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English
  • MDM - Customer 360 10.4 HotFix 3
  • All Products

Table of Contents

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  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

User Guide

User Guide

Back Next

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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