CN1828582B - 电子表单模板的设计者创建的方面 - Google Patents

电子表单模板的设计者创建的方面 Download PDF

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CN1828582B
CN1828582B CN2006100037092A CN200610003709A CN1828582B CN 1828582 B CN1828582 B CN 1828582B CN 2006100037092 A CN2006100037092 A CN 2006100037092A CN 200610003709 A CN200610003709 A CN 200610003709A CN 1828582 B CN1828582 B CN 1828582B
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electronic spreadsheet
spreadsheet template
template
selecting
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CN1828582A (zh
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J·S·贝尔
S·M·罗伯茨
金俊
B·C·特茨奇
L·莫利考恩
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Abstract

本文描述了允许将源自一个电子表单模板的设计者创建的方面添加到另一个电子表单模板中的系统和/或方法。在一个实施例中，这些系统和/或方法还可允许用户将现有电子表单模板的设计者创建的方面图形地打包到一能够被添加到另一个电子表单模板中的组件中。在另一个实施例中，这些系统和/或方法可允许将源自一个电子表单模板的现有的非结构设计者创建的方面映射到另一个电子表单模板的数据结构上。

Description

电子表单模板的设计者创建的方面
技术领域
本发明涉及电子表单模板。
背景技术
电子表单通常被用来收集信息。这些电子表单可使用户能够输入数据，并使数据被数字地存储在诸如计算机可访问的数据库中。被如此存储的数据可被迅速检索，从而允许其它人使用该数据。
电子表单模板可被设计成收集特定种类的信息，或以特定方式收集信息。例如，用于记录轮胎销售的电子表单模板可被设计成允许输入轮胎销售员的名字和雇员号、所售轮胎的类型、轮胎的成本、以及顾客信息。有了这记录下来的信息，轮胎公司能够更好地跟踪其销售、存货和顾客信息。
为在多个表单上一致，或为节省时间和精力，程序员在构建另一个电子表单模板时可能想要重用一电子表单模板的一部分。例如程序员可能想要将轮胎销售记录中用于记录顾客信息的那个部分在另一个需要输入此类信息的电子表单中重用。但是，为实现此目的，程序员可能需要编写代码，这往往需要大量时间和编程经验。
发明内容
本文描述了允许将源自一个电子表单模板的设计者创建的方面添加到另一个电子表单模板中的系统和/或方法(“工具”)。
在一个实施例中，该工具在无需编程的情况下使用户能够将现有电子表单模板的设计者创建的方面打包到一能够被添加到另一个电子表单模板的组件中。
在另一个实施例中，该工具实现非结构的设计者创建的方面到电子表单模板的数据结构上的映射。
附图说明
图1示出示例性操作环境。
图2示出一现有电子表单模板的示例性呈现视图。
图3是一种用于使设计者能够将设计者创建的方面打包的示例性过程的流程图。
图4示出带有选择框的图2的视图。
图5示出一示例性的当前电子表单模板的设计视图。
图6是一种用于使设计者能够将设计者创建的方面添加到电子表单模板中的示例性过程的流程图。
图7示出添加了示例性的已被打包的设计者创建的方面后的图5的视图。
图8示出一具有现有数据结构的示例性的当前电子表单模板的设计视图。
图9示出添加了示例性的非结构方面后的图8的视图。
贯穿此公开内容及附图使用相同的标号来引用相同的组件和特征。
具体实施方式
概述
以下公开内容描述了将诸如源自现有电子表单模板的方面等先前已被创建的方面构建到当前的电子表单模板中的用户友好的方法。先前所创建的方面可被构建到当前电子表单模板中，而无需要求表单设计者具有编程经验。
