How to upload lists and candidates

How to upload lists and candidates

This article describes how to add lists and candidates to a list-based ballot.

From the tenant's dashboard, candidates can be added to a ballot by indistinctly clicking the "+ Lists" button in the summary section of the ballot or the "Lists #1" button, if any, to the right of the summary section of the referenced election event:



At this point you will see the list input window, with two options: manually and upload via file Excel. 


Add list:

Step 1: the Name of the list must be mandatorily filled, also you can add a short description (Optional);


Step 2: Click on "Save" and the candidate input window will open. Click on "Create" and add the candidates:


After candidates have been added, click on "Close." The summary window of the lists entered so far will open, to proceed to add more click on "+ Add List" and repeat the procedure.



- LIST AND CANDIDATES UPLOAD

In the case of voting with a large number of lists and candidates, it is recommended to upload them by filling in an excel file, from the Upload window:



Here you can download the excel template with the fields to be filled in by clicking on "Template excel".
The file is named import-liste-e-candidati.xlsx and contains the following fields:

- NAME: mandatory field
- SURNAME: mandatory field
- BIRTHDATE: optional field to be filled in with the date of birth in DD/MM/YYYY format
- DESCRIPTION: optional text field
- ORDERING: mandatory field that determines the order in which candidates appear within the reference lists.
- LIST: mandatory field to be filled in with the name of the list to which it belongs
- LIST ORDERING: mandatory field that determines the order in which lists appear



Once filled in, to upload the file drag it to the appropriate box in the upload window or click on the box to open a file upload screen.

You can check the uploaded lists and candidates, change their details or add more from the summary section of the ballot, or by clicking on "show Candidates" from the button to the right of the section:







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