Requirement analysis and design thinking of Web Form development service in Process management

In process management applications, the form design tools provided by BPM products are primarily for developers. Some Office System products provide form design tools, limited by their own platform, can not be used in large-scale custom applications. Through the analysis of user needs, this paper puts forward the design idea of Web Form development service.

First, demand analysis

Nowadays, under the impetus of innovation and reform social environment, the change of management demand of office management system is the norm, how to make information system respond to the demand of supporting management rapidly, has become a headache for the information construction and operation and maintenance personnel. Especially in some large enterprises and institutions, rapid support needs more prominent. But the original information system is difficult to adapt to such demand, must take the innovative way to solve these needs, adapt to the future development needs.

This article focuses on the form part of the process management, and the workflow is not discussed in this article.

The requirements of the form are mainly embodied in the approval form in the process, the business carrying document in the process management, the data sensitivity is low, and the transactional and information transfer is the core.

1. Approval Order classification

(1) Single table: refers to the approval of the single, the data are basically unique, only the approval of comments and attachments are multi-line records;

(2) Master-slave table: refers to the approval of the list, some of the data is multi-line, such as detail items.

2. Composition of Approval order

(1) Function button area: The area where the business Approval function button is placed, the button can be divided into three types: process-specific, business-specific, mixed functions;

(2) Special function area: used for personalized business, function of Process function button, drop-down list, etc.

(3) Business form area: The area where the specific business documents are placed, the document class business can hide this part content;

(4) Approval opinion area: is the area that can set up the Cheng, used to display the approval opinion, for the document class business, directly displays the personalized approval order.

Second, the Web Form development Service Design idea

In order to meet the above requirements, the system needs to provide Web Form development services to meet the needs of developers, operators, system administrators and users in the system.

1. Development platform

Development platform is mainly for system developers, for system construction, as well as upgrading, transformation. This development platform is actually the BPM product native function, and integrates the user information, the database and so on development necessary components, the resources, supports the developer to use. After the system is built, this platform is more to develop the development environment for the new business (the requirement that the system's existing functions cannot be satisfied).

2. Operation and Maintenance development platform

Reference: General process application Approval list design ideas (i)

Operation and maintenance development platform is mainly for operation and maintenance developers, that is, the development capability of the operation and maintenance personnel, on the basis of a limited system function framework, self-drawing personalized forms, other use of the system to provide functionality, and the form of data items configuration management. For example, managing the name, data type, and length of each data item, defining keywords, and so on, is designed to provide an operational development platform in two ways:

(1) Encapsulation of the native development platform

Drawing forms on the development platform, using encapsulation features (e.g. xform form-to-HTML form) to form documents, embedded in the approval sheet framework.

(2) Use of third-party form design software

Use third-party form design software to design forms, form standard HTML documents, and embed them in the approval sheet framework.

3. Process application Reuse (template) management platform

Process application multiplexing management platform is mainly for operation and maintenance personnel and system administrators, this feature is also used as a template.

When there is a new business requirement, after the demand analysis, through the comparison with the system's existing template, if it is similar to a template, then directly inherit the template, and through a simple personalized configuration to generate new business. Among them, the simple personalization features are as follows:

(1) The form name can be configured;

(2) Form data item configuration, including configuration data item name, data Xiang Xianying, data validation configuration, etc.

Third, the software technical requirements

1, the form database storage uses the document database MongoDB, the form configuration uses the relational database;

2, usually, the new business is through the configuration, the background does not write code, do not build a table;

3, the form definition carries on the whole life cycle management;

4, support multi-tenant cloud computing requirements;

5, forms through the form configuration function, provide external data export interface, can be used for statistical analysis of the needs of the use.

See also: Development process approval framework based on PAAs platform Interface Design (draft) January 2014 Sho Yongwei

An issue from the rationale for analyzing approval flow form configuration features February 2014 Sho Yongwei

Requirement analysis and design thinking of Web Form development service in Process management