Form template design tool and business process management method and device

By providing a management method for form template design tools and business processes, the problem of insufficient workflow and form customization in the existing technology is solved, and the efficiency and flexibility of multi-user real-time updates and business processes and form management is achieved.

CN119917090AActive Publication Date: 2025-05-02NO 15 INST OF CHINA ELECTRONICS TECH GRP

Patent Information

Application Number
CN202411917268.1
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-24
Publication Date
2025-05-02
Estimated Expiration
2044-12-24

AI Technical Summary

Technical Problem

Existing form design tools cannot customize workflows, form customization is limited, free features are limited, and code is not open sourced, resulting in functional mismatch, reduced user satisfaction, limited flexibility, increased integration difficulty, increased maintenance and upgrade costs, and limited innovation.

Method used

Provide a form template design tool and business process management method. By receiving business process instance generation instructions, obtaining business process identification, querying and extracting business process node information and step information, matching and attaching corresponding form templates to generate business form instances, and combining business process step information to generate business process instances.

Benefits of technology

It has realized the real-time update function of multi-user, solved the problems of business process and form management, improved the overall efficiency and flexibility of business processing, is suitable for various enterprise business scenarios, optimized the coordination between business processes and data management, and effectively improved the efficiency of data collection and process management in enterprise business operations.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN119917090A_ABST
    Figure CN119917090A_ABST
Patent Text Reader

Abstract

The embodiment of the invention provides a form template design tool and business process management method, which comprises the following steps: receiving a business process instance generation instruction, and obtaining a business process identifier; querying in a business process set according to the business process identifier to obtain a business process, and extracting business process node information and business process step information; according to the business process node information, matching and hooking a corresponding form template from the form template set to generate a business form instance; and combining the business form instance and the business process step information to generate a business process instance. The business process is created and controlled while the business form is modeled, and a user is allowed to adjust the structure and content of the form through a graphical interface and create the business process. Through data model analysis, form dynamic generation and business process execution, process change is effectively managed, and safe data transmission and authority control are realized, so that the business flexibility and the operation efficiency are remarkably improved.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] Embodiments of the present disclosure relate to the field of information technology and related technical fields, and in particular, to a management method and device applicable to a form template design tool and a business process. Background Art

[0002] In the context of digital transformation, the efficiency and intuitiveness of data collection and information management are crucial. However, traditional form design methods mainly rely on coding, which has many disadvantages. For users without technical backgrounds, it is extremely difficult to operate, and professional programming knowledge is required to design and modify forms, which seriously limits the autonomy and participation of users.

[0003] Existing form design tools on the market, such as GoogleForms, SurveyMonkey, and Jotform, can realize basic functions such as visual design, preview, and real-time operation of forms, but they still have many defects. These tools cannot customize workflows, have limited form customization, limited free functions, and insufficient open source code. When customizing business systems based on these tools, problems such as functional mismatch, reduced user satisfaction, limited flexibility, increased integration difficulty, increased maintenance and upgrade costs, and limited innovation will arise. Traditional form design methods rely on coding, which is inefficient and unfriendly to users with non-technical backgrounds.

[0004] Therefore, there is an urgent need to develop a new visual form template design tool to solve the above problems. Summary of the invention

[0005] The embodiments described herein provide a form template design tool and a business process management method and device to solve the problems existing in the prior art.

[0006] According to a first aspect of the present disclosure, a form template design tool and a business process management method are provided, including:

[0007] Receive a business process instance generation instruction and obtain a business process identifier;

[0008] According to the business process identifier, query the business process in the business process set to obtain the business process, and extract the business process node information and business process step information;

[0009] According to the business process node information, a corresponding form template is matched and mounted from a form template set to generate a business form instance;

[0010] A business process instance is generated by combining the business form instance and the business process step information.

[0011] In some embodiments of the present disclosure, before the step of receiving a business process instance generation instruction, the method further includes:

[0012] Receive form modeling instructions, obtain the controlled control identifier, control instructions and verification constraints;

[0013] Acquire a controlled control from a control set according to the controlled control identifier;

[0014] Invoke the drag support function according to the manipulated control and the manipulation instruction to generate a form template prototype;

[0015] Setting relevant controls in the form template prototype based on the validation constraint conditions;

[0016] After verification, the control is associated with the backend data model field through the model mapper, the form template is generated and the form template set is formed.

[0017] In some embodiments of the present disclosure, before the step of receiving a business process instance generation instruction, the method further includes:

[0018] Receive a business process creation instruction, and obtain user information, organization information, authority information, the business process node information, and the business process step information;

[0019] Generate a business process prototype according to the business process node information and the business process step information;

[0020] According to the user information, the organization information and the authority information, access control conditions are set, the business process is generated and the business process set is formed.

[0021] In some embodiments of the present disclosure, after the step of generating the business process and forming the business process set, the method further includes:

[0022] Receive business process change requests, extract business process identifiers and business process modification information, and search for expert users associated with the business process based on the business process identifiers;

[0023] Obtaining the input modified evaluation parameters, constructing the evaluation business process modification message and sending it to the evaluation system, wherein the modified evaluation parameters include: comprehensive effect, rationality, economic benefit, change risk, impact scope and weight coefficient;

[0024] The evaluation system receives the evaluation business process modification message, parses and obtains the modified evaluation parameters, inputs the rationality, economic benefits, change risks, impact scope and weight coefficient into the following formula, and calculates the comprehensive effect:

[0025] E=k* (a *P+b*E ) / ( c *R+d*I ) ;

[0026] Among them, E is the comprehensive effect, P is rationality, E is economic benefit, R is the change risk, I is the impact range; k, a, b, c, d are all weight coefficients;

[0027] Determine whether the comprehensive effect is greater than a preset threshold, and if so, return a message that the business process modification is approved, otherwise, return a message that it is rejected.

