JP5879247B2 - Form creation device and operation method thereof - Google Patents

Description

  The present invention relates to a form creation apparatus that can easily place a desired form form item at a desired position in a form and an operation method thereof.

  In a conventional electronic form processing apparatus, a form format is constructed on spreadsheet software based on image data and applied to the layout of the electronic form (see Patent Document 1).

  However, this technique has a problem that it is inefficient because it is necessary to define data for each data element when an electronic form format is constructed.

  In addition, you cannot write notes and record approvals such as approval stamps in a specified format, as in paper forms, so if you want to enter data in digitized forms, use a predefined input field. When entering text, creating a form, and entering contents other than the prescribed input fields, it is necessary to fill in the article column separately.

  In addition, there was a problem in the accuracy of communication because it was impossible to fill in the items to be sent and specific instructions, for example, a description specifying the place such as pointing out an error location could not be made.

JP 2002-7953 A

  The present invention has been made in view of the above problems, and an object of the present invention is to provide a form creation device that can easily place a desired form form item at a desired position of the form and an operation method thereof. It is in.

  In order to solve the above-described problem, the form creation device according to the first aspect of the present invention retrieves a spreadsheet file having a plurality of cells, retrieves a cell of a preset color from the spreadsheet file, and And a means for creating a form formed by arranging a form form item corresponding to the color at a cell position.

  In the operation method of the form creation device according to the second aspect of the present invention, the form creation device takes in a spreadsheet file having a plurality of cells, and the form creation device takes a cell of a preset color from the spreadsheet file. A form obtained by searching and arranging a form form item corresponding to the color at the position of the cell is created.

  According to the present invention, a desired form form item can be easily arranged at a desired position of a form.

It is a figure which shows the structure of the system to which the form creation apparatus which concerns on this Embodiment is applied. It is explanatory drawing regarding the preparatory work in the spreadsheet file required for preparation of the form used with the information processing system. It is explanatory drawing regarding the process which produces a form from the spreadsheet file which the preparation work of form creation was complete | finished. It is explanatory drawing regarding the process which provides the trail of an edit operation | work to a form. It is a figure which shows the outline | summary of the function which registers another form as a form relevant to a certain form. It is a figure which shows the outline | summary of the function which produces another form (form) as a form relevant to a certain form.

  Hereinafter, embodiments of the present invention will be described with reference to the drawings.

FIG. 1 is a diagram showing a configuration of a system to which a form creation device according to the present embodiment is applied.
The information processing system 1 is connected to a plurality of terminals 2 via a communication network. The information processing system 1 includes a screen control unit 101, a form management unit 102, a form definition file 103, a delivery unit 104, a workflow management unit 105, a workflow definition file 106, a system common management unit 107, a system common definition file 108, and business data management. Unit 109, database (DB) 110, record management unit 111, and record management file 112.

The screen control unit 101 inputs / outputs a form from the operator, acquires various service files via the transfer unit 104, acquires data from the DB 110, and stores these files and data in a predetermined manner. Provide to customers.
The form management unit 102 performs definition of forms, management of defined forms, association between forms, and the like.
The form definition file 103 holds a form definition.

The transfer unit 104 transfers files of various services with the screen control unit 101.
The workflow management unit 105 defines a workflow for each form and organization, and distributes and manages the form according to the workflow.
The workflow definition file 106 holds a workflow definition.
The system common management unit 107 manages information such as a user, an organization, and a role, and provides a form draft, a distribution organization, and user information to a predetermined providing destination.

The system common definition file 108 holds system common definitions.
The business data management unit 109 extracts workflow distribution information from the form and stores it in the DB 110.
The DB 110 holds workflow distribution information and the like.

The recording management unit 111 converts a document into an image instead of data, and manages the document in a state corresponding to a document method or the like.
The record management file 112 holds a document to be managed.

  FIG. 2 is an explanatory diagram regarding preparation work in a spreadsheet file necessary for creating a form used in the information processing system 1.

  When creating a form, a spreadsheet file created in advance (hereinafter referred to as a spreadsheet file 50) is read into the information processing system 1, and the operator can select the form form item for the cell in the form where the form form item is to be set. Is set to a predetermined color (so-called painting).

  In FIG. 2, “text (one line)”, “text area (multiple lines)”, “list box”, “check box”, and “radio button” are shown as types of form items.

  For example, the color corresponding to the code “# 339966” for “text (one line)”, the color corresponding to the code “# 800080” for “text area (multiple lines)”, and the code “#” for the “list box” A color corresponding to the code “# FF9900” is defined in the “check box”, and a color corresponding to the code “# 33CCCC” is defined in the “radio button”.

  The read spreadsheet file 50 has a plurality of cells, and in a cell that does not become a form item, for example, a character such as a title “construction inquiry and site registration request”, a ruled line, and a figure are set in advance. .

  On the other hand, for example, when the operator wants to set the position of the cell of 2U to 2Y as the form form item “text (one line)”, the worker displays the fill palette P and displays the color corresponding to the code “# 339966”. Fill with.

