Table of Contents

Search

  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

Viewing Record Versions in the Timeline View

Viewing Record Versions in the Timeline View

Use the
Timeline
view to view the versions of a record. The
Timeline
view displays a chronology of versions over the lifespan of a record.
  1. From the Search Results panel of the
    Search
    page, open the record that you want to view.
  2. Click the
    Timeline
    tab.
  3. In the middle panel, select a date range to view the versions of the record.
    The versions appear in descending order.
  4. To select a time unit to group data events, in the middle panel, click
    Options
    , and select a different timescale. For example, select
    M
    to select a monthly timescale.
  5. In the middle panel, select a version.
    The details of the record version appear in the right panel.
  6. In the right panel, perform the following actions:
    1. To view the data changes in the version, click
      More Actions
      Open Version History
      . For more information about viewing data changes in a version, see Viewing Record Versions in the Timeline View.
    2. To edit the version, click
      More Actions
      Edit Version
      .
      The
      Business Entity
      view appears.
  7. To add a version to the record, click
    Add Version
    .
    The
    Business Entity
    view appears.
  8. To view the version of a child record, perform the following steps:
    1. In the left panel, expand a child folder and select a child record.
    2. In the middle panel, select a date range to view the versions of the child record.
      The versions of the child record appear in the middle panel in descending order.

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