Table of Contents

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

Adding a Draft Record

Adding a Draft Record

You can partially fill in a business entity record, and then save it as a draft.
  1. In the navigation bar, click
    New
    , select a business entity type, and then click
    OK
    .
    An entity tab opens and displays the data entry form for the business entity.
  2. Add data to the record.
  3. To save the draft of the record, click
    Cancel
    .
    The
    Discard New Record
    dialog box appears.
  4. Click
    Save as Draft
    .
    The record is saved as a draft. You can access the draft on the
    Drafts
    page.

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