  Further, when the positions of the cells 20C to 20M and 21C to 21M are to be the form form item “text area (multiple lines)”, the cells are filled with a color corresponding to the color corresponding to the code “# 800080”.

  In addition, FIG. 2 similarly shows cells filled with a color corresponding to a desired form form item.

  When such work is finished, the spreadsheet file 50 is stored in the information processing system 1 as preparation for creating a form is finished.

  FIG. 3 is an explanatory diagram relating to a process for creating a form from a spreadsheet file for which preparation work for form creation has been completed.

  First, the form creation apparatus according to the present embodiment fetches the spreadsheet file 50 from the storage area storing the spreadsheet file 50 for which the preparation work for creating the form is completed (S1).

  Next, the form creation device searches for a cell of a preset color from the spreadsheet file 50 and creates a form (hereinafter, form 51) in which a form form item corresponding to the color is arranged at the position of the cell. (S2).

  Specifically, in step S2, the form creation apparatus first searches the spreadsheet file 50 for cells having no color or none of the above five colors, and matches the characters, ruled lines, and figures in the cells. A form 51 at the position is generated.

  Next, the form creation device searches the spreadsheet file 50 for a cell filled with a color corresponding to the code “# 339966”, and adds the form form item “text (one line)” to the position of the cell of the form 51. Deploy.

  Next, the form creation device searches the spreadsheet file 50 for a cell filled with a color corresponding to the code “# 800080”, and creates a form form item “text area (multiple lines)” at the position of the cell of the form 51. Place.

  Next, the form creation device searches the spreadsheet file 50 for cells filled with a color corresponding to the code “# 3366FF”, and places the form form item “list box” at the position of the cell of the form 51.

  Next, the form creation device searches the spreadsheet file 50 for a cell filled with a color corresponding to the code “# FF9900” and arranges the form form item “check box” at the position of the cell of the form 51.

  Next, the form creation device searches the spreadsheet file 50 for cells filled with the color corresponding to the code “# 33CCCC”, and places the form form item “radio button” at the position of the cell of the form 51.

  A form 51 shown in FIG. 3 is a web form that can be displayed by a so-called web browser.

  For example, the portion indicated by reference numeral 511 is at the same position as the cell filled with the color corresponding to the code “# 339966”, and thus is a form form item “text (one line)”.

  For example, the part indicated by reference numeral 512 is at the same position as the cell filled with the color corresponding to the code “# FF9900”, and is therefore a form item “check box”.

  As described above, according to the form creation device according to the present embodiment, a means for fetching a spreadsheet file having a plurality of cells (step S1), a cell of a preset color is searched from the spreadsheet file, and the cell Since a means (Step S2) for creating a form formed by arranging the form form items corresponding to the color at the position is provided, a desired form form item can be easily arranged at a desired position of the form.

  In addition to the above items, a form form item may be set as a drop-down list.

FIG. 4 is an explanatory diagram relating to processing for adding a trail of editing work to a form.
When the operator performs a predetermined operation, the form creation device displays icons 501 to 505 on the form 51.

  For example, when the operator clicks on the icon 502, the form creation device transitions to a state called marker mode, and a marker (line) can be added to the form 51 as an edit trail. When the operator selects the color and thickness of the marker on the setting screen 5021 and drags the desired part in the form 51 with the mouse, the form creation device (1) sets the position of the mouse, that is, the position of the edit trail. (2) The color and thickness of the marker, i.e., the trail of editing, is input, and the trail, i.e., the marker 5022 of the color and thickness, is assigned to the position in the form 51. That is, the marker 5022 is included in the form 51 as a trail of editing. When the icon 502 is clicked again, the form creation device ends the marker mode.

  Similarly, when the icon 501 is clicked, the state is changed to a check mark mode, and a check mark can be given to a portion denoted by reference numeral 5011.

  In addition, when the icon 503 is clicked, the state transits to an approval mark mode, and an approval mark can be assigned to a location indicated by reference numeral 5031.

  In addition, when the icon 504 is clicked, a transition is made to a state called a check mode, and a check can be given to a desired location.

  Further, when the icon 505 is clicked, a transition is made to the state of a sticky note mode, a sticky note can be attached to a desired location, and a memo (such as text) can be input to the sticky note.

  Such a form can be displayed, stored, and printed.

  As described above, according to the form creation device according to the present embodiment, a means for inputting a trail of a work for editing a form and a position to which the trail should be given in the form, and giving the trail to the position in the form. Therefore, it is possible to specify a specific position of the form, and to make a trail of work contents, send it to the subsequent process of the current process, or send back the current process to the previous process.

  FIG. 5 is a diagram showing an outline of a function for registering another form as a form related to a certain form.

  When a related form tab 602 is clicked in a window 601 displayed during editing of a certain form and an add button 603 is clicked, a search window 604 is displayed. When a desired condition is entered in the search window 604, a search result list window 605 showing a form that matches the condition is displayed. For example, when a check box 606 corresponding to a form to be viewed is checked and a preview button 607 is clicked, the contents of the form are displayed in another window or the like.

