Form dynamic approval system and method

Abstract

The embodiment of the invention relates to a dynamic form approval system and method. The system comprises a customization module, a creation module and an approval module, the customization module is used for configuring the layout, the content, the authority and the display mode of the form to generate a form template; configuring the approval process of the form template; the creating module is used for creating and submitting a to-be-approved form according to the form template; and the examination and approval module is used for examining and approving the form to be examined and approved according to the configured examination and approval process. According to the technical scheme provided by the embodiment of the invention, the functions of dynamic form configuration, dynamic approval process configuration, role and authority management, action management and the like are supported, the efficiency and accuracy of cross-department collaboration are improved, and the manpower and communication cost is reduced.

Description

Technical Field

[0001] The embodiments of the present invention relate to the technical field of work order process management, and in particular to a form dynamic approval system and method. Background Art

[0002] With the expansion of business operations and the increase in cross-departmental collaboration, traditional real-time communication tools and offline operation models can no longer meet the needs of enterprises for work order approval. Existing approval methods suffer from inconsistent information, low operational efficiency, and difficulty in retrospective review. Automating and intelligentizing the approval process has become a pressing issue. Summary of the Invention

[0003] Based on the above situation of the prior art, the purpose of the embodiments of the present invention is to provide a dynamic form approval system and method, which connects personnel from various departments with various systems by setting up a unified approval system, thereby achieving effective connection of resources and strict review logic.

[0004] To achieve the above object, according to one aspect of the present invention, a form dynamic approval system is provided, comprising a customization module, a creation module and an approval module;

[0005] The customization module is used to configure the layout, content, permissions, and display method of the form, generate the form template, and configure the approval process of the form template;

[0006] The creation module is used to create and submit a form for approval based on the form template;

[0007] The approval module is used to approve the approval form according to the configured approval process.

[0008] Furthermore, it also includes an execution module;

[0009] The execution module is used to perform corresponding actions according to the approval result output by the approval module, including: calling API, sending notification and executing script.

[0010] Furthermore, it also includes an ID synchronization configuration module;

[0011] The ID synchronization configuration module is used to allocate an ID to a user, wherein the ID includes department information and personal information, and synchronize the ID information with information of a third-party system.

[0012] Furthermore, the ID synchronization configuration module synchronizes the ID information with information of a third-party system, including:

[0013] The real-time status information of the ID is obtained from a third-party system at predetermined time intervals, and the ID information is updated using the real-time status information.

[0014] Furthermore, the ID synchronization configuration module is also used to: when the system is connected to a third-party system for permissions,

[0015] Based on the authority authentication center, it interacts with the target system through an encrypted protocol to obtain the authority information of the docking user in the target system;

[0016] The authority information is stored in the authority authentication center, and a corresponding authority mapping relationship model is generated, and the user's authority is confirmed based on the authority mapping relationship model.

[0017] Furthermore, the customization module configures the approval process of the form template, including:

[0018] Selecting an approval segment and an approval node from a preset database based on the nature of the form. The approval segment indicates the approval content and authority at the corresponding stage, and the approval node indicates the approval flow conditions and execution instructions.

[0019] Selecting the combination logic of the approval fragment and the approval node according to the nature of the form, wherein the combination logic includes sequential combination, conditional branching and cyclic approval;

[0020] An approval process is generated based on the approval fragments, approval nodes and combination logic.

[0021] Furthermore, configuring the permissions of the form includes:

[0022] Configure permissions for each field in the form, including public permissions, read-only permissions, visible and editable permissions for specific users, and hidden permissions;

[0023] Configure corresponding permissions based on the form user's ID and the nature of the form.

[0024] According to another aspect of the present invention, there is provided a form dynamic approval method based on the form dynamic approval system according to the first aspect of the present invention, comprising the steps of:

[0025] Based on the custom module, the administrator configures the layout, content, permissions, and display method of the form to generate the form template; and configures the approval process of the form template;

[0026] The applicant creates and submits a form for approval based on the creation module and the form template;

[0027] Approver approves the approval form based on the approval module and the configured approval process.

[0028] Furthermore, the method further comprises the steps of:

[0029] The execution module performs corresponding actions based on the approval results output by the approval module, including: calling APIs, sending notifications, and executing scripts.

[0030] Furthermore, the method further comprises the steps of:

[0031] The ID synchronization configuration module allocates an ID to a user, wherein the ID includes department information and personal information, and synchronizes the ID information with information of a third-party system.

