S2 of the present invention may specifically include the following steps.
[0125] Step S2', controlling the business platform to fill the information to be approved into the approval template to obtain the target approval form.
[0126] In this way, by controlling the business platform to fill the approval information into the approval template, errors in approval content caused by manual input or incorrect matching can be avoided, thereby improving the reliability of the target approval form.
[0127] After the target approval platform receives the target approval form, if you want to continue to control the target approval platform to perform approval operations, you need to generate the corresponding approval process to establish the corresponding relationship between the target approval form and the approval process.
[0128] In a specific embodiment, the target approval form and the approval process are independent of each other. The target approval form defines some static information such as mandatory fields, approval conditions, and participants; while the approval process is generated by configuration or definition. A mapping relationship between the target approval form and the approval process can be established to ensure that the correct approval process can be triggered after the form is submitted.
[0129] In a specific embodiment, the target approval form includes the definition of the approval process. In this embodiment, the target approval form is integrated with the approval process, and the target approval form itself directly includes the definition information of the approval process, including each link of the approval, the approval order, the participants or roles, the approval conditions, etc. The formation of the form and the definition of the approval process are carried out at the same time. The modification of the form means that the approval process also needs to be adjusted accordingly. When a specific approval request needs to be processed, a specific approval process instance is generated according to the target approval form.
[0130] like Figure 6 As shown, in one embodiment, the method may further include the following steps.
[0131] Step S41, controlling the target approval platform to update the approval status of the target approval form in response to the approval operation of at least one approver;
[0132] Step S42, controlling the approval platform to output a corresponding notification event to the business platform when the approval status of the target approval form changes.
[0133] In this way, by calling back each status change in the approval process to the business platform in the form of a notification event, the business platform can fully record the historical information of the entire approval process, which is helpful for auditing or tracing and ensuring the compliance and fairness of the approval process.
[0134] A notification event refers to a specific event that occurs during the approval process, which triggers the sending of a notification, a message, or an alert. Notification events are used to inform relevant personnel or systems about the current status of the approval process.
[0135] In one embodiment, when a notification event is triggered, the approval platform generates a corresponding notification and sends it to relevant personnel or relevant systems via email, SMS, system message, API callback, etc.
[0136] A state change refers to the state of an entity (such as a target approval form) in an approval process changing from one state to another. For example, an approval form changes from the "pending approval" state to the "approved" state.
[0137] In a specific embodiment, the status changes include, but are not limited to: urging, revoking, approving, rejecting, transferring for review, adding notes, etc.
[0138] Before executing the approval operation, the control target approval platform needs to determine the approval process corresponding to the target approval form and complete the approval operation according to the approval process.
[0139] In a specific embodiment, before step S41 of the present invention, the method further includes the following steps.
[0140] Step P41, controlling the target approval platform to determine the approval process according to the target approval form;
[0141] Step P42, controlling the target approval platform to push to several approvers in sequence according to the approval process.
[0142] In this way, by determining the correspondence between the target approval form, approval process and approver, the approval operation can be accurate.
[0143] The above-mentioned various implementation modes, embodiments or specific examples provided by the present invention can be combined with each other to finally form multiple better implementation modes.
[0144] Figure 7 The communication between the requester, the business platform, the target approval platform and the approver in a preferred embodiment is shown. Figure 7 The content shown summarizes the interaction process between the business platform and the target approval platform.
[0145] The control business platform generates a corresponding business order on the business platform in response to the business operation of the requesting party on the business platform, and sends an approval request to the target approval platform according to the business order.
[0146] The target approval platform receives the approval request and determines the approval request number; determines the corresponding approval template based on the approval request number, and transmits the approval template to the business platform. The business platform determines the corresponding pending approval information based on the approval template and the business order; fills the pending approval information into the approval template to form a target approval form.
[0147] The business platform transmits the target approval form to the target approval platform. The target approval platform determines the approval process according to the target approval form and notifies at least one approver according to the approval process. The approver receives the notification and completes the approval.
[0148] After receiving the approval notice, the approver can view the approval details in the target approval platform and perform the approval operation. Approval operations include but are not limited to approval, rejection, and making amendments.
[0149] After the approver completes the approval operation, the target approval platform will return the approval result to the IN3 ERP system. The approval result includes but is not limited to whether the approval is passed, approval opinions, etc.
[0150] The business platform and the requester receive the approval results of the target approval platform, so that the enterprise platform and the requester can timely understand the approval progress and results, and make corresponding processing according to the results. If the approval is passed, the control business platform updates the order status or performs subsequent operations; if the approval is rejected or needs to be modified, the requester resubmits the approval request or makes corresponding modifications.
[0151] FIG8( a ) shows a schematic diagram of a process of initiating approval by a business platform (eg, IN3 ERP system) in a preferred embodiment.
[0152] In this embodiment, the user submits a business approval request in the business platform (IN3 ERP system); the target approval platform matching the approval request is determined based on the current approval configuration information; the target approval platform determines the approval template according to the approval request number, and transmits the approval template to the business platform; the business platform fills the approval information into the approval template to form a target approval form, and calls the approval interface of the target approval platform to transmit the target approval form to the target approval platform.
