1C:Enterprise supports two interface modes: Taxi and Forms in tabs.
This manual describes the Taxi interface, including the navigation techniques.
For the description of Forms in tabs, see 1C:Enterprise 8.3. User Manual.
1C:Enterprise interface is a window-based system. There are two types of windows: main and auxiliary.
In the main application window, you can navigate throughout the application, execute functions, and perform operations with specific infobase objects (such as documents or list items). Auxiliary windows provide access to system functions such as calendar or calculator.
To open a form, find the required function (open list, enter document, and so on) in the interface, and then execute the function by clicking it or pressing Enter.
The interface mode is set by the application developer. You can change it if the developer provided this option. For more information about changing interface mode, see section "9.3. Customizing system options".
When you start an application, its main window is displayed. This window outlines the application structure. The major application features are listed in the sections panel.
The standard layout of the main window is shown below.
Depending in which operating system the application is launched:
- No operating system header is presented under the management in Windows OS (neither in the terminal nor remote desk-top modes).
- The operating system header is presented on Linux and macOS in the web client.
The window layout provides easy access to application functions and navigation between application areas, open forms, and windows.
You can resize the main window.
NOTE. The application color palette and fonts might differ from the default 1C:Enterprise color palette and fonts due to the configuration settings.
The main panel intended for navigation and application management is presented in the upper part of the application window.
Main panel contains the following elements:
- Menu functions opening button (Functions)
- Application title
- Global search field (Search)
- Notification center button (Notifications)
- History panel opening button (History)
- Favorites panel opening button (Favorites)
- Link to the current user profile (<User Name>)
- Tools menu as well as minimize, maximize, and window close buttons.
1.1. Home page
When you run an application, its home page is displayed, provided that it contains at least one form.
You can customize the home page if the application supports this option. To do it choose the command Tools - Settings - Home page setup in the main menu. For more information, see page .
To switch between the home page forms, press F6.
To return to the home page from any other form, click the Home page button in the form header.
If the application does not have any content for the home page, the Home page button is unavailable.
1.2. Sections panel
The sections panel displays a list of application sections. Each section represents an application subsystem.
The first section name is always Quick menu. It contains the most important and frequently used functions.
If some sections do not fit the panel width, the panel has a scroll button.
The sections panel can display section names, icons, or both. You can customize the sections panel. To access Sections panel setup, click Tools - Settings - Sections panel setup. For more information, see section "" on page .
If the current section functions panel (see page ) is displayed, when you click a section in the current section command panel, the functions available in the section appear in that panel.
Some functions can be hidden from the current section functions panel if you do not have the right to access them or if you choose to hide these functions.
When you click the section again, the function menu (the list of all section commands) is displayed. If the current section functions panel is hidden, clicking a section for the first time opens its functions menu.
The functions menu contains navigation and action commands (in Create, Reports, and Tools sections). For more information, see section "" on page and section "" on page .
To use a function (open a list form, create an object, run a report, and so on), click its hyperlink.
You can search through the list of functions. To search for a function, enter its name or a name part in the Search field. The search is performed in all sections, not just in the current section functions. As a result, the functions menu displays all functions whose names contain the search string.
To cancel the search, press Esc.
If the current section functions panel is hidden, clicking a section opens its functions menu.
TIP. You can also open the functions menu by pressing F10.
If the sections panel is hidden (because the default view does not include this panel or because you have hidden it using the panel editor), a list of sections is displayed above the functions menu, and selecting a section opens the functions of this section.
Clicking the Settings icon in the right top corner of the functions menu opens a menu with the Navigation settings and Actions settings commands. These commands open dialog boxes with current section navigation or action settings. For information about customizing a list of navigation functions, see page . For information about customizing a list of action functions, see page .
You can add links from the functions menu to Favorites by clicking the star icons next to their names.
1.2.1. Current section functions panel
This panel contains the functions available in the selected section. First, it displays links that open the list forms available in the section. If the links do not fit the panel, the rest of the functions are available on the More actions menu. The right part of the panel displays buttons that open menus with actions available in the section (showing only menus that are not blank). For example, the functions panel of the Inventory section contains the following links: Products (opens the list of inventory items) and Balance adjustments (opens the list of documents that describe inventory balance adjustments).
To execute a function (for example, open the item list form), click the respective hyperlink.
The navigation panel contains a list of functions that mirror section structure. If a section has subsections, they are displayed as separate groups.
There are three types of functions:
- Important. Navigation to important data areas in the current section.
- Normal. Navigation to current section data.
- See also. References to additional information that may not be directly related to the data of the current section, but may be useful.
