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            Migration Scenarios and Workflow

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            Migration Scenarios and Workflow

            Let’s look at a few scenarios for migrating calculation matrices as decision matrices and calculation procedures as expression sets. Let’s also review the migration workflow for various states of the calculation matrices and calculation procedures.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
            Migration Scenarios and Workflow
            Scenario Workflow
            Migrate a calculation procedure as an expression set. The calculation procedure is standalone. Migrate the calculation procedure as an expression set.
            Migrate a calculation matrix as a decision matrix. The calculation matrix is standalone and isn’t used in a calculation procedure.
            1. Identify the versions of the calculation matrix that have data.
            2. Download the data from the identified calculation matrix versions as CSV files.
            3. Migrate the calculation matrix as a decision matrix.
              Note
              Note

              Only column headers are migrated.

            4. To add row data to the migrated decision matrix, upload the CSV file that contains the calculation matrix data to the relevant decision matrix version.
            5. Activate the decision matrix version that you want to use.
            Migrate a calculation procedure as an expression set. The calculation procedure references a calculation matrix.
            1. Identify the active version of the calculation matrix that’s used in the calculation procedure.
            2. Download the data from the active calculation matrix version as a CSV file.
            3. Migrate the calculation matrix as a decision matrix.
              Note
              Note

              Only column headers are migrated.

            4. To add row data to the migrated decision matrix, upload the CSV file that contains the calculation matrix data to the relevant decision matrix version.
            5. Activate the decision matrix version that you want to use or activate at least one version of the migrated decision matrix so that the calculation procedure can be migrated as an expression set.
            6. Migrate the calculation procedure as an expression set.
             
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