Application method and system of dynamic form in workflow engine based on agreed configuration

Through the combination of low-code engine and event-driven mechanism, the multi-modal visual model is used to extract key information, solving the problem of insufficient configuration complexity and flexibility of dynamic forms and workflow engines, and achieving efficient and intelligent business process management.

CN119127161AInactive Publication Date: 2024-12-13FUJIAN BOSS SOFTWARE

Patent Information

Application Number
CN202411588530.2
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-08
Publication Date
2024-12-13
Estimated Expiration
Not applicable · inactive patent

AI Technical Summary

Technical Problem

The prior art is highly complex when configuring dynamic forms and workflow engines, which is difficult to meet the needs of users of non-technical backgrounds, and lacks flexibility and customization capabilities, which affects work efficiency.

Method used

Use low-code engine technology to define electronic credential process configuration information, render dynamic forms through visual interface or configuration files, combine event-driven mechanism and multi-modal visual model to extract key information, realize the automated processing and approval process of dynamic forms, and provide agreement-based configuration workflow model.

Benefits of technology

The configuration process is simplified, user-friendliness and system customization capabilities are improved, business processes are automated and intelligent, and work efficiency and data processing accuracy are improved.

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Abstract

According to the application method and system of the dynamic form in the workflow engine based on agreed configuration, closed-loop zero-code configuration of an electronic certificate business process is realized through a dynamic form low-code engine technology according to a certificate state, a signature and an examination and approval object abstracted in the field of electronic certificate business and in combination with process design, user requirements are quickly responded, and the service efficiency is improved. And the management and execution of the business process are effectively optimized. A model in the workflow engine comprises an initiation node, an approval node and an end node, and covers key stages of a business process; at the approval node, the real-time response of the dynamic form is ensured through an event-driven mechanism, so that the automation level of the process is improved; and key information in the form is automatically identified and extracted based on the multi-modal visual model, so that the approval process is further simplified. Implementation of complex voucher service logic is simplified, working efficiency is improved, and a flexible, efficient and easy-to-manage process automation solution is provided for enterprises.
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Description

Technical Field

[0001] The present invention relates to the technical field of dynamic form application, and mainly to an application method and system of a dynamic form configured based on a convention in a workflow engine. Background Art

[0002] The combination of dynamic form configuration and workflow engine is an advanced technology designed to optimize enterprise process management. It enables users to flexibly create and configure forms according to specific business needs, and tightly integrate these forms with the workflow engine to achieve automated management of approval processes, task allocation, and data processing. This technology is popular because it reduces dependence on programming skills. It gives business personnel the flexibility and speed to design and adjust processes, significantly improving work efficiency and responsiveness.

[0003] In addition, the combination of dynamic forms and workflow engines also supports integration with artificial intelligence and big data technologies, which not only brings deeper intelligent optimization to process automation, but also is a key boost to the digital transformation of enterprises.

[0004] However, despite the many advantages provided by dynamic forms and workflow engines, they also face some challenges in practical applications. For example, IN335314B "Automated Workflow Manager" discloses "a system and method for automating workflow processes in a dynamic production environment. The deployable workflow engine defines data fields for the workflow process, wherein the data fields include data field definitions, routing definitions, routing rules, routing constraints, and metadata information. Routing criteria are selected based on routing rules and routing constraints of data fields, and the routing order of activity instances of the workflow process is determined and formulated based on the routing criteria. The execution platform generates customized data definition fields and processes related metadata information to assign a value to one of multiple data fields at runtime, and determines a subset of values ​​according to the routing criteria, and the subset of values ​​determines the execution of subsequent activity instances in the workflow process. The workflow model is generated and executed based on a subset of data fields and values." The above invention emphasizes the complexity of the workflow engine in defining data fields, routing rules, and metadata information. This complexity requires users to have certain technical capabilities in order to effectively configure dynamic forms and workflow engines. However, for business users without technical backgrounds, this may become an insurmountable obstacle.