在一个实施例中，用户无需编程即可将一现有电子表单模板的设计者创建的方面打包到一能够在稍后被构建到另一电子表单模板中的组件中。这些方面可包括对现有电子表单模板所进行的各种自定义，诸如像数据连接、业务逻辑(例如，确认和规则管理数据)、编辑行为、格式化、以及视图表示等结构方面和非结构方面。
被添加到当前电子表单模板中的方面可以是非结构的，它们被映射到当前电子表单模板的现有数据结构中。这就允许例如将先前存在的、设计者创建的非结构方面添加到具有不可改变的数据结构的电子表单模板中。
示例性操作环境
在详细描述这些工具以前，提供以下对示例性操作环境的讨论，以协助读者理解可在何处使用、以及如何使用这些工具。以下所提供的描述包括的只是一个示例，但是并不试图将这些工具的应用局限于任何一个特定的操作环境。
图1在100一般地示出这样一个包括计算机102和具有可访问的计算机可读介质105的可访问的数据源104的操作环境。该计算机被示为包括处理器106和计算机可读介质108。该处理器能够存取和/或执行该计算机可读介质。该计算机可读介质包括现有电子表单模板110、具有方面用户界面114的方面打包程序112、具有设计用户界面118的设计应用程序116、以及当前电子表单模板120。方面打包程序和设计应用程序被单独示出，但也可被合并。
方面打包程序可使用户能够将一个或多个现有的设计者创建的方面打包(在122示为已被打包)以供稍后添加到诸如当前电子表单模板120等另一个电子表单模板。已被打包的设计者创建的方面122包括结构方面124和非结构方面126。非结构方面可包括对表单模板所进行的各种自定义，如数据连接方面128、业务逻辑方面130、编辑行为方面132、格式化方面134、以及视图表示方面136。
设计应用程序能够实现将已被打包的设计者创建的方面添加到当前电子表单模板中。这些已被打包的设计者创建的方面是通过诸如被存储在计算机的存储器上、或通过网络138存储在可访问的数据源104处(未示出)等方式而可由计算机访问的。
示例性的现有电子表单模板
以下描述示例性的现有电子表单模板。提供此示例性的表单模板是为协助读者理解电子表单模板中可被打包以供稍后重用的设计者创建的方面。
图2中示出现有电子表单模板110的呈现视图200。该视图示出用于输入轮胎的销售的电子表单模板，它具有对应于轮胎销售员的名字202、雇员号204、轮胎类型206、轮胎成本208、总价210、汽车类型212、顾客名字214、顾客所在街道216、顾客所在城市218、顾客所在州220、以及顾客邮政编码222的数据输入字段。
这些数据输入字段及其排列表示现有电子表单模板的现有的、设计者创建的结构方面。这些数据输入字段还可具有诸如通过以可重复(例如，所售轮胎的类型和轮胎成本，如顾客为前轮轴采购了一种类型的轮胎，而为后轮轴采购了另一种类型的轮胎的这种情况)、可选(例如，轮胎销售员的名字，如其雇员号指示其名字因此输入名字是冗余的这种情况)、仅允许文本输入(例如，顾客的名字数据输入字段)、或仅允许数字输入(例如，轮胎成本、总价、以及邮政编码字段)等形式来影响其结构的不同属性。所示的这一现有电子表单模板的设计者通过选择这些特定类型的数据输入字段、将它们排列在视图中的何处、以及它们驻留在现有电子表单模板的数据结构内的何处等来自定义该电子表单模板。
现有电子表单模板具有由其设计者创建的其它(非结构)方面。这些方面中的一部分是可视的，因此在此呈现视图中很容易看到。一个此类方面包括格式化。格式化可确定数据输入字段中及其周围的文本的字体、大小和颜色，诸如以下文本“TIRE SALES RECORD”、“Acme Tire Company”、“A Family-OwnedCompany”、“Salesman Name：”、“Employee No.：”、“Type of Tire：”、“TireCost：”、“Total Price：”、“Customer Information”、“Car Type：”、“CustomerName：”、“Street：”、“City：”、“State：”以及“ZIP Code：”。另一个可视方面是视图表示。这一方面可确定数据输入字段的颜色和大小。例如，数据输入字段212、214、216、218、220、222和文本“Customer Information”在224处标记的打阴影的虚线框内。这一打阴影的虚线框是现有电子表单模板的一个视图表示方面。
