JP4953208B2 - WORKFLOW SYSTEM, INFORMATION PROCESSING DEVICE, WORKFLOW SYSTEM CONTROL METHOD, PROGRAM, AND RECORDING MEDIUM - Google Patents

Description

  The present invention relates to an electronic sticky note technique used in a form system such as a workflow system.

  2. Description of the Related Art In recent years, a workflow system has been introduced that digitizes various slips and the like in a company, assigns processing of form data to each business person in accordance with predetermined route information, and sequentially advances the business.

  At that time, when communicating matters other than the input fields prepared in advance in each slip between each person in charge, there is an electronic sticky note that can be written and pasted at any position in the screen or attached document. Many are used.

  Patent Document 1 describes a technique for designating an accessible user by storing a memo for a fixed document document (manual) displayed on a Web browser as sticky information for each user.

Patent Document 2 describes a technique for setting a sticky note operation authority in accordance with a reference form for form data for each person in charge of each step (activity) in a workflow path.
JP 2002-108897 A JP 2007-25851 A

  By the way, in the electronic form system in which electronic data is sequentially processed between each person in charge as described above, in addition to the user currently editing, a plurality of users (past processors, etc.) related to the matter confirm progress. It has a mechanism that can refer to the latest form data at all times.

  In this case, if it is a paper document, the past processor can refer to the copy that has been left at hand, and the contents of the sticky notes attached to the original possessed by the current processor are referred to by other parties. There is no end to it.

  However, in the case of electronic forms, the content of data referenced by past processors is always the latest data, so a personal and temporary memo attached by the current processing person on the progress confirmation screen. Even if it is written, it may be displayed to all parties concerned.

  In addition, there are systems that can set electronic sticky note operation authority for each screen definition, but in this case, the problem in the above example is solved, but conversely, not only the current processing person but also the authority to refer to the matter data The usage intended to notify all users will not be realized.

  For this reason, there is a need for a technique for setting access restrictions in accordance with the state of the operator and form data (position on the route) for each sticky note for the electronic sticky note used in the workflow.

  In the above-mentioned patent document 1, a target to which a sticky note is pasted is a manual document whose state is fixed, and it is not possible to control authority according to the state of the form data itself, not just the operator like the form data in the workflow. It is not supported. In addition, the method of designating the user is insufficient with only the creator or all two options.

  In the above-mentioned patent document 2, although a sticky note operation authority corresponding to the state of the form data and the work assigned to the operator is realized, a function for setting a different operation authority for each sticky note data is not realized.

  The present invention has been made in order to solve the above-described problems, and an object of the present invention is to change the electronic sticky notes to be pasted in the workflow system for each operator, the state of the form data, and the intention of the sticky note creator. It is to provide a mechanism that makes it possible to give an appropriate user the authority to refer to and edit a tag in accordance with the use.

The present invention relates to a workflow system capable of displaying a single form data by switching a plurality of screen forms respectively corresponding to a plurality of steps of the workflow, according to an operator who operates the form data displayed on the screen form . Sticky note data creation means for creating sticky note data in which security information is set, sticky note data addition means capable of adding the sticky note data created by the sticky note data creation means to the form data, and the form data as one of the above A first determination is made based on the operation state of the tag data set in advance for each screen form whether or not the tag data added to the form data should be displayed on the screen form when the screen form is displayed. And the sticky note data added to the form data by the operator of the screen form A second determination unit that determines an operation authority for the tag according to the security information set in the sticky note data; the first determination unit determines that the sticky note data should be displayed; and the second determination unit Control means for controlling a display state to display the tag data when it is determined that the operator of the screen form has an operation authority for the tag data added to the form data. And

  According to the present invention, the electronic sticky notes to be pasted in the workflow system are different for each operator, the form data status, the intention of the sticky note creator, the use of the sticky note for the appropriate user, and the editing right. The application of the electronic sticky note in the electronic form system is expanded.

  Hereinafter, embodiments of the present invention will be described in detail.

  FIG. 1 is a system configuration diagram showing an overall configuration of a system showing an embodiment of the present invention. In the present embodiment, a workflow system will be described as an example.

  As shown in FIG. 1, the workflow system of this embodiment includes a form system server C1200, form data DB (C1210), route information DB (C1220), user information DB (C1230), screen definition information DB (C1240), and client. C1100.

  In this workflow system, the form data and the screen definition information indicating the screen layout are stored in separate DBs (form data DB (C1210) and screen definition information DB (C1240)). In this workflow system, one form data can be displayed on a plurality of screen forms. That is, one form data can be displayed by switching the screen form by a workflow process or a browsing user.

  In the form data DB (C1210), the record for storing the form data is composed of items such as data key (C1211), items C1212, C1213, and tag data C1214. The sticky note data C1214 holds sticky note data in XML, as indicated by C1300.

  In the route information DB (C1220), a record for storing route information includes items such as step C1221, screen definition key (C1222), and processing C1223.

  In the user information DB (C1230), a record for storing user information is composed of items such as a user ID, a password, a name, a department ID, and a role ID (position ID), although not shown.

  In the screen definition information DB (C1240), the record for storing the screen definition information includes items such as a screen definition key (C) 1241 and screen definition information C1242. The screen definition information C1242 is not shown in FIG. 1, but includes a preset tag operation mode C401 (FIG. 3).

  Hereinafter, the operation of the form system server C1200 will be described.

  The form system server C1200 that has received the form data display request from the client C1100 receives form data based on the form data key, login information, user information C1230, path information C1220, etc. held in the system. From the DB (C1210) and the screen definition information DB (C1240), the form data and the screen definition information used for display are determined and acquired, and transmitted to the client C1100.

