PROACTIVE FORM GUIDANCE FOR INTERACTING WITH ELECTRONIC FORMS
First Claim
1. A computer-implemented method for proactively guiding user interactions with electronic forms via a computing device, the computer-implemented method comprising:
- storing, by a form guidance engine, user information indicating how a user prefers to import, fill out, validate, or export electronic forms;
storing, by the form guidance engine, state information for an electronic form for the user, the state information identifying whether the electronic form has not yet been imported, has been imported, has not yet been filled out, has been partially-filled out, has been filled out, has not been validated, has been validated, has not been exported, or has been exported by the user;
detecting, by the form the guidance engine, a triggering event for a potential interaction of the user with the electronic form via the computing device, the triggering event detected based on the user information and the state information;
based on detecting the triggering event, presenting, by the form guidance engine, a presentation configured to guide the user to perform the potential interaction via the computing device, wherein performing the potential interaction changes a current state of the electronic form to a new state; and
updating, by the form guidance engine, the state information of the electronic form to identify the new state based on a user response to the presentation.
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Accused Products
Abstract
Techniques for guiding an interaction with an electronic form via a computing device are described. For example, a form guidance engine is initiated. The form guidance engine maintains a state of the electronic form. The form guidance engine also maintains user information in, for example, a user profile. The user information is associated with a user of the computing device and relates to how the user interacts with the electronic form. Based on the user information, the form guidance engine anticipates a potential interaction with the electronic form given the state. Accordingly and prior to a user request for information about the electronic form, the form guidance engine generates a presentation configured to guide the user to perform the potential interaction with the electronic form via a computing device. A user response to the presentation is received. The form guidance engine performs an action associated with the electronic form and updates the state of the electronic form.
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Citations
20 Claims
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1. A computer-implemented method for proactively guiding user interactions with electronic forms via a computing device, the computer-implemented method comprising:
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storing, by a form guidance engine, user information indicating how a user prefers to import, fill out, validate, or export electronic forms; storing, by the form guidance engine, state information for an electronic form for the user, the state information identifying whether the electronic form has not yet been imported, has been imported, has not yet been filled out, has been partially-filled out, has been filled out, has not been validated, has been validated, has not been exported, or has been exported by the user; detecting, by the form the guidance engine, a triggering event for a potential interaction of the user with the electronic form via the computing device, the triggering event detected based on the user information and the state information; based on detecting the triggering event, presenting, by the form guidance engine, a presentation configured to guide the user to perform the potential interaction via the computing device, wherein performing the potential interaction changes a current state of the electronic form to a new state; and updating, by the form guidance engine, the state information of the electronic form to identify the new state based on a user response to the presentation. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 13, 14, 15, 16, 17)
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12. A system comprising:
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a processor; a memory communicatively coupled to the processor and bearing instructions that, upon execution by the processor, cause the system to at least; initiate a form guidance engine; store, by the form guidance engine for a user, a user profile that comprises user information associated with interacting with electronic forms; maintain, by the form guidance engine, a state of an electronic form associated with the user, the state comprising at least one of;
importing, filling out, validating, or exporting the electronic form;detect, by the form guidance engine, a triggering event for a potential interaction with the electronic form based on the user information and the state of the electronic form; anticipate, by the form guidance engine, the potential interaction of the user with the electronic form based on the triggering event; prior to a request of the user for information about the electronic form, generate, by the form guidance engine, a presentation configured to guide the user to perform the potential interaction with the electronic form via a computing device; provide the presentation to the computing device; receive a user response from the computing device based on the presentation; and update, by the form guidance engine, the state of the electronic form based on the user response.
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18. A computer-readable storage medium storing instructions that, when executed on a computing system, configure the computing system to perform operations comprising:
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initiating a form guidance engine; determining, by the form guidance engine from a user profile, a user preference indicating how a user prefers to import, fill out, validate, or export an electronic form; maintaining, by the form guidance engine, a state of the electronic form; detecting, by the form guidance engine, a triggering event for a potential interaction with the electronic form based on the user preference and the state of the electronic form; anticipating, by the form guidance engine, the potential interaction of the user with the electronic form via a computing device based on the triggering event, the potential interaction associated with importing, filling out, validating, or exporting the electronic form; prior to a request of the user for the electronic form, generating, by the form guidance engine, a presentation configured to guide the user about importing, filling out, validating, or exporting the electronic form based on the state of the electronic form; providing the presentation to the computing device; receiving a user response from the computing device based on the presentation; and updating, by the form guidance engine, the state of the electronic form based on the user response. - View Dependent Claims (19, 20)
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Specification