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CN120762799A - A configuration-based novice operation guidance method, device, equipment and medium - Google Patents

A configuration-based novice operation guidance method, device, equipment and medium

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Publication number
CN120762799A
CN120762799ACN202510888468.7ACN202510888468ACN120762799ACN 120762799 ACN120762799 ACN 120762799ACN 202510888468 ACN202510888468 ACN 202510888468ACN 120762799 ACN120762799 ACN 120762799A
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China
Prior art keywords
novice
guide
page
configuration
configuration information
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CN202510888468.7A
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Chinese (zh)
Inventor
陈英
张闻宇
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Ping An Life Insurance Company of China Ltd
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Ping An Life Insurance Company of China Ltd
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Priority to CN202510888468.7ApriorityCriticalpatent/CN120762799A/en
Publication of CN120762799ApublicationCriticalpatent/CN120762799A/en
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Abstract

The invention discloses a configuration-based novice operation guidance method, device, equipment and medium, which comprise the steps of setting configuration information of a novice operation guidance in a unified management background, wherein the configuration information at least comprises a format template of the novice operation guidance, a page position needing to be added with the guidance and guidance content needing to be edited, storing the set configuration information into a configuration database, dynamically generating an editing code of the novice operation guidance according to the configuration information in the configuration database when page access trigger is received, embedding the editing code into a designated position, displaying the novice operation guidance at the designated position, and adjusting the display state of the novice operation guidance according to user behaviors. The invention can be applied to financial and medical health care related business systems, and can quickly generate new guide content through simple configuration operation, ensure that users can always obtain the latest learning materials, and improve the updating flexibility.

Description

New manual operation guiding method, device, equipment and medium based on configuration
Technical Field
The present invention relates to the field of data classification processing technologies, and in particular, to a method, an apparatus, a device, and a medium for guiding a novice operation based on configuration.
Background
With the continuous iterative upgrade of software products, in new hand operation guidelines of business systems such as financial science and technology, medical health care and the like, the new hand operation guidelines are used as important tools for helping users to quickly familiarize with products, and the update frequency of the new hand operation guidelines is also increasing. However, conventional novice guidelines are often tightly coupled to the product code, requiring the guideline content to be rewritten or adjusted every time the product is updated, and can only be updated by way of release versions. This not only increases development costs, but also reduces update efficiency. This inflexibility is particularly pronounced, especially in multi-product systems.
Disclosure of Invention
The invention provides a configuration-based novice operation guiding method, a device, computer equipment and a medium, which are used for solving the technical problem that the update of the existing novice operation guiding is inflexible.
In a first aspect, a configuration-based novice operation guiding method is provided, including:
setting configuration information of new manual operation guide in a unified management background, wherein the configuration information at least comprises a format template of the new manual operation guide, a page position needing to be added with the guide and guide content needing to be edited;
storing the set configuration information into a configuration database;
When a page access trigger is received, dynamically generating an editing code of a novice operation guide according to configuration information in a configuration database, and embedding the editing code into a designated position;
and displaying the novice operation guide at the designated position, and adjusting the display state of the novice operation guide according to the user behavior.
In a second aspect, a configuration-based novice operation guidance device is provided, including:
The configuration module is used for setting configuration information of the new manual operation guide in the unified management background, wherein the configuration information at least comprises a format template of the new manual operation guide, a page position needing to be added with the guide and guide content needing to be edited;
the storage module is used for storing the set configuration information into the configuration database;
The editing module is used for dynamically generating editing codes of novice operation guidance according to configuration information in the configuration database when page access trigger is received, and embedding the editing codes into the designated positions;
and the display module is used for displaying the novice operation guide at the designated position and adjusting the display state of the novice operation guide according to the user behavior.
In a third aspect, a computer device is provided, comprising a memory, a processor and a computer program stored in the memory and executable on the processor, the processor implementing the steps of the above configuration-based novice operation guidance method when executing the computer program.
In a fourth aspect, a computer readable storage medium is provided, the computer readable storage medium storing a computer program, which when executed by a processor, implements the steps of the configuration-based novice operation guidance method described above.