现有电子表单模板可包括其它非结构方面，诸如数据连接、业务逻辑、以及编辑行为的方面。有一种数据连接方面自动填充所在城市和所在州字段。例如，如果销售员将邮政编码输入到顾客邮政编码数据输入字段中，则现有电子表单模板可连接到一数据源并基于这一输入的邮政编码确定对应的城市和州。有了这些信息，现有的电子表单模板从而可将此对应的城市和州填充到所在城市和所在州数据输入字段，由此节省了销售员的时间，还可能减少了出错的机会。
业务逻辑方面可对输入到字段中的数据执行操作。例如，如果一特定的价格被输入到轮胎成本数据输入字段208中，则业务逻辑(例如，脚本或托管代码)可将此数乘以4(假定采购了4个轮胎)，加上适当的税，并将此总价输入到总价数据输入字段210中。
编辑行为的方面可通过诸如不允许销售员输入特定个数以上的字符到雇员号字段中等来管理如何允许用户与现有电子表单模板交互。
这些非结构方面中的每一个都可被链接到一结构方面，在此例中是链接到现有电子表单模板中对应的数据结构。在一个实施例中，这些链接中的每一个都可从其相关联的结构分离。此可分离性在以下更加详细地描述。
将方面打包以供重用
以下讨论描述这些工具使用户能够将方面打包以供重用的示例性方法。
图3中示出一种用于使用户能够将诸如由设计者设计并源自现有电子表单模板的方面等打包的示例性过程300。过程300被示为一系列表示由图1的操作环境100的元素(诸如方面打包程序112和方面用户界面114)执行的个别操作或动作的框。可在任何适合的硬件、软件、固件、或其组合中实现本文中所揭示的这一及其它过程；在软件和固件的情形中，这些过程表示被实现为存储在计算机可读介质108中并可由处理器106执行的计算机可执行指令的操作集。
在框302，方面打包程序允许对设计者创建的方面的选择。例如用户能够用基于文本的命令或图形地(诸如通过图形地选择所呈现的表示设计者创建的方面的现有电子表单模板的一个部分)选择一个现有的设计者创建的方面。
继续所示的实施例，方面打包程序允许通过如图2中所示的现有电子表单模板的呈现视图200进行选择。通过此视图，方面用户界面使用户能够选择现有电子表单模板的所有或特定的设计者创建的方面以供稍后使用。
假定例如表单模板的设计者想要重用顾客信息数据输入字段(字段212、214、216、218、220和222)的方面。表单设计者可能想要令这些方面可在诸如用于记录如维修汽车刹车等汽车服务的服务记录等其它表单模板中重用。
在框304，方面打包程序接收用户的选择。如前文所提及，此选择可以是文本的、图形的、以及不需要用户编程或编写代码的其它方式。此选择可包括现有电子表单模板的所有现有的设计者创建的方面或其部分。
继续所示的实施例，用户通过在顾客信息数据输入字段周围拉出如图4的选择框402所示的框来选择这些字段。
在框306，方面打包程序将用户所选择的设计者创建的方面打包，以有效地使这些方面中的一个或多个能够被添加到另一个电子表单模板。这些方面可被单独打包或作为一个组打包。在一个实施例中，这些方面被组合为一个不可分离的组。在其它实施例中，此打包可通过诸如使非结构方面被映射到具有和与这些非结构方面相关联的结构方面相似的结构的当前电子表单模板的现有数据结构，以有效地使诸方面被单独添加到电子表单模板中。
这些方面可被单独打包并被本地保存或被保存在远程源处，诸如保存在图1中所示的远程源104处的六个方面：结构方面124；数据连接方面128；业务逻辑方面130；编辑行为方面132；格式化方面134；以及视图表示方面136。这些方面可使用例如标记语言(例如，可扩展标记语言，“XML”)、变换语言(例如，XML样式表语言变换)、可扩展样式表语言(例如，可扩展样式表语言)、架构(例如，XML架构)或超文本机器语言(HTML)等打包和保存。
方面打包程序还可将数个方面打包到一个组件中，该组件包括可与相关联的非结构方面(例如，所示的图1的非结构方面126中所包括的那些非结构方面)分离的结构方面。此组件可包括结构和非结构方面，它们被打包成有效地使非结构方面能够被添加到电子表单模板中而无需同时添加结构方面。
