This chapter covers operations with configurations designed specifically for ordinary application mode or created using 1C:Enterprise version 8.1.
In the ordinary application mode the main application window significantly differs from the main application window in managed mode. In general, it may look as shown below:
The main menu includes commands for file operations, editing, opening forms of configuration objects, and other commands.
The toolbars include commands for standard and service functions. To navigate to lists and infobase objects, use the Operations menu and toolbar buttons (if these buttons are available in your application).
15.2. "Operations" menu
The Operations menu is used to navigate to lists and infobase objects, as well as to run service functions. When you select an object type in the Operations menu, the list of available objects of this type is displayed. Select the object name and click OK. The form of the selected object is opened in a new window.
15.2.1. Customizing lists
188.8.131.52. Filtering and sorting lists
To customize a list that is displayed in a table (such as an object list, a journal, or a document list), use the Filter and Sort dialog box that is opened when you click the Set List Filter and Sort Options menu item.
Specifying filter settings
Some lists allow filtering data by attribute values. This lets you view only the data items that have a certain value in the filtered attribute. For example, you can display all the counterparties that are defined as individuals.
You can filter data by a specified set of attributes.
A data filter is defined by filter type, comparison type, and filter value.
Filter types are the criteria defined during application development. You can apply only those types of filters that were defined during the configuration step. For example, the Counterparty type attribute can be used as a filter type.
The comparison type indicates how filter is applied. The assortment of available comparison types is determined by the data type.
You can use a filter to view data containing dates after a given date, data belonging to a specific time interval, data belonging or not belonging to a list, and so on.
A filter value can be any of the available values of the attribute, for example, Individual. The filter type and value together are the filter criterion. A filter condition must be unique at any given moment.
Note that most lists support filtering by one or several attributes. If a list does not support filters, the menus and toolbars do not contain interface controls related to filters.
Once you set a filter, the list form window displays only the items that satisfy the filter conditions.
You can set a filter for list data in multiple ways.
Setting a filter manually. You can select both the filter type and its value.
To set a filter manually, click Set List Filter and Sort Options.
This menu item and button may be unavailable if you do not have the right to set filters.
In the filter dialog box, specify the filter type and value. The list of filter items is determined during application development. The list of filter items can be specified or changed before opening the form.
For example, the filter dialog box for a document journal can look as follows:
To define a filter condition, select the attributes and specify their values and comparison types. For example, the attribute is Warehouse Documents, the value is Main Warehouse, and the condition is Not equal.
There is a field intended to enter the filter value to the right of the list of filter types. The input format depends on the value type. For example, enter a numeric value to filter by numeric attribute or select a company from a list to filter by company. Once you have entered the filter value, click OK.
For some filter types you cannot enter a value directly because they include values of multiple types.
If you set a filter for hierarchical data, the list content depends on the view mode. In the hierarchical view, the filter criteria are not applied to folders, i.e. all the catalog folders are displayed. In nonhierarchical view, only items that meet the filter criteria are displayed.
For hierarchical data, you can set a hierarchy comparison type. If you select In hierarchy comparison type, the application checks whether the value belongs to a folder. If you select Not in hierarchy comparison type, the application checks whether the value does not belong to a folder.
When you change a list filter for all the registers subordinate to the recorder, the order can be replaced with the one that is optimal for the filter if such filter was defined by the application when the list was initially opened. For example, if a filter by recorder is applied, the order by line number is set. If a filter by recorder is canceled, the order by date is set instead.
Setting filter by current value
When analyzing data in a tabular field, it is often necessary to apply a filter by a current cell value. Such filter can be applied using the Select and sort dialog box. Alternatively, you can use the Filter by current value command or the matching command bar button.
The command is available if filter can be applied to a given table column. Visually, such columns are distinguished by the Filter by current value button on the command panel.
To apply filter by value, select the cell containing this value and then click Filter by current value. This applies the filter and the filter button appears pressed.
Filtering by value is equivalent to filtering by this column while specifying a single value and the Equal to filter criterion.
