You can edit a record and update its field values. You can also save the changes as a draft to publish them later. You can discard the changes manually at any time, or the changes are discarded automatically after 15 days from the creation date.
Note: Effective in the November 2025 release, the ability to save the changes as a draft is available for preview.
Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
1 From the search results, open the record that you want to edit.
2 Update the information in the required sections.
3 Apply the changes.
The changes are saved as draft.
4If you want to discard the draft changes, click Actions > Discard Draft.
A confirmation dialog box appears.
5Confirm discard.
The draft changes are discarded.
6Click Submit.
The record is either updated or submitted for approval. When you send for approval, a review task is created and available for approvers to review. An icon appears after a few seconds to indicate that the record has pending changes.