A method, system, device and storage medium for displaying customized to-do data
By receiving the to-do display parameters input by the user in the CRM system, extracting and statistically generating the summary information of the to-do data, and displaying it in real time on the to-do module, the problem that customers cannot independently monitor the order status and realize the function of users to independently monitor the process node information.
Patent Information
- Application Number
- CN202111648636.3
- Authority / Receiving Office
- CN · China
- Patent Type
- Patents(China)
- Current Assignee / Owner
- Filing Date
- 2021-12-30
- Publication Date
- 2025-04-29
- Estimated Expiration
- 2041-12-30
AI Technical Summary
In the existing CRM system, customers cannot monitor their own order status in real time, and only the system administrator can manage orders, resulting in customers being unable to track order status independently.
By receiving the to-do display parameters entered by the user, including to-do name, classification, query value, menu and filter conditions, the corresponding data is extracted to-do data, and the summary information is generated based on the query value statistics, and the to-do module is displayed in real time.
It realizes that users can independently monitor process node information of interest, solves the problem of difficulty in monitoring to-do items, and improves users' real-time tracking ability of order status.
Smart Images

Figure CN114298688B_ABST
Abstract
Description
Technical Field
[0001] Embodiments of the present invention relate to information technology, and in particular, to a method, system, device, and storage medium for displaying customized to-do data. Background Art
[0002] CRM (Customer Relationship Management System) system is very important for modern enterprises. Customers are the foundation of the existence of enterprises, and the maintenance of existing customers is the basis of customer relationship management. In the entire product chain, enterprises must provide tracking services to customers, and customers also need to track the order status in real time. In the prior art, the administrator or the process front end starts the configuration of the process back end, and the information that customers can see is the unified management settings of the customer management system administrator. Customers usually cannot intuitively monitor the order status of themselves. Only the system administrator can manage the order, which leads to the inability to track the order status in real time.
[0003] This application displays the corresponding database information based on the permissions of the logged-in user. The relevant menus, data, buttons, and fields are directly configured on the page to determine the list that needs to be monitored. The configured monitoring events will be displayed in the form of icons in the to-do event monitoring window. The icons will simplify the display of the monitoring information, making it convenient for users to independently monitor the process node information they are interested in. Summary of the invention
[0004] The present invention provides a method, system, device and storage medium for displaying customized to-do data, which can optimize the existing customer relationship management display system.
[0005] In a first aspect, an embodiment of the present invention provides a method for displaying customized to-do data, comprising:
[0006] Receive to-do display parameters input by a user from an editing window, wherein the to-do display parameters include at least a to-do name, a to-do category, a query value, a to-do menu, and a filtering condition;
[0007] According to the to-do filtering condition, data corresponding to the filtering condition is extracted from the business form defined in the to-do menu information to form to-do data;
[0008] Generate to-do summary information by counting the to-do data according to the condition or function corresponding to the query value;
[0009] Dividing the display window into a plurality of display areas in a first direction according to the to-do categories;
[0010] Dividing the display area into a plurality of to-do modules in a second direction according to the to-do names;
[0011] The summary information is displayed in real time on the to-do module.
[0012] In a second aspect, an embodiment of the present invention further provides a display system for customized to-do data, including:
[0013] A to-do parameter input module, used to receive to-do display parameters input by a user from an editing window, wherein the to-do display parameters at least include a to-do name, a to-do category, a query value, a to-do menu, and a filtering condition;
[0014] A to-do data extraction module, used for extracting data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form to-do data;
[0015] A summary information generation module, used for generating summary information of to-do items by performing statistics on the to-do items according to the conditions or functions corresponding to the query values;
[0016] A window first partitioning module, used for dividing the display window into a plurality of display areas in a first direction according to the to-do categories;
[0017] A second partitioning module of the window, used for dividing the display area into a plurality of to-do modules in a second direction according to the to-do names;
[0018] The to-do information display module is used to display the summary information in real time on the to-do module.
[0019] In a third aspect, an embodiment of the present invention further provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements a method for displaying customized to-do data provided in an embodiment of the present invention when executing the program.
[0020] In a fourth aspect, an embodiment of the present invention provides a storage medium comprising computer executable instructions, which, when executed by a computer processor, are used to perform a method for displaying custom to-do data as provided in an embodiment of the present invention.
