1c change the inscription home page. Customizing the App Home Page

The article continues the cycle "First steps in development on 1C". In it, we will consider new interface"Taxi" both from the side of the user and from the side of the programmer.

Applicability

The article discusses the Taxi interface of the configuration developed on the 1C 8.3.4.465 platform. The information is relevant for current platform releases.

New Taxi interface in 1C:Enterprise 8.3

In addition to the interface options “in separate windows” and “in tabs” that have already become familiar, the 1C:Enterprise 8.3 platform has a new interface - Taxi.

When creating a new user interface platform developers set themselves a number of tasks.

Since it is now possible to work with configurations via the Internet using a regular web browser, the platform's orientation towards working with mobile devices, to enter information using touch screen, which reacts to touching it.

The new interface has distinctive visual features - large sizes of controls, large font, significant spaces (indents) between elements, the color scheme has changed, activated controls are highlighted in color, etc.

In addition to improving the friendliness and convenience of the user interface, much attention was paid to the application orientation, which facilitates the implementation of daily operations.

Users received improved navigation through the application, a customizable workspace, work with history like the history of a web browser, and enhanced selection options in input fields.

Let's take a closer look at the new Taxi interface.

When using the Taxi interface, the application is the main window, inside the workspace of which all other windows open.

Windows are not displayed separately on the panel Windows tasks, even if they are visually drawn on top of the main window (for example, a form for selecting a lookup element).

Work begins with the initial page. This page cannot be closed. It should contain the most commonly used configuration forms.

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You can customize the forms displayed on the start page in user mode. To do this, in the main menu, select the item ViewHome page customization.

The main window of the application consists of several panels and areas, each of which has its own functional purpose.

With key F6 you can switch focus between forms located on the start page.

The main window of the application consists of several panels and areas, each of which has its own functional purpose. The mutual arrangement of panels can be configured by the developer in the configurator and by the user when working with the configuration.

1. Section bar

The section bar displays a list of top-level configuration subsystems.

Each section is designed as a separate button (bookmark). The section titled Main is always displayed first from the left.

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If the screen is not wide enough to display all sections, a scroll button (in the form of an arrow) appears on the panel:

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When you click on a specific section in the function panel of the current section, we will see the commands of the selected section.

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When you click the mouse again on the screen, a list of all commands of the selected section is expanded - the menu of functions.

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2. Function bar of the current section

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It displays the commands of the section selected by the user. When you click on the hyperlink, the corresponding command will be executed (for example, opening the form of the list of documents “Receipt of goods”).

3. Area of ​​system commands

In the left part of the area there is an access icon to the main menu containing the classic items File, Edit, View, etc. From the keyboard, you can activate the main menu by pressing the F10 button.

In the right part of the area there are commands for saving to a file, printing, previewing, working with links, a calculator, a calendar, etc.

4. Toolbar

This panel contains buttons for opening the function menu of the current section, accessing favorites, viewing history, and searching for data.

Using the buttons on this panel, you can quickly and easily navigate through the configuration.

5. Panel open

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This panel displays a list of currently open windows. Start page workspace forms do not appear as separate forms in the open pane.

6. History panel

In the Taxi interface, the history panel is closer to the history of a web browser.

The history panel speeds up access to recently used objects - open, edited or added directories, documents, etc.

Entries are divided by day, and opposite each line is the time of use. Within one day, entries are ordered by access time.

No more than 400 entries in history are stored for a user. If the number of stored items is 400, then when new items are added to the history, old entries are deleted.

There is a string to search through history. You can also switch between open application windows by clicking on history lines.

7. Favorites bar

The favorites bar is also "borrowed" from a web browser. Navigation links that the user has specifically marked as being used for quick access are saved here.

Now favorites store not only data, but also commands.

You can add an object to your favorites by clicking on the star icon.

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The favorites bar also has a search bar. The titles of items located in favorites can be edited.

For this, there is a small button with a pencil on the right side of the favorites line.

The platform implements a special form of full-text search. This form is only available if full text search included.

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You can call the search form from the keyboard using the keyboard shortcut Ctrl + Shift + F.

