1C: Enterprise Accounting, edition 3.0 is the first version of the configuration, which provides the ability to customize the interface. On the one hand, this opportunity compensates for the fundamental differences in appearance new version from the previous one - 1C 8.2. On the other hand, it gives users flexible options for customizing their workspace, focusing only on existing needs, their own convenience and individual taste.
It is worth noting that during the existence of edition 3.0, which respectively works on the 1C:Enterprise 8.3 platform, the interface has undergone several changes. In particular, the number of available interface options has been increased, including:
- Standard (as in previous versions 1C: Accounting 8)
- Taxi
Standard
When version 3.0 was released, its interface was identical in structure to version 8.2, but differed in design: the names of the sub-items of the upper horizontal menu, and also added pictograms.
A visual comparison of editions 3.0 and 2.0 shows that the interface structure has remained unchanged.
Clicking on a menu item brought up a drop-down list, and in the new version, sub-items are displayed as tabs.
Since this type of interface was the first, it remains the most popular. You can change its structure by going to “Administration-Program Settings” - item “Interface”.
allows you to access submenus without closing the active window.*
*Horizontal menus:
- Panel section located directly below the main menu;
- A panel of actions or commands available in the selected section.
The vertical navigation bar displays the structure of the section's content.
Using menu sub-items, you can customize the contents of panels and their display at the user's discretion.
(next item) allows you to add and delete sections, as well as items of the main horizontal menu, up to its complete removal.
allows you to open additional windows under the main menu - standard reports, information, contacting technical support (the horses essentially duplicate the vertical panel).
allows you to add/remove submenu items, which previously could only be done with the participation of programmers.
Taxi
In the Taxi interface, the section panel is initially located on the left.
The implementation of customization of panels in this interface is carried out by dragging and grouping panels at the user's request in a special editor window.
The panel editor window allows you to group by dragging, adding and deleting panels such as the section panel, open panel, toolbar*, current section function panel, favorites panel, history panel.
*Panels located at the top of the editor window, in this moment active.
Section sub-items are configured (the section panel is vertical) after their activation (the sub-item settings button is in the upper right corner).
The action panel settings window allows you to add and remove sections, even completely deleting them.
Interface nuance: selected sub-items are marked with asterisks
*Often external modifications are added here
Similar to the interface of edition 7.7
The menu structure is very similar to the standard version.
The ability to customize the 7.7 interface is located on the top panel on the right (down arrow), which allows you to add and remove buttons. It is active in all interfaces.
Every 1C:Enterprise administrator knows that the task of separating user rights and correspondingly changing the working interface is one of the main ones when implementing an accounting system or adding new users to it. Depends on how well it will be done this task depends on operational efficiency and data security. Therefore, today we will talk about the features of setting up user rights and interface in a managed application.
First of all, I would like to note the main aspects of this type of settings. Many approach this issue one-sidedly, considering them purely as a measure of protection against unauthorized access to data or unqualified modification. At the same time, they forget about the other side of the coin: creating a simple and convenient working environment for the user. In cases where the user's working interface is overloaded with unnecessary items, the meaning of which is not completely clear to him, a false impression arises about the excessive complexity of the program and there is a fear of making a mistake. It is clear that this does not contribute in any way to increasing employee productivity.
Ideally, each employee should see only those interface elements that he needs to perform his immediate duties. Then it will be easier to work, and there will be no temptation to climb where you shouldn’t. Moreover, it makes sense to perform such settings even when some subsystems are simply not used or restricting access to them is not required. This will make the interface simpler and more understandable, and, therefore, the user’s work will be easier and more comfortable.
If we go back a little, we can remember that in conventional configurations Roles And Interfaces were part of the configuration and to fine-tune them it was necessary to enable the ability to make changes, and in basic versions was impossible at all.
The disadvantages of this approach are obvious: this complicates the maintenance of information bases, and possible conflicts during subsequent updates, when changed configuration objects require changing access rights.
In the managed application, settings for rights and interfaces were finally moved to user mode and can be configured directly from the program interface. A user's rights are assigned based on their membership in access groups. Let's go to Administration - User and rights settings - Access groups - Access group profiles, where we will see pre-installed profiles for the main access groups.
A user can be a member of several access groups at once, in which case the resulting rights will be summed up. In general, everything is quite clear and familiar, except that the settings are now made in user mode, and not in the configurator.
But if we try to find interface settings, we will fail. In a managed application, the workspace interface is generated automatically, based on access rights. For example, let’s compare the interfaces of the Administrator and Sales Manager section panels:
In general, the idea is sound, if there are access rights to the object, we show it in the interface, if not, we hide it. This is much better than messages popping up in a regular application about access violations when the latter do not comply with the designated interface. If you add rights to an access group or, conversely, remove them, the interface elements associated with them will appear or disappear on their own. Comfortable? Yes.
