JP6653604B2 - Information processing apparatus and information processing program - Google Patents

Description

  The present invention relates to an information processing apparatus and an information processing program, and more particularly to an information processing apparatus and an information processing program capable of creating a plurality of forms using form data corresponding to a format created in advance.

  2. Description of the Related Art Conventionally, an information processing device capable of communicating with an input terminal operated by a user through a telecommunication line has a form that can be created using form data corresponding to a format for creating various forms. There is known an information processing apparatus which facilitates creation of a document.

  In addition, in such an information processing apparatus, for example, in order to efficiently search for information that can be diverted, a plurality of types of forms in which the order of occurrence of a form that occurs along a predetermined business process flow is determined in advance. In addition to storing the business processing procedure, shared information including the configuration logic of the form data represented by each form is stored in the storage means for each business processing procedure, and the shared information is used in accordance with each business processing procedure. An information processing device is already known (for example, see Patent Document 1).

JP 2008-065466 A

  However, in such an information processing apparatus, for example, shared information is applied corresponding to a related procedure in advance, such as a quote, a delivery note, and an invoice, and is different from the related procedure. It could not be easily shared with other forms. Further, even when the shared information is changed, the change cannot be reflected.

  The present invention provides an information processing apparatus and an information processing apparatus which can use shared information regardless of the type of a form, and which can easily cope with a change in shared information. It is intended to provide a processing program.

  In order to solve the above problem, an information processing apparatus according to the present invention is an information processing apparatus capable of communicating with an input terminal operated by a user through a telecommunication line, comprising a plurality of item columns and item names corresponding to the item columns. A storage unit that stores a plurality of types of structured document data having a predetermined format including the character data assigned to the item columns of the structured document data, and the character data stored in the storage unit corresponding to the plurality of item columns. Character data that is assigned to a common item policy that is assigned to the item columns common to a plurality of types of structured document data among a plurality of item columns, and is assigned to the plurality of item columns. And a management unit for storing the data in a storage unit in a master format linked to the management unit.

  When there is a change in the rule for the common item policy, the management unit changes the rule of the common item policy corresponding to all of the structured document data of the same type among the plurality of types of structured document data, When the character data is changed based on the changed rule, the changed character data is stored in the storage unit in a lump.

  When the rules for the common item policy are changed, the management unit changes the rules of the common item policy for all of the plural types of structured document data, and based on the changed rules, the character data. Is changed, the changed character data is stored in the storage unit.

  When there is a related item column in an item column common to a plurality of types of structured document data, the management unit associates the common item policy with one of the plurality of structured document data in a plurality of item columns. This is stored in a storage unit in a master format linked to character data to be assigned correspondingly.

  The management unit acquires the character data related to the search condition desired by the user from the storage unit and displays the character data on the display screen in a list format, and a plurality of character data included in a line selected by the user from the list format, It is developed into a card format and displayed on a display screen.

  The management unit acquires the character data related to the search condition desired by the user from the storage unit and displays the character data on the display screen in the form of a list. A report is created by allocating to a plurality of item fields for one structured document data.

  A computer of an information processing device capable of communicating through an electric communication line with an input terminal operated by a user, a plurality of types of structured document data having a predetermined format including a plurality of item columns and item names corresponding to the item columns; A storage function for storing character data assigned to the item fields of the structured document data, and storing the character data stored in the storage function corresponding to the plurality of item fields in the storage function, and A management function for storing, in a storage function, a common item policy in which a rule is assigned to an item column common to a plurality of types of structured document data in a master format linked to character data to be assigned to the plurality of item columns; Is executed.

  INDUSTRIAL APPLICABILITY The information processing apparatus and information processing program of the present invention can use shared information regardless of the type of a form, and can easily cope with a change in shared information.