An information bar can exist at the bottom of the main application window.

It is intended to display performance indicators and indicate that the delay simulation mode is enabled for server calls.

Now performance indicators are displayed not as a separate window, but as a separate panel of the main application window.

The panel is displayed if the "Display performance indicators" flag is set in the system parameters:

The message box is now located at the bottom of the form and is only visible when there are messages to display.

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For form fields that look like a “check box” and “switch field”, the ability to display as a toggle switch is implemented (several buttons located side by side, the current value is highlighted in color).

Another innovation in the Taxi interface is collapsible groups that allow you to save space on the screen, get first-priority information first, and only if you need to clarify something - expand the group, detailing the information.

Collapsing is available for a normal group with a displayed title.

The Taxi interface uses larger fonts, sizes of controls, there are wide indents between elements.

Forms designed for the usual managed interface will not look very convenient when switching to Taxi. Therefore, the form's VariantScale property was implemented.

The scaling option Compact is a workaround that allows you to migrate your configuration to the new interface. And then finalize large complex forms for a new interface.

With this variant of work, a smaller font and indents are used, the form looks as similar as possible to that developed for the 8.2 platform.

The configuration designer can define the layout of the panels. The editor can be opened by clicking right button mouse in the configuration tree by the root element, in the opened context menu select "Open client application interface".

In the right part of the window there is a list of all panels present in the interface. Using the mouse or the Add button in the left part of the window, you can determine the relative position of the panels on the screen.

Each panel can be present in the tree only once. The editor does not allow adding two identical panels to the tree. Panels already placed in the interface are marked in the right corner in the list of standard panels with a gray square icon.

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In the Taxi interface in user mode, you can customize the location of the panels on the screen. For this, the Panel Editor is designed, which can be opened from the main menu View - Panel Settings.

With the mouse, the user can move the icons corresponding to the sections, arranging them in the rows and columns of the panel editor so that the panels are visible in the desired parts of the screen.

To prevent a certain section from being displayed in the interface, you need to move it to the bottom of the field with a gray background.

If the user has a small monitor, then to save useful screen space, you can hide the display of all panels in general.

The main menu item View – Hide all panels is intended for this purpose.

At the top of the forms, navigation buttons between open windows are displayed. In the appearance of these buttons, we again observe similarities with a web browser.

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To return to the home page, press the Home button. To navigate between active forms, use the Back-Forward buttons.

In the Taxi interface, the navigation bar for the form is now located on the top, and not on the left, as it was before.

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On the 8.3 platform, unlike the 8.2 platform, in the properties of the root configuration element, instead of the “Open desktop command interface” item, there is “Open the main section command interface”, and instead of the “Open desktop workspace” item, there is “Open the start page workspace”.

Changed appearance calendar. It implements separate lists in which you can select the year and month.

You can also move to the next and previous month using the left and right arrow buttons, as you did before.

The root configuration element has the property “Interface Compatibility Mode”:

  • Version 8.2 - the client application works in the 8.2 interface. Switching to the Taxi interface is not possible.
  • Version 8.2. Allow Taxi - the interface version 8.2 is used by default. It is possible to switch to the Taxi interface using the parameters dialog or the command line.
  • Taxi. Allow Version 8.2 - Taxi interface is used by default. It is possible to switch to version 8.2 interface using the options dialog or the command line.
  • Taxi - the client application works in the Taxi interface. Switching to 8.2 interface mode is not possible.

When using the 8.2 interface, it is possible to switch between the interface in separate windows and the interface in tabs.

In conclusion, we will answer the main question about what advantages the use of the new Taxi interface provides. Perhaps the most important advantage is that working with the program has become much more convenient. The following points contributed to this:

  • Modern app design
  • Large font
  • Extensive opportunities for customizing the user's workspace
  • Ease of navigation through the application when using auxiliary panels Favorites, History, etc.
  • Improved ergonomics of some interface elements
  • Ability to create new elements of reference books directly in the selection list.

