Methods and systems for creating configurable forms, configuring forms and for form flow and form correlation
This disclosure relates to creating configurable forms and for configuring forms as well as creating configurable flow form process files and configuring flow form process files and for auto-discovering some or all of the available actions that can be performed on a type of record from a set of form flows process files stored in a data store. Establishing a configurable form can include receiving a form file configured with an acceptability filter and at least one non-mandatory form item that is configured to be either on or off and in the applicability filter, and establishing at least one circumstance under which the non-mandatory form item is to be applied in the form file and generating a configurable form file. On a graphical user interface, along with mandatory form items, non-mandatory form items can be depicted depending upon establishment of circumstances determined by the applicability filter. A search list is disclosed that can nominate without code what data source should be used.
1. A method for establishing a configurable form, comprising:
receiving a form file,
wherein the form file is configured with form items and an acceptability filter for establishing in the form file which of the form items are non-mandatory and to be configurable to be either on or off;
and wherein the form file is further configured with an applicability filter that establishes at least one circumstance under which the non-mandatory form items are to be applied in the form file; and
generating a configurable form file.
2. The method of claim 1 , with the applicability filter applied and the non-mandatory form item established as on or off, the method further comprising generating a modified form file.
3. The method of claim 2 wherein an execution code is provided upon applying a non-mandatory form item to the form file.
4. The method of claim 1 wherein the form file further includes a mandatory form item.
5. The method of claim 4 wherein the mandatory form item is executable.
6. The method of claim 1 wherein the applicability filter includes fields for at least one of default, company, branch, department, customer, location, form file identifier and form flow process file identifier.
7. The method of claim 1 wherein the applicability filter is provided by a header of the form file.
8. The method of claim 1 wherein the form file is stored on a remote server.
9. The method of claim 1 wherein the form file is accessible via a form flow process file stored separately from the form file.
10. The method of claim 1 wherein the non-mandatory form item is executable.
11. A system for establishing a configurable form file, comprising:
a computational device configured to receive a form file, the form file, wherein the form file is configured with form items and an acceptability filter for establishing in the form file which of the form items are non-mandatory and to be configurable to be either on or off;
the same or a different computational device configured to establish, in an applicability filter, at least one circumstance under which the non-mandatory form items are to be applied in the form file; and
generating a configurable form file.
12. The system of claim 11 including a computational device configured to determine whether the applicability filter applies.
13. The system of claim 11 , wherein the form file is accessible via a form flow process file stored separately from the form file.