[0021] The embodiment of the present invention provides a method for displaying customized to-do data, by receiving to-do display parameters input by a user from an editing window, the to-do display parameters at least including to-do name, to-do category, query value, to-do menu and filtering condition; extracting data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form to-do data; performing statistics on the to-do data according to the condition or function corresponding to the query value to generate to-do summary information; dividing the display window into multiple display areas in the first direction according to the to-do category; dividing the display area into multiple to-do modules in the second direction according to the to-do name; and displaying the summary information in real time on the to-do module. The embodiment of the present invention solves the technical problem of difficult to-do item monitoring in the prior art, and facilitates users to autonomously monitor the process node information of interest. BRIEF DESCRIPTION OF THE DRAWINGS
[0022] Figure 1 A flowchart of a method for displaying customized to-do data provided by an embodiment of the present invention;
[0023] Figure 2 A schematic diagram of an editing window page provided by an embodiment of the present invention;
[0024] Figure 3 A schematic diagram of a display window page provided by an embodiment of the present invention;
[0025] Figure 4 A schematic diagram of a display area editing page provided by an embodiment of the present invention;
[0026] Figure 5 A flowchart of another method for displaying customized to-do data provided by an embodiment of the present invention;
[0027] Figure 6 A flowchart of another method for displaying customized to-do data provided by an embodiment of the present invention;
[0028] Figure 7 A schematic diagram of a to-do details display window provided by an embodiment of the present invention;
[0029] Figure 8 A structural block diagram of a display system for customized to-do data provided by an embodiment of the present invention;
[0030] Fig. 9 A structural block diagram of a computer device provided in an embodiment of the present invention. DETAILED DESCRIPTION
[0031] The present invention will be further described in detail below in conjunction with the accompanying drawings and embodiments. It is to be understood that the specific embodiments described herein are only used to explain the present invention, rather than to limit the present invention. It should also be noted that, for ease of description, only parts related to the present invention, rather than all structures, are shown in the accompanying drawings.
[0032] It should be mentioned before discussing the exemplary embodiments in more detail that some exemplary embodiments are described as processes or methods depicted as flow charts. Although the flow charts describe the steps as sequential processes, many of the steps therein can be implemented in parallel, concurrently or simultaneously. In addition, the order of the steps can be rearranged. The process can be terminated when its operation is completed, but can also have additional steps not included in the accompanying drawings. The process can correspond to a method, function, procedure, subroutine, subprogram, etc.
[0033] Embodiment 1
[0034] Figure 1 This is a flowchart of a method for displaying customized to-do data provided in Embodiment 1 of the present invention. This embodiment can be applied to managing business data. The method can be executed by a display system for customized to-do data, wherein the system can be implemented by software and / or hardware, and can generally be integrated in a computer device. Figure 1 As shown, the method includes:
[0035] Step 110: receiving to-do display parameters input by the user from the editing window, wherein the to-do display parameters at least include to-do name, to-do category, query value, to-do menu and filter condition.
[0036] In an embodiment of the present invention, the editing window can be a submission form for to-do display parameters, and the user enters the to-do display parameters according to the text field provided in the editing window. Optionally, the to-do display parameters in the embodiment of the present invention may include: to-do name, to-do category, query value, to-do menu and filtering conditions, etc. Among them, the to-do name can be the name displayed in the to-do display window; the to-do category can be the type of to-do, for example, in the embodiment of the present invention, it can be divided into my to-do, my data, my approval, etc., and the embodiment of the present invention does not make specific limitations, and can be freely defined according to the real-time usage scenario of the to-do; the query value can be the statistical data displayed on the to-do module in the display window, for example, the query value in the present invention can indicate how many business data are to be processed; the to-do menu can be a form representing the to-do business, for example, it can represent the main part of the to-do data in the embodiment of the present invention; the filtering condition can be said to define the characteristics of filtering the to-do data. For example, in the embodiment of the present invention Figure 2Schematic diagram of the editing window page, the user can select the required to-do menu from the drop-down list of the to-do menu 1101 and the to-do category 1106 in the editing window 1112, and can freely set relevant parameters in the to-do name 1103, query value 1108 and filter condition 1109 or select one from multiple pre-set parameters.