[0028] In some embodiments of the present disclosure, after the step of generating a form template and forming a form template set, the process further includes:

[0029] Receive data validation rule instructions to ensure data quality, which at least includes length limit, format check and required fields;

[0030] Receive regular expression verification instructions to enhance data verification scalability;

[0031] Receive the form preview instruction and query the form template information according to the form identifier, and call the preview support to display the form template;

[0032] In some embodiments of the present disclosure, after the step of generating a form template and forming a form template set, the process further includes:

[0033] Receive form template update instructions, extract form template identifier and update content, and query form status;

[0034] If a form template is being used, query the current form, the current form template instance and the current form business data, store the current form template instance as a form instance history version, store the previous form business data as a business data history version, obtain the updated form template according to the updated content and store it in the form template collection, and package the new content and send it to the logged-in user;

[0035] If the form template is being modified, determine whether the input information is to accept the modified information. If so, update the form template according to the form template identifier and the updated content; if not, save it as a new form template.

[0036] In some embodiments of the present disclosure, after the step of combining the business form instance and the business process step information to generate a business process instance, the method further includes:

[0037] Generate a user interface for users to fill out forms, establish a full-duplex communication protocol between multi-user clients in multi-user mode, perform real-time, two-way data transmission between multiple browsers, and push the latest version of the form to all users in real time.

[0038] According to a second aspect of the present disclosure, a form template design tool and a business process management device are provided, including:

[0039] A receiving module, used to receive a business process instance generation instruction and obtain a business process identifier;

[0040] A query module, used to query the business process set according to the business process identifier to obtain the business process, and extract the business process node information and business process step information;

[0041] A mounting module, used for matching and mounting corresponding form templates from the form template set according to the business process node information to generate a business form instance;

[0042] A generating module is used to generate a business process instance by combining the business form instance and the business process step information.

[0043] In some embodiments of the present disclosure, it further includes:

[0044] The form modeling module is used to receive form modeling instructions, obtain the manipulated control identifier, manipulation instructions and verification constraints; obtain the manipulated control from the control set according to the manipulated control identifier; call the drag support function according to the manipulated control and the manipulation instruction to generate a form template prototype; set the relevant controls in the form template prototype based on the verification constraints; after verification, associate the controls with the backend data model fields through the model mapper, generate the form template and constitute the form template set.

[0045] In some embodiments of the present disclosure, it further includes:

[0046] The business process creation module is used to receive a business process creation instruction, obtain user information, organization information, authority information, the business process node information and the business process step information, formulate functions to generate a business process prototype according to the business process node information and the business process step information, set access control conditions according to the user information, the organization information and the authority information, generate the business process and constitute the business process set.

[0047] In some embodiments of the present disclosure, it further includes:

[0048] The business process change processing module is used to receive a business process change request, extract the business process identifier and the business process modification information, and search for an expert user associated with the business process according to the business process identifier; obtain the input modification evaluation parameters, construct an evaluation business process modification message and send it to the evaluation system, wherein the modification evaluation parameters include: comprehensive effect, rationality, economic benefit, change risk, impact scope and weight coefficient; the evaluated system receives the evaluation business process modification message, parses and obtains the modification evaluation parameters therein, inputs the rationality, economic benefit, change risk, impact scope and weight coefficient into the following formula, and calculates the comprehensive effect: E=k*(a*P+b*E) / (c*R+d*I); where E is the comprehensive effect, P is rationality, E is economic benefit, R is the risk of change, and I is the scope of impact; k, a, b, c, d are all weight coefficients; determine whether the comprehensive effect is greater than the preset threshold, if so, return the business process modification approval, otherwise return rejection.

[0049] In some embodiments of the present disclosure, it further includes:

[0050] The form validation processing module is used to receive data validation rule instructions to ensure data quality. The instructions include at least length limit, format check and required fields. It also receives regular expression validation instructions to enhance data validation scalability.

[0051] The preview processing module is used to receive the form preview instruction and query the form template information according to the form identifier, and call the preview support to display the form template.

[0052] In some embodiments of the present disclosure, it further includes:

[0053] The form template update processing module is used to receive form template update messages, extract form template identifiers and update content, and query form status; if the form template is being used, query the current form, current form template instance, and current form business data, store the current form template instance as a form instance history version, store the previous form business data as a business data history version, obtain the updated form template according to the update content and store it in the form template collection, and package the new content and send it to the logged-in user; if the form template is being modified, determine whether the input information is to accept the modification information, and if so, update the form template according to the form template identifier and update content; if not, save it as a new form template.

[0054] In some embodiments of the present disclosure, it further includes:

[0055] The interface generation module is used to generate a user interface for users to fill in forms, establish a full-duplex communication protocol between multi-user clients in multi-user mode, perform real-time, two-way data transmission between multiple browsers, and push the latest version of the form to all users in real time.

[0056] According to a third aspect of the present disclosure, a computer device is provided, including a memory and a processor, wherein a computer program is stored in the memory, and when the processor executes the computer program, the steps of the method in any one of the above embodiments are implemented.

[0057] According to a fourth aspect of the present disclosure, a computer-readable storage medium is provided, on which a computer program is stored. When the computer program is executed by a processor, the steps of the method in any one of the above embodiments are implemented.

[0058] The form template design tool and business process management method provided by the embodiment of the present disclosure generate business processes and instances by constructing a business node library and a form template library, and use a model mapper to realize the interaction between the form and the backend data. The form template can be updated and the user can be notified to process it, and there is an expert evaluation mechanism for business process modification. It realizes the multi-user real-time update function, solves the business process and form management problems, improves the overall efficiency and flexibility of business processing, is widely applicable to various enterprise business scenarios, optimizes the synergy of business processes and data management, and effectively improves the data collection and process management efficiency in enterprise business operations as well as the flexibility and adaptability of the system.

[0059] The above description is only an overview of the technical solution of the embodiment of the present application. In order to more clearly understand the technical means of the embodiment of the present application, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the embodiment of the present application more obvious and easy to understand, the specific implementation methods of the present application are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0060] In order to more clearly illustrate the technical solutions of the embodiments of the present disclosure, the drawings of the embodiments will be briefly described below. It should be noted that the drawings described below only relate to some embodiments of the present disclosure, but are not intended to limit the present disclosure, wherein:

[0061] Figure 1 It is a flowchart of a form template design tool and a business process management method provided by an embodiment of the present disclosure;

[0062] Figure 2 It is a structural schematic diagram of a form template design tool and a business process management device provided by an embodiment of the present disclosure;

[0063] Figure 3 It is a structural diagram of a computer device provided in an embodiment of the present disclosure.