  If the association button 608 is clicked while the check box 606 is checked, the issue ID, form name, status, and the like of the form on the same line as the check box 606 are added to the related form tab 602 (609). That is, another form is registered as a form related to the form being edited. The related form is associated with the form being edited by its issue ID, and the contents can be referred to.

  As described above, the information processing system 1 can register another already created form as an associated form for an arbitrary form. That is, another form can be associated with the existing form and managed. The issue ID of the existing ledger is displayed as a link in the separate form, and by pressing the link, the ledger is displayed and the contents can be referred to.

  In other words, a new related form is created based on the existing form, and for the preset common items, the items entered in the existing form (form form) are automatically entered in the newly created form (related form). The related form can manage the association with the original form by using the unique issue ID assigned to each form, thereby making it possible to refer to the information on the original form.

  FIG. 6 is a diagram showing an overview of a function for creating (drafting) another form as a form related to a certain form.

  For example, when an operator who is editing a form named SO construction application form clicks the form input tab 611 in the window 601 displayed during editing and clicks the related draft button 612, the form selection and workflow are performed. After selection, a window 701 related to a form having the same configuration as that of the window 601 and a name of an additional product application form to be issued is displayed. It is prohibited to issue a further related form from this form, and therefore the related form button 712 cannot be clicked in the window 701.

  Further, in the additional product application form window 701, “customer name”, “address”, “phone number”, etc., “customer name”, “address”, “phone number”, etc. in the SO construction application form window 601, etc. In other words, the items of the original form are automatically reflected in the drafted form (reference numeral 71).

  In addition, when the related form tab 602 is clicked in the SO construction application form window 601, the issue ID, form name, status, etc. indicating the form (additional product application form) being edited are displayed in the window 701 as related forms. (6021).

  On the other hand, when the related form tab 702 is clicked in the additional product application form window 701, the issue ID, form name, status, and the like indicating the form (SO construction application form) being edited are displayed in the window 601 as related forms. (7021).

  In other words, the forms being edited in the windows 601 and 701 are associated with each other by the issuance ID, and the other form is registered as a form related to one (whichever is appropriate), and the related form can be referred to. it can.

  As described above, in the information processing system 1, when there are a plurality of different types of forms having the same form input items, by defining in advance as related forms, the related form draft is selected at the time of drafting the form. Draft can be made possible. Further, the related draft items common to the original form can be individually defined and associated.

  In the information processing system 1, so-called one-writing drafting is possible.

  In other words, when multiple forms are generated in one job, the common items (customer name) are defined by defining a form that inputs common items and multiple generated child forms as a one-writing form in advance. , Address, telephone number, etc.) can be created to automatically input items common to a plurality of sub-forms and create a plurality of forms at once.

  In addition, by creating a one-writing form, a plurality of sub-forms can be created in a lump and information can be distributed along each defined business flow.

  A computer program for causing a computer to function as the above-mentioned form creation device can be recorded on a computer-readable recording medium such as a semiconductor memory, a magnetic disk, an optical disk, a magneto-optical disk, a magnetic tape, or a communication such as the Internet. It can be distributed widely through the network.

DESCRIPTION OF SYMBOLS 1 ... Information processing system 2 ... Terminal 50 ... Spreadsheet file 51 ... Form 101 ... Screen control part 102 ... Form management part 103 ... Form definition file 104 ... Delivery part 105 ... Workflow management part 106 ... Workflow definition file 107 ... System common management Part 108 ... System common definition file 109 ... Business data management part 110 ... Database 111 ... Record management part 112 ... Record management file 501 to 505 ... Icon 601, 701 ... Window 602, 702 ... Related report tab 603 ... Add button 604 ... Search Window 605 ... Search result list window 606 ... Check box 607 ... Preview button 608 ... Association button 611 ... Form input tab 612, 712 ... Related draft button 5021 ... Setting screen 5022 ... Marker P ... Tsu door

Claims (5)

Means for capturing a spreadsheet file having a plurality of cells;
Means for retrieving a cell of a preset color from the spreadsheet file and creating a form formed by arranging a form form item corresponding to the color at the position of the cell. Means for inputting a trail of the work for editing the form and a position to which the trail should be given in the form;
The form creation device according to claim 1, further comprising: a unit that gives the trail to the position in the form. An operation method of the form creation device,
The form creation device takes in a spreadsheet file having a plurality of cells,
The form creation device retrieves a cell of a preset color from the spreadsheet file and creates a form formed by arranging a form form item corresponding to the color at the position of the cell. How the device works. The form creation device inputs a trail of the work for editing the form and a position to which the trail should be given in the form,
The operation method of the form creation apparatus according to claim 3, wherein the form creation apparatus gives the trail to the position in the form.   A computer program for operating a computer as the form creation device according to claim 1.