IP Library Granted Patent US 11,663,038
Granted Patent B2
US 11,663,038 · App. 16/864,805 · Granted May 30, 2023

Workflow data migration management

Inventors: Derek Franklin DSouza (San Francisco, CA); Priya Mittal (San Francisco, CA)
Assignee: salesforce.com, inc.
G06F9/4856G06F16/9027
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Quick Facts
Patent No.
US 11,663,038
App. No.
16/864,805
Granted
May 30, 2023
Kind
B2
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 (37)

1. A method comprising:

receiving, by a processing device, metadata defining a workflow configured for processing by a source system, wherein the workflow comprises a plurality of element types associated by one or more connectors;

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 a first element of the metadata, wherein the first transformation comprises a change to the first element of the metadata;

applying, by the processing device, a second rule of the set of rules to the metadata to execute a second transformation to update a first set of coordinates defining a first layout of one or more elements of the metadata in a first graphical representation of the workflow in the source system to a second set of coordinates defining a second layout of the one or more elements of the metadata in a second graphical representation to be displayed via the target system;

generating, by the processing device, a transformed workflow including the first transformation and the second transformation;

migrating the transformed workflow to the target system; and

causing, by the processing device, a display of the second graphical representation of the transformed workflow migrated to the target system.

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

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

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

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

6. 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, wherein the workflow comprises a plurality of element types associated by one or more connectors;

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 a first element of the metadata, wherein the first transformation comprises a change to the first element of the metadata;

apply a second rule of the set of rules to the metadata to execute a second transformation to update a first set of coordinates defining a first layout of one or more elements of the metadata in a first graphical representation of the workflow in the source system to a second set of coordinates defining a second layout of the one or more elements of the metadata in a second graphical representation to be displayed via the target system;

generate a transformed workflow including the first transformation and the second transformation;

migrate the transformed workflow to the target system; and

cause a display of the second graphical representation of the transformed workflow migrated to the target system.

7. The system of claim 6 , wherein the first rule translates an element type of the first element from a first element type to a second element type.

8. The system of claim 6 , wherein the first layout comprises a column-based layout and the second layout comprises a tree-based layout.

9. The system of claim 6 , wherein the first rule translates a property of the first element from a first property type to a second property type.

10. The system of claim 6 , wherein the first rule adds a property to the first element.

11. 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, wherein the workflow comprises a plurality of element types associated by one or more connectors;

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 a first element of the metadata, wherein the first transformation comprises a change to the first element of the metadata;

apply a second rule of the set of rules to the metadata to execute a second transformation to update a first set of coordinates defining a first layout of one or more elements of the metadata in a first graphical representation of the workflow in the source system to a second set of coordinates defining a second layout of the one or more elements of the metadata in a second graphical representation to be displayed via the target system;

generate a transformed workflow including the first transformation and the second transformation;

migrate the transformed workflow to the target system; and

cause a display of the second graphical representation of the transformed workflow migrated to the target system.

12. The non-transitory computer-readable storage medium of claim 11 , wherein the first rule translates an element type of the first element from a first element type to a second element type.

13. The non-transitory computer-readable storage medium of claim 11 , wherein the first layout comprises a column-based layout and the second layout comprises a tree-based layout.

14. The non-transitory computer-readable storage medium of claim 11 , wherein the first rule translates a property of the first element from a first property type to a second property type.

Assignments (2)
CHANGE OF NAME Recorded Sep 20, 2023
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 064974/0185 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 1, 2020
From: DSOUZA, DEREK FRANKLIN; MITTAL, PRIYA
To: SALESFORCE.COM, INC.
Reel/Frame 052555/0878 →
Continuity (1)
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