1 is an explanatory diagram of an information processing system to which an information processing device according to an embodiment of the present invention has been applied. FIG. 5 is an explanatory diagram of a display example in a general user layout image according to an embodiment of the present invention. FIG. 4 is an explanatory diagram showing the relationship between a form definition, a common item policy, link information, and a master according to an embodiment of the present invention. FIG. 3A illustrates functions of the information processing apparatus according to the embodiment of the present invention, FIG. 4A illustrates a database function, FIG. 4B illustrates a form design function, and FIG. 4C illustrates a form definition import function. FIG. 3D is an explanatory diagram showing an assignment function of assigning a common item policy to a form definition. It is a schematic diagram of a rule change in the information processing device according to an embodiment of the present invention. FIG. 9 is an explanatory diagram of a common item policy setting screen in the information processing device according to an embodiment of the present invention. FIG. 9 is an explanatory diagram of a common item policy batch setting screen in the information processing apparatus according to an embodiment of the present invention. FIG. 4 is an explanatory diagram of an information output grid search screen in the information processing device according to one embodiment of the present invention.

  Next, an information processing apparatus according to an embodiment of the present invention will be described with reference to the drawings, applied to a case where structured document data is shared in a workflow. The embodiment described below is a preferred specific example in the information processing apparatus of the present invention, and may have various technically preferable limitations. However, the technical scope of the present invention It is not limited to these embodiments unless otherwise specified. The components in the embodiments described below can be appropriately replaced with existing components and the like, and various variations including combinations with other existing components are possible. Therefore, the following description of the embodiments does not limit the content of the invention described in the claims.

  In FIG. 1, an information processing apparatus 1 is capable of communicating with an input terminal 3 operated by a user via a telecommunication line NT. The information processing apparatus 1 is, for example, a general-purpose personal computer, and internally executes a storage medium 2 such as a hard disk and various memories and a workflow information processing program according to the present embodiment installed in the storage medium 2. And a CPU (not shown). The storage medium 2 corresponds to a storage unit in the claims, and the CPU corresponds to a management unit in the claims. The information processing device 1 may be a dedicated device as a workflow management server according to the present embodiment, or may be a shared device that executes another program.

  The telecommunication line NT may use, for example, an intranet line (whether wireless or wired) dedicated to the company, an Internet line, or a combination of lines.

  The input terminal 3 is not particularly limited as long as it is an operation terminal on which an application corresponding to the workflow program according to the present embodiment is installed, such as a general-purpose notebook or desktop personal computer, a tablet terminal or a smartphone. . When the user accesses the information processing apparatus 1 through the telecommunication line NT using the input terminal 3, the user starts a workflow application and inputs a preset user name, password, and the like on an initial screen display (not shown). . Thereby, the information processing device 1 authenticates the user who operates the input terminal 3.

  As shown in FIG. 2, the information processing apparatus 1 displays structured document data (for example, XML) such as a purchase application form or a business report on a display screen 3a by a predetermined operation of the input terminal 3 by the user after authentication. ), And displays a layout image 4 in a predetermined format that includes a plurality of item fields based on the format) and item names corresponding to the item fields. Further, the information processing device 1 displays a user name display column 5, a task display column 6, an operation button display column 7, an application / approval result column 8, and the like on the display screen 3a according to the authenticated user. Note that the display data for displaying the user name display field 5, the task display field 6, the operation button display field 7, and the application / approval result field 8 is not included in the structured document data because it is not the layout image 4. .

  In the following description, the layout image 4 may be in a state in which the format itself without any input is displayed, or in a state in which some input has already been made (including a partway). Shall be included. In the following description, the display state of the display screen 3a including the layout image 4 and the images in the columns 5 to 8 according to the user is referred to as a “workflow screen”.

  Here, the structured document data according to the present embodiment means that when the layout image 4 is displayed on the display screen 3a, an item column that is a plurality of squares (grids) and what items are in the item column (For example, “applicant”) that causes the user to recognize The item column includes an input column that allows the user to actually input characters and the like. In this input field, display of characters and the like input by the user (including display up to determination of character conversion) is possible.

  Therefore, when a character or the like is input to the input field 4a, the document data can be made to flow on the workflow as document data in which structured document data is superimposed on input data corresponding to the input character or the like. The structured document data and the input data are stored in the storage medium 2 in an independent master format (database). When the layout image 4 is displayed on the display screen 3a, the structured document data and the input data are Combine.

  This eliminates the need to store the same type of structured document data as a part of different document data in the storage medium 2, thereby reducing the number of files of the structured document data and securing a storage area for the storage medium 2. can do.

