The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation.
This page explains the common functionality available in sections containing lists of items in beneficiary projects, for example the list of organisations, mobility activities or contacts.
It describes features that enable users to handle items in lists either individually or grouped.
For a quick overview of Navigation and basic functionalities in Beneficiary module, please view the eLearning video.
Renamed project sections On 06/06/2023, in the Project details, the Content menu has been updated. Organisations has been renamed to Participating Organisations and Contacts has been renamed to Associated Persons in the project details in Beneficiary module. The relevant wiki pages will be updated shortly. Here an example screen of the renamed Participating Organisations section in a KA154 project. Here an example screen of the renamed Associated Persons section in a KA154 project.
Renamed project sections
On 06/06/2023, in the Project details, the Content menu has been updated. Organisations has been renamed to Participating Organisations and Contacts has been renamed to Associated Persons in the project details in Beneficiary module.
The relevant wiki pages will be updated shortly.
Here an example screen of the renamed Participating Organisations section in a KA154 project.
Here an example screen of the renamed Associated Persons section in a KA154 project.
Lists in a project have the following general functionalities and options:
adding an item to the list is not allowed, depending on the list and action type of the project.
Additional buttons may be available for a list, depending on the list viewed.
Here an example of the list of Organisations in a KA122-VET project for a contact with Edit access in the project.
Here an example of the List of mobility activities in a KA122-VET, call year 2022, project. The Provide access to OLS button is displayed on top of the list and the Duplicate action is available for the listed mobility activities.
Some lists have a slightly different layout and do not provide the options for Bulk Actions, Search and More Filters. The icons available in the Actions column have a different look, but provide the same options: View, Edit and Delete. The basic list options Sort by column, browse and items per page are also available for these lists.
Here an example of such list in the Activities of an ESC51 project from call 2021.
The Create button enables you to add an item to the list, such as an organisation, a mobility activity, etc. Clicking on Create opens a new screen where you can add the relevant details and Save the item.
If adding an item to a list is not allowed, the Create button will be inactive.
Once items are added to the list, the following icons become available under the Actions column:
If editing or deleting an item from the list is not possible, the relevant icon is greyed out.
Bulk Actions allow you to apply a specific operation to multiple list items at the same time. The available options vary depending on the project section and on your permissions in the project. Following bulk actions may be available:
To perform a bulk action, take the following steps:
Depending on your selection, the action is applied immediately to all the selected items, or you may need to take additional steps. For instance, for deleting several items in bulk, a confirmation is required, as the items are permanently removed.
If no items are selected, the bulk options to choose from are disabled.
When rolling over the Disable Bulk Actions button, you are prompted to select at least one row to enable bulk actions, if none are yet selected. If no items are selected, the bulk options available are disabled.
The functionality to export multiple list items is available, where you can select either the full list or selected items to be exported in one of the following formats: PDF, CSV, or XLS.
In this example, we will export the list of mobility activities.
The search field allows you to add general text to narrow down the list of results.
Type at least two characters in the search box and click the Search button (1) to retrieve the items matching your criteria. The number of items found is updated and displayed at the top of the list. The found item(s) is (are) displayed in the list (2).
To remove a search filter and return to the full list, click on the X in the Search box (3).
You can combine the Search functionality with the More Filters options.
Filters help you refine your search to find specific items that match several search criteria from the data displayed in the list.
Even if you hide the filters (by clicking on the Less Filters button), the previously applied filters remain active if they have not been removed, and the results are displayed accordingly. The applied filters also remain visible next to the More Filters button.
The list can be sorted by clicking on a column header (1st click ascending, 2nd click descending, 3rd click off). An arrow indicating the current sort sequence is displayed next to the selected column header.
In this example, the list of organisations is sorted in ascending order by Organisation ID.