[0153] FIG8( b ) shows a schematic diagram of a process flow of approval result callback of a target approval platform in a preferred embodiment.
[0154] In this embodiment, after receiving the target approval form, the target approval platform performs the approval operation. When the approval result is approved or rejected, the target approval platform calls back the approval result to the IN3 ERP system through the business platform interface. The IN3 ERP system performs subsequent business processing based on the approval result returned by the target approval platform. If the approval is passed, the next business process can be entered according to the details of the business order, such as the purchase process.
[0155] FIG8( c ) shows a schematic flow chart of a method for generating a cross-platform approval form in a preferred embodiment.
[0156] In this embodiment, the service module and the processing module are included in the service platform. The processing process of this preferred embodiment is summarized below in conjunction with FIG8 (c).
[0157] The user submits a business order through the user interface of the business module, and the business order contains the information that needs to be approved and the approval request number. After receiving the order submitted by the user, the business module reads the approval configuration information related to the order and determines the target approval platform.
[0158] The processing module receives the business order from the business module and the approval template details from the target approval platform, and assembles a complete target approval form based on the business order and approval template details, and calls the API or interface of the target approval platform to perform the approval operation on the target approval platform.
[0159] The approval callback interface is used to send the approval result back to the business module. The business module performs corresponding business processing based on the approval result. If the approval is passed, the business module can update the order status, notify the warehouse to ship, etc. If the approval is rejected, the business module may set the order to pending status, waiting for the user to resubmit or perform other modification operations.
[0160] The entire process realizes a complete closed loop from user submission of order, to business module and processing module initiating approval, target approval platform executing approval, and finally feeding back the approval result to the business module for business processing, conveniently integrating the target approval platform to participate in the approval operation.
[0161] like Fig. 9 As shown, an embodiment of the present invention provides an electronic device 200.
[0162] The electronic device 200 may specifically be a computer device, and the computer device may be a terminal device or a server.
[0163] The electronic device 200 includes at least one processor. The cross-platform approval form generation method provided by the present invention can be applied to the processor or implemented by the processor. The processor can be a central processing unit (CPU) 21.
[0164] The electronic device 200 includes a memory. The memory is used to store various types of data to support the operation of the electronic device 200. Examples of such data include: any computer program for operating on a computer device. The memory may be a read-only memory (ROM) 22, a random access memory (RAM) 23, or other storage part 28. The storage part 28 may be located inside the electronic device 200 or outside the electronic device 200.
[0165] In one embodiment, when the processor executes the computer program stored in the memory, the steps of the cross-platform approval form generation method in any technical solution of the present invention are performed.
[0166] In one embodiment, the electronic device 200 includes a central processor 21, which can perform various appropriate actions and processes according to the program stored in the read-only memory 22 or the program loaded from the storage part 28 to the random access memory 23. Various programs and data required for system operation are also stored in the random access memory 23. The central processor 21, the read-only memory 22 and the random access memory 23 are connected to each other through a bus 24. An input / output interface (Input / Output interface, i.e., I / O interface) 25 is also connected to the bus 24.
[0167] The following components are connected to the input / output interface 25: an input section 26 including a keyboard, a mouse, etc.; an output section 27 including a cathode ray tube (CRT), a liquid crystal display (LCD), etc., and a speaker, etc.; a storage section 28 including a hard disk, etc.; and a communication section 29 including a network interface card such as a LAN card, a modem, etc. The communication section 29 performs communication processing via a network such as the Internet. A drive 210 is also connected to the input / output interface 25 as needed. A removable medium 211, such as a magnetic disk, an optical disk, a magneto-optical disk, a semiconductor memory, etc., is installed on the drive 210 as needed, so that a computer program read therefrom is installed into the storage section 28 as needed.
[0168] One embodiment of the present invention provides a computer-readable storage medium.
[0169] In one embodiment, a computer-readable storage medium stores a computer program executed by the processor mentioned above, or a cross-platform approval form generation method in any of the technical solutions mentioned above.
[0170] When the processor executes the computer program, it can execute the description of the cross-platform approval form generation method in any of the above technical solutions, so it will not be repeated here. In addition, the description of the beneficial effects of using the same method will not be repeated.
[0171] The computer-readable storage medium may include: a flash drive, a read-only memory (ROM), a random access memory (RAM), a magnetic disk or an optical disk, etc.
[0172] In summary, the cross-platform approval form generation method, system, electronic device and storage medium provided by the present invention. By generating an approval template on the target approval platform and allowing the business platform to determine the information to be approved corresponding to the approval template based on the approval template, the approval template is independent of the business platform, making the approval template itself more flexible and improving scalability; in addition, the approver does not need to log in to the business platform and can complete the approval operation directly through the target approval platform, which greatly simplifies the operation of the approver and improves the approval efficiency.