[0037] Step 120: extract data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form to-do data.
[0038] In the embodiment of the present invention, the to-do menu information may be data to be processed, and the business form may be a form displaying business data. In the embodiment of the present invention, the filter conditions are input in the editing window, and the data that meets the filter conditions is extracted from the business form to form the to-do data. Optionally, in the embodiment of the present invention, all the data to be processed in the business form is obtained according to the filter data, and the data to be processed are matched and screened one by one according to the filter conditions, and the successfully matched data is selected as the data that meets the filter conditions as the to-do data.
[0039] Step 130: Generate to-do summary information by performing statistics on the to-do data according to the condition or function corresponding to the query value.
[0040] In the embodiment of the present invention, the query value can be set as a conditional statement or a mathematical function. Optionally, the embodiment of the present invention obtains all to-do data under the current user's authority, matches all to-do data according to the conditional statement or mathematical function set in the business form, counts the successfully matched to-do data, and generates corresponding to-do summary information according to the successfully matched to-do data. For example, the total number of successfully matched to-do data, the business progress of the successfully matched to-do data, etc. are recorded.
[0041] Step 140: Divide the display window into a plurality of display areas in a first direction according to the to-do categories.
[0042] In an embodiment of the present invention, the display window can be the first display window after the user logs in; it can also be a display window under the user's personal information. The first direction can be the normal direction of computer window display, for example, it can be from left to right and from top to bottom; it can also be a user-defined direction. In an embodiment of the present invention, the first direction is set by default to the normal direction of computer window display. The display area can be the display area of each to-do category after the display window is divided according to the first direction by the to-do category. For example, the first direction is set from top to bottom, and the to-do category is divided into 3 categories, namely, to-do category A, to-do category B, and to-do category C. After classification, the display window is divided into 3 rows from top to bottom, namely, to-do category A row, to-do category B row, and to-do category C row. For example, referring to the present invention Figure 3Schematic diagram of the display window page, where 1410 is the display window of an embodiment of the present invention, as shown in the figure, the first direction is from top to bottom, where 1420 is the display area of each to-do category of the embodiment of the present invention, that is, Figure 3 The display window is divided into three display areas from top to bottom, namely: To-do category A1431, To-do category B1432 and To-do category C1433.
[0043] Step 150: Divide the display area into a plurality of to-do modules in the second direction according to the to-do names.
[0044] In an embodiment of the present invention, the second direction may be a normal direction of a computer window display, such as from left to right and from top to bottom; or it may be a direction set by a user. In an embodiment of the present invention, the first direction is set by default as the normal direction of a computer window display. In an embodiment of the present invention, the first direction and the second direction may be the same direction or different directions, and the present invention does not limit this. In an embodiment of the present invention, the first direction and the second direction are assumed to be two different directions. The to-do module is based on the display area divided according to the first direction according to the name of the to-do, and divides the display area into each to-do module in the second direction, and displays the summary information on the to-do module. For example, referring to an embodiment of the present invention Figure 3 Schematic diagram of a display window page, where 1410 is a display window of an embodiment of the present invention. As shown in the figure, the first direction is from top to bottom, and the second direction is from left to right, where 1420 is a display area for each to-do category of an embodiment of the present invention. Figure 5 The display area of the to-do category C1433 is divided into a plurality of to-do modules 1140 from left to right, and summary information 1450 is displayed on the to-do modules 1440. Figure 3 The summary information in the example is 10, indicating that the total number of the to-do module 1140 is 10 items.
[0045] Step 160: Display the summary information in real time on the to-do module.
[0046] In an embodiment of the present invention, the display window obtains summary information corresponding to the to-do module according to the to-do module, and displays the summary information corresponding to each to-do module in real time in the display window. The embodiment of the present invention receives the to-do display parameters input by the user from the editing window, and the to-do display parameters at least include the to-do name, to-do category, query value, to-do menu and filtering condition; extracts the data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form the to-do data; performs statistics on the to-do data according to the condition or function corresponding to the query value to generate the to-do summary information; divides the display window into multiple display areas in the first direction according to the to-do category; divides the display area into multiple to-do modules in the second direction according to the to-do name; and displays the summary information in real time on the to-do module. The embodiment of the present invention solves the technical problem of the difficulty of monitoring to-do items in the prior art, and achieves the technical effect of facilitating users to autonomously monitor the process node information of interest.