  In this example, the sticky note data is stored in XML (C1300) as the binary item C1214 in the record for storing the form data. However, the sticky note data itself indicates the relevance with the form data. The data storage form can be realized in various forms, for example, by storing the data in a separate table from the form data.

  FIG. 2 is a block diagram illustrating an example of a hardware configuration of the form system flow server C1200 and the client C1100 illustrated in FIG.

  In FIG. 2, the CPU 201 comprehensively controls each device connected to the system bus 204. The ROM 203 or the external memory 211 stores an operating system (OS) that is a control program of the CPU 201 and programs for realizing various functions described later of each server or each client.

  The RAM 202 functions as a main memory, work area, temporary save area, and the like for the CPU 201.

  The input controller 205 controls input from the input unit 209. Examples of the input unit 209 include pointing devices such as a keyboard and a mouse, particularly in terminals such as servers and clients.

  The output controller 206 controls the display of the output unit 210. Examples of the output unit 210 include a CRT display and a liquid crystal display.

  The external memory controller 207 controls access to the external memory 211 that stores a boot program, various applications, font data, user files, edit files, printer drivers, and the like. In addition, the external memory controller 207 stores various tables and parameters for realizing various functions of each server or each client.

  Examples of the external memory 211 include a hard disk (HD), a floppy (registered trademark) disk (FD), a compact flash (registered trademark) connected to a PCMCIA card slot via an adapter, and smart media.

  The communication I / F controller 208 executes communication control processing with an external device via the network 214.

  Although 212 is illustrated as hardware, it is not hardware but a program for realizing the present invention. The program 212 is recorded in the external memory 211 and is executed by the CPU 201 by being loaded into the RAM 202 as necessary.

  FIG. 3 is a diagram showing the configuration of the client C1100 after receiving the form data and the display screen definition from the form system server C1200.

  As shown in FIG. 3, the client C 1100 receives the form data C 100 and the display screen definition C 400 from the form system server C 1200 and stores them in the RAM 202.

  Then, the CPU 201 of the client C 1100 controls to display the form screen C300 on the output unit 210 based on the form data C100 and the display screen definition C400.

  At this time, the tag control device C200 controls the display / storage of the tag data C102 attached to the form data C100.

  At the time of display, the sticky note control device C200 reads the sticky note data C102 constituting a part of the form data C100 and the sticky note operation mode C401 for each form screen definition C400, and displays each sticky note as sticky note controls C303 and C306 on the form screen C300. Control whether to do. At that time, the tag control apparatus C200 can set the tag addition function to valid / invalid on the form screen C300. In accordance with this setting, the CPU 201 controls a tag addition function (menu, etc.) on the form screen C300.

  At the time of saving, the sticky note control device C200 reads the setting of each sticky note and writes information corresponding to the setting of each sticky note to the sticky note data C102 in the form data C100. The form data C100 holds a plurality of tag data.

  Each tag data C102 holds tag information C501 and attribute information C502 including security information C503.

  In the tag operation mode C401 of each form screen definition C400, any one of “hidden”, “displayable”, “addable”, “editable”, and “for manager” is set. Note that the tag operation mode C401 of each form screen definition C400 is set according to the use of each screen definition (the position on the route and the type of the user of the screen) during system development.

  Here, "Hide" is an operation mode that prohibits the display, addition, and editing of each tag data, "Display is allowed" is an operation mode that allows only the display of each tag data, and "Addable" is each This is an operation mode that permits only display and addition of tag data. “Editable” is an operation mode that permits display, addition, and editing of each tag data, and “for administrator” is an operation mode that has all the operation modes of each tag data (administrator authority). is there.

  Note that it is conceivable that the contents C501 of the tag data C102 store various data such as images and sounds in addition to character strings. Further, in the attribute information C502 of the tag data C102, in addition to the security information C503 and the pasting destination information C504, various information such as the color, size, and style of the tag control are stored.

  Note that the sticky note control apparatus C200 corresponds to a function on the client C1100 realized by the CPU 201 of the client C1100 loading and executing a program recorded in the external memory 211 into the RAM 202.

  FIG. 4 is a diagram showing an example of the configuration of security information C503 held in each tag data C102.

  As shown in FIG. 4, the security information C503 includes creation information T110, reference authority information T120, and editing authority information T130.

  The creation information T110 includes a creator ID (T111).

  The reference authority information T120 includes reference permission type T121, and array information (0 to n) including each user ID (T122), department ID (T123), and role ID (T124).

  Similarly, the edit authority information T130 includes an edit permission type T131 and array information (0 to n) composed of each user ID (T132), department ID (T133), and role ID (T134).

  For each reference permission type / edit permission type, only the creator, creator and designated user, or all users are set. Note that the reference permission type / edit permission type of each tag is set by the creator of each tag when the tag data is added.

  Hereinafter, a procedure for the screen operator to newly attach a tag (a tag data adding procedure) will be described with reference to the flowchart of FIG.

  FIG. 5 is a flowchart showing an example of a first control processing procedure in the present invention, and corresponds to a procedure in which a screen operator newly attaches a tag. Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  When a tag creation instruction using a tag addition function (menu, etc.) from the operator of the form screen C300 displayed on the output unit 210 of the client C1100 is input from the input unit 209 of the client C1100, the tag control of the client C1100 The apparatus C2100 starts the process of this flowchart.

  The sticky note control apparatus C2100 creates a sticky note (sticky note data C102) and adds it to the form data C110 in the RAM 202 corresponding to the form screen C300 (S801).

