Chapter 3. Lists

<< Prev   Next >>

1C:Enterprise uses a variety of lists to display data.

You can edit a list by adding, editing, or deleting its items, provided that the application supports these operations and you have sufficient rights.

You can experience lists in two forms:  list form and item selection form.

In most cases, you can navigate to a list form by clicking the respective link of the navigation panel.

To open an item selection list, in a form field, click the selection button or press F4. An application can have different forms for item selection and group selection.

In an item selection form, you can select an item by clicking it and then pressing Enter, or you can create an item.  In a list form, pressing Enter normally opens the selected item for editing. Application developers have the option to change the behavior of the Enter key.

3.1. Viewing lists

Operations available in tables are also available in lists. For the list of operations, see section "2.8. Tables".

A list form is usually a table displaying a list of items. The assortment of columns in this table is defined by application design.

An application can provide multiple views of a single list, differing by the assortment and order of columns.

To sort a table by column, click a column header.

If the list is too long and does not fit the height of the table, scroll buttons are displayed in the bottom right corner. The buttons have the following functions:

• Go to beginning. Go to the beginning of the list.
• Go to previous page. Go to the previous page of the list.
• Go to next page. Go to the next page of the list.
• Go to end. Go to the end of the list.

Using these buttons to navigate a list does not move the selection to another line.

To customize the assortment of displayed columns, click More – Change form. The form customization procedure is described in section "Customizing forms".

If a list contains many items (lines) and columns, only a part of the list is displayed in the form with scroll bars available at the bottom and to the right of the list.

Both list items and folders can be marked for deletion. They are usually marked with strikethrough icons in the leftmost column of the list.

You can resize the column width. The new width is saved and used next time the window is opened. If a list is opened in a separate window, the width of the columns is saved, as well as the size and location of that window.

3.1.1. Hierarchical lists

1C:Enterprise platform supports building hierarchical lists with an unlimited number of nested levels (however the application design can impose limitations on this).

Hierarchical lists include multiple item levels, with the items of the lower levels subordinated to those of the higher levels. There are two types of list hierarchy: hierarchy of folders and items, and hierarchy of items. The application design determines the hierarchy type.

A list that has a hierarchy of folders and items includes two types of items: folders and items. A folder is a node that contains subordinate folders and items. An item is an individual object.

In the lists with hierarchy of items, any item can be both a node and an individual object. For example, a list of departments can have item hierarchy. Each department can contain other departments but all the departments have the same assortment of properties.

A hierarchical list has the following view modes: hierarchical list, list, and tree. To change a view mode, click More – View mode.

The selected view mode is highlighted in the menu.

List mode. If you select List view mode, the list displays all of the items. Folders and items are displayed together without separation.

Hierarchical list mode. If you select Hierarchical list view mode for a list having a hierarchy of folders and items, the list displays only top-level items, and when you open a folder, the list displays only items that are subordinate to that folder.

• Collapsed folder. The line displays a folder. Double-clicking the folder expands it and displays the items available in that folder.
• Expanded folder. The line displays a folder opened for viewing. This line is always located at the top of the table, right under the column headers. Double-clicking that line collapses the folder.
• List item. The line is a subordinate item.

You can expand a folder using one of the following methods:

• Double-click a folder line.
• Click ▼ to the left of a folder icon.
• Select a folder and press Ctrl + Down Arrow.
• Select a folder and press Plus Sign on the numeric keypad.
• Select a folder and then click More – Down one level.

To return to the previous level, select an item and press Ctrl + Up Arrow, or click More – Up one level.

Tree mode. If you select Tree view mode, the list items are displayed as a tree.

You can expand and collapse tree branches. The + sign in a branch node indicates that this branch can be expanded. Clicking this sign expands the next tree level for viewing and changes the + sign to –. You can collapse a tree branch by clicking –.

When a tree has expanded branches, you can press Up Arrow and Down Arrow keys to move between the items.

To expand a folder and select the first item in that folder, press Ctrl + Down Arrow. To move to the parent folder, press Ctrl + Up Arrow.

To collapse a tree node and all its subordinate nodes, press Shift + Alt + Num-. To collapse all the tree nodes, press Ctrl + Shift + Alt + Num-. To expand a tree node and all its subordinate nodes, press Shift + Alt + Num+. To expand all the tree nodes, press Ctrl + Shift + Alt + Num+.

In the tree or hierarchical list mode, you can expand or collapse a node by pressing Num+ or Num-, respectively.

To quickly navigate to the beginning or to the end of a list, press Home or End, respectively.

Viewing lists with hierarchy of items in the Tree mode is similar to viewing lists with hierarchy of folders and items. Note that lists with hierarchy of items have identical icons for items and folders.

3.2. Creating list items

To create an item, in a list form, click Create or press Insert.