继续所示的实施例，方面打包程序可将在框304用图4的选择框402选择的顾客信息数据输入字段的结构和非结构方面打包。在这一所示的实施例中，这些方面被打包到一个组件中，其中各结构和非结构方面是链接但可分离的。
此组件包括由顾客信息字段(图2的212、214、216、218、220和222)的结构属性表示的结构方面，即它们被排列在现有电子表单模板的视图中的何处，以及它们驻留在现有电子表单模板的数据结构内的何处。
此组件还包括顾客信息字段的非结构方面。它包括格式化方面，此例中是数据输入字段中和周围的文本的字体、大小和颜色，例如，“Customer Information”、“Car Type：”、“Customer Name：”、“Street：”、“City：”、“State：”以及“ZIPCode：”。该组件还被构建成包括视图表示方面，诸如图2中在224处标记的打阴影的虚线框。它还包括用于基于邮政编码自动填充所在城市和所在州字段的数据连接方面。
在框308，方面打包程序可创建图标或其它图形来协助未来对已被打包的方面的图形选择。
继续所示的实施例，在图5中阐释了题为“customer information”(顾客信息)的组件的示例性视图502。该组件的这一视图包括表示从其将该组件的方面打包的现有电子表单模板的一个部分的较小的、简化的视图的图标。图5还示出正在构建过程中的当前电子表单模板120的设计视图504。该当前电子表单模板包括506处的示出当前电子表单模板的标题“SERVICE RECORD”的非输入文本框。
框306和/或框308以后，图1的计算机可读介质108可继续(无论是通过方面打包程序、设计应用程序、还是其它方式)执行以下所阐述的过程600的动作。在一个实施例中，它从过程300自动前进至过程600，由此将在过程300中所选择的方面添加到当前电子表单模板120中，而无需进一步的用户或设计者交互。
添加设计者创建的方面
以下讨论描述这些工具使方面能够被添加到电子表单模板中的示例性方法。
图6中示出用于使设计者能够将已被打包的设计者创建的方面添加到一电子表单模板中的示例性过程600。过程600被示为一系列表示由图1的操作环境100的元素(诸如设计应用程序116和设计用户界面118)执行的个别操作或动作的框。
在框602，设计应用程序(及其用户界面)允许对已被打包的设计者创建的方面的选择。该设计应用程序可以图形地或以其它方式实现此功能。在一个实施例中，该设计应用程序还允许对标准的、内建的控件(未示出)的选择。在此实施例中，标准的、内建的控件也能和已被打包的、设计者创建的方面类似地那样被选择和使用。
继续所示的实施例，该设计应用程序呈现图5中所示的当前电子表单模板120的设计视图504。该设计应用程序实现对由组件502所表示的已被打包的设计者创建的方面的图形选择。
在框604，该设计应用程序接收将已被打包的设计者创建的方面添加到当前电子表单模板中的选择。该设计应用程序可允许并可接收对一组方面共同或单个的选择。该设计应用程序可接收仅添加结构方面、添加结构方面以及一个或多个非结构方面、或添加任意个数的非结构方面而不添加结构方面的选择。
在框606，如果设计者选择不添加结构方面，或者没有指示是否要添加结构方面，则该设计应用程序沿“否”路径前进至框608。如果设计者显式地选择添加结构方面，则该设计应用程序沿“是”路径前进至框610。
继续所示的实施例，设计者将组件(见图5的502)拖入设计视图(未示出)所占据的区域中。在此情形中，设计者没有指示他或她是否想要添加结构方面。设计应用程序前进至框608。
在框608，该设计应用程序确定当前电子表单模板是否包含与该结构方面类似的和/或非结构方面可被映射的数据结构。如果为否，则该设计应用程序沿“否”路径前进至框610。如果为是，则该设计应用程序沿“是”路径前进至框612。
该设计应用程序可使用能够分析当前电子表单模板的结构(诸如管理当前电子表单模板的架构)的“嗅探器”程序来进行这一确定。如果该设计应用程序确定当前电子表单模板包含这样一种数据结构，则它可将非结构方面映射到类似的数据结构，或询问设计者是否要这样做并做出相应的响应。
继续所示的实施例，该设计应用程序确定图5中正在设计的当前电子表单模板不包含与结构方面类似的结构。该设计应用程序随即前进至框610。