  Next, in step S802, the sticky note control apparatus C2100 accepts input of content such as a comment on the created sticky note, and when the content is input, the input content is stored in the content C501 of the sticky note data C102. The process proceeds to S803.

  In step S803, the sticky note control apparatus C2100 receives the setting of the reference permission type, and when the user selects a reference permission type corresponding to the content of the sticky note by an operation such as right click on the input unit 209, the selected reference permission is displayed. The type is stored in the reference permission type T121 in the reference authority information T120 of the security information C503 of the form data C110, and the process proceeds to step S804.

  In step S804, the sticky note control apparatus C2100 determines whether or not the reference permission type T121 set in step S803 is “creator and designated user”.

  If it is determined in step S804 that the reference permission type is “creator and designated user” (Yes in step S804), in step S805, the sticky note control apparatus C2100 displays a user selection screen ( (Not shown) is displayed and user selection is accepted. Here, a plurality of arbitrary users can be selected from those registered in the user information DB (C1230) of the form system. The user can be selected by combining a department ID and a role ID in addition to the user ID. When the user is selected in step S805, the CPU 201 displays the user ID, department ID, and role ID corresponding to the selected user as a reference user ID (T122), reference department ID (T123), and reference authority information T120. The information is stored in the reference role ID (T124), and the process proceeds to step S806.

  On the other hand, if it is determined in step S804 that the reference permission type T121 is not “creator and designated user” (No in step S804), the CPU 201 proceeds to step S806 as it is.

  In step S806, the sticky note control apparatus C2100 receives the setting of the edit permission type, and when the edit permission type corresponding to the content of the sticky note is selected by the user by an operation such as right click on the input unit 209, the selected edit permission is given. The type is stored in the edit permission type T131 in the edit authority information T130 of the security information C503 of the form data C110, and the process proceeds to step S807.

  In step S807, the sticky note control apparatus C2100 determines whether the edit permission type T131 set in step S803 is “creator and designated user”.

  If it is determined in step S807 that the edit permission type T131 is “creator and designated user” (Yes in step S807), the sticky note control apparatus C2100 displays a user selection screen (not shown) on the output unit 210. To prompt user selection. Here, a plurality of arbitrary users can be selected from those registered in the user information DB (C1230) of the form system. The user can be selected by combining a department ID and a role ID in addition to the user ID. When the user is selected in step S807, the sticky note control apparatus C2100 displays the user ID, department ID, and role ID corresponding to the selected user as the reference user ID (T132) and reference department ID (in the editing authority information T130). T133), stored in the reference role ID (T134), and the process of this flowchart is terminated.

  On the other hand, if it is determined in step S807 that the edit permission type T131 is not “creator and designated user” (No in step S807), the sticky note control apparatus C2100 ends the process of this flowchart as it is.

  Each sticky note created as described above is saved together with the form data C100 as sticky note data C102.

  When the form data C100 including the saved sticky note data C102 is displayed again on the client C1100, the sticky note control apparatus C200 reproduces the read sticky note data C102 on the form display screen C300 in the following procedure. Hereinafter, this procedure will be described with reference to FIGS.

  FIG. 6 is a flowchart showing an example of the second control processing procedure in the present invention, and corresponds to the processing procedure of the sticky note control apparatus when the form screen is displayed. Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the tag control device C2100 of the client C1100 reads the form screen definition C400 corresponding to the display screen (form screen C300) from the RAM 202 (S701), determines the tag operation mode C401 in the form screen definition C400 (S702), and The display state of the tag data is controlled according to the following procedure according to the tag operation mode.

  When it is determined that the sticky note operation mode C401 is “non-display”, the sticky note control apparatus C2100 executes a non-display process (S703). Details of the non-display process are shown in FIG.

  If it is determined that the sticky note operation mode C401 is “display enabled”, the sticky note control apparatus C2100 executes a display process (S704). Details of the display processing are shown in FIG.

  On the other hand, when the sticky note operation mode C401 is determined to be “addable”, the sticky note control apparatus C2100 executes an addition available process (S705). Details of the additional availability process are shown in FIG.

  If the sticky note operation mode C401 is determined to be “editable”, the sticky note control apparatus C2100 executes an edit enablement process (S706). Details of the editable process are shown in FIG.

  If it is determined that the sticky note operation mode C401 is “for manager”, the sticky note control apparatus C2100 executes a process for manager (S707). Details of the manager process are shown in FIG.

  Hereinafter, with reference to FIG. 7, the non-display processing shown in step S703 of FIG. 6 will be described.

  FIG. 7 is a flowchart showing an example of the third control processing procedure according to the present invention, and corresponds to the non-display processing (processing when the screen definition tag operation mode is non-display) shown in step S703 of FIG. To do. Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the tag control device C2100 of the client C1100 sets the tag addition function (menu etc.) on the form screen C300 to be invalid (S101).

Next, the sticky note control apparatus C2100 controls all the sticky note controls to be hidden regardless of the reference authority for each sticky note data C102. (S102)
In this case (when the sticky note operation mode is not displayed), the sticker included in the form data is not displayed at all to the operator of the form screen C300 regardless of the authority of the individual sticky notes. For example, if there is a process that is handled by a person outside the company such as an input operator and you do not want to refer to any information other than the text of the form data, you can create individual sticky notes by setting this authority on the operator's screen. Display can be prevented even if the person uses “everyone” as the reference authority.

  Hereinafter, with reference to FIG. 8, the display enabling process shown in step S704 of FIG. 6 will be described.

  FIG. 8 is a flowchart showing an example of a fourth control processing procedure according to the present invention, and corresponds to the display availability processing (processing when the screen definition tag operation mode is displayable) shown in step S704 of FIG. . Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the sticky note control apparatus C2100 of the client C1100 sets the sticky note addition function of the form screen C300 to be invalid (S201).

