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 projects available 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. Certain options are only available if a project is in a specific status, mainly Project ongoing, and to Associated Persons with specific access rights. For example, Edit access is required to edit or delete items in a list.
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 the functionalities in Associated persons in a KA122-VET project, where the user has 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 and the Revalidation button is available on top of the list.
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, allowing you to create a participation.
The Create button allows you to add an item to a 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:
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, depending on the list you are viewing:
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 you mouse 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 allows you to export multiple items in the list: you can select either the full list, or only certain 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 is a free text field where you can add in general text to narrow down the list of results. Depending on the context it will allow a user to search either on the text displayed in the list or on the text contained within the listed items.
You can combine the Search functionality with the More Filters options.
The More filters option available in various lists in beneficiary projects allows you to narrow down a list of search results using specific filters available for the columns available in the respective list. Click on the More filters button to display the filtering criteria at the top of list. The button name changes to Less filters.
Once you click the More filters button, the search filter row appears in the list, containing the filter for the list columns. Filters for some or each column in the list will become available, as applicable for the list you are viewing. There may be different types of filters, depending on the list, and they can be combined to narrow down the results:
After a specific filter option has been provided, click away from the specific field, or click on the Search button in the top-right area of the screen. The list is updated as per the set filter options. The selected filtering criteria are displayed as a list next to the Less Filters button or as pills above the list. To remove a filtering criterion, click on the X next to its name. To remove the search filter row, click the Less Filters button.
Here is an example of using the More Filters option to narrow down a List of mobility activities.
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 mobility activities is sorted in ascending order, by Mobility Activity ID.