User Guide

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Editing a Record

If your user role includes the edit permission, you can edit a record in the active state.

You cannot edit a record that is in the pending state because the record has changes that are pending approval. You must wait until the review and approval process ends.

From the

Search Results

panel of the

page, click the record that you want to edit.

The Dashboard view of the record opens.

From the

View

list, select

Business Entity

The record opens.

Click

Edit

If the button is disabled, either you do not have permission to edit the record or the record has changes that are pending approval.

Edit the data in the parent record as required.

Click anywhere in the top section.

The section becomes editable.

Edit the data.

Click the

Apply

icon.

Edit the data in child records as required.

Expand the child section.

Click the

Edit

icon.

The section becomes editable.

Edit the data.

Click the

Apply

icon.

Click the

Save

button.

If your user role permits you to save data without a review, the application saves the record to the MDM Hub Store as active records. Otherwise, the application saves the record as pending record and initiates the review process associated with your role.

Rename Saved Search

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User Guide

User Guide

Editing a Record