  The information processing apparatus 1 (CPU of the present embodiment) assigns the character data stored in the storage medium 2 to the plurality of item columns and stores the character data in the storage medium 2. Further, (the CPU of) the information processing apparatus 1 according to the present embodiment sets a common item policy in which a rule is assigned to an item column common to a plurality of types of structured document data among a plurality of item columns, to a plurality of item columns. Are stored in the storage medium 2 in a master format linked to the character data to be assigned corresponding to.

  Next, among the plurality of item fields in the structured document data described above, setting of a common item policy in which rules are assigned to item fields common to a plurality of types of structured document data and characters to be assigned corresponding to the plurality of item fields The storage setting stored in the storage medium 2 in a master format linked to data will be described.

  As shown in FIG. 3, structured document data, for example, a form such as a sales report or a purchase application form, is defined by laying out the above-mentioned grid-based item columns and item names (hereinafter, “form definition”). "). In the following description, a simple layout will be described separately from an actual form. Therefore, according to this form definition, a sales report as one of the structured document data (form) has a rectangular item field (input field) for entering the name of the creator who created this report, and the like. The character string "applicant", which is an item name for recognizing that this item column is an applicant entry column for entering (inputting) the name of the creator, is displayed on the display screen 3a as a part of the layout image 4. Is done. Similarly, in the sales report, a rectangular item column for entering a product name and an item name for recognizing that this item column is an item name entry column for entering a product name, etc. relating to the marketed product. Is displayed on the display screen 3a as a part of the layout image 4. Further, in the sales report, a rectangular item column for entering a comment and an item name for recognizing that this item column is a comment entry column for freely entering a comment as necessary. The character “comment” is displayed on the display screen 3a as a part of the layout image 4.

  On the other hand, in the purchase application form, in addition to the applicant, the product name, and the comment described above, a rectangular item column for entering the supplier of the corresponding product, and this item column is used for entering the supplier. Characters of “supplier”, which is an item name for recognizing the supplier entry field, are displayed on the display screen 3 a as a part of the layout image 4.

  Therefore, in the relationship between the business report and the purchase application form, it can be defined as a common item for the applicant, the product name, and the comment, and as an independent item for the supplier. At this time, the comment is a column for the creator (filler) to freely fill in as necessary, but the size of the frame (grid) is limited, so, for example, It is assumed that a degree of freedom such as reducing the font size is required accordingly. As a result, it is possible to define which common item policy to use for each item in the form definition.

  For example, regarding a business report, an employee name is used as an applicant, a product name is used as a product name, and an individual item policy is used as a comment as a common item policy. Similarly, with regard to the purchase applicant, similarly to the business report, the employee name for the applicant, the product name for the product name, the individual item policy for the comment, and the individual item policy are used as the common item policy. In the case of a supplier, a supplier name is defined to be used as a common item policy.

  At this time, for example, related information such as an employee code, a telephone number, and an e-mail address, which can identify an individual corresponding to the employee, can be associated with the employee name. Similarly, related information such as a product code can be associated with a product name, and a supplier code or a person in charge can be associated with a supplier.

  On the other hand, the contents of the common item policy include, for example, the number of digits, the number of characters, the character type (font type and size), and the reference destination master. It should be noted that the reference destination master is an expansion destination when expanding to a form item, but is also a storage destination for the master. The master is a database in which a part of character data (including files) stored in the storage medium 2 of the information processing apparatus 1 is aggregated, and is master data which is sequentially updated in advance as basic information when performing a task. is there.

  In the present embodiment, the master has a “personnel master”, a “product master”, a “supplier master”, and the like according to the type of information. In addition, the storage medium 2 constructs a database for atypical input data as a transaction in which a plurality of processes that are related to each other and depend on each master are collectively processed as an inseparable processing unit.

  In the case of a “personnel master”, information on personnel relations of employees belonging to the company (eg, employee code, employee name, telephone number, mail address, etc.) can be stored in association with each other. The “product master” includes the product name and model number (product code) of each product sold. At this time, it is possible to include basic information such as a specification, a price, and a discount rate according to the number of units sold according to the sales form. In the case of a "supplier master", information (for example, a supplier code, a supplier name, a person in charge, etc.) relating to a supplier of a product sold by the company can be stored in association with each other.

  The common item policy is linked to each master and transaction for each item. The common item policy is developed by associating the structured document data in the format defined in the form with the common item policy and developing the form. You can do it.

