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  • Customer 360 10.5
  • 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. 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

User Guide

User Guide

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Saving an Existing Query as a New Query

Saving an Existing Query as a New Query

Instead of starting from scratch, you can use an existing query to create more queries. You can either select or open an existing query, and then save the it as a new query.
  1. In the
    Saved Queries
     panel, select the query that you want to save as a new query.
  2. Click
    Actions
    Save As
    .
    The
    Save As
     dialog box appears.
  3. Enter a unique name and description for the query.
  4. Optionally, enable any of the following query options:
    • Set as my default. The query becomes the default query.
    • Share with all. The query is shared with other users.
  5. Click
    Save
    .
    A copy of the query is saved with the new name, and the query opens.
  6. Optionally, modify the new query.
    1. Click
      Actions
      Edit
      .
    2. Edit the query as required.
      You can make the following changes to the query:
      • Add fields.
      • Remove fields.
      • Enable the query to be case-sensitive.
      • Select a field name by which the query result must be sorted.
      • Set the sort order to ascending or descending.
    3. Click
      OK
      .
      The query is saved with the changes.
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