Data Director User Guide

10.3

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Editing a Record

If your user role includes the edit permission, you can edit a record in the active state.

You cannot edit a record that is in the pending state because the record has changes that are pending approval. You must wait until the review and approval process ends.

From the

Search Results

panel of the

page, open the record that you want to edit.

The record opens in a record view.

If the view is not your preferred view for editing, you can select a different view from the View list.

Click

Edit

If the button is disabled, either you do not have permission to edit the record or the record has changes that are pending approval.

The following image shows the record for John James Smith in edit mode:

A
Business Entity view displays the contents of the root record for John James Smith. The sections for the child records are collapsed.

Edit the data in the root record as required.

Click anywhere in the top section.

The section becomes editable.

Edit the data.

Edit the data in child records as required.

Expand the child section.

Click the

Edit

icon.

The section becomes editable.

Edit the data.

Click the

Apply

icon.

Click

Save

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

Rename Saved Search

Table of Contents

Data Director User Guide

Data Director User Guide

Editing a Record

Editing a Record