Systems, methods and apparatus for form building
Systems, methods and apparatus are provided for generating electronic transactional documents using a form generating system. The electronic transactional document may be created using a design tool that allows a user to place data entry fields over an image or snap shot of a transactional document. Rules, default values, and attributes associated with the date entry fields may be established as the electronic transactional document is being created.
1. A computer-implemented method, the method comprising:
receiving a snapshot of a form;
converting the snapshot of the form into a form record data structure, wherein converting the snapshot of the form into the form record data structure includes:
for at least one data entry field in the form, creating a set of record elements for the form record data structure comprising an identifier of the at least one data entry field and at least one rule associated with the at least one data entry field; and
storing the set of record elements in the form record data structure separate from the snapshot of the form;
associating the form record data structure with an electronic document type;
receiving a user request to create a new document of the electronic document type;
instantiating the new document, wherein instantiating the new document includes generating a new data entry field of the new document based on an identified at least one record element stored in the form record data structure associated with the electronic document type;
receiving a user input to the new data entry field;
applying, to the user input, the at least one rule associated with the identified at least one record element; and
performing one or more actions based on the application of the at least one rule to the received user input.
2. The computer-implemented method of claim 1 , wherein the snapshot of the form has a file format, wherein the file format is a tagged image file format image, a word processing document, a portable document format file, or a hyper-text markup language file.
3. The computer-implemented method of claim 1 , wherein a record element in the set of record elements further includes an initial value for a respective data entry field.
4. The computer-implemented method of claim 1 , wherein a record element in the set of record elements further includes a field name sub-element, a relative position sub-element, and an initial attribute sub-element.
5. The computer-implemented method of claim 4 , wherein the initial attribute sub-element can include an attribute rule associated with an attribute of the record element.
6. The computer-implemented method of claim 1 , wherein a record element in the set of record elements further includes a time and date stamp element associated with a last update of the record element, an identity element associated with a user who last updated the record element, a log file element associated with one or more changes made to the record element, or any combination thereof.
7. The computer-implemented method of claim 1 , wherein the one or more actions include auto-populating a second data entry field based on the application of the rule, checking the user input against a second value, locking or unlocking a portion of the new document, or checking whether a user is allowed to change a value of the new data entry field.
8. A non-transitory computer-readable medium comprising instructions that, when executed by one or more processors, cause the one or more processors to perform a process, the process comprising:
receiving a snapshot of a form;
converting the snapshot of the form into a form record data structure, wherein converting the snapshot of the form into the form record data structure includes:
for at least one data entry field in the form, creating a set of record elements for the form record data structure comprising an identifier of the at least one data entry field and at least one rule associated with the at least one data entry field; and
storing the set of record elements in the form record data structure separate from the snapshot of the form;
associating the form record data structure with an electronic document type;
receiving a user request to create a new document of the electronic document type;
instantiating the new document, wherein instantiating the new document includes generating a new data entry field of the new document based on an identified at least one record element stored in the form record data structure associated with the electronic document type;
receiving a user input to the new data entry field;
applying, to the user input, the at least one rule associated with the identified at least one record element; and
performing one or more actions based on the application of the at least one rule to the received user input.
9. The non-transitory computer-readable medium of claim 8 , wherein the snapshot of the form has a file format, wherein the file format is a tagged image file format image, a word processing document, a portable document format file, or a hyper-text markup language file.
10. The non-transitory computer-readable medium of claim 8 , wherein a record element in the set of record elements further includes an initial value for a respective data entry field.
11. The non-transitory computer-readable medium of claim 8 wherein a record element in the set of record elements further includes a field name sub-element, a relative position sub-element, and an initial attribute sub-element.
12. The non-transitory computer-readable medium of claim 11 , wherein the initial attribute sub-element can include an attribute rule associated with an attribute of the record element.
13. The non-transitory computer-readable medium of claim 8 , wherein a record element in the set of record elements further includes a time and date stamp element associated with a last update of the record element, an identity element associated with a user who last updated the record element, a log file element associated with one or more changes made to the record element, or any combination thereof.
14. The non-transitory computer-readable medium of claim 8 , wherein the one or more actions include auto-populating a second data entry field based on the application of the rule, checking the user input against a second value, locking or unlocking a portion of the new document, or checking whether a user is allowed to change a value of the new data entry field.
15. A computing system, the computing system comprising:
one or more processors; and
a computer-readable medium comprising instructions that, when executed by the one or more processors, cause the one or more processors to perform a process, the process comprising:
receiving a snapshot of a form;
converting the snapshot of the form into a form record data structure, wherein converting the snapshot of the form into the form record data structure includes:
for at least one data entry field in the form, creating a set of record elements for the form record data structure comprising an identifier of the at least one data entry field and at least one rule associated with the at least one data entry field; and
storing the set of record elements in the form record data structure separate from the snapshot of the form;
associating the form record data structure with an electronic document type;
receiving a user request to create a new document of the electronic document type;
instantiating the new document, wherein instantiating the new document includes generating a new data entry field of the new document based on an identified at least one record element stored in the form record data structure associated with the electronic document type;
receiving a user input to the new data entry field;
applying, to the user input, the at least one rule associated with the identified at least one record element; and
performing one or more actions based on the application of the at least one rule to the received user input.
16. The computing system of claim 15 , wherein the snapshot of the form has a file format, wherein the file format is a tagged image file format image, a word processing document, a portable document format file, or a hyper-text markup language file.
17. The computing system of claim 15 , wherein a record element in the set of record elements further includes an initial value for a respective data entry field.
18. The computing system of claim 15 , wherein a record element in the set of record elements further includes a field name sub-element, a relative position sub-element, and an initial attribute sub-element.
19. The computing system of claim 15 , wherein a record element in the set of record elements further includes a time and date stamp element associated with a last update of the record element, an identity element associated with a user who last updated the record element, a log file element associated with one or more changes made to the record element, or any combination thereof.
20. The computing system of claim 15 , wherein the one or more actions include auto-populating a second data entry field based on the application of the rule, checking the user input against a second value, locking or unlocking a portion of the new document, or checking whether a user is allowed to change a value of the new data entry field.