In the scheme realized by the configuration-based novice operation guide method, the device, the computer equipment and the storage medium, configuration information of the novice operation guide in the background can be managed uniformly by setting, wherein the configuration information at least comprises a layout template of the novice operation guide, a page position needing to be added with the guide and guide content needing to be edited, the set configuration information is stored in a configuration database, when page access trigger is received, an editing code of the novice operation guide is dynamically generated according to the configuration information in the configuration database, the editing code is embedded in a designated position, the novice operation guide is displayed at the designated position, and the display state of the novice operation guide is adjusted according to user behaviors. In the invention, the new manual operation guide is decoupled from the product code and managed in a configuration mode, so that the updating of the guide is not dependent on the reissue of the product code, the flexibility of updating is improved, the development cost and the time cost are greatly reduced, the new manual operation guide needs to respond to the changes rapidly along with the continuous iteration and the updating of the product, and the improved scheme can generate new guide content rapidly through simple configuration operation, thereby ensuring that the user can obtain the latest learning data all the time.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings that are needed in the description of the embodiments of the present invention will be briefly described below, it being obvious that the drawings in the following description are only some embodiments of the present invention, and that other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a schematic diagram of an application environment based on a configured novice operation guidance method according to an embodiment of the present invention;
FIG. 2 is a flow chart of a new operator guidance method based on configuration according to an embodiment of the invention;
FIG. 3 is a schematic diagram of a configuration-based novice pointing device according to an embodiment of the present invention;
FIG. 4 is a schematic diagram of a computer device according to an embodiment of the present invention;
Fig. 5 is a schematic diagram of another configuration of a computer device according to an embodiment of the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and fully with reference to the accompanying drawings, in which it is evident that the embodiments described are some, but not all embodiments of the invention. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
The configuration-based novice operation guide method provided by the embodiment of the invention can be applied to an application environment as shown in fig. 1, wherein a client terminal is used for uniformly managing configuration information of the novice operation guide in a background by setting, the configuration information at least comprises a layout template of the novice operation guide, a page position needing to be added with the guide and guide contents needing to be edited, the set configuration information is stored in a configuration database, when page access trigger is received, an editing code of the novice operation guide is dynamically generated according to the configuration information in the configuration database, the editing code is embedded into a designated position, the novice operation guide is displayed at the designated position, and the display state of the novice operation guide is adjusted according to user behaviors. In the invention, the new manual operation guide is decoupled from the product code and managed in a configuration mode, so that the updating of the guide is not dependent on the reissue of the product code, the flexibility of updating is improved, the development cost and the time cost are greatly reduced, the new manual operation guide needs to respond to the changes rapidly along with the continuous iteration and the updating of the product, and the improved scheme can generate new guide content rapidly through simple configuration operation, thereby ensuring that the user can obtain the latest learning data all the time. The clients may be, but are not limited to, various personal computers, notebook computers, smart phones, tablet computers, and portable wearable devices. The server may be implemented by a stand-alone server or a server cluster formed by a plurality of servers. The present invention will be described in detail with reference to specific examples.
Referring to fig. 2, fig. 2 is a schematic flow chart of a configuration-based new hand operation guiding method according to an embodiment of the invention, which includes the following steps:
s10, setting configuration information of a new hand operation guide in a unified management background, wherein the configuration information at least comprises a format template of the new hand operation guide, a page position needing to be added with the guide and guide content needing to be edited;
The new hand operation guiding method based on configuration provided by the invention can be applied to code processing tools such as front end codes or back end codes in various application scenes, the code processing tools are usually realized through a server, and the server can receive the feedback data of the front end codes or the back end codes in real time. The novice operation guiding method based on configuration can be applied to multiple fields such as front end code processing or back end code processing in financial and medical scenes, and helps developers to conduct processing work of the novice operation guiding, and flexibility and efficiency are improved.
Novice guidelines are guidance content designed to help new users quickly become familiar with system functions and operational flows. It is typically presented in graphics, video, popup, etc., to help the user better understand and use the system. The layout template of the novice guideline is a pre-designed framework for the overall appearance and layout of the novice guideline. It specifies the presentation form of the guide content, such as the shape (e.g., rectangle, circular prompt box, etc.), size, color collocation, font style (font type, size, color, etc.), and element arrangement, etc. of the guide frame. The unified format template is helpful for keeping consistency and specialty of new manual operation guide of the whole platform or system, so that users can quickly identify and understand the application of the new manual operation guide when encountering the guide on different pages. Meanwhile, the attractive and reasonable layout design can further improve user experience and reduce interference emotion of new users to strange systems. In one embodiment, a concise and clear layout template is designed, a guide frame adopts light blue background and white characters, the characters are clear and legible Song Ti, the edge of the guide frame is provided with a round corner, and a guide arrow icon is added at a specific position to point to a position needing to be operated.
And displaying new operation guide on the specific pages of the unified management background. The above pages are typically those that are easily confused when a new user first enters the system or performs a critical operation, requiring additional assistance. The page position needing to be added with the guide is accurately positioned, so that the new hand operation guide can be ensured to appear when the new hand operation guide is most needed, a user is helped to quickly master the core function and the operation flow of the page, the user is prevented from losing direction in a complex functional page, and the learning efficiency and the use satisfaction degree of the user are improved. In the "data report generation" page in the management background, since the page contains a plurality of complex data filtering conditions and report generation options, it may be less clear how a new user operates. Therefore, new hand operation guide can be added in the key positions of the data screening area, the report generation button and the like of the page.
Specific, clear and concise guide words or prompt information are written for each page position needing to be added with the guide, and a user is informed of what operation should be performed at the position and how to perform the operation. The guidance content should be closely related to the page function and the operation flow, and use popular and easy-to-understand language, so as to avoid using too specialized or obscure terms. Proper guiding content can help the user to quickly understand the purpose and method of each operation step, and guide the user to smoothly complete the operation task. Meanwhile, good guiding content can also enhance the confidence of the user to the system, and improve the acceptance and the use frequency of the user to the system. In the data filtering area of the data report generation page, the guiding content can be written as "please select the data conditions that you need to filter here, such as time range, data type, etc., so as to generate a report meeting the requirements of you. "at the report generation button, the guiding content can be" click this button, the system will generate the corresponding data report according to the filtering condition set by you. "
S20, storing the set configuration information into a configuration database;
Information such as various configuration parameters, options, rules and the like involved in the running process of the software, the system or the equipment is stored in a database specially used for storing configuration data in a structured manner. It is first necessary to specify which configuration information to store. This may include system parameters (e.g., server address, port number, cache size, etc.), user preference settings (e.g., interface theme, language selection, notification style, etc.), business rule configuration (e.g., order processing flow, price calculation rules, etc.), enablement/disablement status of functional modules, format templates for novice directions, page location identification, boot content, etc. According to the type and characteristics of the configuration information, a proper database table structure is designed to store the configuration information so as to create one or more tables specially used for storing the configuration, the tables contain fields such as names, values, descriptions, belonging modules and the like of configuration items, a configuration database generally provides an efficient read-write interface, the configuration information can be conveniently and quickly acquired and modified by a system during operation, and the configuration database generally has an access control mechanism to ensure that only authorized users or systems can read and modify the configuration information. Logic is written in the code of the software or system to store configuration information to the database. This typically involves database connection, data insertion or updating, etc. In one embodiment, the pymysql library of Python is used to connect to the MySQL database and execute SQL statements to insert configuration information into the config table. After the code is written, sufficient testing is required to ensure that the configuration information is properly stored in the database and, if necessary, properly read from the database. It is possible to check whether the system loads and applies configuration information as expected by simulating different configuration scenarios.
