This page explains the basic functionalities and common elements used in application forms.
To complete an application form you must:
An application form consists of a number of sections and subsections. When filling in the application form, complete the sections and subsections in the order in which they are listed in the Content menu (from top to bottom), as the information provided in one section often affects fields or calculations in a later section. The form content will adapt based on your input and will provide feedback such as warning messages or error messages if information is missing or eligibility rules are not observed.
You can interrupt the completion of an application form at any time, all updates are automatically saved. You can later reopen a form and continue from where you were from My Applications, provided the form was not yet submitted and the deadline for submission is not reached. Remember to resubmit any changes to your form before the deadline.
There are detailed onscreen instructions, notifications and warning messages specific to the form you are working on. In addition, certain fields have explanations which you can read by placing your cursor on the field title. Please read this information carefully and if you require further assistance, consult the content related to the specific application form action.
For information on how to complete a specific form, please refer to the dedicated pages available in Specific information on how to complete your form.
Some functionalities may not yet be implemented in all forms. |
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Application form screen layoutAfter you click Apply for the desired opportunity, the Application form screen opens. The following elements are available for all forms:
HeaderThe header in the work area of the application forms displays basic information about your form. By default, it only shows key details. Click on the arrow to expand and view further information. Information displayed in the header:
Card layout and functionalityCards are now widely used to define details in sections of a form with many input fields. Cards replace the previously used tables.
Each card has a number of action icons which differ depending on the type of card, for example to edit the details, delete the card and a down/up arrow to expand/collapse the card details. Some cards also contain a status label - incomplete in red or complete in green, and/or a result label, for example displaying the total grant for the card. Here are examples of different types of cards from a KA153 application form:
Navigation through/within application sectionsContent menuTo quickly access a specific section or subsection in the application, use the Content menu. The content menu also allows to easily check the progress of the completion of the sections and subsections of the application form. The sections and subsections in the Content menu should be completed in sequence.
Here are two examples of the Content menu for a KA131-HED - Mobility of higher education students and staff application form. The first image shows the content menu with all available sections where the Context section is marked as complete. The second image shows the content menu only displaying the incomplete sections and the Participating organisations section expanded to display the available subsection(s).
Subsections in the Content menu
Subsections are available for certain sections by default or are added dynamically when you add elements to your application form, such as organisations, activities, flows, etc. A number in a blue circle shows how many elements/subsections are currently defined. As a general rule, a subsection is added to the Content menu in the relevant section for each element you define. Click on the available Down arrow next to the section title to see the available subsections to complete, if not visible. The title of a subsection can change to reflect the name of the element it refers to, such as an organisation name, to distinguish between different subsections of the same type within a section. You can select any subsection directly by selecting it from the Content Menu, using the Scroll to button or by using the previous/next arrows in the Content area. See Special navigation and view functionalities below for further details. The completion status of a subsection is indicated by a dot. A red dot displays for incomplete subsections and a green dot for completed subsections. Special navigation and view functionalities
Types of fieldsBelow are the most frequently encountered types of fields (the list is not exhaustive): Text fields
Filling text fields in languages other than EnglishIf you have selected to fill in your form in a language different from English, certain text fields need to be filled in both in the selected language and in English. In our example, the Consortium summary is required in both the foreign language and English in a KA130-HED application form. Drop-down lists
Tick boxes and radio buttonsTick boxes and radio buttons are used in some sections instead of drop-down lists.
Date, time and measures
Mandatory fields and sectionsMandatory fields are marked with a red asterisk. They must be filled in before you are able to submit the form.
In certain cases, even if each subsection is correctly completed, the main section cannot be completed due to an interrelated field, if for example the sum of fields from subsections exceeds a global value. If a section includes subsections, these are also marked with a green dot when all mandatory fields are filled in and all business rules are observed. All subsections in a section must be completed in order to mark the section complete.
Auto-saving, continue editingAll updates you make in your application form are automatically saved as you fill it in. You can therefore interrupt your work at any time during the process and come back to the form at a later time. Note that you may need to log in again using your EU Login credentials. All the forms you have created or that have been shared with you can be found in Application forms by opening My Applications. Use the search function to quickly find a specific form, by example by searching for the Form ID. The Form ID is the unique identifier for your application and is specified in the form header. Once the application form is complete, namely all sections are marked with the green check, you can submit it as explained on the page Submitting an application form. Additional help and guidelinesForm-specific wiki documentationA number of form-specific pages have been prepared in the wiki to assist you in completing certain sections of each form. They are all available under Specific information on how to complete your form. For each application form a Key action overview page is available. Navigate to this page for the desired form as a starting point. The overview page provides a short description of the form and its structure and content. It also provides links to available pages for specific sections of the form, where a more detailed description can be found. Here is an example of how to find the available documentation for completing an ESC50 Quality Label application form. The bolded entry is the overview page for this application form, the children pages are pages for sections which may require further specific clarification. Online guidelinesClick the ? icon next to the title Application form to open the online guidelines. Here you will find information and links to help you complete the form. Click the Close button to close the guidelines.
Section-specific guidelinesThroughout the form it is possible to find more information about the current section by clicking on the Information icon next to the title of the section in the Content area. The relevant Section information pop-up window opens. Click on OK to close the Section information window.
Field specific tooltipsSome fields contain tooltips to help you complete the form. Placing the mouse cursor on the field title opens the related tooltip.
Warning and information messagesYou might find notifications in certain parts of your form. Your actions in the form may also trigger certain warning messages. Read those notifications and messages carefully and, in the case of warning messages, make the appropriate corrections. Here are some examples: |
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