Method and apparatus for using distributed spreadsheets in a client/server architecture for workflow automation

• US 6,157,934 A
• Filed: 10/15/1996
• Issued: 12/05/2000
• Est. Priority Date: 10/24/1995
• Status: Expired due to Term

• Current Assignee: Ultimus Incorporated (Ricoh Company Limited)
• Original Assignee: Ultimus Incorporated (Ricoh Company Limited)
• Inventors: Williams, Paul, Andrade, Michael, Khan, Rashid N.
• Primary Examiner(s): Hong, Stephen S.
• Assistant Examiner(s): HUYNH, CONG LAC T
• Application Number:
  US08/731,435
• Time in Patent Office: 1,512 Days
• Field of Search: 707/503, 707/504, 707/505, 345/200.31, 345/200.33, 345/331, 345/332, 705/3, 709/203, 709/231
• US Class Current: 715/234
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

An apparatus for workflow automation includes a server computer and a plurality of client computers. Each client computer has an electronic coupling to the server computer for transmission of information between the server computer and each of the client computers and data entry elements and form interfaces for a user to fill out using the data entry elements. The server and client computers are configured to have a main spreadsheet on the server computer and client spreadsheets on the client computers with data entered in the form interfaces also appearing in the client spreadsheets, links from cells in the main spreadsheet to cells in the client spreadsheets, and directional instructions for sequentially routing data from client and server spreadsheets according to a workflow plan. The server computer is also configured to permit creation or revision of the directional instructions and to permit a user to graphically establish linking of cells to determine a flow of information without having to write lines of programming code.

Claims

1. An apparatus for workflow automation comprising

a server computer,

a plurality of client computers each having an electronic coupling to said server computer for transmission of information between said server computer and each of said client computers,

said server and client computers being configured to have a main spreadsheet on said server computer and client spreadsheets on said client computers, links from at least one of the cells in said main spreadsheet to predetermined cells in said client spreadsheets, and directional instructions for specifying the direction of sequentially routing data from the cells in the client and server spreadsheets.

2. An apparatus as claimed in claim 1 wherein said client computers have data entry elements and form interfaces for a user to fill out using said data entry elements, with data entered in said form interface also appearing in said client spreadsheet for use according to the directional instructions.

3. An apparatus as claimed in claim 1 wherein said server computer is configured to permit creation or revision of said directional instructions.

4. An apparatus as claimed in claim 1 wherein said electronic coupling is electronic mail, the Internet, or data files.

5. An apparatus as claimed in claim 1 wherein said server computer is configured to permit a workflow designer to graphically establish linking of cells to determine a flow of information without having to write lines of programming code.

6. An apparatus as claimed in claim 1 wherein said server computer is configured to graphically specify actions and operations which are performed when data is transferred.

7. An apparatus as claimed in claim 1 wherein said server spreadsheet consolidates workflow data in said server computer for the purpose of workflow automation.

8. An apparatus as claimed in claim 7 wherein said directional instructions cause said server computer to perform only the calculations and other operations for the workflow which are best performed at a central location.

9. An apparatus as claimed in claim 1 wherein said directional instructions cause said multiple, client spreadsheets at client computers to display and manipulate only the parts of the workflow data which are relevant to the client user who participates in the workflow process at that client computer.

10. An apparatus as claimed in claim 1 wherein the server and client computers are configured such that the directional instructions instruct the routing of data both from one or more of the client spreadsheets to the main spreadsheet and from the main spreadsheet to one or more client spreadsheets.

11. An apparatus as claimed in claim 10 wherein the directional instructions provide for the forwarding of data from at least one of the client spreadsheets to the main spreadsheet, from the main spreadsheet to at least one of the client spreadsheets, and back to the main spreadsheet in at least three steps.

12. An apparatus as claimed in claim 1 wherein the server and client computers are configured such that data transferred from one computer to another may be added to or modified by recipients.

13. An apparatus for workflow automation comprising

a server computer,

a plurality of client computers each having an electronic coupling to said server computer for transmission of information between said server computer and each of said client computers and having data entry elements and form interfaces for a user to fill out using said data entry elements,

said server and client computers being configured to have a main spreadsheet on said server computer and client spreadsheets on said client computers with data entered in said form interfaces also appearing in said client spreadsheets, links from at least one of the cells in said main spreadsheet to predetermined cells in said client spreadsheets, and directional instructions for specifying the direction of sequentially routing data from the cells in the client and server spreadsheets,

said server computer being configured to permit creation or revision of said directional instructions and to permit a user to graphically establish linking of cells to determine a flow of information without having to write lines of programming code, resulting in directional instructions to cause the server computer to perform only the calculations and other operations for the workflow which are best performed at a central location and said multiple, client spreadsheets at client computers to display and manipulate only the parts of the workflow data which are relevant to the client user who participates in the workflow process at that client computer.