[0005] In addition, although these tools are designed to provide a high degree of flexibility, in actual applications, configuration options and customization capabilities are often limited and cannot fully meet all business needs. This limitation means that users may not be able to flexibly adjust workflow or form configurations when facing specific business scenarios, thus affecting overall work efficiency. Therefore, how to simplify the configuration process, improve user-friendliness, and enhance the customization capabilities of the system have become important issues in the current technological development. Summary of the invention

[0006] In order to solve the above problems existing in the prior art, the present application provides an application method and system for configuring a dynamic form based on a convention in a workflow engine.

[0007] The technical solution of this application is as follows: A method for applying a dynamic form in a workflow engine based on a convention configuration, the method comprising: Define the electronic voucher process configuration information, and use low-code engine technology to render the corresponding dynamic form; integrate the voucher process configuration information interface, and use the voucher process configuration information interface to obtain the dynamic form in real time; A workflow model is constructed based on a dynamic form, and the workflow model includes an initiation node, an approval node, and an end node, wherein: the initiation node obtains the user's specific needs and information by associating with the dynamic form; the approval node is configured with node information corresponding to the electronic certificate, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain an approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the certificate back-end logic processing unit, and the certificate back-end logic processing unit updates the status, content and history of the electronic certificate according to the transmitted context information; the end node is used to record and archive all information of the workflow; Deploy the workflow model to the workflow engine to complete the user's business needs.

[0008] As a preferred implementation manner of the present invention, the electronic certificate process configuration information includes the electronic certificate status, signature status and approval object, wherein: the electronic certificate status includes normal, red, red, invalid, to be printed, red, printed and partially red; the signature status includes unit signature and personal signature; the approval object includes approver, business type and application time.

[0009] As a preferred embodiment of the present invention, the electronic voucher process configuration information is defined, and the corresponding dynamic form is rendered using low-code engine technology as follows: The user defines form elements and their attributes through a visual interface or configuration file. The system parses the defined form elements and their attributes and generates corresponding JSON format configuration data. The workflow engine reads the JSON format configuration data, dynamically generates corresponding front-end UI components, and realizes dynamic interaction and rendering of the form by combining verification rules and logical control, and submits the data entered by the user to the background for processing.

[0010] As a preferred embodiment of the present invention, responding to dynamic forms through an event-driven mechanism specifically defines different types of events, registers corresponding event listeners in the approval node configuration, and the event listeners are triggered according to the generated dynamic form and process the events through an asynchronous callback mechanism.

[0011] As a preferred embodiment of the present invention, the key information is extracted using a multimodal visual model as follows: In the dynamic form, the image of the electronic certificate attachment is preprocessed to obtain the preprocessed image, and the multimodal visual model is called based on the prompt word defined in the electronic certificate. The preprocessed image is input into the multimodal visual model, and the multimodal visual model recognizes the image content to obtain the certificate information, and performs structured processing on the recognized certificate information to extract key information.

[0012] As a preferred implementation of the present invention, the trigger extracts the context information of the approval node according to the change of the approval result. Specifically, the trigger continuously monitors the state change of the approval node, obtains the notification of the change of the approval result in real time through the event monitoring mechanism, and the trigger records the approval result, and extracts the information related to the current approval from the context of the workflow model, and sends the extracted context information to the credential backend logic processing unit after structured processing.