The user can also independently configure his workspace within the limits of his access rights. At first glance, everything looks good, but there was a fly in the ointment. There is no mechanism that allows you to centrally configure and assign a “default” interface to users in a managed application.
If we look at Administration - User and rights settings - Personal user settings - User settings, we will see there a list of all objects whose settings have been changed by the user, but we cannot change them in any way.
Those. we are asked to log in directly to the user and configure the working interface on his behalf. A controversial decision, especially if there are not two or three users. Fortunately, the developers have provided the ability to copy user settings, which allows us to customize the interface of one user the way we need to quickly apply the settings to everyone else.
In order not to be unfounded, let's look practical example. In preparation for the transition to online cash registers, it was decided to automate the cash registers of a small network of dental clinics. The basis for clinic automation was industry-specific software not based on 1C and not providing connectivity fiscal registrar Therefore, it was decided to use the Enterprise Accounting 3.0 configuration, which contains all the necessary functions, to automate cash registers.
Here we are faced with two difficulties, although if we look more closely, we will find that these are two sides of the same coin. In short: the staff had never worked with 1C before and therefore it was necessary to create a working environment that was as easy to learn as possible, while protecting information base from possible unqualified influence of personnel. A managed application allows you to quite simply combine business with pleasure, making it so as to limit the user, and at the same time allow him to work comfortably, without noticing the restrictions.
Let's begin. First of all, you need to create a user group profile. If we open the standard profiles, we will see that there is no option to change them. This, in our opinion, is correct; history knows a lot of examples when, in a fit of official zeal, standard rights were shoveled to such a state that they had to be restored from the standard configuration. This can also mislead other users or administrators of this database, who expect to see standard sets of rights under standard profiles.
Therefore, we will find the most suitable profile for our tasks, in our case it is Sales Manager, and make a copy of it, which we will give the name Cashier. Now we can configure the rights at our own discretion. However, the flat list offered by default is not entirely convenient to work with, unless you need to quickly find an option you already know; in most cases, it is much more convenient to work with the list by enabling grouping by subsystems.
We will not dwell on this issue, since the assignment of rights depends on the specific tasks facing the user; we can only advise exercise prudence and not go to extremes. Remember that your task is to create a comfortable and safe working environment, and not to completely prohibit everything possible.
Having created a profile, assign an access group to the right users and run the program under one of them. Depending on the assigned rights, you will see an automatically generated interface.
In principle, this is already quite good, but in our case everything is just beginning. To our surprise, many users and administrators still have no idea how to configure the “Taxi” interface and continue to complain about its “inconveniences.”
Let's go to Main menu - View, where we will see a number of settings regarding the interface.
Let's start with section panel settings, in our case, the range was limited to a short list of services, so the warehouse section turned out to be superfluous, in order not to complicate or burden the interface, we’ll just remove it.
Then, in each section, by clicking on the gear in the upper right corner, we will sequentially configure the navigation and actions. Here we will also remove everything that is not necessary in everyday work, and, on the contrary, we will bring to the fore what is necessary.
You can even compare how it was and how it became:
Finally, let’s configure the panels. Since we have few partitions, it makes sense to move the partition panel up and the open panel down, thereby expanding the workspace horizontally, which is important for monitors with a small diagonal or 4:3 format.
After completion, you should check all the settings again, it is best to do this by simulating real action cashier, which will immediately help you evaluate the ease of working with the interface. In our case, we got a simple and convenient cashier’s workplace; in any case, there were no problems with the staff’s mastery of it:
Now let’s log into the program again as an administrator and go to Administration - User and rights settings - Personal user settings - Copy settings. Our task is to distribute the changes we have made to the remaining users of the Cashiers group. The operation itself is quite simple: select the user whose settings we are copying, indicate to whom and select what exactly.
And finally, you can prevent the user from customizing the interface on their own; to do this, go back to the group profile and uncheck the action Saving user data.
As you can see, setting up the interface and user rights in a managed application is quite simple and, despite some shortcomings, provides administrators with much greater flexibility and convenience, allowing them to quickly create convenient and secure working environments.
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The next topic to which I am going to devote several series of articles is working with the 1C:Enterprise 8 program, since fundamentally new configurations have appeared recently and users often contact me with questions regarding working with these products.
The complaints that you hear sound something like this: “It’s not convenient for me when the menu is on the left,” “I don’t see what windows are open in my program,” “I can’t find...” and so on.
