Document workflows in a document management system
Through a workflow interface, a document management system enables a user to establish a document workflow. The document workflow establishes a set of document actions for the document management system to perform automatically in response to a request from the user. The user defines the document workflow by selecting from a set of workflow operations and specifying parameters for the selected workflow operation. The user additionally defines an approval workflow operation and a rejection workflow operation that designate document actions in the event that a document is approved or rejected, respectively. The document management system performs at least a portion of the document workflow in an order determined from the workflow interface.
1. A computer-implemented method, comprising:
generating, using at least one processor, a document workflow interface comprising one or more workflow interface elements, each workflow interface element in the one or more workflow interface elements includes a field;
presenting one or more workflow operations in response to a selection of at least one workflow interface element in the one or more workflow interface elements;
modifying, using the at least one processor, the document workflow interface by
modifying the at least one workflow interface element based on a selected workflow operation in the one or more workflow operations, the modified at least one workflow interface element includes a field having a field value in a plurality of field values populated based on a tag in the plurality of tags associated with the at least one workflow interface element;
including a first workflow branch corresponding to an approval workflow operation; and
including a second workflow branch corresponding to a rejection workflow operation;
generating, using the at least one processor, based on the approval workflow operation and the rejection workflow operation, a document workflow defining an ordered set of operations including the selected workflow operation, the approval workflow operation, and the rejection workflow operation; and
executing, using the at least one processor, at least a portion of the ordered set of operations on a target document.
2. The method of claim 1 , further comprising:
identifying a type of the target document; and
determining the one or more workflow operations based on the type of the target document.
3. The method of claim 2 , further comprising identifying, using a machine learned model, the type of target document.
4. The method of claim 2 , wherein the type of target document is identified via a selection.
5. The method of claim 1 , wherein the portion of the ordered set of operations includes at least one of:
the approval workflow operation in response to an approval action on the target document, and
the rejection workflow operation in response to a rejection action on the target document.
6. The method of claim 5 , wherein the portion of the ordered set of operations includes a time-based workflow operation executed after a passage of a threshold period of time without at least one of: the approval action and the rejection action.
7. The method of claim 5 , wherein the portion of the ordered set of operations includes a signature workflow operation executed after the approval workflow operation.
8. The method of claim 7 , wherein the portion of the ordered set of operations includes a routing workflow operation comprising sending the target document for signature.
9. A non-transitory computer-readable storage medium storing executable instructions that, when executed by a hardware processor, cause the hardware processor to:
generate a document workflow interface comprising one or more workflow interface elements, each workflow interface element in the one or more workflow interface elements includes a field;
present one or more workflow operations in response to a selection of at least one workflow interface element in the one or more workflow interface elements;
modify the document workflow interface by
modifying the at least one workflow interface element based on a selected workflow operation in the one or more workflow operations, the modified at least one workflow interface element includes a field having a field value in a plurality of field values populated based on a tag in the plurality of tags associated with the at least one workflow interface element;
including a first workflow branch corresponding to an approval workflow operation; and
including a second workflow branch corresponding to a rejection workflow operation;
generate, based on the approval workflow operation and the rejection workflow operation, a document workflow defining an ordered set of operations including the selected workflow operation, the approval workflow operation, and the rejection workflow operation; and
execute at least a portion of the ordered set of operations on a target document.
10. The non-transitory computer-readable storage medium of claim 9 , wherein the hardware processor is further configured to:
identify a type of the target document; and
determine the one or more workflow operations based on the type of the target document.
11. The non-transitory computer-readable storage medium of claim 10 , wherein the hardware processor is further configured to identify, using a machine learned model, the type of target document.
12. The non-transitory computer-readable storage medium of claim 10 , wherein the type of target document is identified via a selection.
13. The non-transitory computer-readable storage medium of claim 9 , wherein the portion of the ordered set of operations includes at least one of:
the approval workflow operation in response to an approval action on the target document, and
the rejection workflow operation in response to a rejection action on the target document.
14. The non-transitory computer-readable storage medium of claim 13 , wherein the portion of the ordered set of operations includes a time-based workflow operation executed after a passage of a threshold period of time without at least one of: the approval action and the rejection action.
15. The non-transitory computer-readable storage medium of claim 13 , wherein the portion of the ordered set of operations includes a signature workflow operation executed after the approval workflow operation.
16. The non-transitory computer-readable storage medium of claim 15 , wherein the portion of the ordered set of operations includes a routing workflow operation comprising sending the target document for signature.
17. A document management system comprising:
a hardware processor; and
a non-transitory computer-readable storage medium storing executable instructions that, when executed, cause the hardware processor to:
generate a document workflow interface comprising one or more workflow interface elements, each workflow interface element in the one or more workflow interface elements includes a field;
present one or more workflow operations in response to a selection of at least one workflow interface element in the one or more workflow interface elements;
modify the document workflow interface, wherein modification of the document workflow interface comprises
modifying the at least one workflow interface element based on a selected workflow operation in the one or more workflow operations, the modified at least one workflow interface element includes a field having a field value in a plurality of field values populated based on a tag in the plurality of tags associated with the at least one workflow interface element;
including a first workflow branch corresponding to an approval workflow operation; and
including a second workflow branch corresponding to a rejection workflow operation;
generate, based on the approval workflow operation and the rejection workflow operation, a document workflow defining an ordered set of operations including the selected workflow operation, the approval workflow operation, and the rejection workflow operation; and
execute at least a portion of the ordered set of operations on a target document.
18. The document management system of claim 17 , wherein the hardware processor is further configured to
identify a type of the target document; and
determine the one or more workflow operations based on the type of the target document.
19. The document management system of claim 18 , wherein the hardware processor is further configured to identify, using a machine learned model, the type of target document.
20. The document management system of claim 18 , wherein the type of target document is identified via a selection.