[0047] On the basis of the above technical solution, preferably, the to-do display parameters also include sorting; the order of displaying the multiple to-do modules in the second direction is determined according to the size relationship of the sorting.
[0048] In the embodiment of the present invention, the sorting can be a sorting value freely set by the user, or a sorting number provided in the business form can be selected. For example, refer to the embodiment of the present invention Figure 2 Schematic diagram of the editing window page, you can adjust the sort value by using the up and down arrows in the text box corresponding to sort 1107, or you can directly select the sort value by pulling down or pulling up the selection box. Optionally, when the embodiment of the present invention displays the to-do module in the second direction, the sort number of each to-do module is obtained and arranged from large to small, and the to-do module corresponding to each sort number is displayed in the display window in the second direction in order from large to small according to the arrangement result. The user can set the display order of the to-do module according to his own needs, so as to meet the personalized needs of the user.
[0049] On the basis of the above technical solution, preferably, the to-do display parameter also includes associated column permissions; and data of two or more associated menus are displayed synchronously according to the associated column permissions.
[0050] In the embodiment of the present invention, the association column permission is used to configure whether to display data synchronously for two or more association menus. Figure 2In the edit window page schematic diagram, the page field corresponding to the main menu of the to-do data is directly selected from the drop-down list provided by the associated column permission 1105. For example, menu B is a purchase data form, and the quotation field of the inventory component in menu B is an optional field of the associated column permission. If the quotation field is selected as the associated column, then in the subsequent user permission matching, if a user does not have the column permission of the quotation field of the inventory component in menu B, the corresponding to-do data will not be displayed in the to-do area of the user. Such associated column permissions not only facilitate the information monitoring of the to-do items, but also prevent the confusion of data permission management.
[0051] On the basis of the above technical solution, preferably, the to-do display parameters also include instructions and English instructions; according to the instructions, the contents of the instructions are suspended and displayed on the corresponding to-do module. In the embodiment of the present invention, the instructions can be for the corresponding to-do module. Figure 2 Schematic diagram of the editing window page, by freely filling in the description 1110 and the English description 1111, the to-do module can be annotated. Optionally, when the user suspends the to-do module in the display window for a certain period of time, the display window obtains the description content of the current to-do module and displays the description content in the display window; wherein, the suspension time can be 5 seconds or 10 seconds; the display method can be to display the description in a suspended small window, and the embodiment of the present invention does not specifically limit the suspension time and display method. Optionally, the user can switch between Chinese and English modes when using the CRM system. In Chinese mode, the description of the to-do is in Chinese, otherwise it is in English.
[0052] On the basis of the above technical solution, preferably, the display area also includes an editing function, and the to-do module can be displayed or hidden according to the selected option of the editing function. Figure 3 Click the edit button of To Do Category 1432 to enter the display area editing page, refer to Figure 4 Schematic diagram of the display area editing page, the user can check the check box 1422 on the right side of the to-do module in the editing page of the to-do category B1433, and then choose whether to display the to-do module. If the check is selected, the to-do module is displayed; if the uncheck is selected, the to-do module is hidden. The embodiment of the present invention meets the user's demand for personalized display pages by improving the editing function of the to-do module in the display area.
[0053] Embodiment 2
[0054] Figure 5 A flowchart of another method for displaying customized to-do data provided by an embodiment of the present invention is optimized based on the above optional embodiments. Specifically, the method includes the following steps:
[0055] Step 210: receiving to-do display parameters input by the user from the editing window, wherein the to-do display parameters at least include to-do name, to-do category, query value, to-do menu and filter condition.
[0056] Step 220: extracting data corresponding to the filtering condition from the business form defined in the to-do menu information according to the to-do filtering condition to form to-do data;
[0057] Step 230: Obtain account information of all users, wherein the account information includes role information of the user accounts;
[0058] In an embodiment of the present invention, the account information may be the account information set under the user name of the user's login account. The role information may be the relevant information of the role represented by the user account during data management, for example, the role may be customer service, warehouse management, sales, administrator, etc. Optionally, the account information may include an account name, password, user email address, contact number, role information, etc. In an embodiment of the present invention, the corresponding role name in the role information column in the user information table is obtained through the user's account ID information.