在框610，该设计应用程序将结构方面添加到当前电子表单模板。在一个实施例中，该设计应用程序改变当前电子表单模板的数据结构以并入结构方面。它可通过改变例如管理当前电子表单模板的架构来实现此目的。
在此添加以后或伴随着此添加，在框614该设计应用程序将所选择的非结构方面添加到当前电子表单模板。在一个实施例中，该设计应用程序通过将这些非结构方面映射到被添加的结构方面，并将非结构方面保存到与当前电子表单模板相关联的文件中来添加所选择的非结构方面
图7示出在702将该组件的已被打包的设计者创建的方面添加到当前电子表单模板。
回到框608，该设计应用程序可确定当前电子表单模板包括与结构方面类似的数据结构和/或非结构方面可被映射到的数据结构。
作为示例，图8阐释了显示具有现有数据结构的当前电子表单模板804的设计视图802的第二个示出的实施例。这一当前电子表单模板是为用于向客户开账单而设计的标准表单模板。因为该表单模板匹配一种标准(无论是由行业、开账单软件公司还是其它所设)，所以表单设计者可能不想改变其数据结构，因为那样可能会使该表单模板预期的使用变得困难或不可能。此表单模板包括各种控件，如数据输入字段和可选择按钮。
在框608，该设计应用程序确定一组(806)数据输入字段(虚线框内所示)具有与图8中502处所示的顾客信息组件的结构方面相类似的数据结构。这个组可由例如与顾客信息组件的结构方面相类似的架构来管理。这个组可能是相似的，部分是因为它的属性匹配图2的顾客信息字段的属性这个原因。与图2的顾客信息字段相类似，该组字段806包括六个数据输入字段，其中两个允许文本或数字，三个仅允许文本，一个仅允许数字。
响应于此确定，该设计应用程序前进至框612。在框612，该设计应用程序将所选择的非结构方面映射到当前电子表单模板的数据结构。此数据结构类似于与非结构方面相关联的结构方面的数据结构，和/或具有允许这些非结构方面的映射的结构。通过此映射，该设计应用程序可使设计者能够将先前现有的设计者创建的方面添加到已具有数据结构的当前电子表单模板中。
继续此示出的实施例，并假定表单设计者选择了顾客信息组件所有的非结构方面，该设计应用程序将每一个非结构方面映射到图8的当前电子表单模板中类似的数据结构。
作为回顾，顾客信息组件包括图1中所示的三个非结构方面：数据连接方面128；格式化方面134；以及视图表示方面136。该设计应用程序将这些非结构方面中的每一个映射到当前电子表单模板中类似的数据结构，并在614将它们添加到当前电子表单模板中。
这一对非结构方面的添加部分地以图9示出。此图呈现附加的格式化和视图表示方面的设计视图表示。用于自动填充所在州和所在城市字段的数据连接方面没有示出。格式化是以添加具有也在图2中示出的字体、大小和颜色的文本来示出的，其中“Customer Information”在902、“Car Type：”在904，“CustomerName：”在906，“Street：”在908，“City：”在910，“State：”在912，而“ZIP Code：”在914。该视图表示是以916处标记的打阴影的虚线框示出的。
允许被添加到当前电子表单模板中的结构或非结构方面在无论该表单模板是否具有与已被打包的设计者创建的方面的数据结构相类似的数据结构的情况下，都可添加有足以允许这些方面在设计视图中和在用户视图中被以不同方式查看的信息。同样，此信息可使被添加的设计者创建的方面能够通过设计视图来改变。
结论
以上所描述的工具允许电子表单模板诸方面的打包和/或重用。尽管是以结构特征和/或方法动作专属的语言描述了该系统和方法，但是应当理解，在所附权利要求书中定义的该系统和方法不必被局限于所描述的特定特征或动作。相反，这些特定特征和动作是作为实现要求保护的该系统和方法的示例性形式公开的。

Claims (19)

1.一种用于定制电子表单模板的计算机实现的方法，所述方法包括：
使第一电子表单模板的多个方面的一个或多个被显示；
接收对所述多个方面的一个或多个的图形选择；
创建包括所述多个方面的所述一个或多个的打包，所述打包允许所述多个方面的所述一个或多个被添加到第二电子表单模板；以及
至少部分基于所述图形选择，将来自所述打包的所述多个方面的所述一个或多个添加到第二电子表单模板中；以及
