# US 2021/0342181 A1 · Workflow data migration management

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- Number: US 2021/0342181 A1
- Document ID: US20210342181A1
- Status: Published application
- Kind: A1
- Application number: 16/864,805
- Filed: 2020-05-01
- Published: 2021-11-04
- Earliest claimed: 2020-05-01
- Assignees: salesforce.com, inc.
- Applicants: salesforce.com, inc.
- Inventors: Derek Franklin DSouza; Priya Mittal
- Web page: https://patentgrep.com/patent/US20210342181A1

## CPC

- G06F 9/4856: {resumption being on a different machine, e.g. task migration, virtual machine migration (G06F9/5088 takes precedence)}
- G06F 16/9027: {Trees}
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Systems and methods are described for migrating a workflow from a source system to a target system. The systems and methods receive metadata defining a workflow configured for processing by the source system. A set of rules associated with transforming the metadata for processing by the target system are identified. A first rule is applied to the metadata to execute a first transformation of an element of the metadata. A second rule is applied to the metadata to execute a second transformation of a position of an element of the metadata. The systems and methods generate a transformed workflow including the first transformation and the second transformation. The transformed workflow is displayed via the target system.

## Claims

### Claim 1

A method comprising:
receiving, by a processing device, metadata defining a workflow configured for processing by a source system;
identifying, by the processing device, a set of rules associated with transforming the metadata for processing by a target system;
applying, by the processing device, a first rule of the set of rules to the metadata to execute a first transformation of an element of the metadata;
applying, by the processing system, a second rule of the set of rules to the metadata to execute a second transformation of a position of an element of the metadata;
generating, by the processing system, a transformed workflow including the first transformation and the second transformation; and
causing, by the processing system, a display of the transformed workflow via the target system.

### Claim 2 (depends on 1)

The method of claim 1, wherein the workflow comprises a plurality of element types associated by one or more connectors.

### Claim 3 (depends on 2)

The method of claim 2, wherein the first rule translates an element type of the element from a first element type to a second element type.

### Claim 4 (depends on 2)

The method of claim 2, wherein the second rule comprises updating a first set of coordinates defining a first layout of the plurality of element types of the workflow as processed by the source system to a second set of coordinates defining a second layout of the plurality of element types of the workflow as processed by the target system.

### Claim 5 (depends on 1)

The method of claim 1, wherein the first layout comprises a column-based layout and the second layout comprises a tree-based layout.

### Claim 6 (depends on 1)

The method of claim 1, wherein the first rule translates a property of the element from a first property type to a second property type.

### Claim 7 (depends on 1)

The method of claim 1, wherein the first rule adds a property to the element.

### Claim 8

A system comprising:
a processing device; and
a memory coupled to the processing device, the memory having instructions stored thereon that, in response to execution by the processing device, cause the processing device to:
receive metadata defining a workflow configured for processing by a source system;
identify a set of rules associated with transforming the metadata for processing by a target system;
apply a first rule of the set of rules to the metadata to execute a first transformation of an element of the metadata;
apply a second rule of the set of rules to the metadata to execute a second transformation of a position of an element of the metadata;
generate a transformed workflow including the first transformation and the second transformation; and
cause a display of the transformed workflow via the target system.

### Claim 9 (depends on 8)

The system of claim 8, wherein the workflow comprises a plurality of element types associated by one or more connectors.

### Claim 10 (depends on 9)

The system of claim 9, wherein the first rule translates an element type of the element from a first element type to a second element type.

### Claim 11 (depends on 9)

The system of claim 9, wherein the second rule comprises updating a first set of coordinates defining a first layout of the plurality of element types of the workflow as processed by the source system to a second set of coordinates defining a second layout of the plurality of element types of the workflow as processed by the target system.

### Claim 12 (depends on 8)

The system of claim 8, wherein the first layout comprises a column-based layout and the second layout comprises a tree-based layout.

### Claim 13 (depends on 8)

The system of claim 8, wherein the first rule translates a property of the element from a first property type to a second property type.

### Claim 14 (depends on 8)

The system of claim 8, wherein the first rule adds a property to the element.

### Claim 15

A non-transitory computer-readable storage medium having instructions encoded thereon which, when executed by a processing device, cause the processing device to:
receive metadata defining a workflow configured for processing by a source system;
identify a set of rules associated with transforming the metadata for processing by a target system;
apply a first rule of the set of rules to the metadata to execute a first transformation of an element of the metadata;
apply a second rule of the set of rules to the metadata to execute a second transformation of a position of an element of the metadata;
generate a transformed workflow including the first transformation and the second transformation; and
cause a display of the transformed workflow via the target system.

### Claim 16 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the workflow comprises a plurality of element types associated by one or more connectors.

### Claim 17 (depends on 16)

The non-transitory computer-readable storage medium of claim 16, wherein the first rule translates an element type of the element from a first element type to a second element type.

### Claim 18 (depends on 16)

The non-transitory computer-readable storage medium of claim 16, wherein the second rule comprises updating a first set of coordinates defining a first layout of the plurality of element types of the workflow as processed by the source system to a second set of coordinates defining a second layout of the plurality of element types of the workflow as processed by the target system.

### Claim 19 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the first layout comprises a column-based layout and the second layout comprises a tree-based layout.

### Claim 20 (depends on 15)

The non-transitory computer-readable storage medium of claim 15, wherein the first rule translates a property of the element from a first property type to a second property type.