Just in time workflow construction
First Claim
1. A computer-implemented method comprising:
- receiving, by a computing device, user input to initiate a workflow with an electronic document;
selecting, by the computing device, one or more activities for the workflow based on received user input, each of the one or more activities being an activity that can be performed on the electronic document;
selecting, by the computing device, one or more workflow participants based on received user input;
assigning, by the computing device, at least one of the one or more activities to the one or more workflow participants;
determining, by the computing device, that at least one of the assigned activities is associated with a role within the electronic document;
responsive to determining that the at least one activity is associated with the role;
identifying, by the computing device, a workflow participant of the one or more workflow participants that is associated with the role; and
bounding, by the computing device, the workflow participant to the role by causing each additional activity within the workflow that is associated with the role to be automatically assigned to the identified workflow participant;
incorporating, by the computing device, a schedule of the one or more activities and the one or more workflow participants within the electronic document by including the schedule in metadata embedded in the electronic document, the schedule configured to;
enable communication of the electronic document among the one or more workflow participants without contacting a workflow server;
automatically update to include an indication of at least one of the one or more workflow participants that have viewed the electronic document; and
initiating, by the computing device, the workflow based on the schedule by sending the electronic document with the incorporated schedule to at least one of the one or more workflow participants.
1 Assignment
0 Petitions
Accused Products
Abstract
Methods, systems, and apparatus, including computer program products for handling a workflow within an electronic document. Participants are chosen for the workflow and the activities are assigned to the workflow participants. Workflow information is obtained from an electronic document, where the workflow information pertains to activities assigned to a user. The user can consult on or delegate the assigned activities, in which case the electronic document is sent to the consultant or delegate. Alternatively the user can reassign future activities. If it is detected that the workflow has been completed, the user can indicate the continuing of the workflow by identifying additional workflow participants, and the electronic document is sent to one of the additional workflow participants.
22 Citations
20 Claims
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1. A computer-implemented method comprising:
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receiving, by a computing device, user input to initiate a workflow with an electronic document; selecting, by the computing device, one or more activities for the workflow based on received user input, each of the one or more activities being an activity that can be performed on the electronic document; selecting, by the computing device, one or more workflow participants based on received user input; assigning, by the computing device, at least one of the one or more activities to the one or more workflow participants; determining, by the computing device, that at least one of the assigned activities is associated with a role within the electronic document; responsive to determining that the at least one activity is associated with the role; identifying, by the computing device, a workflow participant of the one or more workflow participants that is associated with the role; and bounding, by the computing device, the workflow participant to the role by causing each additional activity within the workflow that is associated with the role to be automatically assigned to the identified workflow participant; incorporating, by the computing device, a schedule of the one or more activities and the one or more workflow participants within the electronic document by including the schedule in metadata embedded in the electronic document, the schedule configured to; enable communication of the electronic document among the one or more workflow participants without contacting a workflow server; automatically update to include an indication of at least one of the one or more workflow participants that have viewed the electronic document; and initiating, by the computing device, the workflow based on the schedule by sending the electronic document with the incorporated schedule to at least one of the one or more workflow participants. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A non-transitory computer-readable storage device comprising instructions stored thereon that, responsive to execution by a data processing apparatus, cause the data processing apparatus to perform operations comprising:
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receiving user input to initiate a workflow with an electronic document; selecting one or more activities for the workflow based on received user input, each of the one or more activities being an activity that can be performed on the electronic document; selecting one or more workflow participants based on received user input; assigning at least one of the one or more activities to the one or more workflow participants; determining that at least one of the assigned activities is associated with a role within the electronic document; responsive to determining that the at least one activity is associated with the role; identifying a workflow participant of the one or more workflow participants that is associated with the role; and bounding the workflow participant to the role by causing each additional activity within the workflow that is associated with the role to be automatically assigned to the identified workflow participant; incorporating a schedule of the one or more activities and the one or more workflow participants within the electronic document by including the schedule in metadata embedded in the electronic document, the schedule configured to; enable communication of the electronic document among the one or more workflow participants without contacting a workflow server; automatically update to include an indication of at least one of the one or more workflow participants that have viewed the electronic document; and initiating the workflow based on the schedule by sending the electronic document with the incorporated schedule to at least one of the one or more workflow participants. - View Dependent Claims (8, 9, 10, 11, 12, 13, 14)
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15. A system comprising:
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one or more processors; and a memory comprising instructions stored thereon that are executable by the one or more processors to perform operations comprising; receiving user input to initiate a workflow with an electronic document; selecting one or more activities for the workflow based on received user input, each of the one or more activities being an activity that can be performed on the electronic document; selecting one or more workflow participants based on received user input; assigning at least one of the one or more activities to the one or more workflow participants; determining that at least one of the assigned activities is associated with a role within the electronic document; responsive to determining that the at least one activity is associated with the role; identifying a workflow participant of the one or more workflow participants that is associated with the role; and bounding the workflow participant to the role by causing each additional activity within the workflow that is associated with the role to be automatically assigned to the identified workflow participant; incorporating a schedule of the one or more activities and the one or more workflow participants within the electronic document by including the schedule in metadata embedded in the electronic document, the schedule configured to; enable communication of the electronic document among the one or more workflow participants without contacting a workflow server; automatically update to include an indication of at least one of the one or more workflow participants that have viewed the electronic document; and initiating the workflow based on the schedule by sending the electronic document with the incorporated schedule to at least one of the one or more workflow participants. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification