Methods and apparatus for updating a plurality of data fields in an electronic form

• US 8,224,853 B2
• Filed: 11/02/2006
• Issued: 07/17/2012
• Est. Priority Date: 11/02/2005
• Status: Active Grant

• Current Assignee: Nintex USA LLC (The Nintex Group Pty Limited)
• Original Assignee: SourceCode Technology Holdings, Inc. (Nintex Global Ltd.)
• Inventors: van Wyk, Adriaan, Fourie, Ben, de Jager, Schalk, Janson, Pieter, Raath, Natachya, le Roux, Lenz, du Toit, Wynand, Wagner, Olaf
• Primary Examiner(s): Jami, Hares
• Application Number:
  US11/556,040
• Publication Number:
  US 20070136675A1
• Time in Patent Office: 2,084 Days
• Field of Search: 707/608, 707/705, 707/790, 707/791, 707/802, 707/803, 707/804, 707/805, 707/999.1, 707/999.102, 715/221, 715/222, 715/223, 715/224, 715/225, 715/226
• US Class Current: 707/790
• CPC Class Codes: G06F 16/273 Asynchronous replication or reconciliation
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

The disclosed system empowers technical and non technical users to author logical business objects, author intelligent business forms, and create automated workflows. The logical business objects include data definitions and methods from existing and new data sources. An object broker interprets the business object definition and brokers data/information and method calls to the data sources. The intelligent business forms are created by an information worker in a rich web-based tooling environment. Each form is intelligent enough to recognize other forms that it might co-exist with on a single page, as well as how to react based on events that occur on these related forms. The automated workflow tools include process discovery features that assist users during the process identification phase. The tools assist both technical and non technical users to identify processes within the organization, including supporting solution artifacts such as forms, rules, actions, outcomes and business objects involved. Process modeling features include the ability to combine defined artifacts into a process model that can be published into a runtime environment where it can be executed and used by business users in the organization.

Claims

1. A method of updating a plurality of data fields in an electronic form, the method comprising:

displaying a first form on a page on a client device, the first form including a plurality of data fields;

after displaying the first form, automatically displaying, without user interference, a second form on the page based on the displaying of the plurality of data fields in the first form, the second form including a plurality of data fields, wherein, after displaying the first form and displaying the second form, the first form and the second form are displayed simultaneously on the page;

detecting an event on the first form;

sending a method call from the client device to a broker server in response to detecting the event, the method call using a first protocol;

receiving data from the broker server using the first protocol in response to sending the method call, wherein the data received from the broker server is retrieved from a plurality of different data sources using a plurality of different protocols; and

updating at least one data field of the plurality of data fields on the second form with the data received from the broker server, wherein at least one of the first form and second form displays data combined from the plurality of different data sources.

2. The method of claim 1, including designing a workflow process to use the electronic form by:

placing a first object and a second object on a first computer based design canvas to create a resource map, the first object being indicative of a first business resource, the second object being indicative of a second different business resource;

connecting the first object to the second object with an arrow, the arrow being indicative of the workflow process;

associating a second computer based design canvas with the arrow; and

placing a plurality of objects on the second computer based design canvas to create a process map, each object in the plurality of objects being indicative of a step in the workflow process.

3. The method of claim 1, including designing a workflow process to use the electronic form by:

placing a first object and a second object on a first computer based design canvas to create a process map, the first object being indicative of a first process step, the second object being indicative of a second process step;

connecting the first object to the second object with an arrow, the arrow being indicative of a progression from the first process step to the second process step; and

creating a third object and a fourth object, the third object and the fourth object each being indicative of the first process step, the first object representing a parent object, the third object representing a first child object to the parent object, the fourth object representing a second different child object to the parent object, wherein the parent object includes a plurality of global properties and the first child object inherits a subset of the global properties.

4. The method of claim 1, including designing a workflow process to use the electronic form by:

placing a plurality of objects on a computer based design canvas at a first client device to create a workflow representation;

sharing at least a portion of the workflow representation with a second different client device via a network;

exchanging messages associated with the portion of the workflow representation between the first client device and the second client device; and

storing data indicative of the messages in association with storing data indicative of the workflow representation.

5. The method of claim 1, including displaying a setup sequence associated with the electronic form by:

displaying a plurality of thumbnail images in a first area of a display, each of the thumbnail images representing a step in the setup sequence;

displaying a full image in a second area of the display, the full image representing one of the steps in the setup sequence;

detecting a first event associated with a thumbnail image in the plurality of thumbnail images; and

displaying a popup image in response to detecting the first event, the popup image being a larger version of the thumbnail image associated with the first event.