[0064] In the drawings, reference numerals with the same last two digits correspond to the same elements. It should be noted that the elements in the drawings are schematic and not drawn to scale. DETAILED DESCRIPTION

[0065] In order to make the purpose, technical solution and advantages of the embodiments of the present disclosure clearer, the technical solution of the embodiments of the present disclosure will be clearly and completely described below in conjunction with the accompanying drawings. Obviously, the described embodiments are part of the embodiments of the present disclosure, rather than all of the embodiments. Based on the described embodiments of the present disclosure, all other embodiments obtained by those skilled in the art without creative work also fall within the scope of protection of the present disclosure.

[0066] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase "embodiments" in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0067] The term "and / or" in this article is only a description of the association relationship of the associated objects, indicating that there can be three relationships. For example, A and / or B can mean: A exists, A and B exist at the same time, and B exists. In addition, the character " / " in this article generally indicates that the associated objects before and after are in an "or" relationship.

[0068] Furthermore, in all embodiments of the present disclosure, terms such as “first” and “second” are used only to distinguish one component (or a part of a component) from another component (or another part of a component).

[0069] In the description of the present application, unless otherwise specified, "plurality" means more than two (including two), and similarly, "multiple groups" means more than two groups (including two).

[0070] In order to enable those skilled in the art to better understand the solution of the present application, the technical solution in the embodiments of the present application will be clearly and completely described below in conjunction with the accompanying drawings.

[0071] Although the existing form design tools on the market can realize basic functions such as visual design, preview, and real-time operation of forms to a certain extent, they still have obvious limitations. These tools generally lack the ability to customize workflows and cannot build personalized processes based on the complex and ever-changing business logic of the enterprise. In terms of form customization, the types of form elements provided are relatively limited, which makes it difficult to meet the needs of enterprises for complex form structures and diversified elements in special business scenarios. The limitation of free functions means that once the business scale expands or there are special functional requirements during use, enterprises often need to pay high fees to unlock more functions. The limited degree of open source code not only hinders the secondary development and customization of form tools by enterprises, but also limits the space for technological innovation, making enterprises face many difficulties when integrating forms with business systems. When customizing business systems based on these tools, it is inevitable to encounter functional mismatch problems, resulting in the inability to run business processes smoothly; user satisfaction drops significantly due to inconvenient operation and limited functions; system flexibility is limited, and it is difficult to quickly respond to changes in business needs; the difficulty of integration is significantly increased, and a lot of manpower and time costs are required to integrate forms and business systems; maintenance and upgrade costs remain high, and because the code is not open source, it is difficult for enterprises to optimize independently; innovation is limited, and it is impossible to design innovative forms and processes based on their own business characteristics and market changes, which seriously restricts the digital transformation and business development of enterprises.

[0072] Based on the problems existing in the prior art, the present disclosure proposes a new form template design tool and a business process management method. Figure 1 is a flowchart of a form template design tool and a business process management method provided by an embodiment of the present disclosure, such as Figure 1 As shown, the specific process of the form template design tool and the business process management method includes:

[0073] S110, receiving a business process instance generation instruction and obtaining a business process identifier;

[0074] In a specific implementation, when the instruction is received, the instruction parsing program is immediately started to extract the business process identifier from the instruction information. This identifier serves as a key index for subsequent query and construction of business process instances, ensuring that the system can accurately locate the corresponding business process resources.

[0075] S120, querying the business process set to obtain the business process according to the business process identifier, and extracting the business process node information and the business process step information;

[0076] In a specific implementation, based on the acquired business process identifier, an efficient query is carried out in a pre-built and richly stored business process collection. The collection uses an optimized data structure and indexing algorithm to quickly locate the target business process. Once the query is successful, a special data extraction tool is used to deeply mine and extract the business process node information, including the type of each node (such as the starting node, processing node, decision node, end node, etc.), the attributes of the node (such as the node name, the operation or task description performed by the node, etc.) and the business process step information, such as the order of the steps, the logical relationship between the steps (serial, parallel, conditional branch, etc.).

[0077] S130, matching and attaching corresponding form templates from the form template set according to the business process node information to generate a business form instance;

[0078] In a specific implementation, an intelligent form template matching mechanism is started based on the extracted business process node information. By analyzing the various types of templates corresponding to the business process nodes in the form template collection, these templates are designed according to different business scenarios and node requirements. Compare the business process node attributes with the associated labels, applicable scope and other key elements of the form template, determine the mapping relationship between the two, and achieve accurate connection. For example, when the business process node involves customer information entry, match the form template containing the customer information field. When connecting, the form template is dynamically adjusted and initialized according to the business process context information, such as setting default values, deciding to hide or display specific fields, etc., to generate a business form instance that is highly consistent with the business process, and ensure the accurate flow and processing of form data in the business process. When the business process is executed, the corresponding form template is automatically activated for business personnel to operate according to the execution order of the process nodes, and the data transmission and interaction between the form data and the process nodes are handled well.

[0079] S140: Generate a business process instance by combining the business form instance and the business process step information.

[0080] In a specific implementation, after a business form instance is generated, it is organically integrated with the previously extracted business process step information. A special instance generation engine is constructed, which embeds the business form instance into the corresponding business process node position according to the logical relationship and sequence in the business process step information. For example, in a serial process, the form instances are associated in sequence according to the order of steps; in a parallel process, the exact position and execution order of the form instance in the parallel branch are determined. At the same time, the business process instance is given a unique instance identifier, timestamp and other metadata information to facilitate subsequent management, monitoring and tracing, and successfully generate a complete business process instance, making it executable and operable.

[0081] In addition, before executing step S110, the method further includes:

[0082] S1001, receiving a form modeling instruction, obtaining a manipulated control identifier, a manipulation instruction, and a verification constraint condition in the instruction, obtaining a manipulated control from a control set according to the manipulated control identifier, calling a drag support function according to the manipulated control and the manipulation instruction to generate a form template prototype, setting relevant controls in the form template prototype based on the verification constraint condition, associating the controls with backend data model fields through a model mapper after verification, generating a form template and forming a form template set;

[0083] In a specific implementation, a form is modeled through a visual form design tool, required elements are dragged from a control set to the form, and elements of the control are set, including but not limited to the name, size, order, and page verification method of the control.

