Methods and systems for creating, interacting with, and utilizing a superactive document

• US 9,792,270 B2
• Filed: 09/15/2010
• Issued: 10/17/2017
• Est. Priority Date: 10/25/2006
• Status: Active Grant

• Current Assignee: Open Text Corporation
• Original Assignee: Open Text Corporation
• Inventors: Kloiber, Daniel J., Marksbury, Davis L., Heinz, Christopher J., Guckenberger, Robert C., Heiney, Ronald L., Gibbs, Kenneth E.
• Primary Examiner(s): Zuberi, Mohammed-Ibrahim
• Application Number:
  US12/882,757
• Publication Number:
  US 20110004820A1
• Time in Patent Office: 2,589 Days
• Field of Search: 715200, 715273, 715275
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 40/103 Formatting, i.e. changing of presentation of documents automatic justification G06F40/189; automatic line break hyphenation G06F40/191
• CPC Class Codes: G06F 40/143 Markup, e.g. Standard Generalized Markup Language [SGML] or Document Type Definition [DTD]
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting

Abstract

A method of providing a combined interface-and-document includes simultaneously displaying a first instance of a document and an interview pane, wherein the interview pane is displayed via at least one of juxtaposing or superimposing the interview pane relative to the document. The method includes iteratively triggering transformation of the first instance of the document, to produce a second instance of the document, via user interaction received within the interview pane. The document is dynamically reflowed upon each iterative transformation of the document.

Claims

1. A non-transitory computer readable medium storing computer-executable instructions for performing a method of processing an electronic document, the method comprising:

providing a first post-design editing session of a first instance of a document, wherein the document is complete;

during the post-design editing session,

iteratively triggering transformation of the document, to produce a second instance of the document, via user interaction within a displayable interview pane that is superimposed over or juxtaposed with the document, the interview pane including multiple, separate user-interaction components arranged to provide variability in the strict content of the document, the user-interaction components including;

a guided-fill component configured to guide users to enter text into data fields, with the entered text becoming part of the second instance of the document or triggering inclusion of additional content in the second instance of the document;

a free-form text component configured to permit users to enter text in free-form in portions of the document, including permission to add free-form text as new portions of the document; and

an interview component configured to prompt queries to the user, wherein answers to the queries determine at least one format parameter and at least one content parameter, and

wherein the user is permitted to vary the strict content of the document via directly adding or removing text in free-form in the document while the interview pane is an active state and simultaneously displayed with the document; and

controlling, as a function of user characteristics including at least one of an identity, a title, or a role, user access to predetermined content of the interactive document and user access regarding which, if any, of the respective displayable user-interaction components within the interview pane associated with the first instance of the document are accessible by a user.

2. The computer readable medium of claim 1, wherein iteratively triggering transformation of the document via user interaction within the displayable interview pane comprises:

dynamically reflowing the document upon each content-related interaction by the user in the interview pane so that with each iterative transformation, a current version of the document is displayed in real-time.

3. The computer readable medium of claim 1, wherein the second instance of the document resulting from the first post-design editing session becomes a new first instance of the document upon initiation of a second post-design editing session at a later time, and wherein a full range of choices available in the first post-design editing session are fully available in the second post-design editing session.

4. The computer readable medium of claim 1, wherein providing the first post-design editing session of the first instance of an electronic document comprises providing the first instance of the electronic document via:

encapsulating operative components in a predetermined electronic file format, the format including a compressed (zip) portion for storing predetermined portions of selected operative components, the operative components supporting at least;

the iterative transformation of the document via user interaction within the displayable interview pane superimposed over or juxtaposed with the first instance of the document; and

the controlling of user access to predetermined content of the document and user access regarding the respective displayable user-interaction components within the interview pane.

5. The computer readable medium of claim 1, wherein providing instance data to form content of the document, the instance data comprising temporarily stored information retrieved from an asynchronous information source.

6. The computer readable medium of claim 1, wherein prior to the first post-design editing session of the document, establishing during design of the document a scope of the document that is not changeable by the user during subsequent modification of the interactive document during the post-design editing session, the scope including at least one of:

a type of content;

which non-asynchronous external data sources are accessible during the post-design editing session;

when the non-asynchronous external data sources are accessible relative to selecting the content of the document; and

format of components forming a graphical user interface that includes the document and interview pane.