  Next, the sticky note control apparatus C2100 acquires the operator information C301 of the form screen C300 (S202), and determines whether the operator of the screen has the authority to refer to each sticky note data C102 (S203).

  If it is determined in step S203 that the operator has (or has) a reference authority for the sticky note data (Yes in S203), the sticky note control apparatus C2100 displays the sticky note control for the sticky note data having the reference authority. Then, the tag control displayed in S204 is set to be uneditable regardless of the tag data editing authority setting (S205).

  On the other hand, if it is determined in step S203 that the operator does not have the authority to refer to the tag data (there is nothing to have) (No in S203), the tag control device C2100 does not display the tag control of the tag data. (S206).

  In this case (when the sticky note operation mode can be displayed), the operator of the form screen C300 can confirm all of the sticky note data C102 included in the form data C100 and has the reference authority. You cannot edit the tag. The authority setting is suitable for confirming past form data that has already been processed and stored, or for applications such as circulation.

  Hereinafter, with reference to FIG. 9, the additional availability process shown in step S705 of FIG. 6 will be described.

  FIG. 9 is a flowchart showing an example of the fifth control processing procedure according to the present invention, and corresponds to the additional availability processing (processing in the case where the tag operation mode of screen definition can be added) shown in step S705 of FIG. . Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the tag control device C2100 of the client C1100 sets the tag addition function to be valid on the form screen C300 (S301).

  Next, the sticky note control apparatus C2100 acquires the operator information C301 of the form screen C300 (S302), and determines whether or not the operator of the screen has the authority to reference each sticky note data C102 (S303).

  If it is determined in step S303 that the operator has (or has) a reference authority for the sticky note data (Yes in S303), the sticky note control apparatus C2100 displays the sticky note control for the sticky note data having the reference authority. Then, the tag control displayed in S303 is set to be uneditable regardless of the tag data editing authority (S305).

  On the other hand, when it is determined in step S303 that the operator does not have the authority to refer to the tag data (there is no possession) (No in S303), the tag control device C2100 does not display the tag control of the tag data. (S306).

  In this case (when the sticky note operation mode can be added), the operator of the form screen can check all the sticky notes included in the form data and have a reference authority, and can add a new sticky note. Existing sticky notes cannot be rewritten. It is possible to accept only addition of a comment by a tag while displaying only the tag to be viewed by the operator and preventing the existing tag data from being rewritten or deleted.

  Hereinafter, with reference to FIG. 10, the edit available process shown in step S706 of FIG. 6 will be described.

  FIG. 10 is a flowchart showing an example of the sixth control processing procedure in the present invention, which corresponds to the edit enable processing (processing when the screen definition tag operation mode is editable) shown in step S706 of FIG. . Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the tag control device C2100 of the client C1100 sets the tag addition function to be valid on the form screen C300 (S401).

  Next, the sticky note control apparatus C2100 acquires the operator information C301 of the form screen C300 (S402), and determines whether or not the screen operator has the authority to refer to each sticky note data C102 (S403).

  If it is determined in step S403 that the operator has (or has) a reference authority for the sticky note data (Yes in S403), the sticky note control apparatus C2100 displays the sticky note control for the sticky note data having the reference authority. (S404), and the process proceeds to step S405.

  In step S405, the sticky note control apparatus C2100 determines whether or not the operator of the screen has editing authority for each sticky note data C102.

  If it is determined in step S405 that the operator has (or has) some editing authority for the tag data (Yes in S405), the tag control apparatus C2100 sets the tag control having the editing authority to be editable. (S406).

  On the other hand, if it is determined in step S405 that the operator does not have the authority to edit sticky note data (there is no possession) (No in S405), the sticky note control device C2100 performs the sticky note control. The editing is disabled (S407).

  On the other hand, if it is determined in step S403 that the operator does not have the authority to refer to the tag data (there is nothing to have) (No in S403), the tag control device C2100 does not display the tag control of the tag data. (S408).

  In this case (when the sticky note operation mode is editable), the operator of the form screen can check all sticky notes included in the form data that have the reference authority, and in addition, edit those that have the edit authority. Can be deleted, and a new tag can be added. The tag can be displayed and edited only for the operator intended by the tag creator.

  Hereinafter, with reference to FIG. 11, the process for manager shown in step S706 of FIG. 6 will be described.

  FIG. 11 is a flowchart showing an example of the seventh control processing procedure according to the present invention. In the process for the administrator (the process when the screen definition tag operation mode is for the administrator) shown in step S706 of FIG. Correspond. Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  First, the tag control apparatus C2100 of the client C1100 sets the tag addition function to be valid on the form screen C300 (S501).

  Next, the sticky note control apparatus C2100 displays the sticky note control for all the sticky note data regardless of the reference authority for each sticky note data (S502).

  Next, the sticky note control apparatus C2100 sets all the sticky note controls to be editable regardless of the editing authority of each sticky note data (S503).

  In this case (when the tag operation mode is for the administrator), the operator of the form screen can refer to and edit all the tags regardless of the authority setting of each tag. This authority setting is useful when the contents of form data are confirmed and corrected by management authority.

  Hereinafter, with reference to FIG. 12, it is determined whether or not the screen operator shown in step S203 of FIG. 8, S303 of FIG. 9, S403, and S405 of FIG. explain.