For those who want to deepen their knowledge of innovations managed forms in the new interface "Taxi" unambiguously

This article will be useful to users of "1C: Enterprise 8.3", regardless of which configuration you are working in. It can be "1C: Enterprise Accounting 8" or "1C: Payroll and Human Resources Management 8", but there are a number of common issues that are often faced at the initial stage of work. Many users previous versions puzzled by finding the irreplaceable "All Functions" command (similar to the Operations... menu) and trying to take advantage of the managed interface. Therefore, we will consider important points that should not be overlooked when we start working in the program. new version 3.0.

First of all, we set up the display of the "All functions" command in the main menu, which is represented by such an icon in the upper left corner. To do this, in the parameters located in the "Service" section, check the corresponding box.

Now it will not be difficult to find any object, we will need a document, directory or register, just call the "Main Menu" and select "All functions".

As for the interface, we, as users, are given the opportunity to customize it "for ourselves." You should not miss this opportunity, so in the same main menu, let's turn to the "View" section.


In the menu we see several types of settings. To begin with, we determine the location of the panels, select the "Panel settings" item.

This is how the standard arrangement of panels looks like, we can return to it after our experiments at any time using the button of the same name. The panel editor allows you to select a panel with the left mouse button and drag it to the area we need, that is, to where we would like to see it. Suppose it would be more convenient to work with the partition panel located on top, and not on the side, then we transfer it to the upper area and click the "Apply" button to see how the appearance of the program has changed. If successful, click "OK" to save.

In the lower part, inactive panels are presented on a gray background; in fact, we can access such types of information through the toolbar. For example, to the history of actions and the list with favorites using the "History" and "Favorites" tools, respectively.


But if necessary, you can fix such a panel in a place convenient for you, for example, in this way.

If we talk specifically about the sections panel, then it can also be configured by opening the corresponding setting.


We can create a list of sections ourselves that meets our needs. We also choose how this list will be presented with or without a picture; if with a picture, then where to place it relative to the text. For example, setting without a picture allows you to see all sections, in the case when the menu is located on top.

The home page is also individually configured, from the available forms, add the ones you need to the left or right column using the buttons.

After such simple manipulations, the interface is significantly transformed, and for the better, because you customize it specifically to your needs. A comfortable workplace plays an important role in the life of an accountant.

The information that the user can display on their home page is configurable by the developer:

In this case, any form from among the managed ones can be added to the workspace of the initial page:

Question 10.12 of exam 1C: Platform Professional. How is the workspace of the start page determined?

  1. Filled with automatically generated forms based on standard commands
  2. Typed from a list of common shapes
  3. Typed from a list of freeforms
  4. Typed from the list of basic forms
  5. It is typed from the list of any forms defined in the configurator
  6. Typed from a list of managed forms

The correct answer is the sixth, see the post.

Question 10.13 of exam 1C: Platform professional. You can place forms on the desktop area:

  1. Horizontal in any quantity, vertical in any quantity
  2. No more than two horizontally, no more than two vertically
  3. No more than two horizontally, any amount vertically
  4. Horizontally in any quantity, vertically no more than two

The correct answer is the third - you can make one or two columns, and in each of them an arbitrary number of forms.

Question 10.14 of exam 1C: Platform professional. The start page can be displayed:

  1. Main window
  2. In an auxiliary window, holding down the "Shift" key
  3. Depends on configuration settings
  4. Choices 1 and 2 are correct

The correct answer is the first one. The start page can only be in the main window.

Question 10.19 of exam 1C: Platform professional. The navigation bar can exist:

  1. Only in the main window on the desktop
  2. In the main window on the desktop and in sections
  3. In the main window and auxiliary windows

The correct answer is the third one. The navigation bar is part of the form's command interface, and the form, in turn, can be opened in the main or in an auxiliary (pop-up) window.

Question 10.91 of exam 1C: Platform Professional. Interface panels can be located on the screen:

  1. Only at the top
  2. Downstairs only
  3. Left only
  4. Only on the right
  5. Top, bottom, left, right

Question 10.124 of exam 1C: Platform professional. Where is the interface appearance setting in 1C:Enterprise mode?