[0032] In summary, an embodiment of the present invention provides a dynamic form approval system and method, comprising a customization module, a creation module, and an approval module. The customization module is used to configure the layout, content, permissions, and display method of a form to generate a form template, and to configure the approval process for the form template. The creation module is used to create and submit a form for approval based on the form template. The approval module is used to approve the form for approval based on the configured approval process. The technical solution provided by the embodiment of the present invention supports functions such as dynamic form configuration, dynamic approval process configuration, role and permission management, and action management, thereby improving the efficiency and accuracy of cross-departmental collaboration and reducing manpower and communication costs. BRIEF DESCRIPTION OF THE DRAWINGS

[0033] Figure 1 The figure is a flow chart of a dynamic form approval method provided by an embodiment of the present invention. DETAILED DESCRIPTION

[0034] To make the objectives, technical solutions, and advantages of the present invention more clearly understood, the present invention will be further described in detail below in conjunction with specific embodiments and with reference to the accompanying drawings. It should be understood that these descriptions are merely exemplary and are not intended to limit the scope of the present invention. In addition, in the following description, descriptions of well-known structures and technologies are omitted to avoid unnecessary confusion of the concepts of the present invention.

[0035] It should be noted that, unless otherwise defined, the technical terms or scientific terms used in one or more embodiments of the present invention should have the usual meanings understood by people with ordinary skills in the field to which the present invention belongs. The "first", "second" and similar words used in one or more embodiments of the present invention do not indicate any order, quantity or importance, but are only used to distinguish different components. "Include" or "comprising" and similar words mean that the elements or objects appearing before the word include the elements or objects listed after the word and their equivalents, without excluding other elements or objects. "Connect" or "connected" and similar words are not limited to physical or mechanical connections, but may include electrical connections, whether direct or indirect.

[0036] The technical solution of the present invention is described in detail below with reference to the accompanying drawings. An embodiment of the present invention provides a form dynamic approval system, which includes a customization module, a creation module and an approval module.

[0037] The customization module is used to configure the form's layout, content, permissions, and display, generate form templates, and configure the approval process for form templates. Configuring form permissions includes configuring permissions for each form field, including public permissions, read-only permissions, visible and editable permissions for specific users, and hidden permissions. Permissions are assigned based on the form user's ID and the nature of the form. This customization module allows you to customize the form's layout, content, permissions, and display based on user needs. When creating a form, you can verify the formatting of the completed content and field permissions. The created forms are highly flexible and reusable, allowing for quick customization and adjustment to different business scenarios. The fixed value module also implements role management, allowing you to set different permissions for different roles. Within the approval process, different roles can approve different process nodes. Furthermore, it supports setting visible and hidden permissions and data permissions on forms to ensure data security and traceability. For example, user roles can be categorized as managers, applicants, and approvers. Administrators can use the customization module to customize forms, set permissions and action management; applicants can use the creation module to create forms, view forms and perform form operations; approvers can approve forms through the approval module. The fixed value module can also configure the approval process, including setting approval nodes, specifying approvers, configuring approval conditions, and defining approval actions, thereby realizing the automation and intelligent management of the approval process. The settings of the approval node include, for example, defining the node name, description, approver type (such as designated user, user group, position, etc.), approver, approval method (such as serial approval, parallel approval, joint approval, or signature approval, active approval) and other attributes to support the configuration of complex approval processes. Approval conditions can also be set based on the value of the form field, approval results, time and other conditions to ensure that the work order can only flow to the designated approval node when specific conditions are met.

[0038] The creation module is used to create and submit a form for approval based on the form template.

[0039] The approval module is used to approve the approval form according to the configured approval process. The approval process of the form template is configured, including selecting the approval fragment and approval node from the preset database according to the nature of the form, the approval fragment indicates the approval content and authority of the corresponding stage, and the approval node indicates the approval flow conditions and execution instructions; selecting the combination logic of the approval fragment and approval node according to the nature of the form, the combination logic includes sequential combination, conditional branching and cyclic approval; based on the approval fragment, approval node and combination logic, the approval process is generated. The approval module can realize dynamic configuration of the approval process, including form assembly, approval node flow, node authority, approval display method and combined approval logic. When circulating the work order, the next flow node can be dynamically determined according to the form content, and the configured program instructions can be automatically executed after the node execution is completed, such as sending notifications, updating the form status or calling API. In addition, the approval process is visual and configurable, and the user can intuitively view and modify the approval process.

[0040] According to certain optional embodiments, the system further includes an execution module. This module is configured to perform corresponding actions based on the approval results output by the approval module, including: calling APIs, sending notifications, and executing scripts. Upon completion of an approval node, the execution module can automatically execute a series of actions, such as sending notifications, updating form status, and calling APIs, thereby increasing the automation of the approval process. The execution module can perform different types of actions based on the approval results, such as calling open APIs, invoking notification types, and executing shell scripts, thereby increasing the scalability of the process.