[0173] In addition, the approval system is split into a business platform and an approval platform, which implements a flexible, low-coupling approval form generation solution, allowing the company's business data and approval process to be seamlessly connected, ensuring data accuracy and consistency. At the same time, companies can also quickly define approval templates based on their own business needs, without the need for complex customized development for each business scenario, greatly reducing development costs and time, simplifying the operation process, and improving work efficiency.
[0174] It should be understood that although this specification is described according to implementation modes, not every implementation mode contains only one independent technical solution. This description of the specification is only for the sake of clarity. Those skilled in the art should regard the specification as a whole. The technical solutions in each implementation mode may also be appropriately combined to form other implementation modes that can be understood by those skilled in the art.
[0175] The series of detailed descriptions listed above are only specific descriptions of feasible implementation methods of the present invention. They are not intended to limit the scope of protection of the present invention. Any equivalent implementation methods or changes that do not deviate from the technical spirit of the present invention should be included in the scope of protection of the present invention.
Claims
1. A cross-platform approval form generation method, characterized in that: Applied to a form approval system, the form approval system includes a business platform and an approval platform, the approval platform is used to accept the approval operation of the approver; the generation method includes: Controlling the target approval platform to determine a corresponding approval template in response to the approval request of the business platform; Controlling the business platform to determine the pending approval information corresponding to the approval template, and determining the target approval form according to the pending approval information; Controlling the business platform to output the target approval form to the target approval platform; Before the step of "controlling the target approval platform to respond to the approval request of the business platform and determine the corresponding approval template", the method includes: Control the business platform to determine the approval request number according to the business order of the requesting party, and output the approval request number to the target approval platform; The “controlling the target approval platform to determine the corresponding approval template in response to the approval request of the business platform” specifically includes: The target approval platform is controlled to determine a corresponding approval template according to the approval request number.
2. The cross-platform approval form generation method according to claim 1, characterized in that: Before the step of "controlling the target approval platform to determine a corresponding approval template in response to the approval request of the business platform", the method further includes: Controlling the business platform to respond to the operation of the requester and determine the corresponding approval request and target approval platform; Control the business platform to establish communication with the target approval platform.
3. The cross-platform approval form generation method according to claim 2, characterized in that: The “controlling the business platform to establish communication with the target approval platform” specifically includes: The business platform is controlled to determine the interface credentials corresponding to the target approval platform according to a preset configuration file, and to establish communication with the target approval platform according to the interface credentials; the configuration file records a plurality of groups of corresponding approval requests and interface credentials of the approval platform.
4. The cross-platform approval form generation method according to claim 1, characterized in that: The “controlling the target approval platform to determine the corresponding approval template according to the approval request number” specifically includes: Controlling the target approval platform to determine a template control corresponding to the approval request number, and outputting the template control to the business platform; The “controlling the business platform to determine the pending approval information corresponding to the approval template” specifically includes: The business platform is controlled to determine a control value corresponding to the template control as the information to be approved.
5. The cross-platform approval form generation method according to claim 1, characterized in that: The “controlling the business platform to determine the pending approval information corresponding to the approval template, and determining the target approval form according to the pending approval information” specifically includes: The business platform is controlled to fill the information to be approved into the approval template to obtain the target approval form.
6. The cross-platform approval form generation method according to claim 1, characterized in that: After the step of "controlling the business platform to output the target approval form to the target approval platform", the method further includes: Controlling the target approval platform to update the approval status of the target approval form in response to the approval operation of at least one approver; The control approval platform outputs a corresponding notification event to the business platform when the approval status of the target approval form changes.
7. The cross-platform approval form generation method according to claim 6, characterized in that: Before the step of "controlling the target approval platform to respond to the approval operation of at least one approver", the method further includes: Controlling the target approval platform to determine the approval process according to the target approval form; Control the target approval platform to push to several approvers in sequence according to the approval process.
8. A cross-platform approval form generation system for executing the cross-platform approval form generation method according to any one of claims 1 to 7, characterized in that: include: A business platform, used to generate a first approval request; used to determine the pending approval information corresponding to the first approval request, and determine the first target approval form according to the pending approval information; Used to output the first target approval form; A first target approval platform, configured to determine a corresponding first approval template in response to a first approval request from the business platform; Used to receive the first target approval form.
9. The cross-platform approval form generation system according to claim 8, characterized in that: The first target approval platform is also used to determine the corresponding first approval process and execute the approval operation according to the first target approval form; and is used to output a corresponding notification event to the business platform when the approval status of the first target approval form changes.
10. The cross-platform approval form generation system according to claim 8, characterized in that: The generation system further comprises: The second target approval platform is used to respond to the second approval request of the business platform and determine the corresponding second approval template; and is used to receive the second target approval form.
11. An electronic device, comprising: at least one processor; A memory storing a computer program executable on the processor, wherein the processor executes the steps of the cross-platform approval form generation method according to any one of claims 1 to 7 when executing the program.
12. A computer storage medium, wherein the computer readable storage medium stores a computer program, characterized in that: When the computer program is executed by a processor, the steps of the cross-platform approval form generation method according to any one of claims 1 to 7 are performed.