To cancel filtering by value, select the cell containing this value and click Filter By Current Value again.
You can filter by value sequentially (first by value in one column, then by value in another column, and so on).
If a filter other than filter by value is applied to a column, the Filter By Current Value button does not appear pressed, and filtering by value changes the criteria of the previous filter.
To clear a filter, click the Clear filter menu item. After that, all of the list records are displayed.
Specifying sorting order
You can specify an order for the selected objects to be displayed on the Sort tab.
There are two lists on the tab. In the left list, define a set of attributes that determine the order of data display, the attribute priority, and the sort direction for each attribute. You select these attributes from the list on the right. Use the buttons to create the list of attributes and specify their order and sorting directions.
If you select multiple attributes, the data is first sorted by the first attribute in the selected sort direction, then the data sharing the value of this attribute is sorted by the second attribute in the selected sort direction, and so on.
To apply this sorting when the form is opened, select the Use these sort settings on open check box.
184.108.40.206. Customizing lists
You can use the List Options dialog box to specify the order of list columns, their visibility, and the list behavior when it is opened or updated. To open this dialog box, click Actions – List Options.
You can customize the columns on the Columns tab. To set the order of columns in the list, use the Move up and Move down buttons.
To view the result of the selected settings, click Apply.
To restore the default settings, click the Standard Order button.
Attention! If customization or repositioning of a column (by dragging or using a dialog box) is prohibited by application developer or administrator, you cannot customize the column. It is also impossible to insert columns between two columns that are not allowed to be repositioned.
On the Other tab you can specify whether the selected item is preserved when the list is opened, the default selected item, and automatic list update options.
If you select the Restore position on open check box, the line that was active when the list was previously closed will be active when the list is reopened.
If you select Begin of list or End of list in the On open go to list, the first or the last line becomes active when the list is opened.
The data displayed in a list can change not only when you enter new data, but also when you create other objects or when other users work with this data. It is often necessary to display up-to-date data in a list.
If you select the Update automatically every __ sec. check box, the application updates the list periodically with the specified period. The main purpose of this mode is to make sure the data in the list is automatically updated with a specified frequency. We recommend that you enable this mode only for certain list forms that are concurrently accessed by multiple users who need their changes to be visible immediately. Such situations are, however, quite rare. Therefore the auto update setting is usually not needed.
If you clear the Do not filter new strings check box, when a new line that does not meet the requirements of the currently applied filter is added, the appropriate message is displayed.
The Set Hierarchical View on open check box is only available for customization of hierarchical lists. The state of this check box matches the state of the Hierarchical view button on the list command bar.
220.127.116.11. Report settings wizard
The report settings wizard provides several relatively simple report customization options. This wizard is convenient when you need to customize a report without going into all the details because you select only the major settings for each report item type.
Calling this wizard can lead to the loss of the settings entered by user; so the user is prompted: Manual settings will be lost. Continue? To proceed to the wizard, click Yes.
Select the report type and click Next. If you do not need to customize the remaining parameters, click OK.
On the field selection page, select the fields that you want displayed in the report. You can use the buttons or drag the fields. You can order the selected fields using the arrow buttons.
To proceed to the next wizard page, click Next.
For Table report type, you can set groupings in rows, columns, or tables. For Chart report type, you can set groupings in series, points, and tables.
In the window that is opened, select the fields and one of the following grouping types:
- Elements. Items only.
- Hierarchy. Both items and folders.
- Hierarchy only. Folders only.
Click Next to select order fields.
Selecting order fields is similar to selecting grouping fields. For each field, specify the sorting direction.
For List and Table report types, this is the last settings page. For Chart report type, click Next to select the chart type.
Once you complete the data composition settings wizard, the saved settings become available for further editing in the report settings window.
The report contains settings that can be changed by the user, including:
- Report structure
- Assortment of fields in the report
- Assortment of fields in groupings
- Conditional appearances
- Other settings
To open the settings dialog box, click Settings in a report. If this button is unavailable, the report does not support customization.