  FIG. 12 is a flowchart showing an example of the eighth control processing procedure in the present invention. The screen operator shown in step S203 of FIG. 8, S303 of FIG. 9, S403, and S405 of FIG. / Corresponds to the determination processing of whether or not to have editing authority. Note that the processing of this flowchart is executed by the tag control device C2100 of the client C1100 shown in FIG. That is, it is realized by the CPU 201 of the client C 1100 loading a program stored in the external memory 211 into the RAM 202 and executing it.

  In the processing of this flowchart, the tag control device C2100 of the client C1100 makes a determination according to each authority type of the security information C503 of the tag data C102.

  First, the sticky note control apparatus C2100 determines whether or not the authority type (reference permission type T121 / edit permission type T131) is “all users” (S601), and if it is determined that it is “all users”. (Yes in S601), the sticky note control apparatus C2100 has the authority (reference authority / edit authority) regardless of the form screen operator (S605).

  On the other hand, when it is determined in step S601 that the authority type is not “all users” (No in S601), the sticky note control apparatus C2100 determines whether or not the form screen operator matches the creator of the sticky note data. (S602).

  If it is determined in step S602 that the form screen operator matches the creator of the tag data (Yes in S602), it is assumed that the form screen operator has the authority (S605).

On the other hand, when it is determined in step S602 that the form screen operator does not match the creator of the tag data (No in S602), the tag control device C2100
It is determined whether or not the authority type of the tag data is “only creator” (S603).

  If it is determined in step S603 that the authority type of the sticky note data is “only creator” (Yes in S602), the sticky note control apparatus C2100 assumes that the form screen operator does not have the authority (S606). .

  On the other hand, if it is determined in step S603 that the authority type of the sticky note data is not “creator only” (No in S603), the authority types are “creator” and “designated user”, so the sticky note control apparatus C2100 Determines whether or not the form screen operator is included in the designated user information (T122 to T124 / T132 to T134) of the security information C503 of the tag data C102 (S604).

  In step S604, if it is determined that the designated user information in the security information C503 of the sticky note data C102 includes the form screen operator (Yes in S604), the sticky note control apparatus C2100 prompts the form screen operator. It is assumed that the authority is present (S605).

  On the other hand, if it is determined in step S604 that the designated user information of the security information C503 of the sticky note data C102 does not include the form screen operator (No in S604), the sticky note control apparatus C2100 performs the form screen operation. It is assumed that the person does not have the authority (S606).

  As described above, it is determined whether the screen operator has the authority to refer / edit each tag data.

  Although not shown in the flowcharts, the sticky note control apparatus C200 visually determines whether or not the sticky note control (C303, S306) displayed on the form screen C300 is editable based on the color or style of the sticky note control. It is assumed that the display form of the sticky note control (color, style, etc. of the sticky note control) is changed and controlled according to whether editing is possible.

  FIG. 13 shows the presence / absence of edit / reference authority for each tag of each operator T420 in accordance with the tag screen definition tag operation mode T410 (the tag operation mode C401 shown in FIG. 4) and each tag edit / reference authority setting T430. And a list of presence / absence of a new tag creation authority. In the figure, “◯” indicates that there is an authority, and “×” indicates that there is no authority.

  It should be noted that the fields for all of T431 and T432 are default edit / reference authority settings, and the edit / reference authority is determined by the operation mode.

  Hereinafter, with reference to FIG. 14 to FIG. 20, the sticky note data in which various authority settings are set according to the purpose is switched by the sticky note control device C200 according to the sticky note operation mode of the form screen and the operator. A controlled example will be specifically shown.

  FIG. 14 is a diagram illustrating an example of a state where the sticky note creator has pasted six sticky notes to the form data C100 on the creator screen.

  As shown in FIG. 14, six sticky notes, memo 1 (F101) to memo 6 (F106), are pasted on the form data C100.

  FIG. 15 is a diagram showing an example of security information C503 of each tag (memo 1 to memo 6) pasted to the form data C100 in FIG.

  In FIG. 15, T301 to T306 are security information corresponding to the respective sticky notes (memo 1 to memo 6) shown in FIG.

  FIG. 16 is a diagram illustrating an example of a tag operation mode C401 of each form screen definition C400.

  In FIG. 16, T201 indicates a sticky note operation mode of the “creator form” screen, and is set to “editable”.

  T202 indicates a sticky note operation mode of the “circulation form” screen, and is set to “displayable”.

  Further, T203 indicates a sticky note operation mode of the “accounting form” screen, and is set to “editable”.

  T204 indicates a sticky note operation mode on the “operator form” screen, and is set to “non-display”.

  Here, sticky notes (memo 1 to memo 6) will be described with reference to FIGS.

  As shown in FIG. 14, it is assumed that the creator has pasted and saved the following six memos as tag in the “Creator Form” (T201).

  Memo 1 (F101) is the creator's personal memorandum, and only the creator is set for both the reference authority type / edit authority type (T301).

  Memo 2 (F102) is a message addressed to the user XX who is a member of the sales department 1, with "author and designated user" set as the reference authority type / edit authority type, and the user XX of the specified user information. An ID is set (T302).

  Memo 3 (F103) is a notification item addressed to the leaders (several) of the sales section 1, the creator and the designated user are set as the reference authority type, and the department ID of the sales department 1 and the leader are indicated in the designated user information. Set the roll ID. Only the creator has the editing authority (T303).

  Memo 4 (F104) is a transmission item addressed to the accountant. The creator and the designated user are set for both reference and editing authority, and the role ID indicating the accountant is designated in the designated user information (T104).

  Memo 5 (F105) is a matter to be transmitted to all parties concerned of the form data, and designates the reference authority to all users and the editing authority to only the creator (T305).