[0041] According to certain optional embodiments, the system includes an ID synchronization configuration module. The ID synchronization configuration module is used to assign an ID to a user, wherein the ID includes department information and personal information, and synchronize the ID information with information from a third-party system. The ID synchronization configuration module synchronizes the ID information with information from the third-party system, including defining the ID information of the system: the ID information includes at least department affiliation and personal uniqueness, and also defines lifecycle rules (generation, change, and abandonment rules) for each ID information. The generation of ID information, such as automatically triggered when a new employee joins the company, requires binding department affiliation with basic personal information; the change of ID information, such as when a department is transferred, retains the personal uniqueness and only updates the coding of the department affiliation portion; and the abandonment of ID information, such as freezing rather than deleting it after an employee leaves the company, retains the relevance of historical data. This ID information serves as a benchmark for interaction with the third-party system. When the third-party system needs to interact with information, it should use this ID information as a benchmark for association. The ID synchronization configuration module synchronizes the ID information with information from the third-party system and also obtains real-time status information of the ID from the third-party system at predetermined time intervals and uses this real-time status information to update the ID information. The ID synchronization configuration module synchronizes the ID information with the information of the third-party system, and also includes setting the priority of the interaction data. The priority of the data of this system is higher than the priority of the data of the third-party system. During the interaction with the third-party system, for example, when the two systems have inconsistent department information for the same user, the data of this system is used by default, and an abnormal work order reminder is generated for verification.

[0042] The permissions of users and various systems require the use of unique identifiers. The system of the embodiment of the present invention assigns a unique ID to each user (for example, belonging to different departments). When it comes to storing data, the ID information (including department ID information and employee ID information) is directly associated with the database record, and the unique secret key authorized to the third-party system is also stored, so that the user information can be automatically synchronized, the user's unique identifier automatically obtains the preset third-party system information, and automatically binds and authorizes. Automatically obtain the user status information of multiple preset third-party systems through the same status information of the three-party system in a timed manner using the API, and update its status in time. The ID synchronization configuration module is also used: when the system is docking with a third-party system for permissions, based on the permission authentication center, it interacts with the target system through an encryption protocol to obtain the permission information of the docking user in the target system; the permission information is stored in the permission authentication center, and a corresponding permission mapping relationship model is generated, and the user's permissions are confirmed based on the permission mapping relationship model. The permission relationship can be disassembled, and the permission relationship data and the demand data of the third-party system can be used to train the permission mapping relationship model to obtain a trained permission mapping relationship model. In an embodiment of the present invention, the permission relationship can be decomposed into operation objects (such as forms, financial modules, etc.), operation types (such as viewing, approving and deleting, etc.) and constraints (such as data that can only be used by this department). For example, "Finance Department Manager" = can approve (operation type) financial forms (operation object) + only limited to amounts ≤ 1 million (constraints). The permission mapping relationship model is trained using the data of the permission relationship decomposition in historical interaction cases and the demand data of the third-party system to obtain a trained permission mapping relationship model. For example, using the permission mapping relationship model, the "purchase order review" permission in the third-party system can be mapped to the "purchase second-level approver" role of this system, and automatically inherit the relevant form operation rights.

[0043] Once a user has authorized permissions to other systems within the system provided by this embodiment of the present invention, those systems can use their permissions at any time to manipulate the user's information within each system. This mechanism, based on the ID synchronization configuration module, ensures that only users with the appropriate permissions can access and manipulate the approval process. Data encryption technology is also used to protect the security of sensitive data and critical information during transmission and storage.

[0044] The dynamic form approval system provided by the embodiment of the present invention can receive forms submitted by users, automatically notify the corresponding approvers for approval according to the preset approval process, automatically transfer the work order to the next approval node or end the process according to the approval results and process settings, and notify the applicant and other relevant personnel of the approval results after the process is completed.

[0045] According to certain optional embodiments, a process monitoring module may also be included, through which users can view the progress and status of the approval process in real time, as well as a data analysis function for collecting and analyzing data of the approval process to optimize and improve the process.

[0046] The embodiment of the present invention further provides a form dynamic approval method based on the form dynamic approval system as described in the above embodiment of the present invention. Figure 1 The flowchart of the dynamic form approval method of this embodiment of the present invention is shown in FIG. Figure 1 As shown, the method includes the following steps:

[0047] S202: The administrator configures the layout, content, permissions, and display method of the form based on the customization module to generate a form template; and configures the approval process of the form template;

[0048] S204: The applicant creates and submits a form for approval based on the form template in the creation module;

[0049] S206: The approver approves the approval form based on the approval module and the configured approval process.

[0050] According to some optional embodiments, the method may further include the following steps:

[0051] S208: The execution module performs corresponding actions according to the approval result output by the approval module, including: calling API, sending notification, and executing script.