The list of functions and the groups where they belong are defined by the application developer.
TIP. You can switch to the navigation panel of the current section by pressing Alt + 2.
You can customize the list of navigation functions. To open the customization dialog box, in the section functions menu, click Navigation settings. For more information, see section "" on page .
The functions panel displays lists of actions available in the section.
Many applications feature three standard command groups: Create, Reports, and Tools. The standard groups may not be available and other groups may be available instead.
The Create group contains actions that create objects, such as documents or list items.
The Reports group contains actions that open report forms.
The Tools group contains actions that provide access to service tools.
TIP. You can switch to the actions panel of the current section by pressing Alt + 3.
You can customize the list of actions available in each group and their order. For more information, see section "" on page . To open the customization dialog box, in the section functions menu, click Action settings.
1.3. Open items panel
The open items panel contains a list of open forms. It can have horizontal or vertical orientation. When this panel is displayed, the home page button is hidden from the work area.
If the home page contains at least one form, the list includes the Home page tab. Panel tabs are arranged by their opening time, new tabs are added to the end. Clicking a tab activates a form. Clicking on the “cross” icon in the upper right corner of the panel element closes the form corresponding to this element.
You can drag the tabs to reorder them for your convenience.
If the panel is oriented vertically and the tabs do not fit the height of the application window, a scroll bar is displayed. You can scroll through all tabs with the exception of the home page tab, which is pinned at the top. 7
If the panel is horizontal, all tabs are in one row.
If window titles do not fit the tabs, a button that opens the list of open windows is displayed to the right and the Home page tab only displays its icon. For windows that display documents or business processes, the number of a document or a business process is displayed at the right part of the tab.
The list contains full names of all open windows, sorted alphabetically. The active window is marked.
1.3.1. Docking windows
Any open windows can be docked in the work area of the application window. To dock a window, drag its tab to the work area. When dragging, you will be asked to choose whether you want to dock the window on the left side, right side, top, or bottom of the work area.
If the open items panel is oriented horizontally, a tab of a docked window displays an icon without text.
You can also use the tab context menu to display two windows side-by-side (Show side-by-side... commands), or to dock a window (Dock... commands). For more information on working with multiple windows, see page .
1.3.2. Closing windows
You can close a window by clicking a cross in its tab. If the panel is oriented vertically, the cross is displayed when you move the pointer over a panel tab.
You can also close a window by clicking its tab with the scroll wheel.
To close multiple windows, you can use commands from the panel context menu:
- Close all. Close all windows.
- Close other windows. Close all windows except this window.
- Close windows to the right (or Close windows below, if the panel is oriented vertically). Close all windows whose tabs are located to the right of (or below) this tab.
The main window view may vary according to application settings. It may look as a standard main window, workplace, full-screen workplace, or kiosk.
In this view, the system command bar contains only the application logo, the window title, the user name hyperlink, the About button, and window management commands. The main menu and all other items are hidden. Keyboard shortcuts of the hidden items are unavailable.
This mode has the following distinctive features:
- All panels, except the messages panel and the performance indicators panel (if used), are hidden.
- Form navigation arrows, the Home page title, the Home button, the Favorites button, and the Close button are hidden.
- The form header context menu is hidden.
- If the form header and the Close button are both hidden, the entire area that contains them is hidden.
- The following shortcuts become unavailable:
- Panel navigation (Alt + 1, Alt + 2, Alt + 3, Alt + `, F10)
- Form navigation (Ctrl + Tab, Ctrl + Shift + Tab, Ctrl + F6, Ctrl + Shift + F6)
- Show/hide all panels (Ctrl + Shift + `)
- Create new document (Ctrl + N)
- Open document (Ctrl + O)
- Save (Ctrl + S)
- Print document (Ctrl + P)
- Print with current settings (Ctrl + Shift + P)
- Open calculator (Ctrl + F2)
- Click link (Shift + F11)
- Get a link (Ctrl + F11)
- Add to favorites (Ctrl + D)
- Open history panel (Ctrl + Shift + H)
- Open favorites (Ctrl +Shift + B)
- Open search panel (Ctrl + Shift + F)
- Open application help (F1, Shift + F1, Alt + Shift + F1, Alt + F1, Ctrl + Shift + F1) (the form help is still available)
- Operations with numbers in the clipboard (Shift + Num*, Shift + Num+, Shift + Num-)
- In the web client, if your browser supports full-screen mode, selecting kiosk view displays "Switching to full-screen mode" dialog box. Pressing Esc in kiosk mode exits the full-screen mode and displays "The application requires full-screen mode" dialog box proposing to switch back to full-screen mode.