  Memo 6 (F106) is a notification item addressed to all members of the first sales section. The creator and designated user are set as the reference authority type, and the department ID of the first sales section is set as the designated user information. Only the creator has the editing authority (T303).

  Hereinafter, the display state for each user when displaying the form data created and stored in FIG. 14 will be specifically described with reference to FIGS.

  FIG. 17 is a diagram showing the state of each tag when the form data created and stored in FIG. 14 is displayed on the circulation form (T202) by the leader of the sales department (not user XX).

  The state of each tag data (memo 1 to memo 6) is as follows.

  Note 1 (F401) is not displayed because it does not correspond to the creator.

  Note 2 (F402) is not displayed because it is neither a creator nor a designated user.

  Memo 3 (F403) is displayed because it corresponds to “Sales Section 1” and “Leader” of the designated user information. As for editing, since the operation mode of the circulation form is designated as displayable (T201), and the editing authority of the memo 3 is designated only by the creator, it has no authority.

  Note 4 (F404) is not displayed because it is neither a creator nor a designated user.

  Note 5 (F405) is displayed because all users have reference authority.

  Memo 6 (F406) is displayed because it corresponds to “Sales Section 1” of the designated user information.

  FIG. 18 is a diagram showing the state of each sticky note when the form data stored in FIG. 14 is displayed on the circulation form (T202) by the user XX who is a member of the sales department (not a leader). is there.

  The state of each tag data (memo 1 to memo 6) is as follows.

  Note 1 (F401) is not displayed because it does not correspond to the creator.

Memo 2 (F402) is displayed because it corresponds to “user XX” of the designated user information. Regarding editing, although it corresponds to the user who designates the editing authority of the memo 2, it is not authorized because the operation mode of the circulation form is specified to be displayable. (If the tag operation mode on the display screen is editable, the user can check the memo 2 and then remove it)
Note 3 (F403) is not displayed because it corresponds to “Sales Section 1” of the designated user information but does not correspond to “Reader”.

  Note 4 (F404) is not displayed because it is neither a creator nor a designated user.

  Note 5 (F405) is displayed because all users have reference authority.

  Memo 6 (F406) is displayed because it corresponds to “Sales Section 1” of the designated user information.

  FIG. 19 is a diagram showing the state of each tag when the accounting person displays the form data stored in FIG. 14 on the accounting form (T203).

  The state of each tag data (memo 1 to memo 6) is as follows.

  Note 1 (F401) is not displayed because it does not correspond to the creator.

  Note 2 (F402) is not displayed because it is neither a creator nor a designated user.

  Note 3 (F403) is not displayed because it does not correspond to the creator or the designated user.

  Memo 4 (F404) is displayed because it corresponds to “accounting manager” of the designated user information. The sticky note operation mode of the accounting form is editable (T203) and corresponds to the designated user information of the editing authority of the memo 4, so the memo 4 is in an editable state.

  Note 5 (F405) is displayed because all users have reference authority.

  Note 6 (F406) is not displayed because it does not correspond to the creator or the designated user.

  FIG. 20 is a diagram showing the state of each tag when the input operator displays the form data stored in FIG. 14 on the operator form (T204). Here, the operator refers to a person outside the company, such as an input operator, and corresponds to a user who does not want to refer to any information other than the form data text.

  The state of each tag data (memo 1 to memo 6) is as follows.

  Note 1 (F401) is not displayed because it does not correspond to the creator.

  Note 2 (F402) is not displayed because it is neither a creator nor a designated user.

  Note 3 (F403) is not displayed because it does not correspond to the creator or the designated user.

  Note 4 (F404) is not displayed because it is neither a creator nor a designated user.

  Memo 5 (F405) is not displayed because reference authority is set for all users, but the tag form operation mode of the operator form is set to non-display (T204).

  Note 6 (F406) is not displayed because it does not correspond to the creator or the designated user.

  In other words, for example, even when an operator or other person outside the company is in charge of input processing and does not want to refer to any information other than the form data text, the “Hide” authority can be set on the operator's screen. For example, even if the creator of each sticky note uses “everyone” as the reference authority, the display can be prevented.

  Although the case where a plurality of sticky notes are pasted has been described so far, the present invention may be implemented with respect to a single sticky note.

  As described above, according to the present embodiment, in accordance with the use of each electronic sticky note used in the workflow system, the state of the form data, and each process in charge in the flow, reference to the sticky note, display authority, editing The authority can be controlled, the security regarding the description content of the tag can be strengthened, and the application of the electronic tag can be expanded.

  It should be noted that the configuration and contents of the various data described above are not limited to this, and it goes without saying that the various data and configurations are configured according to the application and purpose.

  Although one embodiment has been described above, the present invention can take an embodiment as, for example, a system, apparatus, method, program, or recording medium, and specifically includes a plurality of devices. The present invention may be applied to a system including a single device.

  In the above embodiment, the case where the present invention is applied to the workflow system that displays the form data to be circulated on the screen form selected according to the workflow process of the form data has been described. However, the present invention is limited to the workflow system. is not. The present invention can be applied to a form system that displays form data in a screen form selected according to the state.

  As described above, the present invention has the following configuration. A user who pastes a tag can set reference authority and edit authority according to the usage. In addition, the operation mode for the tag can be set at the time of designing the screen form to be pasted (screen definition information). Further, the sticky note display state is controlled based on the operation mode set in the screen form and the security information of each sticky note data of the form data.

  With such a configuration, it is possible to realize security regarding the state of each form data (workflow process, etc.), the display state according to the authority of the operator, and the editing authority in the electronic sticky note used in the workflow system.