  1. In the homepage settings dialog
  2. In the panel settings dialog
  3. In the options dialog
  4. In the "All functions" menu

Question 10.127 of exam 1C: Platform professional. What do you need to open to configure panels in the configuration?

  1. Command interface configuration
  2. Start page work area
  3. Main partition command interface
  4. Client application interface

The correct answer is the fourth - the panels are configured in the Enterprise mode.

This is the second part of the article about configuring the Taxi interface, which appeared in the 1C:Enterprise 8.3 application. In I talked about how to add new panels to the interface and change their location according to your preferences. In the second part, I will teach you how to manage sections of the application and their contents, as well as change the parameters of the initial page of the interface.

In the screenshot below, the interface looks like we made it look like in the last lesson. For me, this kind of working view is not very convenient. I prefer the section bar to the left, which is the default. And it's not just habit. It's just that when all sections are compactly assembled on one side, they can all be covered at a glance, which cannot be said about the stretched menu at the top of the interface.

But since the side menu takes up too much space in the screenshots, I will leave the sections in the place where we moved them. Although I recommend that you leave this menu where the developers themselves placed it.

Here and below, screenshots created using "1C: Payroll and HR Management 3.0" are used, but, as I said in the previous article, these settings are relevant for all new configurations, since the Taxi interface is used in them too.

So, the next feature I want to tell you about is customization of section panels. It allows you to remove individual sections from the interface.

At this point, the question may arise as to why someone might want to remove entire sections of operations from a program. In fact, everything is very simple. Let's say you have a small company with only one employee in charge of personnel and payroll. Of course, in this case, nothing can be deleted, since from time to time he will use all available tools.

But let's say you have an HR specialist on staff, an HR accountant, and a payroll accountant. A personnel officer does not need a payroll calculation, just like an accountant does not need personnel operations. Therefore, each of these specialists can leave only those sections that they really need, so that unnecessary elements do not distract your employees from work.

Of course, some objects within the framework of their powers are used by both personnel officers and accountants. For example, sick leaves or vacations. But, as a rule, access to such objects is duplicated in the corresponding sections.

To delete or add a previously deleted section, you need to select the “Customize Sections Panel” function in the “View” settings subsection.

In the window that opens, it is easy to remove any elements from the interface and return them back. This can be done in several ways.

First, you can use the Add, Add All, Remove, and Remove All buttons. If you do not use the button that removes or adds all possible objects, then the action will affect only the selected objects.

In order to select several consecutive menu items, you need to select the top one with the mouse, and then, holding Shift, click on the bottom object of the selected group.

In order to select several objects in random order, you need to mark them with the mouse while holding down the Ctrl key.

Secondly, you can add or remove objects by simply dragging the mouse.

But I prefer the third way. Following it, you just need to double-click on the desired object. If it is located among the available objects, it will immediately become selected, otherwise it will be transferred from the selected to the available ones.

At the top right you see two blue arrows. They are needed in order to change the order of the items in the menu.

Now, using the knowledge gained, let's remove the items "Salary", "Payments" and "Taxes and Contributions" from the sections panel, and raise the "Administration" section to the top of the list of selected sections.

Now let's accept the changes and see what form our menu has taken.

Everything worked out just as we envisioned. To quickly return everything back, you need to go back to the partition panel settings, click the "More" button, select the "Install standard settings and accept the changes.

It is no coincidence that I spent so much time describing these actions, since they are widely used in all 1C:Enterprise 8.3 configurations and we will need them in the following examples.

The next thing I want to tell you about is setting up the home page. Right now there is an invitation to set up the system from scratch or transfer data from other configurations, but in the future, when the program is configured, other data will be displayed there. For example, if we talk about the configuration "1C: Payroll and personnel management 3.0", then this can be a staffing table and a history of accruals.

To manage the settings of the home page, you need to go to "View", "Setting the home page".

As you can see, everything here is the same as in the section panel settings. The only difference is that the start page also has a second column activation that can be activated by adding some of the available forms there. But you should only do this if you have a large enough display. Otherwise, the second column will only interfere, eating away the workspace.

