System to manage document workflows
Example embodiments relate to a network-based workflow system, employed for receiving workflows, defining one or more data-object types based on the workflows, generating data-objects, assigning a workflow from among the one or more workflows to the data-object, and managing the data-object through various states of based on the workflow. As discussed, a “workflow” refers to orchestrated and repeatable patterns enabled by a systematic organization of resources into processes that transform and modify presentations of data-objects based on corresponding data-object states. A workflow may therefore comprise a set of states, wherein each state is linked to another state by one or more transitions, and wherein the transitions are associated with a set of events which may occur at each state.
1. A system comprising:
one or more computer processors;
one or more computer memories;
a set of instructions incorporated into the one or more computer memories, the set of instructions configuring the one or more computer processors to perform operations, the operations comprising:
receiving a workflow definition at a server;
receiving a set of data-object types to assign a workflow in the workflow definition;
based on a receiving of a generation request for a data-object, generating a presentation of a graphical user interface at a client device that includes a display of one or more user selectable options from among a plurality of user selectable options, the one or more user selectable options including one or more fields for receiving a user input, the user input comprising a payload file for the data-object;
generating the data-object based on the received payload file;
assigning a data-object state to the data-object based at least in part on the received payload file, the data-object state being a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state, the first data-object state being associated with a first set of actions performable to the data-object, the second data-object state being associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions; and
altering, based at least in part on the assigned data-object state, the presentation of the graphical user interface to include the data-object.
2. The system of claim 1 , wherein the operations further comprise:
receiving access criteria of the data-object; and
wherein the altering of the presentation is based on the access criteria.
3. The system of claim 2 , wherein the access criteria includes at least a user attribute of a user associated with the client device; and
wherein the operations further comprise determining a set of user actions based on the user attribute and the assigned data-object state, wherein the set of user actions is a subset of the set of first actions.
4. The system of claim 2 , wherein the access criteria includes one or more device attributes associated with the client device.
5. The system of claim 4 , wherein the altering of the presentation includes selecting a portion of the one or more user selectable options for including in the display based on the access criteria.
6. The system of claim 1 , wherein the one or more user selectable options are based on a data-object type selected from the set of data object types.
7. The system of claim 6 , wherein the payload file for the data-object is of the selected data-object type.
8. A method comprising:
receiving a workflow definition at a server;
receiving a set of data-object types to assign a workflow in the workflow definition assigning the workflow definition to a data-object type in response to the receiving the workflow definition;
based on a receiving of a generation request for a data-object, generating a presentation of a graphical user interface at a client device that includes a display of one or more user selectable options from among a plurality of user selectable options, the one or more user selectable options including one or more fields for receiving a user input, the user input comprising a payload file for the data-object;
receiving a set of data-object types to assign a workflow in the workflow definition;
generating the data-object based on the received payload file;
assigning a data-object state to the data-object based at least in part on the received payload file, the data-object state being a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state, the first data-object state being associated with a first set of actions performable to the data-object, the second data-object state being associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions; and
altering, based at least in part on the assigned data-object state, the presentation of the graphical user interface to include the data-object.
9. The method of claim 8 , further comprising:
receiving access criteria of the data-object; and
wherein the altering of the presentation is based on the access criteria.
10. The method of claim 9 , wherein the access criteria includes at least a user attribute of a user associated with the client device; and
wherein the method further comprises determining a set of user actions based on the user attribute and the assigned data-object state, wherein the set of user actions is a subset of the set of first actions.
11. The method of claim 9 , wherein the access criteria includes one or more device attributes associated with the client device.
12. The method of claim 11 , wherein the altering of the presentation includes selecting a portion of the one or more user selectable options for including in the display based on the access criteria.
13. The method of claim 8 , wherein the one or more user selectable options are based on a data-object type selected from the set of data object types.
14. The method of claim 13 , wherein the payload file for the data-object is of the selected data-object type.
15. A non-transitory computer-readable storage medium comprising a set of instructions that, when executed by one or more computer processors, causes the one or more computer processors to perform operations comprising:
receiving a workflow definition at a server;
receiving a set of data-object types to assign a workflow in the workflow definition;
based on a receiving of a generation request for a data-object, generating a presentation of a graphical user interface at a client device that includes a display of one or more user selectable options from among a plurality of user selectable options, the one or more user selectable options including one or more fields for receiving a user input, the user input comprising a payload file for the data-object;
generating the data-object based on the received payload file;
assigning a data-object state to the data-object based at least in part on the received payload file, the data-object state being a first data-object state of a plurality of data-object states, the plurality of data-object states further including a second data-object state, the first data-object state being associated with a first set of actions performable to the data-object, the second data-object state being associated with a second set of actions performable to the data-object, the first set of actions being different from the second set of actions; and
altering, based at least in part on the assigned data-object state, the presentation of the graphical user interface to include the data-object.
16. The non-transitory computer-readable storage medium of claim 15 , wherein the operations further comprise:
receiving access criteria of the data-object; and
wherein the altering of the presentation is based on the access criteria.
17. The non-transitory computer-readable storage medium of claim 16 ,
wherein the access criteria includes at least a user attribute of a user associated with the client device; and
wherein the operations further comprise determining a set of user actions based on the user attribute and the assigned data-object state, wherein the set of user actions is a subset of the set of first actions.
18. The non-transitory computer-readable storage medium of claim 16 , wherein the access criteria includes one or more device attributes associated with the client device.
19. The non-transitory computer-readable storage medium of claim 15 , wherein the one or more user selectable options are based on a data-object type selected from the set of data object types.
20. The non-transitory computer-readable storage medium of claim 19 , wherein the payload file for the data-object is of the selected data-object type.