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

Moving Multiple Records

Moving Multiple Records

You can move multiple active child relationships from one parent to another.
  1. In the relationship panel, select the records that you want to move.
  2. Hover over one of the selected records, click the
    More Actions
    icon, and then select
    Move To
    .
  3. In the
    Move to
    field, select the
    More Actions
    icon.
    The
    Add Related Record
    window appears.
  4. Search for the target business entity, and then click
    Select
    .
  5. In the
    Existing Related Records
    field, select
    End relationships
    or
    Delete relationships
    .
  6. Click
    Apply
    .
  7. Edit the properties that you want to change.
  8. Click
    Apply
    .
  9. Click
    Submit
    .
    The
    Submit Hierarchy Changes
    window appears.
  10. Click
    Accept
    .

0 COMMENTS

We’d like to hear from you!