14. An apparatus as claimed in claim 13 wherein the server and client computers are configured such that data transferred from one computer to another may be added to or modified by recipients.

15. A software product for workflow automation comprising:

an electronic storage medium holding electronic information which, when loaded on a server computer and a plurality of client computers electronically coupled to the server computer causes

the server and client computers to be configured to have a main spreadsheet on the server computer and client spreadsheets on the client computers, links from at least one of the cells in the main spreadsheet to selected cells in the client spreadsheets, and directional instructions for specifying the direction of sequentially routing data from the cells in the client and server spreadsheets.

16. An apparatus as claimed in claim 15 wherein the server and client computers are configured such that data transferred from one computer to another may be added to or modified by recipients.

17. A method of workflow automation comprising the steps of:

providing a server computer and a plurality of client computers each having an electronic coupling to said server computer for transmission of information between said server computer and each of said client computers,

entering data into a first client spreadsheet on a first client computer,

transmitting the entered data from at least one linked cell from the first client spreadsheet to a predetermined cell in a main spreadsheet on the server computer according to directions stored on the first client computer,

processing the data currently stored on the main spreadsheet with the entered data from the client spreadsheet creating updated data in the main spreadsheet, and

transmitting the updated data from the main spreadsheet or a derivative of such data to a predetermined cell in a second spreadsheet on a second client computer for further processing.

18. A method as claimed in claim 17 wherein said data entry step comprises entering data into a form interface and directing data entered in said form interface to said first client spreadsheet.

19. A method as claimed in claim 17 further comprising the preliminary step of graphically creating a workflow plan establishing the spreadsheets and directional instructions for determining data flows between the computers.

20. A method as claimed in claim 17 wherein at least one of said transmission steps comprises transmitting over electronic mail.

21. A method as claimed in claim 17 wherein at least one of said transmission steps comprises transmitting over the Internet.

22. A method as claimed in claim 17 wherein at least one of said transmission steps comprises transmitting data files.

23. A method as claimed in claim 17 further comprising the preliminary step of graphically establishing links of cells to determine a flow of information without writing lines of programming code.

24. A method as claimed in claim 17 further comprising the preliminary step of graphically specifying actions and operations which are performed when data is transferred.

25. A method as claimed in claim 17 wherein the main spreadsheet consolidates workflow data.

26. A method as claimed in claim 17 further comprising after said first transmitting step, performing calculations and operations in the server computer which are best performed at a central location.

27. A method as claimed in claim 17 further comprising after said entering step, displaying and manipulating data in the first client computer, which are relevant to the client user who participates in the workflow process at the first client computer.

28. A method as claimed in claim 17 further comprising after said second transmitting step, displaying and manipulating data in the second client computer, which are relevant to the client user who participates in the workflow process at the second client computer.

29. An apparatus as claimed in claim 17 wherein the server and client computers are configured such that data transferred from one computer to another may be added to or modified by recipients.

30. A method of workflow automation comprising the steps of:

providing a server computer and a plurality of client computers each having an electronic coupling to said server computer for transmission of information between said server computer and each of said client computers,

graphically creating a workflow plan establishing spreadsheets and directional instructions for determining data flows between the server computer and the client computers, establishing links of cells to determine a flow of information without writing lines of programming code and specifying actions and operations which are performed when data is transferred,

entering data into a form interface on a first client computer and directing data entered in the form interface to a first client spreadsheet on the first client computer,

displaying and manipulating data in the first client computer the data being that which is relevant to the client user who participates in the workflow process at the first client computer,

transmitting the entered data from the first client spreadsheet to a predetermined cell in a main spreadsheet on the server computer according to directions stored on the first client computer,

performing calculations and operations in the server computer, the calculations and operations being those which are best performed at a central location,

transmitting the data or a derivative of such data from the main spreadsheet to a predetermined cell in a second spreadsheet on a second client computer for farther processing, and

displaying and manipulating data in the second client computer, the data being that which is relevant to the client user who participates in the workflow process at the second client computer.

31. An apparatus as claimed in claim 30 wherein the server and client computers are configured such that data transferred from one computer to another may be added to or modified by recipients.