Form design and data input in which a server provides a repository of form templates that are distributed to multiple form filing client systems

Patent metadata

Field	Value
Publication number	US-10699067-B2
Application number	US-201615176693-A
Country	US
Kind code	B2
Filing date	Jun 8, 2016
Priority date	Jun 8, 2016
Publication date	Jun 30, 2020
Grant date	Jun 30, 2020

Abstract

Methods and systems for form design and data input collection are described. The method at a server system includes receiving a form template in which multiple cells are provided in an array, wherein in the form template a plurality of the cells define formula-based values, and a plurality of the cells include metadata specifying a required format of a cell input. The method includes rendering the form template as a form instance including providing displayable input controls for fields of the form instance based on the cell metadata in corresponding cells of the form template; receiving user inputs into fields in the form instance; and evaluating user inputs to update formula-based values for cells.

First claim

The invention claimed is:

1. A computer-implemented method for form design and data input in which a server provides a repository of form templates for distribution to multiple form filling client systems comprising:
via client software at a form filling client system, accessing an end-user programmable form template stored in a forms engine on a server, wherein the form template includes multiple cells, wherein a plurality of the cells define formula-based values, further wherein a plurality of the cells include metadata determining a functionality of corresponding fields in form instances, wherein the metadata of at least one cell provides that at least one functionality of at least one field in the form instances is dynamically determined after receiving a user input in the form instances, further wherein the functionality includes specifying a required format of a user input in a field in the form instance, defining when a section of the form instance is visible to the user, defining when a section of the form instance is editable by a user input in the form instance, and defining validation rules for fields in the form instance;
via the client software at the form filling client system, converting the accessed form template into a form instance, wherein the form instance is a distributable form format, further wherein the conversion includes translating the metadata for the plurality of cells in the form template into a translated functionality for the corresponding fields in the form instance including defining fields in the form instance with configuration points from the form template that determine when the section of the converted form template is visible in the form instance, defining fields of the form instance with configuration points from the form template to control when the section of the converted form template is editable with a user input in the form instance, and defining a validation input control of a user input in the form instance to ensure the user input is a correct type based on the metadata;
rendering the form instance for display according to the conversion of metadata of the form template, including providing displayable user interface input controls for fields of the form instance, wherein at least one of the translated functionalities is dynamically responsive to a user input in the form instance, further wherein the displayable user interface input controls are displayed based on the cell metadata from the form template and are not displayed in the form template;
receiving, via the client software at the form filling client system, user inputs into fields in the form instance;
evaluating the user inputs by updating formula-based values for cells and by applying the validation rules; and
sending the user inputs and values of formula-based cells to the server for storage in a database, wherein sending the inputs and values does not include sending the form instance or form template, wherein data input via multiple form instances of the form filling client systems is collated in the database and analyzed by the server.

2. The method as claimed in claim 1 , wherein accessing a form template includes receiving a form template from the server.

3. The method as claimed in claim 1 , wherein the form template includes workflow functions, and the method includes evaluating user inputs in the form instance by applying workflow functions.

4. The method as claimed in claim 3 , wherein the workflow functions defined by a form designer input a sequence of activities of a business process using an end-user programming tool, and wherein the workflow functions split the form instance into sections configured for activation and display according to controls input into the form template.

5. The method as claimed in claim 1 , wherein the client software includes a web browser.

6. The method as claimed in claim 1 , wherein the form template is stored in a proprietary file format that is usable by the form filling client systems directly without conversion.

7. The method as claimed in claim 1 , wherein the client software of the form filling client system uses hypertext markup language (HTML) templating by rendering the form instance as an HTML page with appropriate input controls.

8. The method as claimed in claim 1 , the validation rules and metadata having been defined using an end-user programming tool.

9. The method as claimed in claim 1 , wherein the form template includes a plurality of the cells which define formula-based values being dependent on one or both of other cell inputs and inputs imported from another source.

10. A computer-implemented method for form design and data input in which a server provides a repository of form templates for distribution to multiple form filling client systems comprising, at the server:
providing an end-user programmable form template for accessing via client software at a form filling client system, wherein the form template includes multiple cells, wherein a plurality of the cells define formula-based values, further wherein a plurality of the cells include metadata determining a functionality of corresponding fields in form instances, wherein the metadata of at least one cell provides that at least one functionality of at least one field in the form instances is dynamically determined after receiving a user input in the form instances, further wherein the functionality includes specifying a required format of a user input in a field in the form instance, defining when a section of the form instance is visible to the user, defining when a section of the form instance is editable by a user input in the form instance, and defining validation rules for fields in the form instance,
further wherein the form template is configured to be converted into a form instance using the client software at the form filling client system, wherein the form instance is a distributable form format, further wherein the conversion includes translating the metadata for the plurality of cells in the form template into a translated functionality for the corresponding fields in the form instance including defining fields in the form instance with configuration points from the form template that determine when the section of the converted form template is visible in the form instance, defining fields of the form instance with configuration points from the form template to control when the section of the converted form template is editable with a user input in the form instance, and defining a validation input control of a user input in the form instance to ensure the user input is a correct type based on the metadata, and
further wherein the converted form template is configured to be rendered for display as the form instance according to according to the conversion of metadata of the form template, including providing displayable user interface input controls for fields of the form instance, wherein at least one of the translated functionalities is dynamically responsive to a user input in the form instance, further wherein the displayable user interface input controls are displayed based on the cell metadata from the form template and are not displayed in the form template;
receiving, via the client software at the form filling system, user inputs and values of formula-based cells of the form instance, the user inputs received into fields in the form instance rendered by the client software at the form filling client system and evaluated by applying the validation rules at the form filling client system, wherein sending the inputs and values does not include sending the form instance or form template;
storing the user inputs and values of formula-based cells in a database; and
collating and anal

Assignees

• J5 Int Ip Corporation
• Hexagon Technology Ct Gmbh

Inventors

• Hurley Nicholas Vector
• Fraser David Roy
• Hampton Matthew James
• Graham Richard Mark

Classifications

• G06F40/186

  Templates · CPC title

• G06F40/18 Primary

  of spreadsheets (form-filling G06F40/174) · CPC title

• G06F40/174 Primary

  Form filling; Merging · CPC title

• G06F3/04847

  Interaction techniques to control parameter settings, e.g. interaction with sliders or dials · CPC title