To create an item in a specific folder of a hierarchical list, select the folder before creating the item (this option is available in Hierarchical list and Tree view modes).

If an item form includes a Parent attribute, you can set a folder for the item regardless of the list view mode and the current folder.

When creating a list item, you enter its data in the item form window.

The appearance of this window, its properties, and behavior of the controls are application-specific.

When editing a list item, you can use the standard form field editing methods. For the list of operations, see section "2.1. General form operations".

The application might check whether the data you enter is valid and complete. If you attempt to enter invalid data, the application can display an error message. When you are done entering the attributes, click Save and close, or another similar button used to save the item, or simply close the form. When you are prompted to save the changes, click Yes to save the item or No to discard the changes.

To cancel item creation, press Esc.

3.2.1. Creating list folders

To create a folder in a list with hierarchy of folders and items, in the list form, click More – Create group.

If you select a folder before creating a new one, the selected folder becomes its parent (in Hierarchical list or Tree view mode).

In some applications you have the option to specify a Parent in the item creation form, irrespective of the mode and the current folder.

Similar to creating a list item, when you create a folder, you can edit its properties in the folder creation form.

1C:Enterprise does not differentiate between the codes of list items and folders, that is why folder codes and item codes cannot be identical.

Other operations related to creating and editing folders are identical to creating and editing items.

3.2.2. Copying list items

You can create a list item or folder by copying an existing item or folder. Put the cursor to an item or folder and then click More – Copy.

This opens an item creation form filled with attribute values taken from the source item. If the list does not feature automatic code assignment, the code of the new item is copied from the source item.

You can edit the values using the general rules described in section "3.3. Editing list items".

3.3. Editing list items

To edit an item, put the cursor to any cell of the line that you want to edit and press Enter, or double-click anywhere in the line, or press F2. This opens the list item editing form where you can edit the required attributes.

When a list item form is opened (or multiple forms are opened), you can perform any operations available in the list form: add items and folders, delete them, move items between folders, and more.

If a list is read-only, the data in the list item form cannot be edited.

3.3.1. Moving list items between folders

You might want to rearrange items in hierarchical lists, that is, move items or folders between folders.

To move an item or a folder to another folder:

• Select an item or folder.
• Click More – Move to folder.
• In the dialog box that is opened, select the destination folder.

If an application checks the uniqueness of list item codes, the code of an item being moved must be different from the codes of items that already exist in the destination folder. If the codes match, the following message is displayed: Value of the <field name> field is not unique. At that, you have to assign a unique code to the item being moved.

3.3.2. Selecting values from lists

To select an attribute value from a list, in the attribute input field, click the selection button or press F4.

When a list is opened to select a value, the list window may have a different look (the assortment and order of list columns may be different, a folder tree may be absent or located in a different position, and so on). A list can have different forms for different operating modes. As a rule, a selection form contains the minimum required information, it frequently consists only of the name and code columns.

The item selection form supports all actions available in the list form: adding list items, editing list item attributes, moving items between folders (if the window contains a folder tree), and so on.

For example, if a list of companies does not include the company you need, you can add it in the item selection form and select it immediately. You can also edit some attributes of an existing company (provided that you have rights for editing them).

Data displayed in a selection form is synchronized with data displayed in a list form, so all the changes that you make in one of the windows are reflected in the other window.

To select a list item, put the cursor to the item line, and then press Enter or click the Select button on the command bar (if the application has that button).

For hierarchical lists, in an item form, you can specify a folder where the item belongs (if the application supports this option).

For some attributes, you can select both items and folders. To select a folder quickly, you can use the standard selection method while holding down Shift.

3.3.2.1. Predefined list items

A list can contain predefined items. These items are added during application development and cannot be deleted in 1C:Enterprise mode. You can only edit attributes of such items.

3.3.3. Searching in the lists

If a form contains a search box, to search in a list, start typing the search string (switching to the search box is not required). As a result, the list is filtered to show only lines that contain the search string, and the matches are marked with color. You can also switch to the search box by pressing Ctrl+F.

The search is performed in all list columns, by multiple values. See the example below.

The overall length of a search expression string must not exceed 1000 characters. The number of words in a search expression must not exceed 20.

You can use hashtags as search expressions if they are used in the configuration. To search for all hashtags starting with the specified sequence of characters, you can use the * character after the hashtag. Example: by query #table* the items with#table, #tables, #tables hashtags will be find.

The search string is split into parts. The lines that contain all of the parts are included in the search result. Also the following rule applies:

• For string values, lines that contain these values are included in the search result.

If full-text search is available in the list, the search is performed at beginning of words. For example, to find all of the documents related to the North Star customer, you can search for no st.

If full-text search in the list is unavailable, the search is performed anywhere in the string. For example, the search for no returns not only North, but also Gnome.