[0084] The control set includes but is not limited to input boxes, text boxes, number input boxes, drop-down selectors, multiple-choice boxes, radio buttons, date selectors, time selectors, ratings, sliding input bars, tree selectors, cascading selectors, dynamic tables, selection input columns, rich text, switches, buttons, prompt boxes, text boxes, dividing lines, card layouts, tab layouts, grid layouts, table layouts, dynamic drop-down menus, conditional hidden fields, and calculated fields.

[0085] In a specific implementation, when creating a form template, a detailed form element attribute editing panel function will be provided, and the specific operations are as follows:

[0086] Provides a form element property editing panel. For various form elements, such as input boxes, text boxes, drop-down selectors, etc., designers can set basic properties in this panel.

[0087] When receiving the designer's selection operation on the form element, the corresponding configurable options will be displayed in the editing panel. The designer's settings of basic attributes such as the display name, initial value, prompt information, etc. of the form element will be stored and applied to the corresponding form element to ensure that the form element can be displayed according to the designer's requirements when it is generated.

[0088] Supports designers to set conditions in the form element property editing panel. These conditions are used to control the display, availability and other properties of the form element.

[0089] In the form element property editing panel, designers are supported to set the data source of the form element.

[0090] Supports designers to set calculation logic in the form element property editing panel.

[0091] For designers with front-end development capabilities, the form element property editing panel supports the use of javascript scripting language or logical expressions to define element behavior and data binding.

[0092] The functional implementation of the above-mentioned form element property editing panel can fully meet the needs of different designers. Whether it is a simple property setting or a complex logic definition, it can be processed accurately and efficiently.

[0093] In a specific implementation, when performing a form creation operation, the specific implementation of the control dragging function based on HTML5 and JavaScript is as follows:

[0094] 1. Initialize the drag function

[0095] When designing a form, you can mark the draggable form elements using the draggable attribute of HTML5. For example, if a form control needs to be draggable, set the HTML code of the element to<divdraggable="true"id="item1"> Form control 1. In this way, the element is marked as a draggable element, laying the foundation for subsequent drag operations.

[0096] 2. Listen for drag events

[0097] Use JavaScript to add event listeners to the drag element and target container. Assuming there is a drag element dragElement and a target container dropTarget, the computer implements event listening through the following JavaScript code:

[0098] const dragElement=document.getElementById('item1'); const dropTarget=document.getElementById('target');

[0099] dragElement.addEventListener('dragstart',dragStartHandler);

[0100] dropTarget.addEventListener('dragover',dragOverHandler);

[0101] dropTarget.addEventListener('drop',dropHandler);

[0102] In the above code, the computer first obtains the drag element and target container to be operated through the getElementById method. Then, it adds a "dragstart" event listener for the drag element, and adds "dragover" and "drop" event listeners for the target container. The corresponding processing functions (dragStartHandler, dragOverHandler, dropHandler) of these event listeners will be called when the corresponding events occur, thereby achieving precise control of the dragging behavior.

[0103] 3. Event handling function

[0104] Dragstart event processing: When a form element starts to be dragged (i.e., the "dragstart" event is triggered), the computer performs the following operations: It can set the style of the dragged element according to preset rules, such as changing the mouse style to make it visually appear to be being dragged. At the same time, the computer can also save the original information of the element, such as position, size, etc., for use in subsequent operations.

[0105] Dragover event processing: During the dragging process, when the dragged element moves above the target container (the "dragover" event is triggered), the computer first prevents the default behavior, such as avoiding visual interference such as text highlighting. In addition, the computer may change the style of the target container, such as changing the border color or adding a shadow, to intuitively indicate to the user that the element can be placed in this container.

[0106] Drop event processing: When the dragged element is dropped into the target container (the "drop" event is triggered), the computer performs the corresponding drop operation. This may include moving the element to a specific location within the target container, or updating the backend data according to business logic. For example, if the dragged element is a form input box, the computer may drop it in the target form area and associate it with the corresponding field in the backend database.

[0107] Dragend event processing: After the drag operation is completed (the "dragend" event is triggered), the computer will restore the initial state of the dragged element. This includes restoring the element's style to the state before it was dragged, and reloading the original position and size information to ensure the neatness and consistency of the form design interface.

[0108] 4. Data Transmission

[0109] During the entire dragging process, the JavaScript dataTransfer object is used to handle data transfer. When the element begins to be dragged, the computer uses the dataTransfer.setData() method to store relevant information about the dragged element. For example, information such as the element type and attribute values ​​may be stored. When the "drop" event occurs, the computer uses the dataTransfer.getData() method to read the previously stored information. This information will be used to correctly place and process the dragged element in the target container, ensuring data integrity and accuracy during the form design process.

[0110] Through the implementation of the above-mentioned control drag function based on HTML5 and JavaScript, the drag operation of elements can be realized in an intuitive and precise manner during the form design process. Combined with the real-time preview function, designers can instantly see the changes in the form design and adjust the layout and style in time, thereby improving design efficiency.

[0111] In the specific implementation method, the verification support function is used for verification. Carefully check whether the data meets the pre-defined precise format requirements, including accurate judgment of various data types, whether the numeric fields are in a reasonable value range, and whether the string type fields not only check whether the length meets the standard but also check whether they contain illegal characters, etc., and confirm that the required fields are not missing. Once any flaws are detected in the data, error prompt information will be immediately fed back, clearly indicating the error type and location, to help users quickly locate and correct the error and resubmit.

[0112] In a specific implementation, after verifying the legality and integrity of the data, in order to ensure accurate data interaction and effective verification, the model mapper provided by the embodiment of the present disclosure can intelligently identify various controls in the form template, such as text boxes, drop-down menus, etc., and automatically build a mapping link with the back-end data model field, effectively avoiding manual configuration errors. The model mapper uses data binding and conversion technology to perform storage operations based on the mapping relationship between the constructed form elements and the back-end data model fields.