By storing configuration information centrally in a database, an administrator or developer can more conveniently query, modify, backup, and restore configurations. For example, in an office system of a large enterprise, an administrator can quickly find and modify certain configuration parameters shared by all users through a database management tool without having to operate individually on each user's client. While different users or different traffic scenarios may require different configurations. The configuration database can store a plurality of configuration sets, and the system can load corresponding configuration information from the database according to the identity, authority or business requirement of the user, so that personalized functions and services are realized. For example, on an e-commerce platform, different merchants may have different configurations of store page layouts, merchandise display rules, etc., and these configuration information are stored in a database, and the system may load the corresponding configuration according to the merchant login account.
The process of storing the set configuration information to the configuration database includes collecting the configuration information from a user interface, code logic or other data source, converting the configuration information to a format suitable for storage, and writing the formatted configuration information to the configuration database. Firstly, configuration information needs to be collected from a user interface, code logic or other data sources, the configuration information is converted into a format suitable for storage, the format capable of being stored can be JSON, XML or key value pair form, finally, the formatted configuration information is written into a configuration database, the configuration information is completed through a writing interface of the database, and the writing interface of the database can be SQL sentences (for relational databases) or API calls (for non-relational databases).
In software systems, the storage and management of configuration information is the basis for the proper functioning of the system, and in particular, in one embodiment a Web application may need to store database connection information, user interface settings, enablement status of functional modules, and so forth. In development, testing, and production environments, the system may require different configurations, and by storing configuration information in a configuration database, the environment configuration may be conveniently switched without modifying the code. Some systems require dynamic modification of configuration information (adjustment of performance parameters) at runtime, and configuration databases may provide real-time read-write capabilities, supporting updates of dynamic configurations.
S30, dynamically generating an editing code of the novice operation guide according to configuration information in a configuration database when page access trigger is received, and embedding the editing code into a designated position;
when a user accesses a page, the browser or client application sends a page load request to the server. After receiving the request, the server starts a subsequent new manual operation guide generation flow. The configuration database stores detailed configuration about new manual operation guide, including layout template, page position where guide needs to be added, guide content, and the like. The system retrieves configuration information associated with the current page from a configuration database through database query operations, and in one embodiment obtains novice operator guideline configuration for the "commodity management" page by using SQL query statements. And then according to the information obtained from the configuration database, the system dynamically generates HTML, CSS and JavaScript codes for displaying the novice operation guide. The code generates corresponding interface elements and interaction logic according to layout templates, guide contents and the like in the configuration information. The generated editing code needs to be inserted into the DOM structure of the page, typically by JavaScript operating the DOM. The system will insert the edit code into the appropriate location based on the page location specified in the configuration information.
The method comprises the steps of receiving a page access trigger, triggering an access event by loading the page, obtaining a front-end code, monitoring the access event, executing subsequent access operation on the page loading access event, transmitting the front-end code, sending a request to a back-end code, obtaining configuration information of a novice operation guide in a configuration database, obtaining the back-end code, reading the related configuration information from the configuration database, returning the configuration information to the front-end code in a JSON or other data format, receiving the editing code of the novice operation guide dynamically generated by the front-end code according to the obtained configuration information, and inserting the generated editing code into a designated position of a product page through DOM operation of the front-end code.
When a user inputs a page address or clicks a link in the browser to access a certain page, the browser sends a page loading request to the server. After receiving the request, the server starts processing and returns to HTML, CSS, javaScript or other resources of the page, and at this time, the page starts loading. The front-end code (typically JavaScript) perceives the page loading process by listening for events provided by the browser (e.g., DOMContentLoaded events). The DOMContentLoaded event triggers after the HTML document is fully loaded and parsed, but does not need to wait for style sheets, images, and subframes to complete loading. After the front-end code monitors the page load access event, the front-end code sends a request to the back-end code through an asynchronous request (such as AJAX, fetch API, etc.) to acquire the configuration information of the novice operation guide in the configuration database. After the front-end code monitors the page loading access event, the front-end code sends a request to the back-end server through AJAX (such as a fetch API or an XMLHttpRequest) or other network request modes to request to acquire the configuration information of the novice operation guide in the configuration database. After the back-end code receives the request sent by the front-end, the back-end code reads the relevant configuration information from the configuration database according to the information (such as page identification) in the request. The configuration database stores data such as formats, positions, contents and the like of new hand operation guides of different pages. The back end returns the read configuration information to the front end in a JSON format. And the front-end code dynamically generates HTML, CSS and JavaScript codes of the novice operation guide according to the received configuration information. For example, a prompt box with an arrow pointing is generated based on the location and content in the configuration. The front-end code inserts the generated edit code into the specified location of the product page through DOM manipulation, in one embodiment by using the document. GetElementById to obtain the target element, and then inserts the code using insertAdjacentHTML or appendCld methods, etc. Configuration information is obtained through monitoring page access events and interaction with the back end, new hand operation guide is dynamically generated and embedded into the page, and the purpose of improving user experience is achieved, and the new user is helped to quickly get on the hand system function. In the implementation process, attention is paid to the accuracy of front-end and back-end communication, code generation logic and DOM operation, and meanwhile, factors such as performance optimization and user control are considered.
