Chapter 9. Customizing applications

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This chapter covers customization of 1C:Enterprise applications. You can configure the application interface both globally and individually for each form (provided that the application supports this feature), define system parameters, manage the view of text and spreadsheet documents, and set window positions.

9.1. Interface

1C:Enterprise supports customization of the application interface, including:

• Home page
• Sections panel
• Navigation panel (both for the main window and auxiliary windows)
• Action list
• Auxiliary window command bar

You can select functions from the available lists and manage their locations.

The interface setup dialog boxes are available in the View section of the main menu.

9.1.1. Home page

You can customize the list of forms that appear on the home page.

To open the home page setup, on the main menu, click Tools - Settings – Home page setup.

The setup window contains three lists: Available forms, Left column of start page, and Right column of start page. The Available forms list displays the forms that are not listed in either of the columns.

Use the Add or Add all buttons to add forms. Use the > and < buttons to move the forms between the columns. To remove a form (return it to the list of available forms), select it and click Remove, or simply double-click its name in the list. To remove all forms, click Remove all. Use the Move form up/down buttons to change the order of forms within the columns. The forms are displayed on the home page in the specified order.

To revert to the default settings, click More – Set default settings. This does not apply the default settings immediately. Instead, you can proceed with the settings customization. To apply the changes, click OK.

9.1.2. Customizing panel view

To show or hide panels, on the main menu, point to Tools - Settings and click the respective command. 

Use this menu to manage panel visibility, sections panel content, and home page content. Hiding unneeded panels leaves more space for forms and reduces the need for scrolling. To hide all panels, on the main menu, point to Tools - Settings and click Hide all panels, or press Ctrl + Shift + `.

9.1.3. Sections panel

You can customize the list of available sections.

Section panel setting dialog is opened with the help of the command Tools - Settings - Section panel settings... in the main panel.

To add a section to the panel, select it in the list of available sections and click Add. You can select or drag multiple sections at once.

To add all of the available sections to the panel, click Add all. You can also move sections between the lists by double-clicking them.

To remove sections from the panel, click Remove or Remove all.

To change the order of sections, select a section and move it by clicking the arrow buttons above the list of selected sections (see Fig. 186. The sections panel setup form).

To select the section view, in the Show list, select one of the following:

• Picture. Display section pictures, hide section names.
• Text. Hide section pictures, display section names.
• Text to the right of the picture. Display section pictures and section names to the right of the pictures.
• Text below picture. Display section pictures and section names below the pictures.

To apply the selected settings and close the form, click OK. This saves the settings to the infobase.

To revert to the default settings, click More – Set default settings. This does not apply the default settings immediately. Instead, you can proceed with the customization.

9.1.4. Navigation panel

You can customize the arrangement of navigation panel commands in the Navigation panel setup dialog box.

• Commands that open list forms, such as Banks, Contractors.
• Subordinate sections (for example, in Fig. 187. Navigation panel setup the Bank section is subordinate to the current section and includes the Our Settlement Accounts command).

All commands are arranged into groups:

• Important
• Normal
• See also

To add a command to the panel, select it in the list of available commands and click Add.

To add all available commands to the panel, click Add all. You can also move commands between the lists by double-clicking them.

To remove commands from the panel, use Remove and Remove all buttons.

To change the order of commands within the panel, use the arrow buttons above the list of selected commands (see Fig. 187. Navigation panel setup).

To add a command from the list of available commands to a group of selected commands, select it and click Add to group.

To move a command to a different group in the list of selected commands, select the command and click Move to group, or drag the command to that group. If you select a group of commands or a subsection, this moves all the commands from that group or subsection to the selected group.

You can drag commands between the lists and select multiple commands.

To apply the selected settings and close the form, click OK.

Note that you can only customize the order of commands.

9.1.5. Customizing actions panel

The customize the commands on the actions panel, use the Action panel setup dialog box.

• Commands that create objects (for example, Contractor) available in the standard Create group
• Commands that open reports (for example, Report on Mutual Settlements) available in the standard Reports group
• Commands that open data processors available in the standard Tools group
• Other commands

Customization of the actions panel is similar to the customization of the navigation panel, see the section above.

9.1.6. Panel editor

To open the panel editor, use the command Tools - Settings Panel setting.

