Workflow systems and methods

• US 5,978,836 A
• Filed: 07/28/1997
• Issued: 11/02/1999
• Est. Priority Date: 07/28/1997
• Status: Expired due to Term

• Current Assignee: Juniper Networks Incorporated
• Original Assignee: Solectron Corporation (Flex, Ltd.)
• Inventors: Ouchi, Norman Ken
• Primary Examiner(s): Maung, Zarni
• Application Number:
  US08/901,539
• Time in Patent Office: 827 Days
• Field of Search: 395/200.36, 395/200.33, 395/200.49, 395/200.47, 395/200.3, 709/206, 709/203, 709/219, 709/217, 709/200
• US Class Current: 709/206
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

The present invention relates to message-based workflow systems and methods for computer networks. In one embodiment, the present invention provides three elements: (1) an e-mail system; (2) PC'"'"'s, terminals, or workstations connected by the e-mail system; and (3) a form route manager connected by the e-mail system.

Claims

1. A workflow system for controlling access to a document stepping through a sequence of computers in a computer network, wherein a move history table records the sequence of computers accessing the document, comprising:

a computer network;

a workflow manager, connected to the computer network, comprising;

a first sequencer adapted to;

determine the step in the sequence of computers,

determine the next computer in the sequence of computers,

pass access to the document to the next computer in the sequence of computers,

record the access in a move history table, and

produce a new sequence of computers from the move history table.

2. An e-mail-based workflow system for processing a document, wherein the workflow system is connected to a computer network and a system for sending an e-mail, wherein the e-mail includes a step field and the document, comprising:

a first form route manager, with an e-mail address, connected to the computer network, capable of accessing a route, a sequence of e-mail addresses in the computer network, comprising;

an in-box adapted to receive the e-mail;

a first sequencer adapted to as follows;

compare the step field with the route,

define the next e-mail address based on the compare,

update the e-mail address to the next e-mail address, and

update the step field to the next step; and

an out-box adapted to send the e-mail to the next e-mail address, wherein the next e-mail address includes;

an in-box adapted to receive the e-mail from the first form route manager, and

an out-box adapted to send the e-mail to the first form route manager.

3. The e-mail-based workflow system of claim 2, wherein the first form route manager is capable of accessing multiple routes, each route having an identifier, and wherein the e-mail includes a route indicator, and wherein the first sequencer is further adapted to as follows:

compare the route indicator with the route identifiers until the route indicator matches one route identifier, and

determine the route for the e-mail based on the match.

4. The e-mail-based workflow system of claim 2 or 3, wherein the document includes an identifier, wherein the first form route manager further includes:

a location table with the document identifier and the next e-mail address of the document, and

a move history table with the document identifier and a list of every e-mail address which sent the document to the first form route manager.

5. The e-mail-based workflow system of claim 4, wherein the e-mail includes user settable field for requesting status of the workflow and a document identifier, wherein the first form route manager includes:

a second sequencer adapted to;

match the document identifier of the e-mail to a document identifier in the location table or in the move history table; and

return status in an e-mail to the e-mail address requesting status.

6. The e-mail-based workflow system of claim 2, wherein the e-mail includes a user settable branch indicator and the first form route manager is capable of accessing multiple routes, each route having an identifier, and wherein the first sequencer is further adapted to:

match the branch indicator of the e-mail with one identifier of the multiple routes, and

determine the route for the e-mail based on the match.

7. The e-mail-based workflow system of claim 2, wherein the e-mail includes a user settable route modifier which modifies the next e-mail address to be other than the next e-mail address as defined by the route.

8. An e-mail-based workflow system of claim 2, wherein a new route is made from the sequence of e-mail addresses from which the e-mail was sent to the first form route manager.

9. The e-mail-based workflow system of claim 2, further comprising a second form route manager, wherein the route is divided into a first route segment and a second route segment, wherein the first form route manager accesses the first route segment and the second form route manager accesses the second route segment, wherein the last e-mail address in the first route segment is the e-mail address of the second form route manager.

10. The e-mail-based workflow system of claim 2, wherein the first form route manager can access a form library, wherein the e-mail address in the route has a form field defining a form in the form library and the first sequencer is further adapted to:

after comparing the step field with route, select the associated form; and

send the selected form in the next e-mail.

11. The e-mail-based workflow system of claim 2, wherein the route splits into a plurality of branch routes at a fork e-mail address, wherein the first sequencer is adapted to after comparing the step field of the e-mail with the route at the fork e-mail address, for at least one branch route:

copy the e-mail,

set the step field of the e-mail to the next step of the branch route, and

set the e-mail address to the next e-mail address of the branch route.

12. The e-mail-based workflow system of claim 2, further comprising a plurality of branch routes converging at a join e-mail address, wherein the first form route manager includes a receipt indicator for each branch route and is adapted to as follows:

determine the branch route of e-mail,

set the receipt indicator of the e-mail, and

determine from a set of receipt indicators if an e-mail is to be sent to the join e-mail address.

13. The e-mail-based workflow system of claim 2, further comprising a timer, wherein the first form route manager is adapted to start the timer when the e-mail is sent from the first form route manager and compare the timer count against a set value until the e-mail is returned to the first form route manager or the timer count exceeds the set value.

14. The e-mail-based workflow system of claim 13, further comprising an e-mail notification address, wherein if the timer count exceeds the set value, then the first form route manager is adapted to send an e-mail to the e-mail notification address.

15. The e-mail-based workflow system of claim 13, further comprising an e-mail recovery, wherein if the timer count exceeds the set value, then the first form route manager is adapted to access a copy of the e-mail and resend the e-mail.

16. The e-mail-based workflow system of claim 2, further comprising a second form route manager, with an e-mail address, connected to the computer network and adapted to access the route accessed by the first form route manager, wherein the first sequencer is further adapted to:

after updating the e-mail address to the next e-mail address, add the e-mail address of the second form route manager to the e-mail; and

wherein the next e-mail address is further adapted to return the e-mail to the first form route manager and the second form route manager, and wherein the second form route manager replaces the first form route manager when the first form route manager fails.

17. The e-mail-based workflow system of claim 2, further comprising a new route contained in the e-mail and the first form route manager is adapted to receive the e-mail containing the new route, and redefine the route based on the new route.

18. The e-mail-based workflow system of claim 2, wherein the route includes a plurality of branch routes from a fork e-mail address, wherein the first form route manager is adapted to select a branch route based on the current number of e-mail at the first e-mail address of each branch route.

19. A form route manager for receiving and sending an e-mail, along a sequence of computers, in a computer network, comprising:

a programmable computer adapted to;

compare a step field of the e-mail with the the sequence of computers,

identify the next step in the sequence of computers, and

update the step field of the e-mail to the next step; and

an e-mail program, coupled to the programmable computer, including an e-mail in-box and an e-mail out-box, wherein the e-mail out-box is adapted to send the e-mail to the next computer in the sequence.