Document Template Integration for Complex Workflow Circulation
Find Innovative SolutionsGenerate Solutions
Solution Overview
Problem
Existing document management systems are inflexible and unable to meet the complex requirements of evolving business operations, lacking the ability to efficiently configure and circulate documents according to varying organizational and user-specific needs.
Innovation Solution
A computing device method that includes multiple functional modules for document configuration and circulation, such as user management, organization structure management, post maintenance, quick code definition, cascading fields, serial number configuration, file management, and field template definition, which allows for the creation of customizable document templates, field templates, and workflow templates to manage document circulation processes.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If traditional fixed document management systems are used, then system simplicity is maintained, but flexibility and adaptability to complex business requirements deteriorate
Solution Approach 1:
The document management system is segmented into multiple independent functional modules including user management module, organization structure module, post maintenance module, quick code definition module, cascading module, serial number configuration module, file management module, and field template definition module. Each module handles specific document configuration aspects, allowing flexible combination and configuration to meet diverse business requirements without requiring complete system redesign.
Solution Approach 2:
The system implements universal document templates that can serve multiple purposes and departments. The field template definition module allows creation of reusable field templates that can be applied across different document types, and the workflow template module provides universal workflow patterns that can be configured for various approval processes, reducing the need for separate specialized systems.
2Adaptability or versatility
If document templates and workflows are highly customizable, then business requirement adaptability improves, but system complexity and configuration difficulty increase
Solution Approach 1:
The system provides pre-configured templates for common document types and workflows. The field template definition module includes predefined field templates for typical business scenarios, and the workflow template module offers standard workflow patterns that can be directly applied or lightly customized, eliminating the need to build everything from scratch and reducing configuration complexity.
Solution Approach 2:
The system implements a nested template structure where field templates are nested within document templates, and both are nested within workflow templates. This hierarchical nesting allows users to configure at different levels of abstraction - from generic field definitions to specific document instances - reusing higher-level configurations at lower levels and reducing overall configuration effort.
3Productivity
If multiple functional modules are integrated, then document circulation efficiency improves, but system complexity increases
Solution Approach 1:
The system merges multiple previously separate document management functions into a single integrated platform. User management, organization structure, post maintenance, quick code definition, cascading, serial number configuration, file management, and field template definition are combined in one system, enabling seamless document circulation from creation to approval to distribution without manual intervention or system switching, thereby improving efficiency despite the increased integration.
Data Source
AI summary
In a method for configuring documents for circulation, a document template and a plurality of field templates are created. The document template and the field templates are integrated to obtain an integrated document template. A workflow template is generated according to the integrated document template. A document entity is generated according to the integrated document template in response to a first user operation. The document entity is operated by a second user operation. A workflow entity derives from to the workflow template, the workflow entity including a plurality of node entities, and the node entities include a start node entity and an end node entity. The document entity is transferred from the start node entity to the end node entity according to the workflow entity. The method meets the requirements for general circulation of documents generated by a business with ever-increasing complexity.