[0013] The present invention also provides an application system for configuring dynamic forms based on agreements in a workflow engine, the system comprising a low-code engine, a user interaction interface module, a workflow engine module and a credential backend logic processing unit, wherein: The low-code engine saves the Schema information through a visual form design tool and renders a form template, wherein the form fields of the form template include required fields and optional fields, and renders a visual form with completed configuration by binding the form fields with relevant data in the predefined electronic voucher process configuration information; The user interaction interface module is used to display dynamic forms, and users fill in visual forms and submit relevant information through the user interaction interface module; The workflow engine module obtains the dynamic form in real time through the integrated voucher process configuration information interface, and is internally provided with a workflow model, which includes an initiation node, an approval node and an end node, wherein: the initiation node obtains the user's specific needs and information by associating the dynamic form; the approval node is configured with node information corresponding to the electronic voucher, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain the approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the voucher backend logic processing unit; the end node is used to record and archive all information of the workflow; The credential backend logic processing unit updates the status, content and history of the electronic credential according to the transmitted context information; The database module is used to store electronic voucher process configuration information, approval records and user information.

[0014] As a preferred implementation manner of the present invention, the system further comprises a security control module, and the security control module is used to provide user identity authentication and authority management.

[0015] The present invention also provides an electronic device, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the program, the method for applying a dynamic form based on a convention configuration in a workflow engine as described in any embodiment is implemented.

[0016] The present invention also provides a computer-readable storage medium on which a computer program is stored. When the program is executed by a processor, the method for applying a dynamic form based on a convention configuration in a workflow engine as described in any embodiment is implemented.

[0017] Compared with the prior art, the present invention has the following beneficial effects: 1) The present invention provides an application method and system of a dynamic form based on agreement configuration in a workflow engine. The dynamic form based on agreement configuration is combined with the workflow engine to realize the automation and intelligence of business processes, improve work efficiency and data processing accuracy, and users can easily customize forms and design them through visual tools to achieve user-friendly 2) The present invention provides an application method and system for dynamic forms based on agreement configuration in a workflow engine, ensures the flexibility of the process through an event-driven mechanism, extracts key information through a multimodal visual model, simplifies the approval process, and makes business process management more efficient and intelligent. BRIEF DESCRIPTION OF THE DRAWINGS

[0018] Figure 1 The figure is a flow chart of a method according to an embodiment of the present invention. DETAILED DESCRIPTION

[0019] The specific implementation modes of the present invention are described below so that those skilled in the art can understand the present invention. However, it should be clear that the present invention is not limited to the scope of the specific implementation modes. For those of ordinary skill in the art, as long as various changes are within the spirit and scope of the present invention as defined and determined by the attached claims, these changes are obvious, and all inventions and creations utilizing the concept of the present invention are protected.

[0020] The present invention provides the following technical solution: an application method of a dynamic form in a workflow engine based on a convention configuration.

