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    4. How to Remove a Public Note from Portfolios

    How to Remove a Public Note from Portfolios

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    1. Question
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    • Article Type: Q&A
    • Product: Alma

    Question

    How to remove a Public Note from set of Portfolios?
    For example, portfolios have a Public Note “Click HERE to read this electronic book” that the customer would like to remove in bulk.

    Answer

    *Create a set with portfolios that have this as the Public Note.
    *Run job “Change electronic portfolio information.”
    *Select the set.
    *Set Override Public Note= Unconditionally.
    *Submit the job.
    *The Public Note is now removed from the Portfolio.

    Category: Resource Management

    Subject: Inventory


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      Product
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      2. Inventory
      3. Resource Management - Alma
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