JP4341726B2 - Electronic form system and recording medium - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
The present invention relates to an electronic form system and a recording medium for reproducing a slip on a computer screen and performing a business procedure using a network.
[0002]
[Prior art]
A menu button in a conventional electronic form system has a fixed function and cannot be customized by the user, or even if customization is possible, it is necessary to write a program from scratch.
[0003]
[Problems to be solved by the invention]
If the function of the menu button is fixed, the button cannot have a plurality of functions such as “automatically print after sending”. In addition, tools that support programmable buttons require advanced programming knowledge and understanding of the entire workflow system, and cannot be easily customized at the user level.
[0004]
The present invention has been made in view of such problems, and the object of the present invention is to flexibly match the role of the approver by incorporating the functions prepared in advance into the menu button by freely combining the functions prepared by the user. It is to provide an electronic form system that enables easy workflow setting.
[0005]
In order to achieve the above-described object, the first invention shows various processes related to the form in an electronic form system that reproduces the form on a computer screen and performs a business procedure with at least one approval client using a network. Menu button creation means for creating a menu button for defining a plurality of processes selected from the menu button function list and the execution order of the plurality of processes, and the contents of the menu button according to the role of the approver A storage means for storing as a different form file for each approver together with a form, a display means for displaying the menu button together with the form, a circulation route and circulation status of the form, and a form used by each approver of the circulation destination A circulation route holding means for holding specific information of the file, and the circulation route designated by the form And the menu button corresponding to the role of the approver is displayed together with the form based on the form file specified according to the specification information of the form file. It is an electronic form system.
[0006]
According to a second aspect of the present invention, there is provided an electronic form system that reproduces a form on a computer screen and performs an office procedure with at least one approval client using a network. From a menu button function list indicating various processes related to the form, Menu button creation means for creating a menu button for defining a plurality of selected processes and execution order of the plurality of processes, and the contents of the menu button according to the role of the approver are different for each approver together with the form. Storage means for storing as a form file; Display means for displaying the menu button together with the form; Circulation route and circulation status of the form; Circulation holding specific information of the form file used by each approver of the circulation destination Route holding means, and the at least one of the forms according to the designated circulation route. A computer as an electronic form system that is distributed to an approval client and displays the menu button according to the role of the approver together with the form based on the form file specified according to the specification information of the form file It is a computer-readable recording medium which recorded the program which functions.
[0007]
DETAILED DESCRIPTION OF THE INVENTION
Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. FIG. 1 is a diagram showing a configuration of an electronic form system 1. As shown in FIG. 1, the electronic form system 1 includes an editing client 3, an electronic slip database 5, an electronic slip server 7, and an approval client 9.
[0008]
The editing client 3 is a terminal device for the user to design a form, the electronic slip database 5 is a management database of the electronic slip server 7, and the approval client 9 is a terminal device for performing drafting and approval work, A plurality of approval clients 9 are connected to the electronic slip server 7 via a network.
[0009]
At the time of form design, the editing client 3 creates a form file 11 in which menu buttons corresponding to the role of the approver are arranged in the electronic slip database 5. At the time of drafting and approval work, the electronic slip server 7 distributes information on the form file 11 suitable for each approval client 9 from the electronic slip database 5.
[0010]
The editing client 3 includes a display device 13 including a CRT or LCD, an input device 15 including a keyboard and a mouse, a form design device 17 including a CPU and a memory, a form design that holds a button function list 19 and a button picture list 21. A form file 11 including a database 23, menu button data 25, and slip frame data 27 is included.
[0011]
The form design database 23 is a form design database, and the button function list 19 is a list of data including names and definitions of functions such as “print” and “approval” assigned to the menu buttons. Is a list of pattern data to be displayed on the created menu button.
[0012]
The menu button data 25 includes information such as the position of the customized menu button on the display screen, the definition of the function, and the design, and the slip frame data 27 is data that mainly defines the shape of the background of the slip. It consists of One file of the form file 11 is composed of a collection of menu button data 25 and slip frame data 27 defining one form.
[0013]
The form design device 17 stores the menu button data in the form file 11 in accordance with the position information input from the input device 15 by the user and the selection information from the button function list 19 and the button picture list 21 input from the input device 15 by the user. 25, the slip frame data 27 is created and displayed on the screen of the display device 13, and the completed form file 11 is written into the electronic slip database 5.
[0014]
The electronic slip database 5 holds the form file 11, slip entry data 29, circulation route definition file 31 and other data created by the editing client 3. The slip entry data 29 is data created by the approval client 9 and mainly written by the drafter, and the circulation route definition file 31 is data indicating the circulation route and the circulation status, and each approver of the slip circulation destination. Also stores information on which form file 11 is used.
[0015]
The approval client 9 includes a display device 33 such as a CRT or LCD, an input device 35 such as a keyboard or a mouse, and an electronic slip approval device 37 composed of a CPU or memory.
[0016]
The electronic voucher approval device 37 requests the electronic voucher server 7 for data related to a voucher such as drafting and approval according to the information input by the approver from the input device 35. The electronic voucher server 7 receives the voucher entry data 29 and the circulation route. When the form file 11 corresponding to the role of the approver is selected and distributed according to the information in the definition file 31, menu buttons and slips are displayed on the display device 33.
[0017]
Next, based on the flowchart of FIG. 2, a description will be given of a procedure for creating a menu button when designing a form in the electronic form system 1 of the present embodiment. When the user inputs menu button position information using the input device 15 (step 201), the form design device 17 creates a menu button according to the input position information and displays it on the display device 13 (step 202).
[0018]
FIG. 3 is a diagram showing an example of menu button arrangement on the top of the form. For example, the user selects the upper part of the form as the menu button arrangement area 41 from the upper part, lower part, left part, and right part of the form with a mouse or the like as shown in FIG. When selected and placed in the menu button placement area 41, a menu button 47 is displayed on the screen. When the menu button arrangement area 41 is determined, the other area becomes a form object arrangement area 49.
[0019]
Next, the form design device 17 displays the menu button attribute setting window 51 on the display device 13 by referring to the button function list 19 and the button picture list 21 of the form design database 23 in response to an instruction from the input device 15 (step S1). 203). FIG. 4 shows a display example of the menu button attribute setting window 51. A menu button function list 53 and a menu button picture list 55 are displayed and can be selected.
[0020]
The user uses the input device 15 to select a function to be assigned to the menu button from the menu button function list 53. When a plurality of functions are selected, the execution order is determined and input, and the menu button picture list is selected. The picture to be displayed on the menu button is selected from 55 (step 204).
[0021]
In the example of FIG. 4, the user selects “approval” and “same size print” from the button function list 53, and determines the execution order as “approval” and “same size print”. Their functions and execution order are displayed.
[0022]
The form design device 17 creates the menu button data 25 from the position information of the menu button, the function, the execution order, and the picture input by the user in steps 201 and 204 (step 205). After creating all the menu button data 25 and slip frame data 27 on one form, it is written in the electronic slip database 5 as the form file 11 (step 206).
[0023]
By this series of processing operations, a button object that combines a plurality of functions selected from functions prepared in advance is created in one file in the same manner as other form objects.
[0024]
Before and after the form design work, the editing client 3 or the circulation route setting client (not shown) creates a circulation route definition file 31 in which the circulation route of the slip is set. Whether to use the form file 11 is determined.
[0025]
After the form design and the circulation route setting are performed in this way, when the voucher is issued in the approval client 9, the electronic voucher server 7 determines the circulation route for the designated slip from the circulation route definition file 31. The approver to read and circulate and the form file 11 used by the approver are determined, and the form file 11 for the drafter is displayed on the display device 33. Then, the slip entry data 29 input from the input device 35 is stored in the electronic slip database 5.
[0026]
When the approval client 9 requests data from the electronic voucher server 7 during the approval work, the electronic voucher server 7 and the approver's form file 11 and the approval according to the information in the circulation route definition file 31 of the electronic voucher database 5 are used. The person entry slip data 29 is searched for and transmitted to the approval client 9.
[0027]
That is, the file having the menu button data 25 and the slip frame data 27 according to the role of the approver and the slip entry data 29 displayed in an overlapping manner are transmitted, and as shown in FIG. ”And“ same size printing ”are displayed in the order of customized menu buttons 59 and slips 61.
[0028]
FIG. 5 is a display example of a customized menu button in the slip approval operation. If the operator of the approval client 9 presses the menu button 59, the form is approved and the form is printed.
[0029]
As described above, according to the present embodiment, the menu button can have a plurality of functions by casual customization at the user level. The created menu button is saved in one file as with other form objects. By specifying a different file for each approver, the form design button function according to the role of the person can be provided. Can be used.
[0030]
【The invention's effect】
As described above in detail, according to the present invention, electronic forms that allow flexible workflow setting according to the role of the approver can be made by combining functions prepared in advance into the menu button by the user. A system can be provided.
[0031]
In addition, since the menu buttons can be arranged in the same manner as other form objects, the degree of freedom in design is increased and it is possible to design a form that is easy to use. Furthermore, it is not necessary to add a button every time the system is upgraded, and a new function can be provided in the form of addition to the button function list.
[Brief description of the drawings]
FIG. 1 is a diagram showing a configuration of an electronic form system 1. FIG. 2 is a flowchart showing a menu button creation procedure. FIG. 3 is a view showing an example of menu button arrangement on the top of a form. Figure showing a display example [Figure 5] Figure showing a display example of a customized menu button in a voucher approval operation [Explanation of symbols]
DESCRIPTION OF SYMBOLS 1 ... Electronic form system 3 ... Editing client 5 ... Electronic slip database 7 ... Electronic slip server 9 ... Approval client 11 ... Form files 13, 33 ... Display device 15, 35 ... Input device 17 ... Form design device 19 ... Button function list 21 ... button picture list 23 ... form design database 25 ... menu button data 27 ... slip frame data 29 ... slip entry data 31 ... circulation route definition file 37 ... electronic slip approval device