[0021] Example 1 This embodiment provides an application method of a dynamic form based on a convention configuration in a workflow engine, the method comprising: S1. Define the electronic voucher process configuration information, and use low-code engine technology to render the corresponding dynamic form; integrate the voucher process configuration information interface, and use the voucher process configuration information interface to obtain the dynamic form in real time; S11, the electronic voucher process configuration information includes the electronic voucher status, signature status and approval object, wherein: the electronic voucher process configuration information includes the electronic voucher status, signature status and approval object, wherein: the electronic voucher status includes normal, red, red, invalid, to be printed, red, printed and partially red, etc.; the signature status includes unit signature and personal signature; the approval object includes approver, business type and application time; S12. Use low-code engine technology to render the corresponding dynamic form: The user defines form elements and their attributes through a visual interface or configuration file, and the system parses the defined form elements and their attributes and generates corresponding JSON format configuration data; the workflow engine reads the JSON format configuration data, dynamically generates corresponding front-end UI components, and realizes dynamic interaction and rendering of the form by combining verification rules and logical control, and submits the user input data to the background for processing; S121. Preferably, this embodiment further includes adding a front-end verification mechanism before the user submits the dynamic form to ensure that the required fields have been filled in and the format is correct, thereby reducing approval delays caused by incorrect input; S122. Preferably, this embodiment further includes that after the dynamic form is submitted, the system provides a feedback mechanism to inform the user whether the submission is successful and provide guidance for subsequent operations; Furthermore, the specific steps of designing the feedback mechanism are: Specify the types of feedback to be collected, including user satisfaction surveys, function usage feedback, or problem-solving surveys; embed a feedback button or form in the app for users to directly submit their opinions; collect feedback based on user portraits, user scenarios, and service information. The user portraits include basic information about the feedback users (such as gender, age, etc.) to help analyze the effectiveness of the feedback. The user scenarios are to obtain the circumstances under which the users submit feedback in order to better understand the needs. The service information records the specific services used by the users for subsequent tracking and improvement; Organize and analyze the collected feedback, and promptly feedback the processing results to users; After the feedback is completed, users can rate the product or service to visually demonstrate satisfaction; S13. The voucher process configuration information interface is a standard API interface, which is convenient for integration with other systems (such as ERP, CRM, etc.) to improve the interoperability of the system; S2. Building a workflow model based on the dynamic form, wherein the workflow model includes an initiation node, an approval node, and an end node; S21, initiating node; The initiating node obtains the user's specific needs and information by associating a dynamic form; S22, approval node; The approval node is configured with node information corresponding to the electronic voucher, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain an approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the voucher backend logic processing unit; S221, event-driven mechanism; Responding to dynamic forms through an event-driven mechanism specifically involves defining different types of events, such as "submit form" or "data change", which cover key actions in the dynamic form life cycle; In the approval node configuration, a corresponding event listener is registered for each event type. The event listener is processed asynchronously and is triggered when an event occurs without blocking other operations of the main thread. When an event listener is triggered, it processes the event through an asynchronous callback mechanism. When an event occurs and the listener is called, the callback function will be placed in the task queue, waiting for the event loop to execute at some point in the future; Furthermore, in the event-driven mechanism, it is necessary to consider the error handling of asynchronous code. This embodiment ensures that the exceptions that occur during the execution of the callback function can be properly handled by adding error handling logic to each event listener. Preferably, the callback function is used to process all logic related to the event, including updating the interface, sending notifications, recording logs, etc. The callback function has the authority to access the context information of the event in order to execute the corresponding business logic; Preferably, the propagation of events in the system is implemented through an event bus or a message queue. The event bus acts as an intermediary, responsible for receiving events published by event sources and passing these events to event processors that have subscribed to the corresponding events. In some cases, multiple processors may be required to process the same event in sequence. In this embodiment, an event processor chain is designed to allow the event to flow through multiple processors, and each processor can process or convert the event; S222, Multimodal Vision Model; The key information extracted using the multimodal visual model is as follows: In the dynamic form, the image of the electronic voucher attachment is preprocessed to obtain the preprocessed image, the multimodal visual model is called based on the prompt word defined in the electronic voucher, and the preprocessed image is input into the multimodal visual model. The multimodal visual model recognizes the image content to obtain the voucher information, and performs structured processing on the recognized voucher information to extract key information. This process effectively improves the automatic processing capability of voucher data and provides efficient and accurate data support for subsequent business applications. S223, review and approve based on key information; The approval node includes an approval interface for displaying key information of the item to be approved, and also includes a dynamically updated machine learning model. The model is trained by analyzing historical approval data, and displays possible approval results and recommended operations to the approver to help him make more accurate decisions. Preferably, the historical approval data should be updated in real time to ensure the accuracy and timeliness of the model. The approval node is set with a multi-level approval process, including linear approval (such as approval at each level) and cross-approval (such as multiple approvers can approve at the same time). The flexible approval mechanism can adapt to the needs of different business scenarios; Approver can add comments and modification opinions on the dynamic form to record feedback and suggestions during the approval process; Output the approval results according to the comments and modification opinions, and store the approval records, which include the approver, approval time, approval opinions and approval results, to ensure the transparency and traceability of the approval process; S224, trigger; The trigger extracts the context information of the approval node according to the approval result and the preset judgment conditions: The trigger continuously monitors the status changes of the approval nodes, records the approval results of each approval step, including approval and rejection, and triggers corresponding operations when the status changes according to the approval results; Furthermore, triggering the corresponding operation is also achieved through preset judgment conditions, which include special field values ​​and approval time requirements; After the judgment condition is met, the trigger will extract the required context information from the approval node, including but not limited to: - Information of the current approver (such as approver ID, name, approval time, etc.); - Submitted form content (such as data filled in by the user); - Approval history information (such as previous approval opinions and results); - relevant annexes and additional information; The extracted context information is packaged to generate a standardized data format for subsequent transmission. The context information is transmitted to the credential backend logic processing unit through a communication interface to ensure that the backend can correctly process and respond to the information.

