Systems and methods for intelligent forms automation
Disclosed is a new intelligent forms automation solution for receiving a request or submission involving multiple types of non-native forms in a consistent manner. An engine locates a field in a non-native form, extracts a globally unique identifier (GUID) from the field and form data from data fields of the non-native form. The GUID is used by the engine to identify and retrieve a virtual copy of a native form identified. The engine fills the virtual copy of the native form with form data from the non-native form. Since the native form can have an associated workflow process, the form data from the non-native form is processed through the workflow. The native form and the non-native form can be created independently of one another. In some cases, a native form can be used to create a non-native form with a hidden field containing the GUID of the native form.
1. A method for intelligent forms automation, the method comprising:
receiving, by a form processing engine running on a server machine operating in an enterprise computing environment, a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a unique identifier that identifies a first native form of a plurality of different native forms stored on a server, wherein each non-native form stored on the server is associated with a respective workflow;
locating, by the form processing engine, the previously added non-visible hidden field in the non-native form;
extracting, by the form processing engine, the unique identifier that identifies the first native form of the plurality of native forms from the previously added non-visible hidden field and form data from data fields of the non-native form;
retrieving, by the form processing engine utilizing the unique identifier, a virtual copy of the first native form identified by the unique identifier;
populating, by the form processing engine, the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing, by the form processing engine, the virtual copy of the first native form according to the respective workflow associated with the first non-native form.
2. The method according to claim 1 , wherein the non-native form includes same or overlapping data fields required in the first native form.
3. The method according to claim 1 , wherein the non-native form comprises a portable document format (PDF) form or a Web form.
4. The method according to claim 3 , further comprising:
obtaining or receiving the unique identifier from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the unique identifier in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the unique identifier in the hidden field in the PDF form.
5. The method according to claim 3 , further comprising:
obtaining or receiving the unique identifier from a user permitted to access the first native form; and
embedding the unique identifier in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the unique identifier in the form parameter in the source code of the Web form.
6. The method according to claim 1 , further comprising:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.
7. The method according to claim 1 , further comprising:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.
8. A system for intelligent forms automation, the system comprising:
a processor;
a non-transitory computer-readable medium; and
stored instructions translatable by the processor for:
receiving a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a unique identifier that identifies a first native form of a plurality of different native forms stored on a server, wherein each non-native form stored on the server is associated with a respective workflow;
locating the previously added non-visible hidden field in the non-native form;
extracting the unique identifier that identifies the first native form of the plurality of native forms from the previously added non-visible hidden field and form data from data fields of the non-native form;
retrieving, utilizing the unique identifier, a virtual copy of the first native form identified by the unique identifier;
populating the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing the virtual copy of the first native form according to the respective workflow associated with the first non-native form.
9. The system of claim 8 , wherein the non-native form includes same or overlapping data fields required in the first native form.
10. The system of claim 8 , wherein the non-native form comprises a portable document format (PDF) form or a Web form.
11. The system of claim 10 , wherein the stored instructions are further translatable by the processor for:
obtaining or receiving the unique identifier from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the unique identifier in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the unique identifier in the hidden field in the PDF form.
12. The system of claim 10 , wherein the stored instructions are further translatable by the processor for:
obtaining or receiving the unique identifier from a user permitted to access the first native form; and
embedding the unique identifier in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the unique identifier in the form parameter in the source code of the Web form.
13. The system of claim 8 , wherein the stored instructions are further translatable by the processor for:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.
14. The system of claim 8 , wherein the stored instructions are further translatable by the processor for:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.
15. A computer program product for intelligent forms automation, the computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a processor of an intelligent forms automation platform for:
receiving a request or submission involving a non-native form, wherein the non-native form has a previously added non-visible hidden field comprising a unique identifier that identifies a first native form of a plurality of different native forms stored on a server, wherein each non-native form stored on the server is associated with a respective workflow;
locating the previously added non-visible hidden field in the non-native form;
extracting the unique identifier that identifies the first native form of the plurality of native forms from the previously added non-visible hidden field and form data from data fields of the non-native form;
retrieving, utilizing the unique identifier, a virtual copy of the first native form identified by the unique identifier;
populating the virtual copy of the first native form with the form data from the data fields of the non-native form by mapping the data fields of the non-native form with data fields from the native form; and
processing the virtual copy of the first native form according to the respective workflow associated with the first non-native form.
16. The computer program product of claim 15 , wherein the non-native form comprises a portable document format (PDF) form or a Web form.
17. The computer program product of claim 16 , wherein the instructions are further translatable by the processor for:
obtaining or receiving the unique identifier from a user permitted to access the first native form;
creating the non-visible hidden field in the PDF form; and
placing the unique identifier in the hidden field in the PDF form to thereby associate the PDF form with the first native form through the unique identifier in the hidden field in the PDF form.
18. The computer program product of claim 16 , wherein the instructions are further translatable by the processor for:
obtaining or receiving the unique identifier from a user permitted to access the first native form; and
embedding the unique identifier in a form parameter in source code of the Web form to thereby associate the Web form with the first native form through the unique identifier in the form parameter in the source code of the Web form.
19. The computer program product of claim 15 , wherein the instructions are further translatable by the processor for:
responsive to a user instruction to create an editable native form from a non-native form, obtaining source code of the non-native form, parsing the source code to identify fields, extracting the fields and values associated therewith, and creating the editable native form using the fields and values associated therewith thus extracted from the non-native form, the editable native form editable through a form design tool.
20. The computer program product of claim 15 , wherein the instructions are further translatable by the processor for:
responsive to a user instruction to create a Web form from a published native form, obtaining fields in the published native form without formatting information, generating source code of the Web form using the fields obtained from the published native form, and presenting the source code of the Web form through a user interface on a user device.