Claims (2)

In an electronic form system that reproduces a form on a computer screen and performs a paperwork with at least one approved client using a network,
A menu button creating means for creating a menu button for defining a plurality of selected processes and an execution order of the plurality of processes from the menu button function list indicating various processes related to the form;
Storage means for storing the contents of the menu button according to the role of the approver together with the form as a different form file for each approver ;
Display means for displaying the menu button together with the form;
Circulation route holding means for holding the circulation route and circulation status of the form, and specific information of the form file used by each approver of the circulation destination;
Comprising
The menu according to the role of the approver along with the form based on the form file distributed to the at least one approval client according to the designated circulation route and specified according to the specific information of the form file. An electronic form system characterized by displaying buttons. In an electronic form system that reproduces a form on a computer screen and performs a paperwork with at least one approved client using a network,
A menu button creating means for creating a menu button for defining a plurality of selected processes and an execution order of the plurality of processes from the menu button function list indicating various processes related to the form;
Storage means for storing the contents of the menu button according to the role of the approver together with the form as a different form file for each approver ;
Display means for displaying the menu button together with the form;
Circulation route holding means for holding the circulation route and circulation status of the form, and specific information of the form file used by each approver of the circulation destination;
Comprising
The menu according to the role of the approver along with the form based on the form file distributed to the at least one approval client according to the designated circulation route and specified according to the specific information of the form file. A computer-readable recording medium storing a program for causing a computer to function as an electronic form system characterized by displaying a button.

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