You can experiment with the setting yourself. home screen. You can return everything to the default settings in the same way as we did after setting up the sections panel.

The workspace of each section is divided into a navigation bar and an action bar. Visually, they do not differ from each other, so for clarity, I marked the navigation bar in the next screenshot with a red stroke.

Through the navigation bar, the user gets access to lists of reports, documents, and so on. And with the help of the action bar, he can immediately create a document, a report, and the same “so on”.

For clarity, let's look again at the previous screenshot illustrating the "Salary" section. As you can see, in the navigation bar, which I circled in red, there is a section called "Sick Leaves". If you click on it, a list of all sick leaves will open, which we still have empty. Here you can create a new sick leave by clicking the "Create" button.

But in the same section "Salary", in the action menu, there is also an item "Sick leave", located under the eloquent heading "Create". By selecting it, you will create exactly the same sick leave as in the previous example, but for this you do not have to go to their general list and click an additional button.

The content of the navigation and action bars can also be controlled. Therefore, if you are sure that some function should be in a certain section, but it is not there, it may simply not have been added to the list. You can do it yourself using the "Navigation Setup" and "Action Setup" features. This is done in the same way as the sections and home screen settings.

See how the same section began to look after I enabled all the functions available for it.

It's just some kind of porridge, isn't it? All actions do not fit on the screen, even if you expand it, and you have to use the scrollbar to see them all. Therefore, it is advisable to activate in the action menu only those functions that are really needed quite often. The same documents that you need much less often are best created by going to them through the navigation bar, and not including them in the action bar.

It would be useful to recall here that access to any 1C:Enterprise 8.3 object in the Taxi interface can be obtained through the All Functions option, which I wrote about in the first part of the article.

In the upper right corner of the Taxi interface there is a panel with buttons that duplicate some of the application's functions. You can choose which buttons will be displayed in this panel. To do this, you need to use the "Add or remove buttons" function and mark with birds those that you need most often, as shown in the screenshot below.

This article about configuring the Taxi interface has come to an end. Next time I will tell you how to get started in the "1C: Salary and Enterprise Management 3.0" configuration.

We set up "Taxi" for ourselves in 4 steps (1C: Accounting 8.3, edition 3.0)

2016-12-07T18:49:42+00:00

In this article I will talk about how to make work in the new interface 1C: Accounting 8.3 "Taxi" really convenient and comfortable for an accountant.

Follow just 4 steps to set up the Taxi interface for yourself and enjoy all its benefits. If you are still in doubt: to go or not to go, then my opinion is unequivocal - to go. Taxi is better. Taxi is more convenient. And it's very easy to switch to it.

If the "Taxi" interface is not yet enabled for you, turn it on:

Select the "Taxi" option and press the "Restart" button:

Then Necessarily go to the "Administration" section, "Interface" item:

And we also set the "Taxi" option here and press the "Restart" button again:

Step #2. Customize the section bar.

Here, in the right part of the window, we select sections that we rarely use or do not use at all and press the delete button:

Most often, such "unloved" sections are "Head", "Production" and "OS and intangible assets":

And finally, in the lower left part of the window, set to show "Picture and Text", if it's easier for you to find sections with pictures:

Click OK and the section bar will change:

Result: only the necessary remained, pictures appeared.

Step #3. Setting up the open windows panel

In the new interface, you cannot switch between open windows, because the panel open windows hidden by default. Let's display it.

After dragging, click OK and now the windows we open will be displayed at the bottom of the main window 1C:

Result: at the bottom of the main window, directories, documents, magazines, and more that we open are displayed.

Step number 4. Turn on the "All functions" menu.

A very useful feature when you tried to find a report or document, but could not do it through the sections panel. In this case, the "All functions" menu will help you out, from which you can open all reports, documents, directories, and more.

This option is hidden by default, but it's easy to show it.

Check the box "Show command All functions" and click OK. Now any report, document, directory, journal or processing can also be selected like this:

Result: it became possible to open reports, documents, journals, directories and processing that could not be found in the main menu of the system.

We are great, that's all

By the way, new lessons...

Sincerely, Vladimir Milkin(teacher



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