6. The method of claim 1, including displaying a setup sequence associated with the electronic form by:

displaying a graphical object indicative of a step in a workflow process that uses the combined business object;

detecting an event associated with the graphical object;

displaying an animation of the graphical object rotating in three dimensions in response to detecting the event associated with the graphical object;

displaying a setup sequence associated with the step in the workflow process; and

receiving configuration parameters associated with the step in the workflow process.

7. A non-transitory computer readable memory storing instructions for updating a plurality of data fields in an electronic form, the instructions to cause a computing device to:

display a first form on a page on a client device, the first form including a plurality of data fields;

after displaying the first form, automatically display, without user interference, a second form on the page based on the displaying of the plurality of data fields in the first form, the second form including a plurality of data fields, wherein, after displaying the first form and displaying the second form, the first form and the second form are displayed simultaneously on the page;

detect an event on the first form;

send a method call from the client device to a broker server in response to detecting the event, the method call using a first protocol;

receive data from the broker server using the first protocol in response to sending the method call, wherein the data received from the broker server is retrieved from a plurality of different data sources using a plurality of different protocols; and

update at least one data field of the plurality of data fields on the second form with the data received from the broker server, wherein at least one of the first form and second form displays data combined from the plurality of different data sources.

8. The non-transitory computer readable memory of claim 7, wherein the instructions facilitate designing a workflow process to use the electronic form, the instructions to cause the computing device to:

place a first object and a second object on a first computer based design canvas to create a resource map, the first object being indicative of a first business resource, the second object being indicative of a second different business resource;

connect the first object to the second object with an arrow, the arrow being indicative of the workflow process;

associate a second computer based design canvas with the arrow; and

place a plurality of objects on the second computer based design canvas to create a process map, each object in the plurality of objects being indicative of a step in the workflow process.

9. The non-transitory computer readable memory of claim 7, wherein the instructions facilitate designing a workflow process to use the electronic form, the instructions to cause the computing device to:

place a first object and a second object on a first computer based design canvas to create a process map, the first object being indicative of a first process step, the second object being indicative of a second process step;

connect the first object to the second object with an arrow, the arrow being indicative of a progression from the first process step to the second process step; and

create a third object and a fourth object, the third object and the fourth object each being indicative of the first process step, the first object representing a parent object, the third object representing a first child object to the parent object, the fourth object representing a second different child object to the parent object, wherein the parent object includes a plurality of global properties and the first child object inherits a subset of the global properties.

10. The non-transitory computer readable memory of claim 7, wherein the instructions facilitate designing a workflow process to use the electronic form, the instructions to cause the computing device to:

place a plurality of objects on a computer based design canvas at a first client device to create a workflow representation;

share at least a portion of the workflow representation with a second different client device via a network;

exchange messages associated with the portion of the workflow representation between the first client device and the second client device; and

store data indicative of the messages in association with storing data indicative of the workflow representation.

11. A computing device for generating instructions for updating a plurality of data fields in an electronic form, the computing device:

displaying a first form on a page on a client device, the first form including a plurality of data fields;

after displaying the first form, automatically displaying, without user interference, a second form on the page based on the displaying of the plurality of data fields in the first form, the second form including a plurality of data fields, wherein, after displaying the first form and displaying the second form, the first form and the second form are displayed simultaneously on the page;

detecting an event on the first form;

sending a method call from the client device to a broker server in response to detecting the event, the method call using a first protocol;

receiving data from the broker server using the first protocol in response to sending the method call, wherein the data received from the broker server is retrieved from a plurality of different data sources using a plurality of different protocols; and

updating at least one data field of the plurality of data fields on the second form with the data received from the broker server, wherein at least one of the first form and second form displays data combined from the plurality of different data sources.

12. The computing device of claim 11, wherein the computing device is structured to:

place a first object and a second object on a first computer based design canvas to create a process map, the first object being indicative of a first process step, the second object being indicative of a second process step;

connect the first object to the second object with an arrow, the arrow being indicative of a progression from the first process step to the second process step; and

create a third object and a fourth object, the third object and the fourth object each being indicative of the first process step, the first object representing a parent object, the third object representing a first child object to the parent object, the fourth object representing a second different child object to the parent object, wherein the parent object includes a plurality of global properties and the first child object inherits a subset of the global properties.

13. The computing device of claim 11, wherein the computing device is structured to:

place a plurality of objects on a computer based design canvas at a first client device to create a workflow representation;

share at least a portion of the workflow representation with a second different client device via a network;

exchange messages associated with the portion of the workflow representation between the first client device and the second client device; and

store data indicative of the messages in association with storing data indicative of the workflow representation.