The dialog box includes a table that represents the report structure, a command bar for selecting an item to be customized, and settings arranged in tabs. You can either customize the entire report or its individual items, including nested items. You can switch between the customizable items by clicking the Report and <Structure item> buttons (the name of the second button depends on the selected structure item). You can use the command bar buttons to save the report settings to a file, load them from an XML file, or open the report settings wizard.
Management of report settings in general is similar to management of report option settings.
15.3. Service features
15.3.1. Specifying options
To specify 1C:Enterprise options, click Tools – Options.
The options are user-specific. If multiple users work with a single infobase, each user can customize the options for themselves. Most of the options are saved at the end of a session and they are automatically restored when the system is restarted.
All customizable options are combined into several groups. You can switch between the groups by clicking tabs in the Options dialog box.
To apply the changes and close the dialog box, click OK. The new parameter values will be set and the parameters window will be closed.
To apply the changes without closing the dialog box, click Apply.
To close the window without applying the changes, click Cancel.
Specifying the default date. This date is used when you do not specify date explicitly. For example, when you enter a new document, the default date is used as the document date.
To use the current system date as the default date, select the Use local computer date check box. To set a custom default date, clear this check box first.
Use the Texts tab to specify the options for the built-in text editor.
- Allow dragging text. Shows whether moving and copying text using the drag-and-drop feature is available.
- Allow moving cursor beyond end of line. Shows whether the cursor can be positioned after the end of line. If this check box is cleared, the cursor position is limited by the Line Break character.
- Show whitespace characters as. Shows whether spaces and tab characters are displayed. Use this option to verify the text formatting. If you select the Show whitespace characters as check box, in the Spaces and Tab characters fields, specify the characters to represent spaces and tabs.
- Spaces. The character that represents spaces.
- Tab characters. The character that represents tabs.
- Convert new tabs to spaces. Shows whether the tab character is replaced with the number of spaces defined in the Tab size field during text input.
- Tab size. The number of spaces that replaces a tab character during text input.
- Autoindentation. Shows whether an auto indent is added after you type the Line Break character (press Enter).
- Font. The font used for text input. We recommend that you use a fixed-width font for application modules (for example, Courier).
- Background color for search results. The background color for highlighting search results.
Use the Help tab to specify the help display option:
Display in a single window. Display the help system in a single window.
Display in multiple windows. Display the help system in multiple windows.
18.104.22.168. Specifying system options
Use the System tab to specify debugger options. These options are intended for application developers.
If you select the Debugging in the current session option, this enables the debug mode and adds this debug item to the list of available debug items (which is available for viewing in Designer mode). Note that you cannot disable this option once you apply it.
To enable debugging for the next application run only, select the Debugging on startup option.
A toolbar is a panel with a set of buttons. Clicking any of the buttons runs the command associated with the button. Each button usually has an icon that visually represents the associated command.
In ordinary application mode, 1C:Enterprise has two toolbar types: docked and floating.
Docked toolbars usually contain buttons for operations with data available in a specific window. Their positions are fixed (usually under the window header), and they cannot be customized.
Floating toolbars usually contain buttons for general-purpose commands that are not window-specific. The number of toolbars simultaneously available in the main 1C:Enterprise window can vary depending on the application mode. You can also create custom toolbars from a predefined set of buttons.
Floating toolbars can be placed in any convenient location: attached to any side of the application window or "pinned" anywhere on the screen. When you drag a toolbar, its target location is marked with an inverted rectangle.
15.3.3. Toolbar types
In ordinary application mode, 1C:Enterprise can have the following types of floating toolbars:
- System toolbars
- Application toolbars
- User-defined toolbars
System toolbars. These toolbars are built into the application and cannot be deleted by either 1C:Enterprise or Designer tools. You can add or remove system toolbar buttons. However, you can revert to their default configuration at any time.
Application toolbars. These toolbars are created upon configuration and contain commands for operations with specific data items: documents, journals, reports, and other items. Just like with system toolbars, you can customize them or revert to their default configuration.
User-defined toolbars. The 1C:Enterprise users can create custom toolbars. Such toolbars are created from a predefined set of buttons. The number of toolbars a user can create is unlimited.