允许显示来自所述打包的所述多个方面的所述一个或多个作为第二电子表单模板的一部分。
2.如权利要求1所述的方法，其特征在于，所述接收图形选择的动作包括接收对少于全部允许被图形选择的多个方面的选择。
3.如权利要求2所述的方法，其特征在于，所述添加的动作包括仅添加所述多个方面的所述一个或多个。
4.如权利要求1所述的方法，其特征在于还包括，允许对一个或多个非结构方面进行选择。
5.如权利要求4所述的方法，其特征在于，所述接收图形选择的动作包括接收对所述一个或多个非结构方面中的一个的图形选择，所述方法还包括如果所述第二电子表单模板的现有数据结构与源自所述第一电子表单模板并与所述非结构方面相关联的结构方面相类似，则将所述非结构方面映射到所述现有数据结构。
6.如权利要求1所述的方法，其特征在于：所述允许的动作包括允许对确定所述第一电子表单模板的一个部分的格式化的方面进行图形选择；所述接收的动作包括接收对此格式化方面的选择；且所述添加的动作包括将此格式化方面添加到所述第二电子表单模板以有效地改变所述第二电子表单模板的格式化。
7.如权利要求1所述的方法，其特征在于：所述接收图形选择的动作包括接收对所述多个方面中的一个进行图形选择，所述多个方面包括管理所述第一电子表单模板的至少一个部分的数据结构；且所述添加动作包括将所述数据结构添加到所述第二电子表单模板。
8.一种用于定制电子表单模板的计算机实现的方法，所述方法包括：
允许经由图形用户界面对电子表单模板的设计者创建的方面中的一个或多个进行图形选择；
经由所述图形用户界面接收对所述电子表单模板的设计者创建的方面的选择；
将所选择的设计者创建的方面打包以有效地使已被打包的方面能够被添加到另一个电子表单模板中；
将所选择的设计者创建的方面添加到所述另一个电子表单模板中；以及
使得所述另一个电子表单模板被显示。
9.如权利要求8所述的方法，其特征在于，所述允许图形选择的动作包括允许通过所述电子表单模板的呈现视图进行图形选择。
10.如权利要求8所述的方法，其特征在于，所述允许图形选择的动作包括允许对所述电子表单模板的所有设计者创建的方面进行图形选择，且所述接收选择的动作包括经由图形用户界面接收对所述电子表单模板的所有设计者创建的方面的选择。
11.如权利要求8所述的方法，其特征在于，所述打包的动作包括使用可扩展标记语言打包和保存所选择的设计者创建的方面。
12.一种用于定制电子表单模板的计算机实现的方法，所述方法包括：
允许经由图形用户界面对由设计者创建的非结构方面进行选择；
接收对所述非结构方面的选择；
分析电子表单模板的结构以确定所述电子表单模板的数据结构是否是所选择的非结构方面能够被映射至的数据结构；以及
将所选择的非结构方面映射到电子表单模板的所述数据结构以有效地将所选择的非结构方面添加到所述电子表单模板中。
13.如权利要求12所述的方法，其特征在于，所选择的非结构方面源自另一个电子表单模板。
14.如权利要求12所述的方法，其特征在于，所述允许图形选择的动作包括允许对所述非结构方面进行图形选择。
15.一种计算机实现的方法，所述方法包括：
允许经由所显示的图形用户界面对第一电子表单模板的设计者创建的方面进行选择；
经由所述图形用户界面接收对所述第一电子表单模板的设计者创建的方面的一个或多个的选择；
将所选择的设计者创建的方面打包以供重用；以及
将已被打包的方面的一个或多个的可视表示添加到第二电子表单模板的图形显示中。
16.如权利要求15所述的方法，其特征在于还包括，允许对所述设计者创建的方面进行图形选择。
17.如权利要求15所述的方法，其特征在于，所述已被打包的方面中的一个是非结构的，所述方法还包括将所述非结构的已被打包的方面映射到所述第二电子表单模板的数据结构。
18.如权利要求17所述的方法，其特征在于，所述方法还包括确定所述第二电子表单模板的数据结构是否与所述第一电子表单模板中与所述非结构化的已被打包的方面相关联的结构方面相类似。
19.如权利要求所述的方法，其特征在于还包括：
允许对已被打包的方面进行图形选择；以及
接收对已被打包的方面的图形选择，
其中，所述添加已被打包的方面的一个或多个的可视表示的动作是响应于所述接收对已被打包的方面的一个或多个的选择的动作。
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