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. Managing Record Versions
  9. Importing Bulk Data
  10. Reviewing a Supplier
  11. Reviewing Multiple Suppliers
  12. Managing Suppliers
  13. Communicating with Suppliers
  14. Investigating Relationships
  15. 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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