Welcome

Welcome - Restricted access

Skip to end of metadata
Go to start of metadata



Information

The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation. 

Relevant for...

 Click here to expand to see the table below indicating the Call Year(s), Key Action(s) and Action(s) where the following wiki page is relevant.


ProgrammeCall YearKey ActionAction
All

All


All


All


This page explains how to search and filter content in the Erasmus+ and European Solidarity Corps Platform.



Introduction

Once you sign in to the Erasmus+ and European Solidarity Corps Platform you will see the search and filter settings whenever the content you are browsing can be filtered.

For example, you can filter lists of applications, projects, etc. For any such lists, the Search and filter panel is available to the left of the Content area, which becomes the Search results panel. Additional filtering settings are available at the top of the Search results panel. 

Certain filters are common for the entire platform:

  • Active filter
  • Quick filter
  • Pre-defined filters
    • Programmes
    • Calls
    • Rounds
    • Key Actions
    • Fields

In addition, depending on the page and content you are working on, you may find additional filters which are specific to that page. For example, application forms can be filtered by state (e.g. draft, submitted, etc) or by ownership (created by me, shared by me).



Search and filter & Results Panels

The Search and filter panel

This panel has all the parameters required for inputting settings and other selections that allow searching for a specific item (for example, an application). This area is called Search and filter and is shown below.


Selected Criteria

The default view includes contents based on a selection of all Programmes, Calls and Rounds.

At the top of the Search Results panel you will see all the criteria currently selected to filter and obtain the results shown in the Search Results panel, as well as the number of items found based on your selection.

You can easily remove filters or criteria:

  1. one by one by clicking on the x button for the desired filter or
  2. all at once by clicking on Reset all. In this case, the default criteria are applied again.



Common Filters

The Search and filter Panel contains a series of common elements and filtering criteria:

  • Active Filter
  • Quick Filter (Search)
  • Pre-defined filters
    • Programmes
    • Calls
    • Rounds
    • Key Actions
    • Fields



Functions and Features of Common Filters

Active filter

The criteria you select to refine your search make up the Active Filter. This predefined set of selected criteria can be saved, updated, and set as default. 

The feedback messages displayed under the Active filter list inform you on how you are using a certain filter.

Create a new active filter

It is possible to create as many filters as are necessary.

To create a filter:

  1. Select the desired criteria from the available options in the Search and filter panel. The criteria you select are listed in the Search results panel at the top of the results list.
  2. Click on the Actions button, then select Create new filter.
  3. Type the desired filter name and click on Create to save the filter. Once saved, it is displayed in the Active filter drop-down list.

For more detailed information please see Search Filter Index.

In this example we have created a custom active filter called Test.


Apply an active filter

To apply a filter simply select it from the Active filter drop-down list. The search results are immediately filtered accordingly.

In the example below the saved filter called Test is selected, so its settings populate the Contents Section.


Set an active filter as default

By default the results list is not filtered, it contains all items based on all Programmes, Calls and Rounds. You can change this by defining a default active filter.

To set a filter as default, click on the Actions button, then select Set as default. Your content will be filtered based on the default filter every time you come back to the page.



Update an active filter

When you remove or add criteria to your active filter, your changes are not saved for future use unless you update the filter.

To do so, click on the Actions button, then select Update current filter. Click Yes in the pop-up dialog to confirm the update.

Delete an active filter

To delete a filter, select it from the Active filter drop-down list, then click on the Delete button. Click Yes in the pop-up dialog to confirm the deletion. The filter will disappear from your list.

For more detailed information please see Search Filter Index.



Search field ("Quick filter")

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.

Such content can be free text or an email address, Organisation ID, city name etc.



The Search Results panel will show all the items containing those terms as well as the number of items found.

Type the exact term or combination of terms, including the correct spelling and special characters (-, @, : ). This will impact the results you obtain.

  • Example 1: Searching for Jászkunmáriafürdő or Jaszkunmariafurdo will display different results.
  • Example 2: Searching for privacy statement will display all items that contain this exact combination of terms; using inverted commas (" ") is not necessary.

Any text you type in the Search field is added to the Selected criteria at the top of the results list and will be used for all subsequent searches unless you remove it from the selected criteria.




Predefined filters

Programmes

All: Clicking this option will show all applications falling under Erasmus+ and European Solidarity Corps

Erasmus+: Clicking this option  show all applications falling under Erasmus+ only

European Solidarity Corps: Clicking this option show all applications falling under European Solidarity Corps only



Calls

All: Clicking this option will show all applications falling under all Calls for years.

Clicking on a single call year shows all applications falling under that specific call year only.



Rounds

Click on a specific round to show only items for that round, or click All to show items for all rounds of the previously selected calls and programmes.

Key Actions

Check the box for All Key Actions to find all items created for all key actions of both the Erasmus+ and the European Solidarity Corps programmes.

Check the box for a specific Key Action to find all items related to that key action. This will include applications and projects created for all the action types within that key action. E.g. KA1, ESC.

Check the box for a specific action type to show only the items related to that action type. It is possible to select multiple action types at the same time. E.g. : KA151-YOU - Mobility of young people for accredited organisations, ESC-50-QLA - Quality Label descentralised


The key action tree is displayed by default. By clicking on the Toggle button we can switch between showing all fields of Key Actions or hiding them.


Fields

Check the box for the desired field to display items related to that field. Fields can only be selected individually, but it is possible to select multiple fields at the same time.

The field options are displayed by default. By clicking on the Toggle button, you can switch between showing all the fields or hiding them.