[0113] Taking the drop-down menu control in the form template as an example, the model mapper first identifies the unique identifier and related attribute information of the drop-down menu control in the form template, and then establishes a connection with the backend database according to the pre-set binding rules. The backend database stores various types of data associated with the drop-down menu, which can be classification information from the business data dictionary, such as product categories, region lists, department names, etc. When the form is loaded or triggered in a specific business scenario, the model mapper sends a query request to the backend database to obtain the data set corresponding to the drop-down menu. For example, if the drop-down menu is used to select a product category, the model mapper will retrieve all valid product category data from the "product category table" of the backend database, such as "electronic products", "home supplies", "office supplies", etc. Subsequently, the model mapper dynamically fills this data into the drop-down menu control, so that when the drop-down menu is displayed on the front-end interface, its option content can reflect the changes in the backend data in real time.

[0114] For other types of controls, such as radio button groups, check boxes, and other controls associated with specific data sets, the model mapper also extracts appropriate data from the backend database according to their respective binding rules and data requirements, and presents the data on the controls in an appropriate form. This not only ensures the consistency and accuracy of the form data and the backend data, but also greatly improves the flexibility and adaptability of the form, allowing the form to automatically adjust the display content and operable options of the control according to changes in business requirements and updates to backend data, providing users with a more intelligent and personalized form interaction experience, while also providing a solid data foundation for the smooth operation of the entire business process.

[0115] In the specific implementation, the cross-platform adaptability of the form is crucial. Given that the form needs to be accurately presented and run stably on all types of devices and browsers, the disclosed embodiment adopts an advanced responsive design method based on the CSS framework. With this method, the form can automatically and flexibly adapt to different screen sizes, whether it is a large-screen display on a desktop computer or a small-screen browsing on a mobile device, it can ensure that the content layout is reasonable, the visual effect is good, and the functions are complete.

[0116] In addition, after implementing step S1001, the method further includes:

[0117] Receive data validation rules instructions to ensure data accuracy and completeness, including at least length limits, format checks, and required fields;

[0118] Accept regular expression verification instructions to enhance the flexibility and depth of data verification;

[0119] Receive the form preview instruction and query the form template information according to the form identifier, and call the preview support to display the form template.

[0120] Receive form template update messages, extract form template identifiers and update content, and query form status;

[0121] If a form template is being used, query the current form, the current form template instance and the current form business data, store the current form template instance as a form instance history version, store the previous form business data as a business data history version, obtain the updated form template according to the updated content and store it in the form template collection, and package the new content and send it to the logged-in user;

[0122] If the form template is being modified, determine whether the input information is to accept the modified information. If so, update the form template according to the form template identifier and the updated content; if not, save it as a new form template.

[0123] In addition, before executing step S110, the method further includes:

[0124] S1002, receiving a business process creation instruction, obtaining user information, organization information, permission information, the business process node information and the business process step information, generating a business process prototype based on the business process node information and the business process step information formulation function, setting access control conditions based on the user information, the organization information and the permission information, generating the business process and constituting the business process set.

[0125] In a specific implementation method, when modeling business processes, it is extremely challenging to build a management framework that is flexible and can continuously adapt to the business and control the risk of changes in the face of changing business needs. All business process modifications must be initiated by a formal change request, covering the reasons, scope, and expected impact. There are two modes of approval for change applications: single expert and multi-expert. In the multi-expert mode, a comprehensive score is scored based on factors such as the rationality of the change, economic benefits, risk of change, and scope of impact. The weights of each factor can be flexibly adjusted, and the comprehensive effectiveness value of the change is obtained according to a specific calculation formula to determine the feasibility of the change.

[0126] After S1002, it also includes:

[0127] Receive business process change requests, extract business process identifiers and business process modification information, and search for expert users associated with the business process based on the business process identifiers;

[0128] Obtaining the input modified evaluation parameters, constructing the evaluation business process modification message and sending it to the evaluation system, wherein the modified evaluation parameters include: comprehensive effect, rationality, economic benefit, change risk, impact scope and weight coefficient;

[0129] The evaluation system receives the evaluation business process modification message, parses and obtains the modified evaluation parameters therein, inputs the rationality, economic benefit, change risk, impact scope and weight coefficient into the following formula, and calculates the comprehensive effect:

[0130] E = k*(a*P+b*E) / (c*R+d*I);

[0131] Among them, E is the comprehensive effect, P is rationality, E is economic benefit, R is the change risk, I is the impact range; k, a, b, c, d are all weight coefficients;

[0132] Determine whether the comprehensive effect is greater than a preset threshold, and if so, return a message that the business process modification is approved, otherwise, return a message that it is rejected.

[0133] In the specific implementation process, when the user receives the form template update instruction, the form template ID and detailed form template update content information contained therein are automatically obtained. Then, it is queried whether the current user is using the form template or is modifying it. If the user is using the form template, the current form, the current form template instance and the current form business data are queried, the current form template instance is stored as the form instance historical version, the previous form business data is stored as the business data historical version, the updated form template is obtained according to the updated content and stored in the form template collection, and the new content is packaged and sent to the logged-in user, ensuring that the user can immediately use the latest version of the form template without interrupting business operations. If the user is modifying the form template, it is determined whether the input information is to accept the modification information. If the user accepts the modification information, the open form template will be updated according to the form template ID and the updated content to keep it consistent with the latest version; if the user does not accept the modification information, the currently opened form template will be saved as a new form, so that the user can continue to modify and use it according to the original design ideas, while not affecting the application of the new form template version in other business scenarios. For example, in a scenario where a team is collaborating to edit a form, some members are using the form while others are modifying it. The system can flexibly handle form updates according to different situations to ensure smooth team collaboration.

[0134] In addition, after step S140 is implemented, the method further includes:

[0135] S150, runs multi-language and internationalization support functions, and displays corresponding language information according to the current system application country.

[0136] In the specific implementation process, a powerful multi-language and internationalization support function module is built in. During the business process instance generation or system operation, the current system application country information is obtained through system environment detection or user manual settings. This function module pre-stores a rich language resource package. Each language resource package corresponds to a different country or regional language version, and contains the translation content of various language elements such as system interface display text, prompt information, error messages, etc. According to the country information obtained, the system automatically loads and switches to the corresponding language information from the language resource package library, realizes the dynamic internationalization switching of the system interface and interactive language, and provides users in different regions of the world with a convenient and friendly localization experience.