[0022] Step S224 ensures that in the dynamic form workflow, information can be dynamically extracted and used according to the approval results and set conditions, thereby improving the efficiency and accuracy of the workflow; S225, the credential backend logic processing unit updates the status, content and history of the electronic credential according to the transmitted context information; S23, end node; The end node is used to record and archive all information of the workflow; This embodiment completes the user demand business by deploying the above workflow model to the workflow engine.

[0023] Example 2 This embodiment provides an application system for configuring dynamic forms based on agreements in a workflow engine, the system comprising a low-code engine, a user interaction interface module, a workflow engine module, a credential backend logic processing unit, and a security control module, wherein: The low-code engine saves the Schema information through a visual form design tool and renders a form template, wherein the form fields of the form template include required fields and optional fields, and renders a visual form with completed configuration by binding the form fields with relevant data in the predefined electronic voucher process configuration information; The user interaction interface module is used to display dynamic forms, and users fill in visual forms and submit relevant information through the user interaction interface module; The workflow engine module obtains the dynamic form in real time through the integrated voucher process configuration information interface, and is internally provided with a workflow model, which includes an initiation node, an approval node and an end node, wherein: the initiation node obtains the user's specific needs and information by associating the dynamic form; the approval node is configured with node information corresponding to the electronic voucher, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain the approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the voucher backend logic processing unit; the end node is used to record and archive all information of the workflow; The credential backend logic processing unit updates the status, content and history of the electronic credential according to the transmitted context information; The database module is used to store electronic voucher process configuration information, approval records and user information; The security control module is used to provide user identity authentication and authority management; Preferably, the system described in this embodiment further includes a security control module, and the security control module is used to provide user identity authentication and authority management.

[0024] Example 3 An electronic device comprises a memory, a processor and a computer program stored in the memory and executable on the processor, wherein when the processor executes the program, the method for applying a dynamic form based on a convention configuration in a workflow engine as described in Example 1 is implemented.

[0025] Example 4 A computer-readable storage medium stores a computer program, which, when executed by a processor, implements the application method of configuring a dynamic form based on a convention in a workflow engine as described in Example 1.

[0026] The above descriptions are merely embodiments of the present invention and are not intended to limit the patent scope of the present invention. Any equivalent structure or equivalent process transformation made using the contents of the present invention specification and drawings, or directly or indirectly applied in other related technical fields, are also included in the patent protection scope of the present invention.

Claims

1. The application method of the dynamic form based on the agreement configuration in the workflow engine is characterized by: The method comprises: Define the electronic voucher process configuration information, and use low-code engine technology to render the corresponding dynamic form; integrate the voucher process configuration information interface, and use the voucher process configuration information interface to obtain the dynamic form in real time; A workflow model is constructed based on a dynamic form, and the workflow model includes an initiation node, an approval node, and an end node, wherein: the initiation node obtains the user's specific needs and information by associating with the dynamic form; the approval node is configured with node information corresponding to the electronic certificate, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain an approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the certificate back-end logic processing unit, and the certificate back-end logic processing unit updates the status, content and history of the electronic certificate according to the transmitted context information; the end node is used to record and archive all information of the workflow; Deploy the workflow model to the workflow engine to complete the user's business needs.