And S40, displaying the novice operation guide at the designated position, and adjusting the display state of the novice operation guide according to the user behavior.
In developing a system or software, it is necessary to carefully analyze the functional layout of individual pages and the user operation flow, and determine which locations are critical locations that are easily confused or need to be guided by the user when they are first used. These specified locations are located by front-end technology (e.g., HTML, CSS, and JavaScript), which may be a hover box at the top of the page, beside a certain functional module, full screen popup that pops up when the page is loaded. The novice pointing element may be precisely placed using absolute (or relative) position in combination with specific coordinate values (e.g., top, left, right, bottom). When the user first enters the page or meets a specific condition (e.g., the system detects that the user is accessing the function for the first time), the display of the novice operation guide is triggered. The display of the guide may be controlled by JavaScript listening to a page load event (DOMContentLoaded) or a specific event (e.g., the user entering a certain functional module), and the display state may be display (the user may see the guide content), hidden (the user may not see the guide content), paused (the guide content temporarily stops showing, waits for further operations by the user), completed (the guide content has been shown, and the user does not need further guidance). Novice operator guides typically include clear text descriptions, graphical prompts (e.g., arrows pointing to target locations), or animated presentations to help the user understand the method of operation at the current location, which should be concisely understood to avoid the use of overly specialized or complex terms. It is clear which user actions are related to the display status adjustment of the new manual guideline. Common key actions include click operations, page scrolling, dwell time, closing the guideline pop, etc.
When the page loading is completed or a specified trigger condition is reached (e.g., the user first accesses the page), the new manual guideline is displayed at the specified location. When the page loading is completed or a specified triggering condition is reached (such as a user accesses the page for the first time), the new manual operation guide can be displayed at a specified position, the full screen or half screen popup window is displayed, the user needs to click a next button or a close button, a floating frame is displayed at a certain corner of the page, the user can close or expand at any time, the new manual operation guide is directly embedded into a certain module of the page, and the user can see the guide content during operation.
And adjusting the display state according to the user behavior includes the following ways:
When the page loading is completed or the specified triggering condition is reached, displaying a novice operation guide at a specified position, hiding or disappearing the novice operation guide if the user clicks the closing button instruction, recording the closing operation of the user, and not displaying the same guide later.
When the browser finishes loading the resources such as the page HTML, CSS, javaScript and the like and builds a DOM tree, the display of the novice operation guide can be triggered. This is typically accomplished by listening DOMContentLoaded for events (triggered after the DOM structure is loaded, but possibly without loading external resources such as pictures) or load events (triggered after all resources of the page are loaded). Besides the completion of page loading, the method can also be triggered according to specific user behaviors or system states as trigger conditions when a user accesses a certain functional module for the first time, the stay time exceeds a certain threshold value or after specific operations are performed on a specific page. And determining the display position of the novice operation guide according to the page layout and the user operation flow. Typically, a position is selected that is easily visible to the user and is relevant to the operation, such as beside a button, above an input box, etc. HTML elements of the novice directions are inserted into specified positions of the page through front-end technology (HTML, CSS, and JavaScript). The position can be precisely controlled using absolute (position) or relative (position) positioning in combination with specific coordinate values. A close button is added in the HTML element of the novice operation guide, and the click event listener is bound for the button. When the user clicks the "close" button, a corresponding click event is triggered, and the front end code acquires the instruction. The display attribute of the HTML element is directed to none by modifying the novice operation, hiding it from the page, but the element is still present in the DOM tree. The new operator guide element may also be selected to be completely removed from the DOM tree, using the removeChild method or setting INNERHTML of the parent element directly to null (not recommended because other references to the element would be lost). The user's "off" operation is recorded using a browser's local storage mechanism (e.g., localStorage or sessionStorage). The data stored in localStorage remains after the browser is closed, while the data stored in sessionStorage is valid only in the current session (browser tab). And when the page loading or triggering condition for displaying the new manual operation guide is performed each time, firstly checking whether the information of closing the guide by the user is recorded in the local storage. If there are a plurality of different new manual guidelines, a different identifier may be set for each guideline and its off state recorded separately in the local store.
When the page loading is completed or the specified triggering condition is reached, displaying a new operation guide at a specified position, if the guide is stepped, if the user clicks a next button instruction, the new operation guide can be switched to the content of the next step, and if the new operation guide of a single page is obtained, the guide can be directly hidden after clicking the next step.
Dividing the content of the new manual operation guide into a plurality of steps, wherein each step comprises corresponding information such as text description, pictures, operation prompts and the like. These step data may be stored in an array or object, with the currently displayed step index being recorded using variables. The next button is added in the HTML element of the novice operation guide, and the click event listener is bound. And in the click event processing function, updating the index of the current step, and displaying the corresponding step content according to the new index. The single-page novice operation guideline generally only contains one whole guideline content, and does not involve multi-step switching. When the user clicks the "next" button, the novice operation guide element is directly hidden. Clear prompt words are added for the next button, so that the user can clearly determine the action of the next button. In the step guidance, a step sequence number or progress bar can be added to help the user to know the current progress and the total step number.
When the page loading is completed or the specified triggering condition is reached, displaying a novice operation guide at a specified position, automatically hiding the novice operation guide or displaying the completion state of the novice operation guide if the user completes the operation mentioned in the novice operation guide, and monitoring the operation behaviors of the user to judge whether the operation of the novice operation guide is completed.