[0137] S160, generating a user interface for users to fill out forms, establishing a full-duplex communication protocol between multi-user clients in multi-user mode, performing real-time, two-way data transmission between multiple browsers, and pushing the latest version of the form to all users in real time.

[0138] In the specific implementation process, the user interface generation technology is used to generate a visual user interface based on the information of the business process instance and the business form instance. The interface design follows the user experience principle, with a reasonable layout and convenient operation. In multi-user mode, a full-duplex communication protocol is established to ensure efficient collaboration and real-time information sharing between multi-user clients. This protocol is based on reliable network transmission technology (such as WebSocket, etc.) and can achieve real-time, two-way data transmission between multiple browser clients. When a user fills in, modifies or saves a form, the system captures the event instantly through the communication protocol and pushes the latest version of the form data to all other related users in real time. At the same time, in order to ensure the security and integrity of data transmission, encryption technology is used to encrypt the transmitted data to prevent data leakage and tampering, effectively improving the business processing efficiency and data consistency in a multi-user collaborative environment.

[0139] In some embodiments, multiple versions of the same process can be managed, the details of each version change can be accurately recorded, a process history library can be built and presented in an intuitive timeline. Users can easily select different versions for horizontal comparison, clearly understand the differences between versions, and can perform rollback operations on specific versions as needed, effectively ensuring the traceability and stability of business processes.

[0140] In the specific implementation process, the multi-user real-time update and version control functions include: powerful real-time update functions between multiple users, and the ability to monitor any changes in form templates and business processes in real time in a multi-user collaborative environment. Once an update occurs, the system will automatically generate and push the latest version information to all relevant users to ensure that each user end always maintains data consistency and the latest status. By adopting advanced full-duplex communication protocols and version control technology, efficient information synchronization and version management are achieved. For example, in a cross-departmental project management system, users from different departments can operate project-related forms and processes at the same time. When one of the users modifies a form template or business process, other users can immediately receive update notifications and obtain the latest version, effectively avoiding business conflicts and data confusion caused by version inconsistencies.

[0141] In some embodiments, the process engine monitoring tool can be used to track the process execution dynamics in real time and comprehensively collect performance data and abnormal conditions. Periodically conduct process audits to verify the fit between execution and modeling design and explore optimization opportunities. At the same time, a user feedback information management function module is built to systematically collect the experience and improvement suggestions of business executors, providing a strong basis for the continuous optimization and iteration of the model, ensuring that the business process always meets actual business needs and maintains efficient operation.

[0142] In the specific implementation process, the application of multi-platform CSS technology includes: In order to ensure that the form and business process-related interfaces can achieve perfect compatibility and adaptability on different platforms (such as different operating systems, browser types, mobile devices, etc.), the present invention innovatively adopts multi-platform CSS technology. Through pre-defined CSS style rules and media query mechanisms, the system can automatically adjust the display style and layout of the form and business process interface according to the characteristics of different platforms (such as screen size, resolution, device type, etc.), providing users with a consistent and high-quality user experience. For example, when accessing the business system on a mobile phone, the form elements will automatically adjust to a layout suitable for the size of the mobile phone screen, and the font size and spacing will also be optimized accordingly to ensure that users can operate easily; in desktop browsers, the interface will be presented in a way that is more suitable for large-screen display, improving user operation efficiency and visual comfort.

[0143] The business process and form method provided by the disclosed embodiment are modeled through a graphical form design tool, using HTML5 and JavaScript to implement dragging and dropping, with a rich control library and property panel, a model mapper to ensure data processing, and version control with the help of a full-duplex communication protocol. In business process management, a change process with single and multiple expert approvals is established, and multiple experts calculate the performance value based on multi-factor scoring, supporting version control and monitoring feedback. It can receive messages to generate and store business processes and instances, and store after receiving data. It realizes fully independent development of visual form modeling, enhances user experience and functions, synchronizes form modeling and process definition, forms a general solution and effectively manages process changes, which is suitable for multiple business scenarios to help digital transformation.

[0144] Based on the above embodiments, the present disclosure also provides a form template design tool and a business process management device, such as Figure 2 As shown, the form template design tool and the business process management device include:

[0145] The receiving module 210 is used to receive a business process instance generation instruction and obtain a business process identifier;

[0146] A query module 220, configured to query a business process set according to the business process identifier to obtain a business process, and extract business process node information and business process step information;

[0147] A mounting module 230, configured to match and mount a corresponding form template from the form template set according to the business process node information to generate a business form instance;

[0148] The generating module 240 is used to generate a business process instance by combining the business form instance and the business process step information.

[0149] In a specific embodiment, it also includes:

[0150] The form modeling module 2001 is used to receive form modeling instructions, obtain the manipulated control identifier, manipulation instructions and verification constraints; obtain the manipulated control from the control set according to the manipulated control identifier; call the drag support function according to the manipulated control and the manipulation instruction to generate a form template prototype; set the relevant controls in the form template prototype based on the verification constraints; after verification, associate the controls with the backend data model fields through the model mapper, generate the form template and constitute the form template set.

[0151] The business process creation module 2002 is used to receive a business process creation instruction, obtain user information, organization information, permission information, the business process node information and the business process step information, generate a business process prototype according to the business process node information and the business process step information formulation function, set access control conditions according to the user information, the organization information and the permission information, generate the business process and constitute the business process set.

[0152] In a specific embodiment, it also includes:

[0153] The business process change processing module 250 is used to receive a business process change request, extract the business process identifier and the business process modification information, and search for an expert user associated with the business process according to the business process identifier; obtain the input modification evaluation parameters, construct an evaluation business process modification message and send it to the evaluation system, wherein the modification evaluation parameters include: comprehensive effect, rationality, economic benefit, change risk, impact scope and weight coefficient; the evaluated system receives the evaluation business process modification message, parses and obtains the modification evaluation parameters therein, inputs the rationality, economic benefit, change risk, impact scope and weight coefficient into the following formula, and calculates the comprehensive effect: E=k*(a*P+b*E) / (c*R+d*I); wherein E is the comprehensive effect, P is rationality, E is the economic benefit, R is the change risk, and I is the impact scope; k, a, b, c, and d are all weight coefficients; and judges whether the comprehensive effect is greater than a preset threshold, and if so, returns that the business process modification is passed, otherwise returns a rejection.