[0059] Step 240: Determine the user rights of each user based on the role information in each user account.
[0060] In an embodiment of the present invention, the permissions possessed by the role are determined based on the role information obtained in the above embodiment. In an optional embodiment of the present invention, the permissions of the role may include menu permissions, button permissions, data permissions, column permissions, etc., wherein menu permissions may be permissions for the type of menus that the role can have, button permissions may be permissions for the role to have buttons for processing menu services in each menu, and data permissions may be permissions for the role to have access to data in each menu.
[0061] Step 250: Obtain all to-do data and determine the to-do permissions that each to-do data has.
[0062] In the embodiment of the present invention, the to-do permissions may include the menu to which the to-do data belongs, the buttons owned by the to-do data, and the viewable permissions of the fields in the to-do data. The menu described in the to-do data may be the name of the to-do menu of the to-do menu set in the editing window in the above embodiment; the button owned by the to-do data may be the name of the button set in the editing window in the above embodiment; the viewable permissions of the fields in the to-do data may be the fields required to generate the to-do data.
[0063] Step 260: Perform a circular match based on the user rights of all users and the to-do rights of all to-do data to determine the user's to-do data table, and update the query value based on the to-do data table.
[0064] In the embodiment of the present invention, the to-do data table may be a statistical table of to-do data used by the user. Figure 6 A schematic diagram of a to-do loop matching is provided. According to the three-dimensional permissions of the user's menu, button, and field obtained in the above embodiment and the three-dimensional permissions of the menu to which the to-do data belongs, the button owned by the to-do data, and the viewable permissions of the fields in the to-do data, the embodiment of the present invention performs a loop matching on the to-do permissions of each to-do data and the permissions owned by each user. The to-do permissions of each to-do data and the permissions owned by each user are matched one by one. In the process of loop matching, if the match is successful, the successfully matched to-do data is added to the to-do data table of the corresponding user. If the match fails, the next to-do data is matched until all users and to-do data are matched. When all matches are completed, the entire loop matching ends. The embodiment of the present invention can update the query value of the to-do data according to the to-do data table.
[0065] The embodiment of the present invention receives to-do display parameters input by the user from the editing window, obtains the account information of all users and the to-do permissions of all to-dos, determines the user permissions of each user according to the role information in each user account, performs cyclic matching according to the user permissions of all users and the to-do permissions of all to-do data to determine the user's to-do data table, and updates the query value according to the to-do data table. The embodiment of the present invention can obtain the editable to-do data owned by each user by matching the user permissions and the to-do data permissions, thereby preventing the management confusion caused by the simultaneous management of to-do data by different user permissions.
[0066] Embodiment 3
[0067] Figure 8 A flowchart of another method for displaying customized to-do data provided by an embodiment of the present invention is optimized based on the above optional embodiments. Specifically, the method includes the following steps:
[0068] Step 310: receiving to-do display parameters input by the user from the editing window, wherein the to-do display parameters at least include to-do name, to-do category, query value, to-do menu and filter condition.
[0069] Step 320: extracting data corresponding to the filtering condition from the business form defined in the to-do menu information according to the to-do filtering condition to form to-do data;
[0070] Step 330: Generate to-do summary information by performing statistics on the to-do data according to the condition or function corresponding to the query value;
[0071] Step 340: Divide the display window into a plurality of display areas in a first direction according to the to-do categories.
[0072] Step 350: Divide the display area into a plurality of to-do modules in the second direction according to the to-do names; and display the summary information in real time on the to-do modules.
[0073] Step 360, obtain the user's click operation on the display window; determine the to-do module clicked by the user based on the click operation; the display window jumps to the to-do details display window corresponding to the to-do module in response to the click operation; filter out business forms based on the filtering conditions defined in the to-do module and display them in the to-do details display window.