  Accordingly, it is possible to set fine security according to the state of the form data and the authority of the operator for the electronic sticky note in the electronic form system.

  The configuration of a data processing program that can be read by the client C 1100 (computer) according to the present invention will be described below with reference to the memory map shown in FIG.

  FIG. 21 is a diagram for explaining a memory map of a recording medium (storage medium) storing various data processing programs readable by the client C1100 (computer) according to the present invention.

  Although not specifically illustrated, information for managing a program group stored in the recording medium, for example, version information, creator, etc. is also stored, and information depending on the OS on the program reading side, for example, a program is identified. An icon to be displayed may also be stored.

  Further, data depending on various programs is also managed in the directory. In addition, when a program or data to be installed is compressed, a program to be decompressed may be stored.

  4, 5, 6, 7, 8, 9, 10, 11, and 12 in the present embodiment are performed by the host computer by a program installed from the outside. May be. In this case, the present invention is applied even when an information group including a program is supplied to the output device from a recording medium such as a CD-ROM, a flash memory, or an FD, or from an external recording medium via a network. Is.

  As described above, a recording medium that records the program code of software that implements the functions of the above-described embodiments is supplied to a system or apparatus, and the computer (or CPU or MPU) of the system or apparatus It goes without saying that the object of the present invention can also be achieved by reading and executing the program code stored in the recording medium.

  In this case, the program code itself read from the recording medium realizes the novel function of the present invention, and the recording medium storing the program code constitutes the present invention.

  Examples of the recording medium for supplying the program code include a flexible disk, a hard disk, an optical disk, a magneto-optical disk, a CD-ROM, a CD-R, a DVD-ROM, a magnetic tape, and a non-volatile memory card. ROM, EEPROM, silicon disk, etc. can be used.

  Further, by executing the program code read out by the computer, not only the functions of the above-described embodiments are realized, but also the computer is operated on the basis of the instruction of the program code. It goes without saying that the OS (operating system) or the like performs part or all of the actual processing and the functions of the above-described embodiments are realized by the processing.

  Furthermore, after the program code read from the recording medium is written to the memory provided in the function expansion board inserted into the computer or the function expansion unit connected to the computer, the program code is read out. -A case where the CPU of the function expansion board or function expansion unit performs part or all of the actual processing based on the instruction of the function and the functions of the above-described embodiments are realized by the processing. Needless to say.

  Further, the present invention may be applied to a system composed of a plurality of devices or an apparatus composed of a single device. Needless to say, the present invention can be applied to a case where the present invention is achieved by supplying a program to a system or apparatus. In this case, by reading the recording medium storing the program represented by the software for achieving the present invention into the system or apparatus, the system or apparatus can enjoy the effects of the present invention. .

  Furthermore, by reading and reading a program represented by software for achieving the present invention from a server, database, etc. on a network using a communication program, the system or apparatus can enjoy the effects of the present invention. It becomes possible to do.

  In addition, all the structures which combined each embodiment mentioned above and its modification are also included in this invention.

1 is a system configuration diagram illustrating an overall configuration of a system according to an embodiment of the present invention. FIG. 2 is a block diagram illustrating an example of a hardware configuration of a form system flow server C1200 and a client C1100 illustrated in FIG. 1. It is the figure which showed the structure of the client C1100 after receiving form data and a display screen definition from the form system server C1200. It is a figure which shows an example of a structure of the security information C503 hold | maintained at each tag data C102. It is a flowchart which shows an example of the 1st control processing procedure in this invention. It is a flowchart which shows an example of the 2nd control processing procedure in this invention. It is a flowchart which shows an example of the 3rd control processing procedure in this invention. It is a flowchart which shows an example of the 4th control processing procedure in this invention. It is a flowchart which shows an example of the 5th control processing procedure in this invention. It is a flowchart which shows an example of the 6th control processing procedure in this invention. It is a flowchart which shows an example of the 7th control processing procedure in this invention. It is a flowchart which shows an example of the 8th control processing procedure in this invention. FIG. 11 is a table listing the presence / absence of editing / reference authority for each tag and the presence / absence of new tag creation authority according to each operator T420 according to the tag screen operation mode T410 of the form screen definition and each tag editing / reference authority setting T430. . It is a figure which shows an example of the state which the sticky note creator stuck the six sticky notes on the form data C100 on the creator screen. It is a figure which shows an example of the security information C503 of each tag (memo 1 to memo 6) affixed on the form data C100 in FIG. It is a figure which shows an example of the tag operation mode C401 of each form screen definition C400. It is the figure which showed the state of each tag when the form data created and stored in FIG. 14 is displayed on the circulation form (T202) by the reader (not user XX) of the sales department. It is the figure which showed the state of each tag when the user XX who is a member (not a leader) of the sales section 1 displayed the form data stored in FIG. 14 on the circulation form (T202). It is the figure which showed the state of each sticky note when the accounting person displayed the form data preserve | saved in FIG. 14 on the accounting form (T203). It is the figure which showed the state of each tag when an input operator displays the form data preserve | saved in FIG. 14 on operator form (T204). It is a figure explaining the memory map of the recording medium (storage medium) which stores the various data processing program which can be read with the client C1100 (computer) concerning this invention concerning this invention.

