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Method and Apparatus for a Virtual Customizable Workflow Instantiated via a Wizard Paradigm

IP.com Disclosure Number: IPCOM000032967D
Original Publication Date: 2004-Nov-19
Included in the Prior Art Database: 2004-Nov-19
Document File: 4 page(s) / 397K

Publishing Venue

IBM

Abstract

This disclosure achieves the following: as, or after, a user manually navigates through a series of steps in a process, formal or informal, instantiated as elements in the interface of a portal or Web application, he is able to save the series of steps taken to be generated as a custom or ad hoc 'wizard-like' workflow. Further, the user can very easily edit the workflow, wither in-context, or within an editor. The editing can consist of adding, removing, or re-ordering process steps.

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Method and Apparatus for a Virtual Customizable Workflow Instantiated via a Wizard Paradigm

For ease of reference, this disclosure will be called the 'Workflow Wizard.'

The Workflow Wizard can be used in two ways: (1) the user can turn the feature on when he wants to 'record' a series of steps through the portal or Web site and then turn it off when he has completed the task that he wishes to save as a workflow; (2) the user can choose to have Workflow Wizard recording constantly, so that he can visit the Workflow Wizard editor at any time, to select a subset of his navigation as a workflow.

In the first case, the user simply turns on Workflow Wizard by (for instance) clicking an icon that toggles on/off. When he toggles the Workflow Wizard off, he is prompted for a name, and the workflow is created automatically, based upon navigation that occurred between toggling Workflow Wizard on, then off. Thereafter, that named workflow will appear in a list of workflows the user has created. When selected, the workflow is presented in a pop-up window, which steps the user through each navigation he undertook when he first stepped through the task. In normal mode, the workflow is presented without the normal navigation that might have appeared on the portal or Web site page. Instead, the user can utilize a simple, wizard-like navigation that includes: Cancel, Back, Next, and Finish. Three additional controls are provided: (1) 'Show/hide Navigation': if the user wants to 'step outside' the flow of the workflow, he can navigate to other places in the portal or Web sites; as soon as he hide na...