[0154] In a specific embodiment, it also includes:

[0155] Form validation processing module 260, used to receive data validation rule instructions to ensure data quality, the instructions at least include length limit, format check and required fields, and receive regular expression validation instructions to enhance data validation scalability;

[0156] The preview processing module 270 is used to receive a form preview instruction and query the form template information according to the form identifier, and call the preview support to display the form template.

[0157] In a specific embodiment, it also includes:

[0158] The form template update processing module 280 is used to receive form template update messages, extract form template identifiers and update content, and query form status; if the form template is being used, query the current form, current form template instance, and current form business data, store the current form template instance as a form instance historical version, store the previous form business data as a business data historical version, obtain the updated form template according to the update content and store it in the form template collection, and package the new content and send it to the logged-in user; if the form template is being modified, determine whether the input information is to accept the modification information, and if so, update the form template according to the form template identifier and update content; if not, save it as a new form template.

[0159] In a specific embodiment, it also includes:

[0160] The interface generation module 290 is used to generate a user interface for users to fill out forms, establish a full-duplex communication protocol between multi-user clients in multi-user mode, perform real-time, two-way data transmission between multiple browsers, and push the latest version of the form to all users in real time.

[0161] The form template design tool and business process management method provided by the embodiments of the present disclosure achieve real-time updates for multiple users, solve business process and form management problems, improve the overall efficiency and flexibility of business processing, are widely applicable to various enterprise business scenarios, optimize the synergy of business processes and data management, and effectively improve data collection and process management efficiency in enterprise business operations as well as the flexibility and adaptability of the system.

[0162] For the device embodiment, since it basically corresponds to the method embodiment, the relevant parts can refer to the partial description of the method embodiment. The device embodiment described above is only schematic, wherein the units described as separate components may or may not be physically separated, and the components displayed as units may or may not be physical units, that is, they may be located in one place, or they may be distributed on multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the scheme of the present invention. Ordinary technicians in this field can understand and implement it without paying creative work.

[0163] The present application also provides a computer device. Figure 3 , Figure 3 This is a basic structural block diagram of the computer device in this embodiment.

[0164] The computer device includes a memory 310 and a processor 320 that are connected to each other through a system bus. It should be noted that the figure only shows a computer device with components 310-320, but it should be understood that it is not required to implement all the components shown, and more or fewer components can be implemented instead. Among them, those skilled in the art can understand that the computer device here is a device that can automatically perform numerical calculations and / or information processing according to pre-set or stored instructions, and its hardware includes but is not limited to microprocessors, application specific integrated circuits (Application Specific Integrated Circuit, ASIC), programmable gate arrays (Field-Programmable Gate Array, FPGA), digital processors (Digital Signal Processor, DSP), embedded devices, etc.

[0165] Computer devices can be computing devices such as desktop computers, notebooks, PDAs, and cloud servers. Computer devices can interact with users through keyboards, mice, remote controls, touch pads, or voice control devices.

[0166] The memory 310 includes at least one type of readable storage medium, and the readable storage medium includes a non-volatile memory or a volatile memory, for example, a flash memory, a hard disk, a multimedia card, a card-type memory (for example, an SD or DX memory, etc.), a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM), an electrically erasable programmable read-only memory (EEPROM), a programmable read-only memory (PROM), a magnetic memory, a magnetic disk, an optical disk, etc., and the RAM may include a static RAM or a dynamic RAM. In some embodiments, the memory 310 may be an internal storage unit of a computer device, for example, a hard disk or a memory of the computer device. In other embodiments, the memory 310 may also be an external storage device of the computer device, such as a plug-in hard disk, a smart media card (SMC), a secure digital (SD) card, or a flash card (FlashCard) equipped on the computer device. Of course, the memory 310 may also include both the internal storage unit of the computer device and its external storage device. In this embodiment, the memory 310 is generally used to store the operating system and various application software installed on the computer device, such as the program code of the above method. In addition, the memory 310 may also be used to temporarily store various data that have been output or are to be output.

[0167] The processor 320 is generally used to perform the overall operation of the computer device. In this embodiment, the memory 310 is used to store program codes or instructions, the program code includes computer operation instructions, and the processor 320 is used to execute the program codes or instructions stored in the memory 310 or process data, such as running the program code of the above method.

[0168] In this article, the bus can be an Industry Standard Architecture (ISA) bus, a Peripheral Component Interconnect (PCI) bus, or an Extended Industry Standard Architecture (EISA) bus, etc. The bus system can be divided into an address bus, a data bus, a control bus, etc. For ease of representation, only one thick line is used in the figure, but it does not mean that there is only one bus or one type of bus.

[0169] Another embodiment of the present application also provides a computer-readable medium, which may be a computer-readable signal medium or a computer-readable medium. A processor in a computer reads a computer-readable program code stored in the computer-readable medium, so that the processor can execute the functional actions specified in each step or a combination of steps in the above method; and generate a device for implementing the functional actions specified in each block or a combination of blocks in the block diagram.

[0170] Computer-readable media include but are not limited to electronic, magnetic, optical, electromagnetic, infrared memory or semiconductor systems, devices or apparatuses, or any appropriate combination of the foregoing, the memory is used to store program codes or instructions, the program codes include computer operating instructions, and the processor is used to execute the program codes or instructions of the above methods stored in the memory.

[0171] For the definitions of memory and processor, please refer to the description of the aforementioned computer device embodiment and will not be repeated here.

[0172] In the several embodiments provided in the present application, it should be understood that the disclosed systems, devices and methods can be implemented in other ways. For example, the device embodiments described above are only schematic, for example, the division of modules or units is only a logical function division, and there may be other division methods in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some interfaces, indirect coupling or communication connection of devices or units, which can be electrical, mechanical or other forms.

