KNOWLEDGE ARTICLE WORKFLOW MANAGEMENT

• US 20110276535A1
• Filed: 09/30/2010
• Published: 11/10/2011
• Est. Priority Date: 05/05/2010
• Status: Abandoned Application

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Fischer, Mark, Rajaram, Varadarajan, Pin, Olivier, Kjellberg, Orjan, Tamm, Steven, Giraudy, Etienne
• Application Number:
  US12/895,833
• Publication Number:
  US 20110276535A1
• Time in Patent Office: Days
• US Class Current: 707/608
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A computer implemented method a document management workflow in a multi-tenant system environment is disclosed. The method includes receiving instructions to create a composition a document. The document is encapsulated in a knowledge article version and the knowledge article version having a document category. The knowledge article version is associated with a knowledge article. The method further includes invoking the document management workflow that is specific to the knowledge article, the knowledge article version and the document category and configuring the document management workflow to include a plurality of workflow steps based on the knowledge article, the knowledge article version and the document category. Each of the plurality of workflow steps are then associated with one or more triggers and actor roles. The actor roles define permissible actions in each of the plurality of workflow steps. Data in the knowledge article and the knowledge article version are configured to be updated with the movement of a document in the plurality of workflow steps. The document management workflow provides cyclic processing steps with no termination state.

Claims

1. In a multi tenant database environment, a computer implemented method for a document management workflow, the multi-tenant database environment having a multi-tenant database that is divided into individual tenant storage areas, the method comprising:

receiving instructions to compose a document, wherein the document is encapsulated in a knowledge article version associated with a knowledge article, wherein said knowledge article is associated with a document category;

invoking the document management workflow specific to at least one of the knowledge article, the knowledge article version and the document category;

configuring the document management workflow to include a plurality of workflow steps based on at least one of the knowledge article, the knowledge article version and the document category; and

associating each of the plurality of workflow steps with one or more triggers and actor roles, wherein the actor roles define permissible actions in each of the plurality of workflow steps,

wherein data in the knowledge article and the knowledge article version are configured to be updated with the movement of a document in the plurality of workflow steps,

wherein the document management workflow provides cyclic processing steps with no termination state.

2. The method as recited in claim 1, wherein the plurality of workflow steps includes composition, validation, online, and archive.

3. The method as recited in claim 2, wherein the document is configured to transition from online to composition but configured not to transition from archive to online directly.

4. The method as recited in claim 1, wherein configuration data for the configuring the document management workflow is stored in individual tenant storage areas in a multi tenant system.

5. The method as recited in claim 1, wherein each of the plurality of workflow steps include a pre-transition execution step.

6. The method as recited in claim 5, wherein each of the plurality of workflow steps include a post-transition execution step.

7. The method as recited in claim 6, wherein the one or more triggers include executing the pre-transition execution step.

8. The method as recited in claim 6, wherein the one or more triggers include executing the post-transition execution step.

9. The method as recited in claim 8, wherein the post-transition execution step is used to create tasks to be performed on the knowledge article, the knowledge article version and the document.

10. A computer implemented method a document management workflow in a multi-tenant system environment, the document management workflow including a plurality of transition states, the method comprising:

performing a transition task on a document in a composition state, the transition task being configured to move the document from the composition state to a validation state, the validation state includes an validation task, the document is encapsulated in a knowledge article version and the knowledge article version is associated with a knowledge article;

performing a validation task on the document and then transition the document back to the composition state or to a localization state based on results of the performing of the validation task;

transitioning the document to a pre-publish staging state for holding the document for a period of time before publishing;

transitioning the document from the pre-publish staging state to an online state, wherein the document is published in the online state, the document is configured to stay in the online state for a selected period of time;

transitioning the document from the online state to an archived state after passes of the selected period of time,

wherein the document management workflow is configured to transition from the archived state to the composition state only and the document management workflow is configured with no end point.

11. The method as recited in claim 10, wherein configuration data for the configuring the document management workflow is stored in individual tenant storage areas in a multi tenant system.

12. The method as recited in claim 10, wherein each of the plurality of transition states include a pre-transition execution step.

13. The method as recited in claim 12, wherein each of the plurality of transition states include a post-transition execution step.

14. The method as recited in claim 12, wherein the one or more triggers include executing the pre-transition execution step.

15. The method as recited in claim 12, wherein the one or more triggers include executing the post-transition execution step.

16. The method as recited in claim 14, wherein the post-transition execution step is used to create tasks to be performed on the document.

17. A non-transitory computer readable storage media having programming instructions for a document management workflow in a multi-tenant system environment, the programming instructions comprising programming instructions, which when executed by a microprocessor performs method steps of:

receiving instructions to compose a document, wherein the document is encapsulated in a knowledge article version, the knowledge article version having a document category, the knowledge article version is associated with a knowledge article;

invoking the document management workflow that is specific to the knowledge article, the knowledge article version and the document category;

configuring the document management workflow to include a plurality of workflow steps based on the knowledge article, the knowledge article version and the document category; and

associating each of the plurality of workflow steps with one or more triggers and actor roles, the actor roles define permissible actions in each of the plurality of workflow steps,

wherein data in the knowledge article and the knowledge article version are configured to be updated with the movement of a document in the plurality of workflow steps,

wherein the document management workflow provides cyclic processing steps with no termination state.

18. The non-transitory computer readable storage media as recited in claim 17, wherein the plurality of workflow steps includes composition, validation, online, and archive.

19. The non-transitory computer readable storage media as recited in claim 17, wherein the knowledge article version is configured to transition from online to composition but configured not to transition from archive to online directly.

20. The non-transitory computer readable storage media as recited in claim 17, wherein configuration data for the configuring the document management workflow is stored in individual tenant storage areas in a multi tenant system.