[0052] According to some optional embodiments, the method may further include the following steps:

[0053] S210 , the ID synchronization configuration module allocates an ID to the user, the ID including department information and personal information, and synchronizes the ID information with information of a third-party system.

[0054] The specific implementation process of each step of the dynamic form approval method provided in this embodiment of the present invention is the same as the functional implementation process of each module in the dynamic form approval system provided in the above embodiment of the present invention, and its repeated description will be omitted here.

[0055] In summary, embodiments of the present invention relate to a dynamic form approval system and method, comprising a customization module, a creation module, and an approval module. The customization module is used to configure the layout, content, permissions, and display method of a form to generate a form template, and to configure the approval process for the form template. The creation module is used to create and submit a form for approval based on the form template. The approval module is used to approve the form for approval based on the configured approval process. The technical solution provided by embodiments of the present invention supports functions such as dynamic form configuration, dynamic approval process configuration, role and permission management, and action management, thereby improving the efficiency and accuracy of cross-departmental collaboration and reducing manpower and communication costs.

[0056] It should be understood that the discussion of any of the above embodiments is merely exemplary and is not intended to imply that the scope of the present invention (including the claims) is limited to these examples; under the thinking of the present invention, the technical features in the above embodiments or different embodiments may also be combined, the steps may be implemented in any order, and there are many other variations of different aspects of one or more embodiments of the present invention as described above, which are not provided in detail for the sake of simplicity. The above specific embodiments of the present invention are merely used to illustrate or explain the principles of the present invention and do not constitute a limitation of the present invention. Therefore, any modifications, equivalent substitutions, improvements, etc. made without departing from the spirit and scope of the present invention should be included in the scope of protection of the present invention. In addition, the claims appended to the present invention are intended to cover all changes and modifications that fall within the scope and boundaries of the appended claims, or the equivalent forms of such scope and boundaries.

Claims

1. A form dynamic approval system, characterized in that: Including customization module, creation module and approval module; The customization module is used to configure the layout, content, permissions, and display method of the form and generate a form template; And configure the approval process of the form template; The creation module is used to create and submit a form for approval based on the form template; The approval module is used to approve the approval form according to the configured approval process.

2. The system according to claim 1, wherein: Also included is an execution module; The execution module is used to perform corresponding actions according to the approval result output by the approval module, including: calling API, sending notification and executing script.

3. The system according to claim 2, characterized in that It also includes an ID synchronization configuration module; The ID synchronization configuration module is used to allocate an ID to a user, wherein the ID includes department information and personal information, and synchronize the ID information with information of a third-party system.

4. The system according to claim 3, characterized in that The ID synchronization configuration module synchronizes the ID information with information of a third-party system, including: The real-time status information of the ID is obtained from a third-party system at predetermined time intervals, and the ID information is updated using the real-time status information.

5. The system according to claim 4, characterized in that The ID synchronization configuration module is also used to: when the system is connected to a third-party system for permission, Based on the authority authentication center, it interacts with the target system through an encrypted protocol to obtain the authority information of the docking user in the target system; The authority information is stored in the authority authentication center, and a corresponding authority mapping relationship model is generated, and the user's authority is confirmed based on the authority mapping relationship model.

6. The system according to claim 1, wherein: The customization module configures the approval process of the form template, including: Selecting an approval segment and an approval node from a preset database based on the nature of the form. The approval segment indicates the approval content and authority at the corresponding stage, and the approval node indicates the approval flow conditions and execution instructions. Selecting the combination logic of the approval fragment and the approval node according to the nature of the form, wherein the combination logic includes sequential combination, conditional branching and cyclic approval; An approval process is generated based on the approval fragments, approval nodes and combination logic.

7. The system according to claim 1, wherein: The configuration of the form permissions includes: Configure permissions for each field in the form, including public permissions, read-only permissions, visible and editable permissions for specific users, and hidden permissions; Configure corresponding permissions based on the form user's ID and the nature of the form.

8. A form dynamic approval method based on the form dynamic approval system according to any one of claims 1 to 7, characterized in that: Including steps: Based on the custom module, the administrator configures the layout, content, permissions, and display methods of the form and generates a form template; And configure the approval process of the form template; The applicant creates and submits a form for approval based on the creation module and the form template; Approver approves the approval form based on the approval module and the configured approval process.

9. The method according to claim 8, characterized in that Also includes the steps: The execution module performs corresponding actions based on the approval results output by the approval module, including: calling APIs, sending notifications, and executing scripts.

10. The system according to claim 9, characterized in that Also includes the steps: The ID synchronization configuration module allocates an ID to a user, wherein the ID includes department information and personal information, and synchronizes the ID information with information of a third-party system.

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