This opens the panel editor form.

The lower (shaded) part of the window contains panels that are not displayed in the application window but can be added to the interface.

The upper part of the window contains dotted boxes you can drag the panels to.

To add a panel to the interface, drag it to a box in the upper part of the window. If another panel is in the target area, the new panel is placed next to it. You can change the panel positions in the upper window by dragging them.

To remove a panel from the interface, drag it to the lower part of the window. To revert to the default panel layout, click Default.

To view the result of your changes, click Apply.

To finish editing the panel layout, click OK.

9.2. Customizing forms

1C:Enterprise applications often support form customization. Each user can customize a form to make it better suit their needs. To customize a form, open the form and then click More – Change form. This opens the form editor window. 

The left part of the window displays a tree of form items. The right part displays properties of the selected form item.

The content and appearance of a form are defined by the assortment of items included in the form:

• Groups (multiple types)
• Tables
• Fields (multiple types)
• Buttons

Items have properties that affect their appearance. Item hierarchy defines placement of the items in a form.

You can change the assortment of items, their placement (relative to each other), their grouping, and properties.

Changing item positions. To change an item position in the hierarchy, use the Move up and Move down buttons or drag the item within the tree.

Changing item properties. To edit item properties, click the item in the left pane and edit its properties in the right pane. The description of the selected property is displayed at the bottom of the right pane.

Changing item visibility. To show or hide form items, select or clear the check boxes near the items. Note that you cannot hide the root Form item and the form customization command. You also cannot hide the command bar that includes the Change form button.

Creating groups. To add a group to a form, click the Form root item in the tree and then click Add group. In the group properties, select the group type (Regular group, Pages, or Command bar).

Adding fields. Some fields may have the Add fields button available. This means that the data displayed in the field/column has attributes that can also be displayed in the field/column. To add the field attributes to the form, click Add fields and select the attributes.

Applying changes. The changes are applied either when you close the editor by clicking OK or when you click Apply. The changes are also saved in the infobase, so that they are applied next time you open the form.

To revert to the default form view,  click More – Set default settings. This does not apply the form changes immediately. Instead, you can proceed with the settings customization. The changes are only applied when you click OK or Apply.

9.2.1. Form customization example

This section explains the form customization procedure using the form of the Sale document as an example.

Suppose that you need to display the part number (SKU) and the supplier of goods in the Goods table. Click More – Change form.

In the form customization window, expand TabularSectionsGroup – Goods, click the Goods Item field, and then click Add fields.

In the window that is opened, select the fields SKU and Supplier as shown below. 

Then click OK. In the form customization window, click OK or Apply. The Sale document changes its view as follows:

Let us assume that you need to display the country of the supplier. In the form customization window, select the Supplier field and click Add fields. In the window that is opened, select the Country field and click OK.

The table structure is now as follows: 

Now you need to group the columns of the table. In the Goods table, add two groups by clicking Add group.  The first group will contain the goods details; drag the Goods Item and SKU fields to this group. The second group will contain the supplier details; drag the Supplier and Country fields to this group. Arrange the fields in the order shown in the figure using the arrow buttons.

The modified document table looks as follows:

Let us simplify the form by hiding rarely used commands.

Usually the Sale documents only list indivisible items. This means that we do not need precision of two decimal digits in the Quantity (total) column.

In the form customization window, click Quantity (total) field. In the right pane, in the Format field, click the selection button as shown in the figure. 

In the format string wizard window, select the Precision check box and click OK, then apply the changes.

So, you can perform the following actions in 1C:Enterprise mode: group related items, customize their order, hide the items that you do not need, and change the appearance of form items.

9.3. Customizing system options

The system options dialog box is intended for application developers and administrators. It includes settings related to debugging, and it might also provide the option to change the application appearance.

To open 1C:Enterprise system options, on the main panel, point to Tools - Settings and click Options.