[0173] Each functional unit or module in each embodiment of the present application may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware or in the form of software functional units.

[0174] If the integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present application is essentially or the part that contributes to the prior art or all or part of the technical solution can be embodied in the form of a software product, and the computer software product is stored in a storage medium, including a number of instructions to enable a computer device (which can be a personal computer, server, or network device, etc.) or a processor (processor) to perform all or part of the steps of each embodiment method of the present application. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (Read-Only Memory, ROM), random access memory (Random Access Memory, RAM), disk or optical disk and other media that can store program code.

[0175] Unless the context clearly indicates otherwise, the singular form of the words used herein and in the appended claims includes the plural and vice versa. Thus, when referring to the singular, the plural form of the corresponding term is generally included. Similarly, the words "comprise" and "include" are to be interpreted as inclusive rather than exclusive. Likewise, the terms "include" and "or" should be interpreted as inclusive unless such interpretation is expressly prohibited herein. Where the term "example" is used herein, particularly when it is located after a group of terms, the "example" is merely exemplary and illustrative and should not be considered exclusive or comprehensive.

[0176] Further aspects and scopes of adaptability become apparent from the description provided herein. It should be understood that various aspects of the present application can be implemented individually or in combination with one or more other aspects. It should also be understood that the description and specific embodiments herein are intended for purposes of illustration only and are not intended to limit the scope of the present application.

[0177] Several embodiments of the present disclosure are described in detail above, but it is obvious that those skilled in the art can make various modifications and variations to the embodiments of the present disclosure without departing from the spirit and scope of the present disclosure. The protection scope of the present disclosure is defined by the attached claims.

Claims

1. A form template design tool and a business process management method, characterized in that: include: Receive a business process instance generation instruction and obtain a business process identifier; According to the business process identifier, query the business process in the business process set to obtain the business process, and extract the business process node information and business process step information; According to the business process node information, a corresponding form template is matched and mounted from a form template set to generate a business form instance; A business process instance is generated by combining the business form instance and the business process step information.

2. The method according to claim 1, characterized in that Before the step of receiving the business process instance generation instruction, the method further includes: Receive form modeling instructions, obtain the controlled control identifier, control instructions and verification constraints; Acquire a controlled control from a control set according to the controlled control identifier; Invoke the drag support function according to the manipulated control and the manipulation instruction to generate a form template prototype; Setting relevant controls in the form template prototype based on the validation constraint conditions; After verification, the control is associated with the backend data model field through the model mapper, the form template is generated and the form template set is formed.

3. The method according to claim 1 or 2, characterized in that: Before the step of receiving the business process instance generation instruction, the method further includes: Receive a business process creation instruction, and obtain user information, organization information, authority information, the business process node information, and the business process step information; Generate a business process prototype according to the business process node information and the business process step information; According to the user information, the organization information and the authority information, access control conditions are set, the business process is generated and the business process set is formed.

4. The method according to claim 3, characterized in that After the step of generating the business process and forming the business process set, the method further includes: Receive business process change requests, extract business process identifiers and business process modification information, and search for expert users associated with the business process based on the business process identifiers; Obtaining the input modified evaluation parameters, constructing the evaluation business process modification message and sending it to the evaluation system, wherein the modified evaluation parameters include: comprehensive effect, rationality, economic benefit, change risk, impact scope and weight coefficient; The evaluation system receives the evaluation business process modification message, parses and obtains the modified evaluation parameters, inputs the rationality, economic benefits, change risks, impact scope and weight coefficient into the following formula, and calculates the comprehensive effect: E=k*(a*P+b*E) / (c*R+d*I); Among them, E is the comprehensive effect, P is rationality, E is economic benefit, R is the change risk, I is the impact range; k, a, b, c, d are all weight coefficients; Determine whether the comprehensive effect is greater than a preset threshold, and if so, return a message that the business process modification is approved, otherwise, return a message that it is rejected.

5. The method according to claim 2, characterized in that: After the step of generating a form template and forming a form template set, the method further includes: Receive data validation rule instructions to ensure data quality, which at least includes length limit, format check and required fields; Receive regular expression verification instructions to enhance data verification scalability; Receive the form preview instruction and query the form template information according to the form identifier, and call the preview support to display the form template.

6. The method according to claim 2, characterized in that After the step of generating a form template and forming a form template set, the method further includes: Receive form template update instructions, extract form template identifier and update content, and query form status; If a form template is being used, query the current form, the current form template instance and the current form business data, store the current form template instance as a form instance history version, store the previous form business data as a business data history version, obtain the updated form template according to the updated content and store it in the form template collection, and package the new content and send it to the logged-in user; If the form template is being modified, determine whether the input information is to accept the modified information. If so, update the form template according to the form template identifier and the updated content; if not, save it as a new form template.

7. The method according to claim 1, characterized in that After the step of combining the business form instance and the business process step information to generate a business process instance, the method further includes: Generate a user interface for users to fill out forms, establish a full-duplex communication protocol between multi-user clients in multi-user mode, perform real-time, two-way data transmission between multiple browsers, and push the latest version of the form to all users in real time.

8. A form template design tool and a business process management device, characterized in that: include: A receiving module, used to receive a business process instance generation instruction and obtain a business process identifier; A query module, used to query the business process set according to the business process identifier to obtain the business process, and extract the business process node information and business process step information; A mounting module, used for matching and mounting corresponding form templates from the form template set according to the business process node information to generate a business form instance; A generating module is used to generate a business process instance by combining the business form instance and the business process step information.

9. A computer device, characterized in that: include: one or more processors; a storage device for storing one or more programs, When the one or more programs are executed by the one or more processors, the one or more processors implement the method according to any one of claims 1 to 7.

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 according to any one of claims 1 to 7 is implemented.

Citation Information

Patent Citations

  • Method, device and processor for developing business processes

    CN103617047A

  • A method and a system for interacting between a process and a form based on Activiti

    CN109542556A

  • Method, device and equipment for obtaining business process

    CN112561386A

  • Method and device for processing flow

    CN113792534A

  • Scheduling method and device based on dynamic form, computer equipment and storage medium

    CN115840745A

Cited By

  • Business process automatic processing method and device based on low-code platform

    CN120743255A