15.3.4. Managing toolbars
To manage toolbars, click Tools – Customize.
The Main menu setup dialog box contains two tabs.
22.214.171.124. The "Toolbars" tab
Use this tab to create, edit, or delete toolbars.
The toolbars that are currently displayed have check marks next to them. You can show and hide toolbars by selecting or clearing the check boxes.
When you open the dialog box for the first time, it contains the system toolbars and application-specific toolbars. Once you create a toolbar, it is added to the list.
126.96.36.199. Creating toolbars
To create a toolbar, click the Toolbars tab and then click Create. Type the name of your new toolbar. When you click OK, the new toolbar, without any buttons, will appear on the screen.
188.8.131.52. Renaming toolbars
You can only rename user-defined toolbars.
To rename a toolbar, select it, click Rename, and enter a new name. Once you click another toolbar in the list or click Close, the new name is assigned to the toolbar.
184.108.40.206. Deleting toolbars
You can only delete user-defined toolbars.
To delete a toolbar, select it and click Remove.
15.4. Specifying user options
In 1C:Enterprise mode, you can change the password and select the interface language. To do this, click Tools – User Settings.
In the Password field, enter a new password. A password can contain alphanumeric characters. It cannot contain spaces or special characters. The maximum password length is 255 characters.
The password you enter is displayed as a string of asterisks.
In the Confirm password field, enter the password again. If the passwords do not match, once you click ОK, the password is not changed and the following warning is displayed: Password and password confirmation do not match.
To cancel the password change, click Cancel.
Attention! Remember the password that you enter. Applications do not provide any means for viewing passwords.
15.5. Saving event log
In ordinary application mode, you can save event log data to a file.
To save the event log, open it and then, click File – Save copy. In the dialog box that is opened, specify the file name, path, and type (the default event log file format is .lgf). You can also save the log in XML format.
15.6. Switching between application windows
15.6.1. Window bar
The Window bar is displayed at the bottom of the application work area.
The window bar contains shortcuts of the opened windows that are displayed in MDI mode (see section "" on page ). To activate a window, click its shortcut.
To hide the window bar, right-click anywhere in a window bar, the main menu, the toolbar, or the status bar, and then click Window bar to uncheck it. To show the bar, click this item again to check it.
If you do not want the window bar to always occupy a part of the application work area, you can enable Autohide mode. In this mode, the window panel is hidden. To show it, move the pointer over the window bar location.
220.127.116.11. Managing windows
Use the Windows dialog box to manage the open windows. This includes switching to a selected window, saving changes, arranging windows, and closing one, several, or all windows.
To open this dialog box, on the main menu, click Windows, and then click All windows… The dialog box displays the list of currently open windows. Only the windows with MDI status are included in the list.
If the content of an open window is modified, the window is marked with an asterisk (*) in the list, to the left of the window name.
All the operations available in the dialog box are applied to one or several selected windows. Use the standard item selection methods.
Operations that can be performed with a single window or a group of windows are described in the following table.
Number of windows or condition
Activate the selected window.
Save the changes for some types of documents that support this operation (for example, text and spreadsheet documents).
Close the selected windows.
Arrange the selected windows.
Horizontal. Arrange the selected windows from left to right.
Vertical. Arrange the selected windows from top to bottom.
Cascade. Arrange the selected windows in a cascade.
More than one
Join two windows
Joining is allowed
Detach joined windows from each other.
Close the Windows dialog box.
Sort the list of windows alphabetically.
15.6.2. Service windows
1C:Enterprise uses service windows to display service data. These windows include:
- Immediate window
- Message window
This section describes the operations available in service windows.
18.104.22.168. Immediate window
In some situations, 1C:Enterprise users might need to monitor the value of a particular parameter. For this you can use the immediate window – a special window that displays the formula calculation results. To open the immediate window, click Tools – Immediate Window.
The immediate window is intended for administrators who are familiar with 1C:Enterprise script and know which functions can be used in formulas.