The browser triggers the display after completing the loading of the page resources (HTML, CSS, javaScript, etc.) and building the DOM tree. Triggering is based on specific user behavior or system state, such as the user first accessing a functional module, stay timeout, completing a specific pre-operation, etc. According to the page layout and the operation flow of the user, the position which is easy to see by the user and is relevant to the operation is selected, such as the side of a button, an input frame and the like. The directed HTML elements are inserted into the specified locations using a front-end technique (HTML, CSS, javaScript). And analyzing the operations mentioned in the novice operation guide to determine the key user behaviors needing to be monitored. Binding a corresponding event monitor for the target element, and monitoring the operation behavior of the user. And setting definite completion conditions according to the content of the new hand operation guide. For example, the user has completed filling out a certain form, clicked on a specific function button, completed a certain flow according to the direction, and the like. After the user operation is monitored, whether the completion condition is satisfied is judged by checking the state or the variable of the relevant element. After the user is judged to finish the operation, the display attribute of the novice operation guiding element is changed to be none, and the display attribute is hidden from the page. In addition to hiding the guideline, a prompt message of completion status can be displayed to inform the user that the new hand operation guideline has been completed. The content of the new manual operation guide is ensured to be clear, and the user can easily understand the operation to be completed. After the user finishes the operation, the guiding or displaying the finishing state is hidden in time, and the user is provided with clear feedback.
And if the residence time of the user on a certain page or operation exceeds the preset residence time, automatically displaying related help guide content to help the user to solve the problem.
The browser triggers the display after completing the loading of the page resources (HTML, CSS, javaScript, etc.) and building the DOM tree. Triggering is based on specific user behavior or system state, such as the user first accessing a functional module, stay timeout, completing a specific pre-operation, etc. According to the page layout and the operation flow of the user, the position which is easy to see by the user and is relevant to the operation is selected, such as the side of a button, an input frame and the like. The directed HTML elements are inserted into the specified locations using a front-end technique (HTML, CSS, javaScript).
First, a reasonable residence time threshold is determined. This threshold may be determined based on actual business needs and user experience studies. For example, 10 seconds, 15 seconds, or the like may be set. After the page loading is completed, a timer is started, operation events (such as clicking, keyboard input, mouse movement and the like) of the user are monitored, and the timer is reset each time the user performs operation. When the timer reaches a preset stay time threshold, related help guide content is automatically displayed, wherein the help guide content can be a prompt box, a floating window, a tool prompt and the like. According to the actual service demand and user feedback, the residence time threshold value is adjusted so as to be more in line with the actual use habit of the user. When the user operation event is monitored, the event processing function is ensured to be as efficient as possible, and performance problems caused by frequent triggering events are avoided.
The financial institution configures novice operation guide through the management background of the mobile phone bank or the online bank, and the mobile phone bank APP can set a guide page position, so that a user can quickly grasp the function, the operation efficiency is improved, and the satisfaction degree of financial science and technology service is enhanced. The detailed operation guidance is configured on the financial product sales page, customers are guided to complete the purchasing process, and certain fund sales platforms introduce fund screening, purchasing, fixed casting and other operations to the customers through the guidance of the drawing and the writing, so that the sales conversion rate is improved. Along with the application of technologies such as artificial intelligence, big data and the like in the financial field, the intelligent operation guide is configured through the management background, so that a user is helped to better use intelligent financial services, the intelligent consultation platform provides suggestions according to user risk preference and financial conditions, and the operation guide can guide the user to input information and read the suggestions so as to promote the application of financial science and technology innovation.
In an informatization system or a medical health APP of a hospital, the configuration operation guide can help patients and families to efficiently use a medical service platform, and the functional configuration detailed guide such as appointment registration, online consultation and the like of the APP of the hospital can enable a user to quickly grasp an operation method, reduce queuing waiting time and improve medical experience. In the health management or pension service platform, the functions of the health management equipment and the pension service platform are guided to be used by a user through configuration of operation guide, the operation guide of the health management platform teaches the user to wear intelligent bracelets and synchronous data, the platform provides health suggestions according to the intelligent bracelets, and the operation guide of the pension service platform can guide the old and family members of the old to use home pension monitoring equipment, call rescue service and the like, so that the safety and the health of the old are ensured. From the industrial point of view, the configuration of new-hand operation guidelines of the unified management background is beneficial to pushing the informatization and intelligent development of the medical health care industry, the intelligent home care system, the remote medical platform and the like, and users are familiar with the operation by means of clear operation guidelines, so that the application and popularization of new technology in the industry are accelerated, and the industrial upgrading is promoted.
In the scheme, configuration information of the new hand operation guide in the background is firstly managed in a unified mode through setting, wherein the configuration information at least comprises a layout template of the new hand operation guide, a page position needing to be added with the guide and guide content needing to be edited, the set configuration information is stored in a configuration database, when page access trigger is received, an editing code of the new hand operation guide is dynamically generated according to the configuration information in the configuration database, the editing code is embedded into a designated position, the new hand operation guide is displayed at the designated position, and the display state of the new hand operation guide is adjusted according to user behaviors. In the invention, the new manual operation guide is decoupled from the product code and managed in a configuration mode, so that the updating of the guide is not dependent on the reissue of the product code, the flexibility of updating is improved, the development cost and the time cost are greatly reduced, the new manual operation guide needs to respond to the changes rapidly along with the continuous iteration and the updating of the product, and the improved scheme can generate new guide content rapidly through simple configuration operation, thereby ensuring that the user can obtain the latest learning data all the time.