[0074] In an embodiment of the present invention, a user's click operation may be a user clicking a to-do module in a display window with a mouse. The to-do details display window may be a display window for all business forms under the to-do module. Optionally, the display window obtains the to-do name of the to-do module that the user clicks with the mouse, obtains the filtering conditions defined by the corresponding to-do module and the to-do details display window corresponding to the to-do name through the to-do name, filters all to-do data in the current user's to-do data table according to the filtering conditions defined by the to-do module, and filters out business forms that meet the filtering conditions; after the display window obtains the filtered business forms, it responds to the user's click operation to jump to the to-do details display window corresponding to the to-do module and displays the filtered business forms in the to-do details display window. For example, in an embodiment of the present invention Figure 7 As shown in the schematic diagram of the to-do details display window, 3101 is the to-do details display window, and 3103 is the business form.
[0075] In the above embodiment, preferably, the to-do display parameter further includes a button, and a corresponding operation control is displayed in the to-do detailed information display window according to the button, and the operation control is used to perform business processing on the process or information corresponding to the business form. Figure 2 Schematic diagram of the display window page, the user can select the operation control for setting the to-do module in the drop-down selection box of button 1102, and the to-do details display window obtains the operation control selected by the user and displays the operation control in the to-do details display window.
[0076] In an embodiment of the present invention, the operation control is a clickable button control. The name of the operation control may be the button name set in the to-do display parameters. Optionally, in an embodiment of the present invention, all to-do data in the to-do data table of the current user are filtered according to the filtering conditions defined by the to-do module, and after filtering out the business forms that meet the filtering conditions, the buttons and button names in the business forms are simultaneously obtained. When the display window responds to the user's click operation and jumps to the to-do details display window corresponding to the to-do module and displays the filtered business forms in the to-do details display window, the obtained button is displayed in the to-do details display window in the form of a button name to display the corresponding operation control. The user can click the operation control to perform business processing on the process or information corresponding to the business form. For example, the operation control is displayed as Update CCD. After the user sets the business form, he can click the operation control to update the corresponding business form. For example, in an embodiment of the present invention, Figure 7 As shown in the schematic diagram of the to-do details display window, 3102 is an operation control. The display window responds to the user's click operation to jump to the to-do details display window 3101, and displays the acquired button in the form of a button name. The corresponding operation control 3102 is displayed in the to-do details display window. The user clicks the operation control 3102 to perform business processing on the business form 3103.
[0077] The embodiment of the present invention receives the to-do display parameters input by the user from the editing window, and the to-do display parameters at least include the to-do name, to-do category, query value, to-do menu and filtering condition; extracts the data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form to-do data; generates to-do summary information by statistically analyzing the to-do data according to the condition or function corresponding to the query value; divides the display window into multiple display areas in the first direction according to the to-do category; divides the display area into multiple to-do modules in the second direction according to the to-do name; and displays the summary information in real time on the to-do module. The embodiment of the present invention solves the technical problem of the difficulty of monitoring to-do items in the prior art, and achieves the technical effect of facilitating users to autonomously monitor the process node information of interest.
[0078] Embodiment 4
[0079] Figure 8 This is a structural block diagram of a display system for customized to-do data provided by an embodiment of the present invention. The device can be implemented by software and / or hardware, and can generally be integrated in a computer device. The to-do data can be managed by executing a display method for customized to-do data. Figure 8 As shown, the system includes:
[0080] The to-do parameter input module 410 is used to receive to-do display parameters input by the user from the editing window, wherein the to-do display parameters at least include to-do name, to-do category, query value, to-do menu and filtering condition;
[0081] To-do data extraction module 420, used for extracting data corresponding to the filtering condition in the business form defined by the to-do menu information according to the to-do filtering condition to form to-do data;
[0082] A summary information generating module 430 is used to generate summary information of to-do items by performing statistics on the to-do items according to the condition or function corresponding to the query value;
[0083] A window first partitioning module 440, configured to divide the display window into a plurality of display areas in a first direction according to the to-do categories;
[0084] To-do information display module 450, used to divide the display area into a plurality of to-do modules in the second direction according to the to-do names;
[0085] The to-do information display module 460 is used to display the summary information in real time on the to-do module.
[0086] In the above embodiment, further, the to-do data extraction module 420 is also used to include:
[0087] Obtain account information of all users, the account information including role information of the user accounts; and determine the user rights of each user according to the role information in each user account.
[0088] Furthermore, after determining the user rights of each user according to the role information in each user account, the following steps are included:
[0089] Get all to-do data and determine the to-do permissions for each to-do data;
[0090] A to-do data table of a user is determined by performing a circular match based on the user rights of all users and the to-do rights of all to-do data, and a query value is updated based on the to-do data table.
[0091] In the above embodiment, further, after the to-do information display module 460, the following is further included:
[0092] Acquire a user's click operation on the display window; determine the to-do module clicked by the user according to the click operation; the display window jumps to the to-do detailed information display window corresponding to the to-do module in response to the click operation;
[0093] Business forms are filtered out according to the filtering conditions defined in the To-Do module and displayed in the To-Do Details display window.
[0094] Furthermore, the to-do display parameter also includes a button, and the business form is filtered out according to the filtering conditions defined in the to-do module and displayed in the to-do detailed information display window, including:
[0095] The corresponding operation control is displayed in the to-do details display window according to the button, and the operation control is used to perform business processing on the process or information corresponding to the business form.
[0096] The display system of custom to-do data further provided in the embodiment of the present invention can execute the display method of custom to-do data provided in any embodiment of the present invention, and has the functional modules and beneficial effects corresponding to the execution of the method. For technical details not described in detail in the above embodiment, please refer to the display method of custom to-do data provided in any embodiment of the present invention.
[0097] Embodiment 5
[0098] An embodiment of the present invention provides a computer device, in which the display system of customized to-do data provided by the embodiment of the present invention can be integrated. Fig. 9 The computer device 500 may include: a memory 510, a processor 520, and a computer program stored in the memory 510 and executable on the processor, wherein the processor 520 implements the method for displaying customized to-do data as described in the embodiment of the present invention when executing the computer program.
[0099] The computer device provided in the embodiment of the present invention can execute the display method of the custom to-do data provided in any embodiment of the present invention, and has the corresponding functional modules and beneficial effects of executing the method. For technical details not described in detail in the above embodiment, please refer to the display method of the custom to-do data provided in any embodiment of the present invention.
[0100] Embodiment 6
[0101] The embodiment of the present invention also provides a storage medium containing computer executable instructions, wherein the computer executable instructions are used to perform a method for displaying customized to-do data when executed by a computer processor. The method comprises:
[0102] Receive to-do display parameters input by a user from an editing window, wherein the to-do display parameters include at least a to-do name, a to-do category, a query value, a to-do menu, and a filtering condition;
[0103] According to the to-do filtering condition, data corresponding to the filtering condition is extracted from the business form defined in the to-do menu information to form to-do data;
[0104] Generate to-do summary information by counting the to-do data according to the condition or function corresponding to the query value;
[0105] Dividing the display window into a plurality of display areas in a first direction according to the to-do categories;
[0106] Dividing the display area into a plurality of to-do modules in a second direction according to the to-do names;
[0107] The summary information is displayed in real time on the to-do module.
[0108] Storage medium - any of various types of memory devices or storage devices. The term "storage medium" is intended to include: installation media, such as CD-ROM, floppy disk or tape device; computer system memory or random access memory, such as DRAM, DDRRAM, SRAM, EDORAM, Rambus RAM, etc.; non-volatile memory, such as flash memory, magnetic media (such as hard disk or optical storage); registers or other similar types of memory elements, etc. The storage medium may also include other types of memory or combinations thereof. In addition, the storage medium may be located in the first computer system in which the program is executed, or may be located in a different second computer system, which is connected to the first computer system via a network (such as the Internet). The second computer system can provide program instructions to the first computer for execution. The term "storage medium" may include two or more storage media that may reside in different locations (for example, in different computer systems connected by a network). The storage medium may store program instructions (for example, embodied as a computer program) that can be executed by one or more processors.
[0109] Of course, the storage medium containing computer executable instructions provided in an embodiment of the present invention is not limited to the management of to-do data as described above, and can also execute related operations in the method for displaying customized to-do data provided in any embodiment of the present invention.
[0110] The display system, device and storage medium of the custom to-do data provided in the above embodiments can execute the display method of the custom to-do data provided in any embodiment of the present invention, and have the corresponding functional modules and beneficial effects of executing the method. For technical details not described in detail in the above embodiments, please refer to the display method of the custom to-do data provided in any embodiment of the present invention.
