Preface
Introduction to Informatica MDM - Customer 360
Getting Started
Adding Records
Working with Draft Records
Finding Records
Editing Records
Managing Record Versions
Importing Bulk Data
Viewing Tasks
Participating in Review Processes
Managing Tasks
Resolving Duplicates
Investigating Data Changes
Investigating Relationships
Creating Customer Profiles on the Customer Portal

User Guide

10.5

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Editing a Draft Record

You can edit a draft record to make changes and then submit it or keep it as a draft.

In the navigation bar, click

Drafts

Select the draft record that you want to edit.

The record opens.

Edit the data in the draft record.

Perform one of the following actions:

To retain the record in the draft state, click

Cancel

and then click

Save as Draft

To submit the record, click

Save

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

Working with Draft Records

Rename Saved Search

Table of Contents

User Guide

User Guide

Editing a Draft Record

Editing a Draft Record