When searching for an object by number, you can omit leading zeros. For example, to find an Order with number 000010, it is enough to enter 10.

But if full-text search is available in the list, you cannot partially omit the zeros. For example, search for 010 does not return any results.

When searching for dates, specify the day, month, and year (for example, MM/DD/YYYY).

If full-text search in the list is unavailable, you can only search by date part:

• If you specify the day and month without leading zeros and you specify the year as a single digit, the search interprets it as the most recent year that ends with that digit. For example, if you search for 3/8/8, the search interprets it as 03/08/2008.
• If you specify the year as 2 digits:
  • If the year value is less than 30, the search interprets it as a year that starts with 20. For example, if you search for 8/9/15, the search interprets it as 08/09/2015.
  • If the year value is greater than 30, the search interprets it as a year that starts with 19. For example, if you search for 4/15/45, the search interprets it as 04/15/1945.

The search returns all documents with the specified date, regardless of their time. For example, you can search for documents dated 2/25/2014:

For numbers, the search is performed by exact match (strict equality). For example, you can search for documents with total amount equal to USD 1200. 

To search for check box fields, if full-text search is not available in the list, enter Yes or No. For example, to find a location that has a selected check box in the Default location column, enter Yes in the search box. If full-text search is available in the list, you cannot search for selected or cleared check boxes.

For references to objects, the search is performed in the key fields that form the reference presentation. For example, in a list of goods receipts and shipments, the search is performed in item code and/or description. And if you want to find register records of Warehouse receipt 0000000009 dated 3/11/2009, the search is performed in document date and number, as shown in the figure below.

Text fragments that match the search string are highlighted with color.

To cancel the search, click the Clear button in the search box, or press Esc.

To specify search settings, on the Search control menu, click Advanced search, or press Alt + F.

If the search dialog box is opened using a keyboard shortcut, the Find box contains the value of the selected cell and the Exact match option is selected.

If the search dialog box is opened by typing a search string, the Find box contains the text that you type and the Anywhere in the line option is selected.

In the Search in box, enter or select a column. In the Find box, enter the search string or select it from the list.

For reference-type strings and data (including sets of types), you can use one of the following search options: At beginning of line, Anywhere in the line, or Exact match.

Search for numbers and logical expressions is always performed with the exact match option.

For values of Date type, the search returns the values for the entire day.

For values of NULL type, the search uses an empty value matching the column type (so the search does not return NULL).

If a dynamic list displays hierarchical data, you can search in the entire list or in the current folder.

To start the search, click Find. This applies a filter that only displays results matching the search criteria (column+value).

When search is performed in a hierarchical list, items that match the search criteria are displayed as a flat list. Once you cancel the search, the hierarchical view is restored.

For hierarchical lists, the dialog box displays the current folder name and the following check boxes:

• Search in current group only. If the check box is selected, the search is only performed in the current folder and possibly in its subfolders (this depends on the state of the other check box).
• Do not search in subgroups (only available when the Search in current group only check box is selected). If this check box is selected, the search in subfolders is not performed.

If no items are found, a blank list is displayed.

You can refine a search result by applying another search to it.

To edit the search, click the <Search in>: <Find> link in the search control.

The search history in the Search control menu stores the previous search strings.

You can use quick search by a cell value. Right-click the cell and then click Find: <Column name> - <Current value>.

Press middle mouse button on the search expression or Х button to cancel the search by expression.

3.4. Customizing lists

You can customize the order of columns in a list, their visibility, and the behavior of the list when its data is viewed or edited in the Customize form dialog box. To open the dialog box, click More – Change form. For details on form customization, see section "9.2. Customizing forms".

You can customize the displayed data, list order, list groupings, and list appearance in the List Options dialog box. To open the dialog box, click More – Configure list. 

This dialog box is intended to customize:

• List filtering
• Fields to order by
• Conditional appearance
• Fields to group by
• Other developer-defined settings

The settings dialog box contains the following tabs: Main, Filter, Order, Conditional Appearance, and Grouping. In this dialog box, specify the settings on the respective tabs.

A settings item is only applied if you select the check box next to it. You can customize the order of restrictions applied within a single settings item.

Customizing list settings is similar to customizing report option settings in the data composition system.

To revert to the default list settings, click More – Set default settings.

To customize the list of settings available for editing in the main list form, click More – Customize displayed settings. This opens another dialog box where you can add or remove settings.

To apply the settings, click Finish editing.

Saved settings are carried over between sessions.

To save the settings for future use, click More – Save settings. Then specify a name for the assortment of settings and click Save.

To load a previously saved assortment of settings, click More – Select settings. Then select the assortment of settings for the list and click Select.

3.4.1. Filters

To filter a list, in the list customization dialog box, click Filter and add filter items.

To add a filter item, click Add new item or drag the required field from the Available fields list. Select Comparison type from the list that is displayed when you click Select in the Comparison type column.