1.1.2. Full-screen workplace
In this view, the application window is maximized to full screen (unless you access the web client through a browser that does not support full-screen mode). Besides Workplace mode features, this mode also features:
- In the web client, if your browser supports full-screen mode, a confirmation dialog box is displayed before the full-screen mode is enabled.
- In the web client, pressing Esc exits the full-screen mode.
- In thin and thick clients, the Collapse , Expand, and Close buttons are hidden in the main application window. The Collapse button is hidden in the auxiliary windows.
- Clicking the system command bar does not open the context menu.
This mode has all features of Full-screen workplace mode (see page ). Besides, the hyperlink with user name and the About button are hidden from the system commands area.
1.4. User profile settings
Click the user name to display a menu containing your profile settings and the Log out command.
If the application is connected to the collaboration server, the window also displays user profile picture, phone and email fields, and user's current status.
Data editing. To enter your phone number or email address, click the respective profile line, and type in the phone or address. When you are done, press Enter or click the check mark at the end of the line.
Profile picture settings. To change the profile picture, click it.
You can do the following:
- Load. Load a profile picture from a file.
- Clear. Clear the profile picture.
You can use markers to crop the profile picture.
To save the profile picture, click OK.
TIP. We recommend that you select a profile picture so that other users can easily recognize you in conversations (see page ).
Changing user status. If the application is connected to the collaboration server, current status is displayed for each user. To choose a status, click the line with your current status. The following statuses are available:
Offline. The user is disconnected from the application. Next time the user goes online, they will get notifications for any new messages in their conversations. Offline users are not available for video calls.
Online. This status is set when the user logs in the application. For online users, notifications and incoming video calls are displayed on the screen.
Do not disturb. This status explains to the conversation participants that you do not want to be disturbed. Pop-up notifications on new messages, sound notifications, and incoming video calls are disabled. The missed calls are displayed in the notification center.
Away. In Windows, this status is set automatically if the 1C:Enterprise user does not take any actions for more than 5 minutes.
To log out, use the Log out command. If OpenID authentication is in use, your User-Supplied ID will be logged out as well.
1.5. Object form
Header of this form contains buttons for navigating to the home page, navigating between the forms, and more.
The following commands are available in the form header area:
- Home. Go to the home page of the application. This button is active if the home page forms are set in the program and open pages panel is not displayed.
- Back. Go to the preceding active form.
- Forward. Go to the form which was active after the current one. If the form is activated the last this button is displayed as unavailable.
- Add to Favorites. The star icon allows adding the current form to the list of favorites and deleting it from the favorites (for more information on the work with favorites, see Favorites section, page ).
- Get link. Get the navigation link to a form. For more information about work with get link dialog, see section "" on page .
- Form menu. The menu contains window merge commands (Window), scale settings (Change scale), call settings of the Information for technical support dialog box (Information for technical support), and commands specific to a certain object form. For example, for a spreadsheet document, this menu will contain commands of the menu: Edit, File, and other.
For an open document, document save, print, and preview commands are also displayed in the form header area.
To close the form, click Close.
1.5.1. Form navigation panel
If a form navigation panel is available, it is displayed horizontally under the form header.
Use this panel to view data that is logically related to the data displayed in the main object form.
The command that navigates to the current form is highlighted. Clicking Main activates the main form of the current object. Clicking other links in the form navigation panel activates auxiliary object forms (see the figure below).
A navigation panel can include functions from the Go to and See also groups. It can also contain other functions.
TIP. You can switch to the form navigation panel by pressing Alt + 4.
If you click a link in a form that contains unsaved data, the application displays the following warning: Data has not yet been recorded. Switching to "<window name>" is allowed only after the data is recorded. The data will be recorded.
Clicking OK saves the current data and activates the other form. Clicking Cancel returns you to the current form to continue editing.
To customize a form navigation panel, in the form menu, select Window – Form navigation panel setup. This command is displayed, if the said setting is available in the form. Customization of a form navigation panel is similar to customization of a section navigation panel. For more information, see section "" on page .
1.5.2. Form command bar
A form command bar includes the commands that are directly related to the object displayed in the main form. The commands are displayed as buttons.
One of the command bar buttons can be the default one (pressing Ctrl + Enter is equivalent to clicking this button). This button has bold text and yellow color. In the figure above the default button is Post and close.
The More actions menu contains all available form commands.
The More actions – Show in list command opens the commands that navigate to the lists that contain the object (and sets the cursor to this object).