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.
1C:Enterprise supports customization of the application interface, including:
- Desktop page
- Sections panel
- Navigation panel (both for the main window and auxiliary windows)
- Actions panel
- Auxiliary window command bar
You can select commands from the lists of available ones and manage their locations.
The interface setup dialog boxes are available in the View section of the main menu.
You can open panel customization windows from the context menu of any panel.
You can customize the assortment of forms that appear on the desktop.
To open the desktop settings, right-click the sections panel and then click Home page settings. You can also use another method: on the main menu, click View – Home page settings.
The setup window contains three lists: Available forms, Left desktop column, and Right desktop column. 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 desktop in the specified order.
To revert to the default settings, on the All actions menu, click 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.
The navigation and actions panels can be displayed even when they do not contain any commands. Note that switching between sections does not change the height of the actions panel.
To show or hide panels, on the main menu, click View and then click the respective command.
Use this menu to manage panel visibility, sections panel content, navigation panel content, actions panel content, and desktop content. Hiding panels leaves more space for forms and reduces the need for scrolling. To hide all panels, on the main menu, click View – Hide all command bars, or press Ctrl + Shift + `. Note that the Hide all command bars command does nothing if the sections panel, the navigation panel, and the actions panel are hidden using other commands of the View menu.
You can customize the list of available sections.
To open the desktop setup, right-click the sections panel and then click Sections panel setup. You can also use another method: on the main menu, click View – Sections panel setup.
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 ).
To select the section view, in the Show list, select one of the following: Picture, Text, or Picture and text.
To apply the selected settings and close the form, click OK. This saves the settings to the infobase.
NOTE. If you hide all of the sections, this hides the entire sections panel and the main application window displays the Desktop.
To revert to the default settings, click All actions – Set default settings. This does not apply the default settings immediately. Instead, you can proceed with the customization.
You can customize the arrangement of navigation panel commands in the Navigation panel setup dialog box.
- Commands that open list forms, such as Banks, Counterparties.
- Subordinate sections (for example, in the Bank section is subordinate to the current section and includes the Our Settlement Accounts command).
All commands are arranged into groups:
- 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 ).
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.
NOTE. If a command is included into a subsection, it can only be moved to a group that also belongs to that subsection. For example, in the Our Settlement Accounts command can only be moved to the Important group of the Bank subsection.
The See also group is an exception from this rule, it can contain any commands.
To apply the selected settings and close the form, click OK.
Note that you can only customize the order of commands.
The customize the commands on the actions panel, use the Action panel setup dialog box.
- Commands that create objects (for example, Counterparty) 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.
11.1.6. Customizing system command bars of main and auxiliary windows
To add or remove buttons to or from the standard command bar of a main or auxiliary window, click Other buttons, click Add or Remove Buttons, and select or clear the check boxes next to the commands.
Commands that are checked are displayed in the system command bar of the window.
Commands that are not checked are hidden from that area.
To revert to the initial view of the panel, click Reset Bar.
18.104.22.168. Customizing system command bars of auxiliary windows
To customize the system command bar for an auxiliary window, in the context menu, click Toolbars setup.
The Toolbars setup dialog box contains two tabs.
The "Toolbars" tab
Use this tab to select and edit toolbars.
The toolbars that are currently displayed have check marks next to them. To show a toolbar, select a check box next to it. To hide a toolbar, clear a check box next to it.
When you open the dialog box for the first time, it contains the system toolbars and application-specific toolbars.
You can restore the modified system toolbars to their original condition. To do so, select the name of the system toolbar in the list and click Reset.
When editing the toolbar, you can change the assortment and relative positions of the buttons for your convenience. To edit the toolbar, go to the Commands tab of the Toolbar setup dialog box.
All of the buttons that can be added to toolbars are divided into several categories. The list of categories is available on the left.
When you click a category, the list of buttons available in this category is displayed on the right. You cannot modify this list.
To learn a button purpose, click it. The description is displayed at the bottom of the tab.
To edit a toolbar, drag the buttons.
To add a button, drag it to a toolbar. You can drag buttons within a single toolbar or between the toolbars.
To remove a button, drag it from a toolbar to any other area of the application window.
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 All actions – 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)
- Fields (multiple types)
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, drag it to the desired position or click Move up and Move down.
Editing 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 All actions – 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.
11.2.1. 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 All actions – 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:
The modified form now looks as follows:
When you change a number in the Quantity column, the row amount and total amount are recalculated. Therefore, the Recalculate button is redundant. Hide the Recalculate button by clearing the check box next to Recalculate, as shown in , then click OK.
The document form command bar now looks as follows:
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.
The resulting Sale document looks as follows:
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.
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 menu, click Tools – 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.
- Taxi (recommended). Use the Taxi interface mode if available. For more information about Taxi interface mode, see 1C:Enterprise 8.3. User Manual. Taxi interface
- Forms in tabs – this interface is described herein
- Debugging in the current session. If it is set to Allowed (<protocol name>), debugging is allowed in the current application instance.
- 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.
11.4. Switching between application windows
Besides the main window, an application can have several auxiliary windows open. You can switch between the windows and close them.
To view the list of all open windows, on the main menu, click Windows – All windows. The dialog box displays the list of currently open 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. Windows blocked by modal or blocking windows are skipped.
11.4.1. Restoring main window position
You can change position, size, and state of the main window. These parameters are saved when you close the main window, and they are applied automatically when it is opened again.
To restore the default window position, size, and state, on the main menu, click Windows – Restore window position. This reverts the size and position to the default values.