Business designer
The present disclosure provides systems and methods for a synergetic, multi-interface workflow designer: a visual tool that enables the design, building, and use of high-level processes and standard configuration workflows among multiple users with varying technical capabilities on multiple systems. For example, it enables a line of business user to design and create a high-level process on a first designer interface. The process and its data are received by a second designer interface, which translates the process and data into a standard configuration workflow. A workflow designer may access the second designer interface to create, refine, and finalize the standard configuration workflow based on the data from the first designer interface.
1. A system, comprising:
a designer interface comprising a first graphical display canvas and a second graphical display canvas; and
at least one processor configured to:
receive data inputted into the first graphical display canvas;
configure the received data into a standard configuration for the purpose of rendering the received data into a standard-configuration workflow, wherein the standard configuration comprises an underlying structure enabling the received data to be organized into and function as a workflow;
render the received data into a standard-configuration workflow according to the configured standard configuration;
display the standard-configuration workflow on the second graphical display canvas;
receive data inputted into the second graphical display canvas, wherein the data inputted into the second graphical display canvas comprises modifying the standard configuration of the standard-configuration workflow;
configure the data inputted into the second graphical display canvas into a process configuration, wherein the process configuration comprises an underlying structure enabling the data inputted into the second graphical display canvas to be organized into and function as a high-level process, wherein the high-level process is a map representation of one or both of the standard-configuration workflow and the modified standard-configuration workflow;
render the data inputted into the second graphical display canvas into a process configuration according to the configured process configuration; and
display the process configuration on the first graphical display canvas.
2. The system of claim 1 , wherein one or both of the first graphical display canvas and the second graphical display canvas comprises one or more of a building tool, wherein the building tool is an option for changing functionality of the standard-configuration workflow and comprises one or more of: an express-approval option, a send-an-email option, an assign-a-task option, a get-info-from option, a put-info-in option, a manage-a-file option, a make-a-decision option, an add-a-comment option, a request-an-approval option, a logic-and-flow option, a notification option, an invitation-to-edit option, an integration option, a tracking-log option, an application option.
3. The system of claim 1 , wherein the second designer interface comprises a toggle option for toggling between the display of the standard configuration workflow and the display of the process configuration.
4. The system of claim 1 , wherein the at least one processor is further configured to:
display an overlay tool menu on one or both of the first graphical display canvas and the second graphical display canvas, wherein the overlay tool menu comprises one or more overlay options; and
display the one or more overlay options over one or more of: the standard-configuration workflow, the modified standard-configuration workflow, and the process configuration.
5. A method, comprising:
receiving data inputted into a first graphical display canvas of a designer interface;
configuring the received data into a standard configuration for the purpose of rendering the received data into a standard-configuration workflow, wherein the standard configuration comprises an underlying structure enabling the received data to be organized into and function as a workflow;
rendering the received data into a standard-configuration workflow according to the configured standard configuration;
displaying the standard-configuration workflow on a second graphical display canvas of the designer interface:
receiving data inputted into the second graphical display canvas, wherein the data inputted into the second graphical display canvas comprises modifying the standard configuration of the standard-configuration workflow;
configuring the data inputted into the second graphical display canvas into a process configuration, wherein the process configuration comprises an underlying structure enabling the data inputted into the second graphical display canvas to be organized into and function as a high-level process, wherein the high-level process is a map representation of one or both of the standard-configuration workflow and the modified standard-configuration workflow;
rendering the data inputted into the second graphical display canvas into a process configuration according to the configured process configuration; and
displaying the process configuration on the first graphical display canvas.
6. The method of claim 1 , wherein one or both of the first graphical display canvas and the second graphical display canvas comprises one or more of a building tool, wherein the building tool is an option for changing functionality of the standard-configuration workflow and comprises one or more of: an express-approval option, a send-an-email option, an assign-a-task option, a get-info-from option, a put-info-in option, a manage-a-file option, a make-a-decision option, an add-a-comment option, a request-an-approval option, a logic-and-flow option, a notification option, an invitation-to-edit option, an integration option, a tracking-log option, an application option.
7. The method of claim 1 , wherein the second designer interface comprises a toggle option for toggling between the display of the standard configuration workflow and the display of the process configuration.
8. The method of claim 1 , further comprising:
displaying an overlay tool menu on one or both of the first graphical display canvas and the second graphical display canvas, wherein the overlay tool menu comprises one or more overlay options; and
displaying the one or more overlay options over one or more of: the standard-configuration workflow, the modified standard-configuration workflow, and the process configuration.
9. A non-transitory machine-readable medium comprising instructions that when executed by a data processing device, cause the data processing device to:
receive data inputted into the first graphical display canvas;
configure the received data into a standard configuration for the purpose of rendering the received data into a standard-configuration workflow, wherein the standard configuration comprises an underlying structure enabling the received data to be organized into and function as a workflow;
render the received data into a standard-configuration workflow according to the configured standard configuration;
display the standard-configuration workflow on the second graphical display canvas;
receive data inputted into the second graphical display canvas, wherein the data inputted into the second graphical display canvas comprises modifying the standard configuration of the standard-configuration workflow;
configure the data inputted into the second graphical display canvas into a process configuration, wherein the process configuration comprises an underlying structure enabling the data inputted into the second graphical display canvas to be organized into and function as a high-level process, wherein the high-level process is a map representation of one or both of the standard-configuration workflow and the modified standard-configuration workflow;
render the data inputted into the second graphical display canvas into a process configuration according to the configured process configuration; and
display the process configuration on the first graphical display canvas.
10. The non-transitory machine-readable medium of claim 1 , wherein one or both of the first graphical display canvas and the second graphical display canvas comprises one or more of a building tool, wherein the building tool is an option for changing functionality of the standard-configuration workflow and comprises one or more of: an express-approval option, a send-an-email option, an assign-a-task option, a get-info-from option, a put-info-in option, a manage-a-file option, a make-a-decision option, an add-a-comment option, a request-an-approval option, a logic-and-flow option, a notification option, an invitation-to-edit option, an integration option, a tracking-log option, an application option.
11. The non-transitory machine-readable medium of claim 1 , wherein the second designer interface comprises a toggle option for toggling between the display of the standard configuration workflow and the display of the process configuration.
12. The non-transitory machine-readable medium of claim 1 , comprising instructions that when executed by a data processing device, cause the data processing device to:
display an overlay tool menu on one or both of the first graphical display canvas and the second graphical display canvas, wherein the overlay tool menu comprises one or more overlay options; and
display the one or more overlay options over one or more of: the standard-configuration workflow, the modified standard-configuration workflow, and the process configuration.