Welcome
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 the Beneficiary Module. For example, the list of Participating organisations, mobility activities, or Associated persons.
It describes features that allow the users to handle items in lists, either individually or in bulk.
For a quick overview of Navigation and basic functionalities in the Beneficiary module, please watch the eLearning video.
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 is an example of a list of Organisations in a KA122-VET project, for a contact with Edit access in the project.
Here is an example of the List of mobility activities in a KA122-VET project, call year 2022, where you can also Duplicate the mobility activities.
Here is an example of the list of the Activities of an ESC51 project from call 2023. In addition to the Delete, View and Edit options, the orange Select icon is available.
The Create button allows you to add an item to the list, such as an organisation, a mobility activity, etc. Click on Create to open a new screen, where you can add the relevant details and then 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. The 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, a confirmation is required if you wish to delete several items in bulk, as the items are permanently removed.
Take note
If no items are selected, the bulk options to choose from are disabled.
Take Note
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 a general text, to narrow down the list of results.
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 filtering criteria remain active if they have not been removed, and the results are displayed accordingly. The applied filtering criteria also remain visible next to the More Filters button.
You can sort a list 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 Mobility Activity ID.