It should be understood that the sequence number of each step in the foregoing embodiment does not mean that the execution sequence of each process should be determined by the function and the internal logic, and should not limit the implementation process of the embodiment of the present invention.
In an embodiment, a configuration-based novice operation guiding device is provided, where the configuration-based novice operation guiding device corresponds to the configuration-based novice operation guiding method in the above embodiment one by one. As shown in fig. 3, the configuration-based novice operation guiding device includes a configuration module 101, a storage module 102, an editing module 103, and a display module 104. The functional modules are described in detail as follows:
The configuration module 101 is configured to set configuration information of the new manual operation guide in the unified management background, where the configuration information at least includes a layout template of the new manual operation guide, a page position where the guide needs to be added, and guide content where the guide needs to be edited;
A storage module 102, configured to store the set configuration information into a configuration database;
The editing module 103 is used for dynamically generating editing codes of novice operation guidelines according to configuration information in a configuration database when page access trigger is received, and embedding the editing codes into a designated position;
the display module 104 is configured to display the novice operation guidance at the specified location, and adjust a display state of the novice operation guidance according to the user behavior.
In one embodiment, the storage module 102 is specifically configured to:
Collecting configuration information from a user interface, code logic, or other data source;
Converting the configuration information into a format suitable for storage;
Writing the formatted configuration information into a configuration database.
In one embodiment, the collection module 103 is specifically configured to:
when a page access trigger is received, loading the page can trigger an access event;
acquiring a front-end code monitoring access event, and executing subsequent access operation on the page loading access event;
transmitting the front-end code to send a request to the back-end code to acquire novice operation guidance configuration information in a configuration database;
Acquiring the relevant configuration information of the back-end code from the configuration database, and returning the configuration information to the front-end code in a JSON or other data format;
receiving an editing code of a front-end code for dynamically generating a novice operation guide according to the acquired configuration information;
and inserting the generated editing code into a designated position of the product page through DOM operation of the front-end code.
In one embodiment, the collection module 104 is specifically configured to:
when the page loading is completed or a specified triggering condition is reached, displaying a novice operation guide at a specified position;
If the instruction of clicking the closing button by the user is acquired, the new hand operation guide is hidden or disappears;
the user's "off" operation is recorded and the same guideline is not displayed later.
In one embodiment, the collection module 104 is further specifically configured to:
If the guideline is stepped, if the user clicks the next button instruction, the new hand operation guideline is switched to the content of the next step;
Clicking "next" will hide the guideline directly if a new operator's guideline for a single page is obtained.
In one embodiment, the collection module 104 is further specifically configured to:
if the user completes the operation mentioned in the new hand operation guide, automatically hiding the new hand operation guide or displaying the completion state of the new hand operation guide;
and monitoring the operation behaviors of the user to judge whether the novice operation guiding operation is finished or not.
In one embodiment, the analysis module 104 is specifically further configured to:
if the stay time of the user on a certain page or operation exceeds the preset stay time, related help guide content is automatically displayed, and the user is helped to solve the problem.
The invention provides a configuration-based novice operation guidance device, which is used for uniformly managing configuration information of novice operation guidance in a background through setting, wherein the configuration information at least comprises a format template of the novice operation guidance, a page position needing to be added with guidance and guidance content needing to be edited, the set configuration information is stored in a configuration database, when page access trigger is received, an editing code of the novice operation guidance is dynamically generated according to the configuration information in the configuration database, the editing code is embedded into a designated position, the novice operation guidance is displayed at the designated position, and the display state of the novice operation guidance is adjusted according to user behaviors. In the invention, the new manual operation guide is decoupled from the product code and managed in a configuration mode, so that the updating of the guide is not dependent on the reissue of the product code, the flexibility of updating is improved, the development cost and the time cost are greatly reduced, the new manual operation guide needs to respond to the changes rapidly along with the continuous iteration and the updating of the product, and the improved scheme can generate new guide content rapidly through simple configuration operation, thereby ensuring that the user can obtain the latest learning data all the time.
For specific limitations on the configuration-based novice pointing device, reference may be made to the above limitations on the configuration-based novice pointing method, and no further description is given here. The above-described modules in the configuration-based novice operation guidance apparatus may be implemented in whole or in part by software, hardware, and combinations thereof. The above modules may be embedded in hardware or may be independent of a processor in the computer device, or may be stored in software in a memory in the computer device, so that the processor may call and execute operations corresponding to the above modules.
In one embodiment, a computer device is provided, which may be a server, and the internal structure of which may be as shown in fig. 4. The computer device includes a processor, a memory, a network interface, and a database connected by a system bus. Wherein the processor of the computer device is configured to provide computing and control capabilities. The memory of the computer device includes non-volatile and/or volatile storage media and internal memory. The non-volatile storage medium stores an operating system, computer programs, and a database. The internal memory provides an environment for the operation of the operating system and computer programs in the non-volatile storage media. The network interface of the computer device is for communicating with an external client via a network connection. The computer program, when executed by a processor, performs a function or step of a server side of a method for guiding a new hand operation based on configuration.