7. The computer readable medium of claim 1, wherein the first instance of the document includes text and at least one graphical element.

14. The computer readable medium of claim 1, comprising providing instance data to form content of the document, wherein the instance data comprises temporarily stored information retrieved from an asynchronous information source.

8. A non-transitory computer readable medium storing computer-executable instructions for performing a method of providing a combined interface-and-document, the method comprising:

simultaneously displaying a first instance of a complete document and an interview pane, wherein the interview pane is displayed via at least one of juxtaposing or superimposing the interview pane relative to the complete document, wherein at least text within the complete document is directly editable while the interview pane is an active state;

iteratively triggering transformation of the first instance of the complete document, to produce a second instance of the complete document, via user interaction received within the interview pane to vary strict content within the complete document, to vary at least one content source supplying information to the complete document, and to vary at least one formatting parameter of the complete document; and

dynamically reflowing the complete document upon each iterative transformation of the complete document including automatically adding or removing a chart or graph from the complete document upon user modification of numerical data via the interview pane.

13. The computer readable medium of claim 8, wherein the at least one content source is selected from the group of a customer interaction source, customer data source, multiple documents source, page source, and object source.

9. A non-transitory computer readable medium storing computer-executable instructions for performing a method of providing a combined interface-and-document, the method comprising:

simultaneously displaying a first instance of a complete document and an interview pane, wherein the interview pane is displayed via at least one of juxtaposing or superimposing the interview pane relative to the complete document, wherein the complete document is directly accessible while the interview pane is in an active state to permit addition or removal of at least text in the document independent of the interview pane;

iteratively triggering transformation of the first instance of the document, to produce a second instance of the document, via user interaction received within the interview pane to vary strict content within the document, to vary at least one content source supplying information to the document, and to vary at least one formatting parameter of the document, wherein varying strict content within the document via the interview pane includes at least one of adding text in free-form, deleting text in free-form, adding a page, and deleting a page; and

dynamically reflowing the document upon each iterative transformation of the document, wherein dynamically reflowing the document comprises;

upon user modification of at least one of a first numerical data value in the complete document or an external numerical data source in the complete document via the interview pane, automatically recalculating other numerical data values appearing in a text of the complete document.

10. The computer readable medium of claim 9, comprising:

automatically spawning without additional user prompts, via the information changed from the first instance to the second instance of the complete document, a utilization process that includes the changed information, wherein the utilization process comprises at least one of;

causing manufacture of a product related to the information in the complete document;

fulfilling an order for goods or services related to the information in the complete document; and

delivering a product related to the information in the complete document.

11. A non-transitory computer readable medium storing computer-executable instructions for performing a method of providing a combined interface-and-document, the method comprising:

simultaneously displaying a first instance of a complete document and an interview pane, wherein the interview pane is displayed via at least one of juxtaposing or superimposing the interview pane relative to the complete document, wherein the complete document is directly accessible while the interview pane is in an active state to permit addition or removal of at least text directly in the document independent of the interview pane;

iteratively triggering transformation of the first instance of the directly accessible complete document, to produce a second instance of the directly accessible complete document, via user interaction received within the interview pane to vary strict content within the directly accessible complete document, to vary at least one content source supplying information to the directly accessible complete document, and to vary at least one formatting parameter of the directly accessible complete document,

wherein receiving user interaction within the interview pane comprises;

receiving user input that is related to information stored in an external source and retrieving predetermined external data from the external data source, wherein the external data source is separate and independent of the directly accessible complete document;

varying the strict content of the directly accessible complete document via modifying the information in the directly accessible complete document by utilizing the received user input and the predetermined external data; and

storing, in the external data source, the modified information from the directly accessible complete document related to the predetermined external data to cause updating of the predetermined external data in the external data source; and

dynamically reflowing the directly accessible complete document upon each iterative transformation of the directly accessible complete document.

12. The computer readable medium of claim 11, wherein receiving user interaction within the interview pane comprises:

receiving user input that is related to information accessible from an asynchronous data source and retrieving temporarily stored external data from the asynchronous data source, wherein the asynchronous data source is separate and independent of the document; and

wherein varying the content of the document includes modifying the information in the document utilizing the received user input and the temporarily stored external data from the asynchronous data source.