[0111] Note that the above are only preferred embodiments of the present invention and the technical principles used. Those skilled in the art will understand that the present invention is not limited to the specific embodiments described herein, and that various obvious changes, readjustments and substitutions can be made by those skilled in the art without departing from the scope of protection of the present invention. Therefore, although the present invention has been described in more detail through the above embodiments, the present invention is not limited to the above embodiments, and may include more other equivalent embodiments without departing from the concept of the present invention, and the scope of the present invention is determined by the scope of the appended claims.
Claims
1. A method for displaying customized to-do data, characterized in that: include: Receiving a to-do display parameter inputted by a user from an editing window, the to-do display parameter at least including a to-do name, a to-do category, a query value, a to-do menu and a filtering condition; wherein the query value includes a conditional statement or a mathematical function; Extracting data corresponding to the filtering condition from the business form defined in the to-do menu according to the filtering condition to form to-do data; Matching the to-do data according to the conditional statement or the mathematical function corresponding to the query value, and generating to-do summary information based on the successfully matched to-do data; Dividing the display window into a plurality of display areas in a first direction according to the to-do categories; Dividing the display area into a plurality of to-do modules in a second direction according to the to-do names; The summary information is displayed in real time on the to-do module.
2. The method for displaying customized to-do data according to claim 1, characterized in that: Extracting data corresponding to the filtering condition from the business form defined in the to-do menu according to the filtering condition to form to-do data includes: Obtaining account information of all users, including role information of user accounts; The user rights that each user has are determined based on the role information in each user account.
3. The method for displaying customized to-do data according to claim 2, characterized in that: After determining the user rights of each user according to the role information in each user account, the following steps are included: Get all to-do data and determine the to-do permissions for each to-do data; A to-do data table of a user is determined by performing a circular match based on the user rights of all users and the to-do rights of all to-do data, and a query value is updated based on the to-do data table.
4. The method for displaying customized to-do data according to claim 1, characterized in that: The method further comprises: dividing the display area into a plurality of to-do modules in the second direction according to the to-do names, and displaying the summary information in real time on the to-do modules; and then comprising: Obtaining a user's click operation on the display window; Determine the to-do module clicked by the user according to the click operation; the display window jumps to the to-do detailed information display window corresponding to the to-do module in response to the click operation; Business forms are filtered out according to the filtering conditions defined in the To-Do module and displayed in the To-Do Details display window.
5. The method for displaying customized to-do data according to claim 4, characterized in that: The to-do display parameter also includes a button, and the business form is filtered out according to the filtering conditions defined in the to-do module and displayed in the to-do details display window, including: The corresponding operation control is displayed in the to-do details display window according to the button, and the operation control is used to perform business processing on the process or information corresponding to the business form.
6. The method for displaying customized to-do data according to claim 2, characterized in that: The to-do display parameters also include associated column permissions; and data of two or more associated menus are displayed synchronously according to the associated column permissions.
7. The method for displaying customized to-do data according to claim 1, characterized in that: include: The to-do display parameters also include a sorting parameter; the order in which the multiple to-do modules are displayed in the second direction is determined according to the size relationship of the sorting parameter.
8. A display system for customized to-do data, characterized in that: include: A to-do parameter input module, used to receive to-do display parameters input by a user from an editing window, wherein the to-do display parameters at least include a to-do name, a to-do category, a query value, a to-do menu, and a filtering condition; wherein the query value includes a conditional statement or a mathematical function; A to-do data extraction module, used for extracting data corresponding to the filtering condition in the business form defined in the to-do menu according to the filtering condition to form to-do data; A summary information generating module, configured to match the to-do data according to the conditional statement or the mathematical function corresponding to the query value, and generate to-do summary information based on the successfully matched to-do data; A window first partitioning module, used for dividing the display window into a plurality of display areas in a first direction according to the to-do categories; A window second partitioning module, used for dividing the display area into a plurality of to-do modules in a second direction according to the to-do names; The to-do information display module is used to display the summary information in real time on the to-do module.
9. A computer device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the program, the method for displaying customized to-do data as described in any one of claims 1-7 is implemented.
10. A storage medium comprising computer executable instructions, wherein the computer executable instructions, when executed by a computer processor, are used to execute the method for displaying customized to-do data as described in any one of claims 1 to 7.
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