In one embodiment, a computer device is provided, which may be a client, the internal structure of which may be as shown in FIG. 5. The computer device includes a processor, a memory, a network interface, a display screen, and an input device connected by a system bus. Wherein the processor of the computer device is configured to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system and a computer program. The internal memory provides an environment for the operation of the operating system and computer programs in the non-volatile storage media. The network interface of the computer device is for communicating with an external server via a network connection. The computer program, when executed by a processor, performs a function or steps on a client side of a configuration-based novice operation guidance method
In one embodiment, a computer device is provided comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, the processor implementing the steps of when executing the computer program:
setting configuration information of new manual operation guide in a unified management background, wherein the configuration information at least comprises a format template of the new manual operation guide, a page position needing to be added with the guide and guide content needing to be edited;
storing the set configuration information into a configuration database;
When a page access trigger is received, dynamically generating an editing code of a novice operation guide according to configuration information in a configuration database, and embedding the editing code into a designated position;
and displaying the novice operation guide at the designated position, and adjusting the display state of the novice operation guide according to the user behavior.
In one embodiment, a computer readable storage medium is provided having a computer program stored thereon, which when executed by a processor, performs the steps of:
setting configuration information of new manual operation guide in a unified management background, wherein the configuration information at least comprises a format template of the new manual operation guide, a page position needing to be added with the guide and guide content needing to be edited;
storing the set configuration information into a configuration database;
When a page access trigger is received, dynamically generating an editing code of a novice operation guide according to configuration information in a configuration database, and embedding the editing code into a designated position;
and displaying the novice operation guide at the designated position, and adjusting the display state of the novice operation guide according to the user behavior.
It should be noted that, the functions or steps implemented by the computer readable storage medium or the computer device may correspond to the relevant descriptions of the server side and the client side in the foregoing method embodiments, and are not described herein for avoiding repetition.
Those skilled in the art will appreciate that implementing all or part of the above described methods may be accomplished by way of a computer program stored on a non-transitory computer readable storage medium, which when executed, may comprise the steps of the embodiments of the methods described above. Any reference to memory, storage, database, or other medium used in embodiments provided herein may include non-volatile and/or volatile memory. The nonvolatile memory can include Read Only Memory (ROM), programmable ROM (PROM), electrically Programmable ROM (EPROM), electrically Erasable Programmable ROM (EEPROM), or flash memory. Volatile memory can include Random Access Memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in a variety of forms such as Static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double Data Rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous link (SYNCHLINK) DRAM (SLDRAM), memory bus (Rambus) direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM), among others.
It will be apparent to those skilled in the art that, for convenience and brevity of description, only the above-described division of the functional units and modules is illustrated, and in practical application, the above-described functional distribution may be performed by different functional units and modules according to needs, i.e. the internal structure of the apparatus is divided into different functional units or modules to perform all or part of the above-described functions.
The foregoing embodiments are merely illustrative of the technical solutions of the present invention, and not restrictive, and although the present invention has been described in detail with reference to the foregoing embodiments, it should be understood by those skilled in the art that modifications may still be made to the technical solutions described in the foregoing embodiments or equivalent substitutions of some technical features thereof, and that such modifications or substitutions do not depart from the spirit and scope of the technical solutions of the embodiments of the present invention.

Claims (10)

Translated fromChinese
1.一种基于配置化的新手操作指引方法,其特征在于,包括:1. A configuration-based novice operation guidance method, characterized by comprising:设置统一管理后台中新手操作指引的配置信息,其中配置信息至少包括新手操作指引的版式模板、需要添加指引的页面位置以及编辑需要指引的引导内容;Set the configuration information of the novice operation guide in the unified management background, where the configuration information at least includes the layout template of the novice operation guide, the page location where the guide needs to be added, and the content of the guide that needs to be edited;存储设置的配置信息至配置数据库中;Store the configured information in the configuration database;当接收到页面访问触发时,根据配置数据库中的配置信息,动态生成新手操作指引的编辑代码,并将编辑代码嵌入到指定位置;When a page access trigger is received, the editing code of the novice operation guide is dynamically generated according to the configuration information in the configuration database, and the editing code is embedded in the specified location;在指定位置处显示新手操作指引,并根据用户行为调整新手操作指引的显示状态。Display the novice operation guide at the specified location and adjust the display status of the novice operation guide according to user behavior.2.如权利要求1所述的基于配置化的新手操作指引方法,其特征在于,所述存储设置的配置信息至配置数据库中的步骤包括:2. The novice operation guidance method based on configuration according to claim 1, wherein the step of storing the set configuration information in the configuration database comprises:从用户界面、代码逻辑或其他数据源收集配置信息;Gather configuration information from the user interface, code logic, or other data sources;将配置信息转换为适合存储的格式;Convert configuration information into a format suitable for storage;将格式化后的配置信息写入配置数据库中。