The immediate window displays a table. You can enter a formula in each line and get the result by pressing Enter.
Formulas can include arithmetical expressions, 1C:Enterprise script functions and procedures, and procedures available in application modules and common modules.
Enter each formula in the first table column in a new line. The calculation result is displayed in the second column. If a formula is invalid, the following error message is displayed instead of the result: Error in expression.
You can distribute the data displayed in the immediate window between several tabs. To show or hide tabs, right-click anywhere in the immediate window and then click Tabs.
To copy a calculation result to the clipboard, right-click the result and click Copy.
If the formula data source changes, you have to recalculate the result. To recalculate a single value, right-click a formula and click Recalculate. To recalculate all values, right-click anywhere in the immediate window and click Recalculate All.
To delete a line, right-click it and press Delete.
22.214.171.124. Message window
In addition to prompts and dialog boxes, 1C:Enterprise can display messages in the message window. This window is opened automatically when required.
The left part of each message contains an icon that describes the message importance.
You can close the message window at any time. If you close the window, the messages displayed in it are lost.
Windows can have the following states:
- MDI. A window is displayed inside the work area.
- Floating. A window can move freely (can be displayed outside of the work area).
- Docked. A window is "pinned" to the borders of the work area.
- Autohide. A window can hide if you are not working with it.
You can select states for text and spreadsheet document windows, HTML document windows, and other windows where this is allowed by application design.
To select a window state, right-click the window header and then select the state.
Floating windows are always displayed on top of windows that have other states. If multiple windows are in the Floating state, the active window is displayed on top of the other windows.
Windows in the Floating state can be docked to each other. If a pair of windows with the same state have the Dockable option selected (in the context menu of the window header), these windows can be docked to each other. To dock windows in the MDI state with the Floating option selected to each other, hold down Shift while dragging the windows. You can also dock windows that are already docked to other windows.
If the Dockable option is not applied, you cannot select the Docked or Autohide options.
For windows with the Docked and Autohide options, the Dockable option is always selected and cannot be changed.
The Docked state requires special discussion. In this state a window can be:
- Docked to a window border.
- Docked to a border of another window with the Docked option selected.
- Displayed on top of another docked window (stacked windows).
If the Docked option is selected for a window, this window is docked to a border of the work area or to another window that has Docked state.
To resize a docked window, move the pointer to its free border (the one that is not used for docking). Once the pointer changes to a double-headed arrow (horizontal or vertical), drag the border.
If a window is in Floating state, when you drag its border close to a work area border or to another Docked window, the window borders can be aligned automatically. If you release the mouse button at this time, the window docks and its state changes to Docked.
You can change the state of docked windows by dragging them. This changes the window state to Floating.
There are several ways to dock multiple windows to a window border. You can arrange windows in layers where each window occupies the entire border of the work area or another window. You can arrange windows in a sequence, so that each window is located in a single layer along the border of another window. If there are more than two docked windows, you can arrange some of them to be stacked in layers and the others in a sequence.
To move a docked window on top of another window (create stacked windows), do the following:
- Drag the window to the position where its header overlaps the header of the other window.
- When a tab appears at the bottom border of the window being dragged, release the mouse button.
As a result, the tabs are displayed at the bottom of the docked window. The tab text matches the window header text. Each tab contains a docked window.
Click the tabs to switch between the windows. Clicking Close in this arrangement only closes the active tab.
To detach docked windows from each other, drag one of the window tabs away (when a window is ready to be detached, its border changes).
You can change the order of tabs by dragging them within the tab area.
If some windows are docked to each other, you can dock more windows to them by dragging new windows to the tab area instead of the header. When doing so, you can choose a position for the new window tab among the existing tabs.
If a window has Autohide state, an additional bar appears on one side of the work area. This bar contains window tabs, including a tab for the current window, while the window itself is docked to this side of the work area. The bar location is determined by the position of the Docked window. In this state a window remains on the screen while it is active. Once you switch to another window, the previous window is hidden. To display this window, move the pointer over the window tab (do not click it). Once you move the pointer away, the window is hidden.