To change the order of filter items, select an item and then click More – Move up or Move down.

To apply a filter, click Finish editing.

For details on using filters and the comparison types, see section "Filtering reports".

3.4.2. Sorting

To sort a list, in the list customization dialog box, click Order and then select a value for sorting or select a check box next to a value.

To add a sorting item, click Add new order item or drag a field from the Available fields list, and then select Sort direction (Ascending or Descending).

To change the order of sorting items, select an item and then click Move up or Move down.

If multiple sorting fields are available, the list is sorted by the first field, then by the second field, and so on.

To apply the sorting, click Finish editing.

For more information on sorting lists, see section "Sorting reports".

3.4.3. Using conditional appearance in lists

To set conditional appearance, in the list customization dialog box, click Conditional Appearance and then add conditional appearance items.

To create a conditional appearance item, click Add. This opens a window where you can edit the conditional appearance item. In this window, specify the following:

• On the Format tab, specify the appearance parameters: background color, font color, and so on.
• On the Condition tab, specify the condition for applying the formatting. It is similar to specifying filter conditions.
• On the Formatted fields tab, select the fields to apply the appearance when the condition is met.

If required, define the order for the appearance items using the Move up and Move down commands.

The order of appearance items defines the order of applying them to report items. If several appearances are applicable to a report area, the one that is the last in the list of conditional appearance items is applied.

For more information about conditional appearance, see section "Conditional appearance".

To apply a conditional appearance item, click OK.

3.4.4. Grouping

To group list items, in the list customization dialog box, click Grouping and then select a grouping field. If you select multiple fields, list items are grouped based on the order that you specify for the grouping fields.

To apply grouping settings, click Finish editing.

3.4.4.1. Saving list settings between sessions

Dynamic list settings are saved automatically when you close a form and they are loaded automatically when you open a form.

The list view mode (Hierarchical list, List, or Tree) is saved automatically.

3.4.5. Specifying time periods in lists

Some lists allow limiting the displayed data to a specific period.

To set a period in the Select period dialog box, click More – Set period. 

To set a period, you can use one of the following methods:

• Select a period in the period selection field.
• Select any of the standard periods.
• Select the start and end dates in the calendar fields.

To clear the period, click Clear period.

To save the period and apply it next time the list is opened, select the Remember the selected period check box.

To apply the period, click Select. Pressing the Spacebar or Enter applies the period selected in the calendar field.

To discard the changes, click Cancel.

The selected period appears as a new button in the command bar of the list form. To change the period, click the link on the button.

To clear the period, click the cross on the button.

3.4.5.1. Selecting a custom period

To select a custom period in a calendar, use one of the following methods:

• Click the first month of the period. Move the pointer to the last month while holding the mouse button. Release the mouse button. You can also select a period in the reverse direction (from the last to the first month).
• Click the first month of the period. Click the last month. You can also select a period in the reverse direction (from the last to the first month).
• To select a single month, double-click it.

3.4.5.2. Adding or removing months

To add months to a period, hold down Shift and click the months. Further:

• If the selected month is later that the selected period, the months between the last month of the period and the selected month (including the selected month) are added to the period.
• If the selected month is earlier that the selected period, the months between the selected month and the first month of the period (including the selected month) are added to the period.
• If the selected month is inside the period, there is no effect.
• If a period is not selected, it is the same as setting a period without holding down Shift.

If you hold down Ctrl while clicking a month, this has the following effect:

• If the selected month is adjacent to the period, it is added to the period.
• If the selected month is the first or the last month of the period, it is removed.
• If a period is not selected, it is the same as setting a period without holding down Ctrl.

3.4.5.3. Selecting periods using arrow keys

During period selection, pressing Up Arrow, Down Arrow, Left Arrow, or Right Arrow has the following result:

• If the selected period is the first line in the year, pressing Up Arrow has no effect.
• If the selected period is the last line in the year, pressing Down Arrow has no effect.
• Otherwise the period is set to the month where the cursor is moved (one cell up, down, left, or right from the selected one).

If you hold down Shift while pressing an arrow key, the selected period is not cleared and the selected months are added to the period.

3.4.5.4. Selecting a standard period

To start selecting a standard period, in the period selection form, click Show standard periods.

The left part of the form displays the list of options for each selected period.

In the right part of the form, select a period by clicking the respective button. Then, in the left part, select the period option.

To return to the custom period selection, click Show custom period or select a custom date in the From or To field above.

3.5. Exporting lists

To export a list to a text or spreadsheet document, click More – Output list.

In the dialog box that is opened, select the document type and the required columns.

If the list supports multiple line selection, you can export the selected lines only (use the Selected items only check box).

If the list is hierarchical, you can specify whether subordinate folders and items are also exported (use the Include subordinate items check box).

<< Prev   Next >>