Source and target

The terms source and target appear throughout the migration plan editor and always mean the same thing: the source is where something is read from, the target is where it is written to.

At the level of the whole plan, the target is fixed and the source is configurable. The target is always the version the plan belongs to, which is why a plan is created under the version cases should end up on. The source is the version whose cases the plan migrates.

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Selecting the source

1

Open the plan editor and go to the General tab

2

Under Source, select a Source case definition and a Source version

Source selection

Source	Effect
The previous version	The ordinary case, and what the editor pre-fills for a new plan
An older version	Migrates those cases to the target in a single step, instead of requiring a plan on every version in between. Suitable when the intermediate versions change neither the data nor the process
A different case definition	Migrates the cases of that case definition onto this one, which is how a renamed or replaced case definition brings its running cases along

A plan only touches cases on exactly the version it names. Cases on any other version are left to the plans that claim them, so several plans may target the same version from different sources without interfering.

Migrating cases from a different case definition also moves them onto the target's document definition, which has a different name. Anything keyed on the old document definition name — saved searches, permissions scoped to it, external integrations — is not rewritten and must be checked.

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Source and target within a tab

The same distinction applies inside the editor tabs, where it identifies the document or process being read from and written to:

Tab	Source	Target
Data migration	The field read from the case document	The field written into the migrated case document
Process migration	The process definition the running instances currently use	The process definition in the target version they move onto
Add building block	The case document and one of its running processes	The new building block document and its process
Remove building block	The building block document and its processes	The case document and a case process

See Building blocks for the building block tabs.