Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Searchable Lookup Fields Overview
  9. Managing Record Versions
  10. Importing Bulk Data
  11. Reviewing a Supplier
  12. Reviewing Multiple Suppliers
  13. Managing Suppliers
  14. Broker Role for Supplier 360
  15. Communicating with Suppliers
  16. Investigating Relationships
  17. Creating Supplier Profiles on the Supplier Portal

Editing a Draft Record

Editing a Draft Record

You can edit a draft record to make changes and then submit it or keep it as a draft.
  1. In the navigation bar, click
    Drafts
    .
  2. Select the draft record that you want to edit.
    The record opens.
  3. Edit the data in the draft record.
  4. 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.


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