The dialog box can include the following options:

• Appearance. Select the user interface option that you want to use. To apply the selected option, restart the application. These options might be unavailable in some applications.
  • Taxi (recommended). Use the Taxi interface mode. 
  • Forms in tabs. For information about this option, see 1C:Enteprise 8.3. User Manual.
• Debugging in the current session. If it is set to Allowed (<protocol name>), debugging is allowed.
  • Debug server. The debug server address and port number.
• Debugging on startup. If it is set to Allowed (<protocol name>), debugging over this protocol is allowed next time the application is started. 
  • Debug server on startup. The debug server address and port number to be used next time the application is started.
• Show performance indicators. Display performance indicators in a separate window. By default, this window is located at the lower-left part of the screen. 
• Emulate delay on server calls. Emulate a slow connection network for testing purposes. 
• Show "All functions" command. Add the All functions command to the main menu. This command provides access to all configuration objects, even those that are not included in the user interface. This option is only available to users that have the right to use All functions mode.

For detailed descriptions of these options, see 1C:Enterprise 8.3. Developer Guide.

9.4. Switching between application windows

To view the list of all open windows, on the main menu, point to Tools - Windows and click All windows.

In this list, to switch to a specific window, select it and click Switch to. This closes the All windows dialog box.

To close multiple windows simultaneously, select the windows by clicking them while holding down Shift, and then click Close windows. The main window cannot be closed using this method.

Alternatively, you can use the following keyboard shortcuts to switch between the windows: Ctrl + Tab, Ctrl + Shift + Tab, and Ctrl + Shift + F6. To switch to the next active window, press Ctrl + Tab or Ctrl + F6. To switch to the previous window, press Ctrl + Shift + Tab or Ctrl + Shift + F6.

9.4.1. Viewing two windows simultaneously

The Taxi interface is aimed to display a single window at a time. However, it provides the option to view two windows simultaneously. This can be handy in some scenarios, such as comparing documents or reports.

There are two method you can use to view two windows simultaneously:

• Dock one of the windows
• Show two windows side-by-side

If you open a window from a docked window or from a window that is in "show side-by-side" mode, the new window is displayed in the work area of the parent one.

Commands for switching between the windows (Forward / Back buttons and keyboard shortcuts) treat docked windows and windows that are in "show side-by-side" mode just like any other open windows.

Commands for docking windows and showing them side-by-side are available if the following conditions are met:

• The current form is not the home page.
• The work area of the main window contains an open form.
• The current form allows switching to other forms without closing that form.

9.4.2. Docking windows

A docked window is displayed next to the main window work area. That is, it is always displayed in the main window.

The following rules apply to docked windows:

• Only one window can be docked at a time.
• When you dock a window, the previous docking is canceled.
• A docked window cannot be displayed side-by-side with another window.

To dock a window, use one of the following commands: Dock left, Dock right, Dock top, or Dock bottom. They are available in the context menu of the form header or open items panel.

When you close a docked window, the main window work area reverts to its original size.

Sales orders window is docked on the left in the figure.

9.4.3. Showing two windows side-by-side

You can display two windows side-by-side in the main window work area.  Switching to any one of these windows displays both of them.

The following rules apply to windows that are displayed side-by-side:

• A window can be displayed side-by-side with one other window only.
• Docked windows cannot be displayed side-by-side with other windows. 

To show two windows side-by-side, run one of the following commands: Show side-by-side (vertically)/Show side-by-side (horizontally), and then select a window.

• System command bar, the Dock/Show side-by-side with another window button.
• Context menus of form titles and context menus of the items on the open items panel.

You can also use the Show side-by-side with current window (vertically)/Show side-by-side with current window (horizontally) command of the context menus of items in the open items panel.

The commands perform the following actions:

• Show side-by-side (vertically). The second window is displayed to the right of the first one.  If the command is executed from the context menu of an inactive window, it becomes active.
• Show side-by-side (horizontally). The second window is displayed below the first one.  If the command is executed from the context menu of an inactive window, it becomes active.
• Show side-by-side with current window (vertically). The current window is displayed at the left.
• Show side-by-side with current window (horizontally). The current window is displayed at the top.

Two side-by-side windows are shown as a single tab on the open items panel.

To show the windows separately, right-click a form title or an item of the open items panel, and then click Undock/Show separately.

9.4.4. Restoring default window positions

The auxiliary window can be freely resized or moved. The size and position are saved whenever the main window is closed, and they are applied automatically when it is opened again.

To restore the initial size and location of this window, select Window - Restore Window Location in the form header menu (press Alt + Shift + R). This reverts these parameters to the default values.

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