  As shown in FIG. 4, after defining the common item policy, a common item policy in which a rule is assigned to an item column common to a plurality of types of structured document data among a plurality of item columns in the structured document data described above. Settings and storage settings to be stored in the storage medium 2 in a master format linked to character data assigned to a plurality of item fields will be described.

  As shown in FIG. 4A, in the information processing apparatus 1, the defined items such as an employee code, an employee name, a telephone number, a product code, a product name, a supplier code, and a supplier name are: Created as a database as a common item policy. On the other hand, as shown in FIG. 4B, the information processing apparatus 1 (or another personal computer) creates structured document data in a format including a design frame (grid), item name arrangement, action setting, and the like. Then, it is stored in the storage medium 2. Then, as shown in FIG. 4C, the form definition is imported into the created structured document data, and the form definition is associated with the database. Thereby, as shown in FIG. 4D, each common item policy can be assigned to the form definition.

  As described above, in the present embodiment, character data is assigned to a plurality of item columns and stored in the storage medium 2, and the character data is assigned to an item column common to a plurality of types of structured document data among the plurality of item columns. The common item policy to which rules are assigned is stored in the storage medium 2 in a master format linked to character data to be assigned corresponding to a plurality of item columns.

  As a result, as shown in FIG. 5, it is possible to change the common item policy of the structured document data created once. This change can be attributed to other "sales reports" or "purchase applications," regardless of the type of structured document data that can be associated by a set of sales channels, such as "quotes," "delivery notes," "invoices," The common item policy can be changed collectively for the entire structured document data related to the entire business of the company.

  At this time, if there is a change in the rule for the common item policy, the information processing apparatus 1 (CPU of the information processing apparatus 1) applies to all the structured document data of the same type among the plurality of types of structured document data. In addition to changing the rules of the common item policy, when the character data is changed based on the changed rule, the changed character data can be stored in the storage medium 2 collectively.

  Specifically, when the rule set by the user for the employee code is 10-digit alphanumeric characters and the reference destination database is the user code of the personnel master, the number of digits is changed to 12 digits. I do. In this case, (the CPU of) the information processing device 1 applies the changed rule to the common item policy for all types of structured document data in a lump.

  Thus, when a form is created thereafter, a 12-digit user code can be applied regardless of the type of structured document data used. It should be noted that, even when a form created in the past is called, the changed rule can be applied.

  When there is a change in the rule for the common item policy, the information processing apparatus 1 (and the CPU thereof) changes the rule of the common item policy for all of the plurality of types of structured document data and makes the change. When the character data is changed based on the rules, the changed character data is stored in the storage medium 2 collectively.

  This makes it possible to perform cumbersome changes all at once, and to apply rules that have been changed not only to structured document data created in the past, but also to structured document data created in the past. It is also possible to apply.

  If there is a related item column in an item column common to a plurality of types of structured document data, the information processing apparatus 1 (CPU) associates one of them with a common item policy for one of them. May be stored in the storage medium 2 in a master format linked to character data assigned to a plurality of item columns.

  Specifically, the employee name and the employee code (or mail address or the like) as the form creator generally do not overlap with each other and can be associated with each other. Therefore, if the number of digits in the employee code is changed, the employee code with the changed number of rules is automatically expanded in the employee code entry field when the originally associated employee name is entered in the entry field. Can be.

  As described above, if one rule is changed for the item columns associated with each other, the entry in the new rule can be applied in conjunction with the entry in the other item column (entry column), and the work load can be increased. Can be reduced.

  Next, an example of a common item policy change operation using the information processing device 1 will be described. As shown in FIG. 6, the user displays a common item policy setting screen on the display screen 3a. The user directly inputs (or selects a pull-down) the item name to be set (or to change the setting) in the item name column from the common item policy setting screen. The item input in the item name column is a required item because it is a setting of a common item policy.

  Next, the user sets necessary conditions such as the character type and the number of digits, for example. Then, when the setting is completed, the rule setting (or rule change) of the common item policy is completed by selecting and operating the “register with this content” button.

  Note that the rule setting (or rule change) of the common item policy is performed for one common item policy. For example, as shown in FIG. 7, as shown in FIG. A list can be displayed based on item names, and rules can be changed collectively for a plurality of common item policies. In this case, basically, the present invention can be applied to the case of changing rules. However, a new item may be created, or an existing item may be changed to a common item policy.