Explanation of symbols

C1100 client C1200 form system server C1210 form data DB
C1220 route information DB
C1230 User information DB
C1240 Screen definition information DB
C100 Form data C102 Sticky data C200 Sticky control device C300 Form screen C303, C306 Sticky control C400 Form screen definition C501 Contents C502 Attribute information C503 Security information C504 Paste information T110 Creator information T120 Reference authority information T121 Reference permission type T122 Reference user ID
T123 Reference department ID
T124 Reference role ID
T130 Editing authority information T131 Reference permission type T132 Reference user ID
T133 Reference department ID
T134 Reference role ID

Claims (12)

In a workflow system that can display one form data by switching multiple screen forms corresponding to multiple workflow processes ,
Sticky note data creating means for creating sticky note data in which security information is set according to an operator who operates the form data displayed on the screen form ;
Sticky note data adding means capable of adding the sticky note data created by the sticky note data creating means to the form data;
When displaying the form data in any one of the screen forms, whether or not the sticky data added to the form data is to be displayed on the screen form is determined in advance for the sticky data set for each screen form. First determination means for determining based on the state;
Second determination means for determining an operation authority for the tag data added to the form data by an operator of the screen form according to the security information set in the tag data;
The first determination unit determines that the sticky note data should be displayed, and the second determination unit determines that the operator of the screen form has an operation authority for the sticky note data added to the form data. Control means for controlling the display state to display the sticky note data ,
A workflow system characterized by comprising: The operation state of the sticky note data set in each screen form indicates at least information on whether or not the sticky note data can be displayed and edited,
The first determination means determines that the tag data should be displayed when an operation state of the tag data set in the screen form indicates displayable or editable. Item 2. The workflow system according to item 1. In the security information, at least reference authority and edit authority for the tag data of the operator who operates the form data are set,
The second determination means determines whether or not there is a reference authority and an edit authority for the sticky note data by an operator of the screen form according to the authority set in the security information,
The workflow system according to claim 1, wherein the control unit controls the authority to the displayed tag data according to the reference authority and the editing authority determined by the second determination unit. . Wherein, the screen form the set in the operation state of the tag data is displayed in the tag data, additional, if it is the first operation state to be edited together not permitted, to each of the sticky note data regardless of the setting security information and the operator, the display of the tag data, add new tag data, the control so as to not allow editing of the tag data, according to claim 1, wherein the The workflow system according to any one of the above. When the operation state of the sticky note data set in the screen form is a second operation state having administrator authority, the control means sets the security information and the operator set in the sticky note data, respectively. regardless, add new tag data, workflow system according to any one of claims 1 to 4 wherein the display of the tag data and controls so as to allow editing of the tag data, and wherein the.   The sticky note data adding means is capable of setting security information that gives reference authority or edit authority for the sticky note data when the operator is the creator of the sticky note data or an operator designated by the creator. The workflow system according to any one of claims 1 to 5. The sticky note data adding means can paste a plurality of sticky note data on one screen form,
The control means displays the first tag data determined to be displayable among the plurality of tag data, and does not display the second tag data determined to be undisplayable. The workflow system according to claim 1, wherein the workflow system is controlled as follows.   8. The workflow system according to claim 2, wherein the control unit performs control so as to change a display form of the tag data according to whether or not the tag data is editable. In an information processing apparatus that controls display of the form data in a workflow system that can display a single form data by switching a plurality of screen forms respectively corresponding to a plurality of workflow steps ,
Sticky note data creating means for creating sticky note data in which security information is set according to an operator who operates the form data displayed on the screen form ;
A sticky note data adding means capable of adding the sticky note data to the form data;
When displaying the form data in any one of the screen forms, whether or not the sticky data added to the form data is to be displayed on the screen form is determined in advance for the sticky data set for each screen form. First determination means for determining based on the state;
Second determination means for determining an operation authority for the tag data added to the form data by an operator of the screen form according to the security information set in the tag data;
The first determination unit determines that the sticky note data should be displayed, and the second determination unit determines that the operator of the screen form has an operation authority for the sticky note data added to the form data. Control means for controlling the display state to display the sticky note data ,
An information processing apparatus comprising: In a workflow system control method that can display a single form data by switching a plurality of screen forms respectively corresponding to a plurality of workflow processes ,
A computer that controls the workflow system creates sticky note data creating step for creating sticky note data in which security information is set according to an operator who operates the form data displayed on the screen form ;
A computer that controls the workflow system, a sticky note data adding step capable of adding the sticky note data created in the sticky note data creating step to the form data;
When the computer that controls the workflow system displays the form data on any one of the screen forms, whether or not the tag data added to the form data should be displayed on the screen form in advance for each screen form. A first determination step of determining based on the operation state of the sticky note data set in
A second determination step in which the computer that controls the workflow system determines the operation authority for the tag data added to the form data by the operator of the screen form according to the security information set in the tag data;
The computer that controls the workflow system determines that the tag data should be displayed in the first determination step, and the tag added to the form data by the operator of the screen form in the second determination step A control step of controlling a display state to display the sticky note data when it is determined that the user has an operation authority for the data ;
A method for controlling a workflow system, comprising: A computer that controls a workflow system that can display one form data by switching a plurality of screen forms respectively corresponding to a plurality of workflow processes .
Sticky note data creating means for creating sticky note data in which security information is set according to an operator who operates the form data displayed on the screen form ;
Sticky note data adding means capable of adding the sticky note data created by the sticky note data creating means to the form data;
When displaying the form data in any one of the screen forms, whether or not the sticky data added to the form data is to be displayed on the screen form is determined in advance for the sticky data set for each screen form. First determination means for determining based on the state;
Second determination means for determining an operation authority for the tag data added to the form data by the operator of the screen form according to the security information set in the tag data;
The first determination unit determines that the sticky note data should be displayed, and the second determination unit determines that the operator of the screen form has an operation authority for the sticky note data added to the form data. Control means for controlling the display state to display the sticky note data ,
Program to function as.   The recording medium which recorded the program of Claim 11 so that computer reading was possible.

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