Table of Contents


  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Draft Records
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Editing Multiple Records

Editing Multiple Records

If your user role includes the bulk edit permission, you can edit multiple records 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.
  1. From the
    panel of the
    page, search for records that you want to change.
    The records appear in the
    Search Results
    You can also use the Queries panel to search for previously searched records.
  2. In
    select filters to narrow down your search results.
    Search Results
    panel displays the records that are directly related to the values that you input in the
  3. Click the Find and Replace icon.
    Find and Replace
    window opens.
  4. In the
    Find in:
    drop-down list, select a column and enter the value to find in the column.
    The following image shows how to select a column and enter the search value, Adam: The Find in list with the First Name column selected.
    To use the Find and Replace operation for lookup and dependant lookup fields, you must enter a value in both fields. For example, if you want to replace the Country lookup field and the State dependent lookup field, you must enter a search value in the lookup and dependent lookup fields.
  5. Click
    The search results show only the records that match the specified value.
    The following image shows the search results.
  6. In the
    Replace with:
    field, enter the new value.
  7. Click
    Replace All
    A message confirms that you want to replace the records.
  8. Click
    Replace All
    A message displays the number of records replaced.


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