Write the formatted configuration information into the configuration database.3.如权利要求1所述的基于配置化的新手操作指引方法,其特征在于,所述当接收到页面访问触发时,根据配置数据库中的配置信息,动态生成新手操作指引的编辑代码,并将编辑代码嵌入到指定位置的步骤包括:3. The configuration-based novice operation guidance method according to claim 1, wherein the step of dynamically generating editing code for the novice operation guidance according to configuration information in the configuration database upon receiving a page access trigger and embedding the editing code into a designated location comprises:当接收到页面访问触发时,页面的加载会触发一个访问事件;When a page access trigger is received, the loading of the page triggers an access event;获取前端代码监听访问事件,并在页面加载访问事件执行后续访问操作;Get the front-end code to listen for access events and perform subsequent access operations when the page loads the access event;传输前端代码会向后端代码发送请求,获取配置数据库中的新手操作指引配置信息;The transmission front-end code will send a request to the back-end code to obtain the novice operation guide configuration information from the configuration database;获取后端代码从配置数据库中读取相关的配置信息,并以JSON或其他数据格式返回给前端代码;Get the backend code to read the relevant configuration information from the configuration database and return it to the frontend code in JSON or other data formats;接收前端代码根据获取到的配置信息动态生成新手操作指引的编辑代码;Receive the front-end code and dynamically generate the editing code of the novice operation guide based on the obtained configuration information;通过前端代码的DOM操作,将生成的编辑代码插入产品页面的指定位置。Through DOM manipulation of the front-end code, the generated editing code is inserted into the specified location of the product page.4.如权利要求1所述的基于配置化的新手操作指引方法,其特征在于,所述在指定位置处显示新手操作指引,并根据用户行为调整新手操作指引的显示状态的步骤包括:4. The configurable novice operation guidance method according to claim 1, wherein the step of displaying the novice operation guidance at a designated location and adjusting the display state of the novice operation guidance according to user behavior comprises:当页面加载完成或到达指定触发条件时,显示新手操作指引在指定位置;When the page is loaded or reaches the specified trigger condition, the novice operation guide is displayed at the specified location;如果获取用户点击“关闭”按钮指令,新手操作指引会隐藏或消失;If the user clicks the "Close" button, the novice operation guide will be hidden or disappear;记录用户的“关闭”操作,后续不再显示相同的指引。Record the user's "Close" operation and do not display the same instructions later.5.如权利要求4所述的基于配置化的新手操作指引方法,其特征在于,所述当页面加载完成或到达指定触发条件时,新手操作指引会在指定位置显示的步骤之后,所述方法还包括:5. The configurable novice operation guidance method according to claim 4, wherein after the step of displaying the novice operation guidance at a designated location when the page is loaded or a designated trigger condition is reached, the method further comprises:如果指引是分步骤的,如果获取用户点击“下一步”按钮指令后,新手操作指引会切换到下一个步骤的内容;If the instructions are divided into steps, after receiving the user's instruction to click the "Next" button, the novice operation guide will switch to the content of the next step;如果获取单页的新手操作指引,点击“下一步”会直接隐藏指引。If you get a single-page beginner's guide, clicking "Next" will hide the guide directly.6.如权利要求4所述的基于配置化的新手操作指引方法,其特征在于,所述当页面加载完成或到达指定触发条件时(如用户首次访问页面),新手操作指引会在指定位置显示的步骤之后,所述方法还包括:6. The configurable novice operation guidance method according to claim 4, wherein after the step of displaying the novice operation guidance at a designated location when the page is loaded or a designated trigger condition is reached (e.g., when the user visits the page for the first time), the method further comprises:如果用户完成了新手操作指引中提到的操作,自动隐藏新手操作指引或显示新手操作指引完成状态;If the user completes the operations mentioned in the novice operation guide, the novice operation guide will be automatically hidden or the completion status of the novice operation guide will be displayed;监听用户的操作行为来判断是否完成新手操作指引操作。Monitor the user's operation behavior to determine whether the novice operation guidance operation is completed.7.如权利要求4所述的基于配置化的新手操作指引方法,其特征在于,所述当页面加载完成或到达指定触发条件时(如用户首次访问页面),新手操作指引会在指定位置显示的步骤之后,所述方法还包括:7. The configurable novice operation guidance method according to claim 4, wherein after the step of displaying the novice operation guidance at a designated location when the page is loaded or a designated trigger condition is reached (e.g., when the user visits the page for the first time), the method further comprises:如果用户在某个页面或操作上停留时间超过预设停留时间,自动显示相关的帮助指引内容,帮助用户解决问题。If the user stays on a certain page or operation for longer than the preset time, relevant help guidance content will be automatically displayed to help the user solve the problem.8.一种基于配置化的新手操作指引装置,其特征在于,包括:8. A novice operation guidance device based on configuration, characterized by comprising:配置模块,用于设置统一管理后台中新手操作指引的配置信息,其中配置信息至少包括新手操作指引的版式模板、需要添加指引的页面位置以及编辑需要指引的引导内容;The configuration module is used to set the configuration information of the novice operation guide in the unified management background, where the configuration information at least includes the layout template of the novice operation guide, the page location where the guide needs to be added, and the content of the guide required for editing;存储模块,用于存储设置的配置信息至配置数据库中;A storage module, used to store the set configuration information in a configuration database;编辑模块,用于当接收到页面访问触发时,根据配置数据库中的配置信息,动态生成新手操作指引的编辑代码,并将编辑代码嵌入到指定位置;The editing module is used to dynamically generate the editing code of the novice operation guide according to the configuration information in the configuration database when receiving a page access trigger, and embed the editing code into the specified location;显示模块,用于在指定位置处显示新手操作指引,并根据用户行为调整新手操作指引的显示状态。The display module is used to display the novice operation guide at a specified position and adjust the display state of the novice operation guide according to user behavior.9.一种计算机设备,包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机程序,其特征在于,所述处理器执行所述计算机程序时实现如权利要求1至7任一项所述基于配置化的新手操作指引方法的步骤。9. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the steps of the configurable novice operation guidance method according to any one of claims 1 to 7 are implemented.10.一种计算机可读存储介质,所述计算机可读存储介质存储有计算机程序,其特征在于,所述计算机程序被处理器执行时实现如权利要求1至7任一项所述基于配置化的新手操作指引方法的步骤。10. A computer-readable storage medium storing a computer program, wherein when the computer program is executed by a processor, the computer program implements the steps of the configurable novice operation guidance method according to any one of claims 1 to 7.
CN202510888468.7A2025-06-272025-06-27 A configuration-based novice operation guidance method, device, equipment and mediumPendingCN120762799A (en)

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