2. The method for applying a dynamic form based on agreement configuration in a workflow engine according to claim 1, characterized in that: The electronic certificate process configuration information includes the electronic certificate status, signature status and approval object, wherein: the electronic certificate status includes normal, red, red, invalid, to be printed, red, printed and partially red; the signature status includes unit signature and personal signature; the approval object includes approver, business type and application time.

3. The method for applying the dynamic form based on agreement configuration in the workflow engine according to claim 2, characterized in that: Define the electronic voucher process configuration information and use low-code engine technology to render the corresponding dynamic form as follows: The user defines form elements and their attributes through a visual interface or configuration file. The system parses the defined form elements and their attributes and generates corresponding JSON format configuration data. The workflow engine reads the JSON format configuration data, dynamically generates corresponding front-end UI components, and realizes dynamic interaction and rendering of the form by combining verification rules and logical control, and submits the data entered by the user to the background for processing.

4. The method for applying the dynamic form based on agreement configuration in the workflow engine according to claim 3 is characterized in that: Responding to dynamic forms through an event-driven mechanism involves defining different types of events, registering corresponding event listeners in the approval node configuration, and event listeners that are triggered according to the generated dynamic form and process events through an asynchronous callback mechanism.

5. The method for applying the dynamic form based on agreement configuration in the workflow engine according to claim 4 is characterized in that: The key information extracted using the multimodal visual model is as follows: In the dynamic form, the image of the electronic certificate attachment is preprocessed to obtain the preprocessed image, and the multimodal visual model is called based on the prompt word defined in the electronic certificate. The preprocessed image is input into the multimodal visual model, and the multimodal visual model recognizes the image content to obtain the certificate information, and performs structured processing on the recognized certificate information to extract key information.

6. The method for applying the dynamic form based on agreement configuration in a workflow engine according to claim 5, characterized in that: The trigger extracts the context information of the approval node according to the change of the approval result. Specifically, the trigger continuously monitors the status change of the approval node, obtains the notification of the change of the approval result in real time through the event monitoring mechanism, records the approval result, and extracts the information related to the current approval from the context of the workflow model. The extracted context information is structured and sent to the credential backend logic processing unit.

7. An application system for configuring dynamic forms in a workflow engine based on conventions, characterized in that: The system includes a low-code engine, a user interaction interface module, a workflow engine module, and a credential backend logic processing unit, wherein: The low-code engine saves the Schema information through a visual form design tool and renders a form template, wherein the form fields of the form template include required fields and optional fields, and renders a visual form with completed configuration by binding the form fields with relevant data in the predefined electronic voucher process configuration information; The user interaction interface module is used to display dynamic forms, and users fill in visual forms and submit relevant information through the user interaction interface module; The workflow engine module obtains the dynamic form in real time through the integrated voucher process configuration information interface, and is internally provided with a workflow model, which includes an initiation node, an approval node and an end node, wherein: the initiation node obtains the user's specific needs and information by associating the dynamic form; the approval node is configured with node information corresponding to the electronic voucher, responds to the dynamic form through an event-driven mechanism, and uses a multimodal visual model to extract key information for approval to obtain the approval result; the trigger extracts the context information of the approval node according to the change of the approval result, and transmits the context information to the voucher backend logic processing unit; the end node is used to record and archive all information of the workflow; The credential backend logic processing unit updates the status, content and history of the electronic credential according to the transmitted context information; The database module is used to store electronic voucher process configuration information, approval records and user information.

8. The application system of dynamic form based on agreement configuration in workflow engine according to claim 7, characterized in that: The system also includes a security control module, which is used to provide user identity authentication and authority management.

9. An electronic 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 applying a dynamic form configured based on a convention in a workflow engine is implemented as described in any one of claims 1 to 6.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that: When the program is executed by a processor, the method for applying a dynamic form configured based on a convention in a workflow engine is implemented.

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