  By the way, as shown in FIG. 8, the information processing apparatus 1 of the present embodiment acquires character data related to a search condition desired by the user from the storage medium 2 and displays the data on the display screen 3a in a list format. A plurality of character data included in a line selected by the user from the list format can be expanded into a card format and displayed on a display screen by operating a display button or the like.

  At this time, (the CPU of) the information processing device 1 acquires character data related to the search condition desired by the user from the storage medium 2 and displays the character data on the display screen 3a in a list format, and selects the user from the list format. A form can be created by assigning a plurality of character data included in a line to a plurality of item columns for one structured document data by operating a transfer button.

  As described above, the information processing apparatus of the present invention is an information processing apparatus capable of communicating with an input terminal operated by a user through a telecommunication line, and includes a plurality of item columns and item names corresponding to the item columns. A storage unit for storing a plurality of types of structured document data having a predetermined format and character data to be assigned to the item columns of the structured document data; and character data stored in the storage unit being assigned and assigned to the plurality of item columns. The common item policy, which is stored in the section and is ruled for item columns common to a plurality of types of structured document data among the plurality of item columns, is linked to character data to be assigned corresponding to the plurality of item columns. By providing a management unit for storing in a storage unit in a master format, shared information can be used regardless of the type of form, and shared information can be used. It can also easily correspond to the change.

DESCRIPTION OF SYMBOLS 1 Information processing apparatus 2 Storage medium (storage part)
3 Input terminal 3a Display image NT Telecommunication line

Claims (7)

An information processing device capable of communicating through an electric communication line with an input terminal operated by a user,
A storage unit that stores a plurality of types of structured document data having a predetermined format including a plurality of item columns and item names corresponding to the item columns, and character data assigned to the item columns of the structured document data,
The character data stored in the storage unit is allocated in correspondence with the plurality of item columns and stored in the storage unit, and among the plurality of item columns, an item column common to the plurality of types of structured document data is used. A management unit that stores, in the storage unit, a common item policy to which rules are assigned in a master format linked to the character data to be assigned corresponding to the plurality of item columns;
An information processing apparatus comprising: The management unit,
When there is a change in the rule for the common item policy, the rule of the common item policy corresponding to all of the structured document data of the same type among the plurality of types of structured document data is changed, and When the character data is changed based on the rule, the changed character data is stored in the storage unit in a lump,
The information processing apparatus according to claim 1, wherein: The management unit,
When the rule for the common item policy is changed, the rule of the common item policy is changed for all of the plurality of types of structured document data, and the character data is changed based on the changed rule. If changed, collectively store the changed character data in the storage unit,
The information processing apparatus according to claim 1, wherein: The management unit,
If there is a related item column in an item column common to the plurality of types of structured document data, the common item policy corresponds to one of them and corresponds to the plurality of item columns. Storing in the storage unit in a master format linked to the character data assigned as
The information processing apparatus according to claim 1, wherein: The management unit,
Acquiring the character data related to the search condition desired by the user from the storage unit and displaying the acquired character data on a display screen in a list format,
The plurality of character data included in the line selected by the user from the list format, expanded to a card format and displayed on the display screen,
The information processing apparatus according to any one of claims 1 to 4, wherein: The management unit,
Acquiring the character data related to the search condition desired by the user from the storage unit and displaying the acquired character data on a display screen in a list format,
A form is created by allocating the plurality of character data included in the line selected by the user from the list format to the plurality of item columns for one structured document data,
The information processing apparatus according to any one of claims 2 to 4, wherein: A computer of an information processing device capable of communicating through an electric communication line with an input terminal operated by a user,
A storage function of storing a plurality of types of structured document data having a predetermined format including a plurality of item columns and item names corresponding to the item columns, and character data assigned to the item columns of the structured document data;
The character data stored in the storage function is assigned in correspondence with the plurality of item columns and stored in the storage function, and among the plurality of item columns, an item column common to the plurality of types of structured document data is used. A management function for storing, in the storage function, a common item policy with rules attached thereto in a master format linked to the character data assigned to the plurality of item columns,
Information processing program for executing

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