Configurable Form System with Acceptability Filter
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Solution Overview
Problem
Existing systems for creating and customizing forms and form flows are limited, requiring extensive programming and vendor intervention, leading to high customization costs and delays, especially when regulatory changes necessitate updates, and users lack the ability to easily configure form flows and items according to their specific needs.
Innovation Solution
A graphical user interface and methods that allow users to configure forms and form flows using an acceptability filter, enabling the selection and configuration of mandatory and non-mandatory form items and paths, allowing users to create customizable forms and form flows without programming, by dragging and dropping form items and flow controls, and storing them separately from the form indicia.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If forms and form flows are pre-programmed by vendors or suppliers, then system stability and reliability are improved, but adaptability and ease of customization deteriorate
Solution Approach 1:
The system separates form design into two independent layers: a stable pre-programmed framework provided by vendors and customizable form items that users can configure. This segmentation allows the core system to remain reliable while enabling user-specific adaptations without modifying underlying code.
Solution Approach 2:
The system introduces dynamic configurability where form items, their properties, and flow sequences can be adjusted by users at runtime without requiring system reprogramming. This creates a flexible layer above the stable pre-programmed structure, allowing forms to adapt to different customer needs while maintaining system integrity.
2Adaptability or versatility
If extensive customization is made to pre-programmed systems, then adaptability to user needs is improved, but device complexity and difficulty of modification worsen
Solution Approach 1:
The system adds a new dimension of configuration by introducing form item properties and flow sequence settings that operate independently from the core system code. Users can customize forms by configuring parameters at this new level rather than modifying underlying programming, thereby increasing adaptability without proportionally increasing system complexity.
3Adaptability or versatility
If vendor customization is required for customer needs, then system adaptability is improved, but loss of time and productivity worsen
Solution Approach 1:
The system enables end-users to perform form customization themselves through an intuitive interface that allows configuration of form items and flow sequences without requiring vendor intervention. This self-service capability dramatically reduces the time needed to adapt forms to customer needs, as users can make changes independently and immediately.
4Reliability
If system updates are required when regulations change, then system reliability is improved, but loss of time and productivity worsen
Solution Approach 1:
The system prepares for regulatory changes by maintaining a library of pre-defined form items that can be quickly configured to meet new requirements. When regulations change, users can assemble compliant forms by selecting and configuring appropriate items from this library rather than waiting for vendor-provided updates, significantly reducing compliance time.
5Reliability
If users are prevented from modifying content, then system reliability is improved, but ease of operation worsens
Solution Approach 1:
The system applies different levels of permission and control to different parts of the form system. While the core framework remains protected from modification to maintain integrity, specific form items and their properties are made locally configurable by users. This localized permission structure allows user control where safe while preserving system integrity elsewhere.
Data Source
AI summary
This disclosure relates to creating configurable forms and for configuring forms as well as creating configurable flow form process files and configuring flow form process files and for auto-discovering some or all of the available actions that can be performed on a type of record from a set of form flows process files stored in a data store. Establishing a configurable form can include receiving a form file configured with an acceptability filter and at least one non-mandatory form item that is configured to be either on or off and in the applicability filter, and establishing at least one circumstance under which the non-mandatory form item is to be applied in the form file and generating a configurable form file. On a graphical user interface, along with mandatory form items, non-mandatory form items can be depicted depending upon establishment of circumstances determined by the applicability filter. A search list is disclosed that can nominate without code what data source should be used.