But developers cannot please everyone equally. What some users like, others are hostile to. But developers can give users the opportunity to customize the interface for themselves. And in the case of Taxi, users received a choice that they had never had before.
The first thing I always do when starting to work with new configuration— I activate the display of the “All functions” command. For beginners, this option is especially useful as it allows you to quickly find any configuration object. Document, journal, register, processing - whatever. For “1C: Salary and Personnel Management 3.0” (ZUP 3.0) this is all the more relevant, since this configuration is still being actively refined, and therefore it happens that after the next update some functions are moved to another section. The “All functions” command allows you to access the desired object directly.
In order to make this command active, you need to go to the settings, and in the “Service” subsection, select the “Options” item.
In the window that opens, check the “Display the “All functions” command” option and accept the changes.
The activated command will appear at the very bottom of the settings.
My second mandatory step is to activate the open windows control panel, which can be disabled by default. To do this, go to “View” > “Customize Panels”.
A panel editor will open in front of us, in which we can configure appearance to suit our needs.
To change the interface, just grab the desired element with the mouse and drag it to where you would like it to be. I take the “Open Panel”, which is currently not active at all, and drag it to the bottom of the interface. Now I can always see which windows I have open, and also quickly switch between them.
For me this is quite enough. I'm used to working this way. But you may be more accustomed if in the Taxi interface of 1C 8.3 the section panel is at the top. Let's take it there and see what happens.
In this article I will tell you how to set up the Taxi program interface for comfortable work, so that all the necessary buttons and the most necessary reports are always at hand.
1) Let's start with the most common question from my beloved clients related to the lack of the “Operations” menu. Many accountants used it to search for reports, processing, and documents that were sometimes very difficult to find in other sections of the program.
There is no “Operations” menu as such in Accounting 3.0. Its analogue is called “All functions” and by default the display of this section in the program is not set. To enable it, you need to enter the menu, which opens using the orange button with a triangle in the upper left corner of the program. In the list that appears, select the “Service” section and open the “Options” section.
In the window that opens, check the “Display command “All functions”” checkbox and secure the result by clicking the “Apply” button.
Now in the same Main menu (orange button with a triangle) we see the “All functions” section
In which everything that we are so accustomed to seeing in Accounting 2.0 in the “Operations” section:
2) Now let’s look at the program’s capabilities in terms of setting up the TAXI interface. For example, now my program looks like this:
Those. sections on top. Open windows in the bookmarks below. Let's see how to change the location of all elements of the program's working window. Open the main menu again and find the “Panel Settings” section there.
Then everything is simple. With the left mouse button, grab the section whose position we want to change and drag it to where we want to see this panel. For example, like this: I will move the “Open Panel” to the top, and drag the “Section Panel” to the left side of the window.
Click the “Apply” or “Ok” button and voila, this is what our program looks like:
Perhaps it will be more convenient for someone to work this way.
3) Another tip for setting up the program. As a rule, every accountant has some sections or reports that he uses daily. Well, for example, SALT or SALT according to the account. And it would be very convenient if they were always nearby, always at hand. This can be achieved in a very simple way by placing the necessary reports in the “Favorites” section. We will find the balance sheet in the “Reports” section. By pointing the mouse at it, we see a gray star nearby.
By clicking on it, we will mark the selected report as “Favorites”
"Favorites" sectionUsing the panel editor we already know, let’s place it, for example, at the bottom of the program’s working window.
4) And one more “secret” for setting up the program interface. There are documents in various sections of the program that some people never use. Well, simply due to the specifics of the organization’s activities. For example, in the “Purchases” section there are documents related to EGAIS.
We don't need these documents and we can remove them from the desktop. To do this, in the editable section in the upper right corner, click on the gear and in the menu that appears, select “Navigation settings”
In the window that appears, we see two columns. On the left are commands that can be added to our desktop. And on the right, those commands that are on our desktop. Find the EGAIS section in the right column and click on the “Delete” button
Accordingly, documents that are in the right column can be added to the desktop using the “Add” button
5) And finally, for those who don’t want to get used to the “Taxi” interface. You can change the interface to the one that was in the first versions of Accounting 3.0.
In the “Administration” section we find the “Interface” item
Here the developers offered us the choice of changing the program interface to the same as in previous versions 8.3 and similar to Accounting 7.7. Having selected the appearance of the program that interests us, we will have to restart it.
This is what the program will look like with the previous interface.
For fun, let’s see what an interface similar to Accounting 7.7 is.
Well, I don’t know, I don’t know. I’ll probably go back to my usual “Taxi”.
Well, that's all I wanted to tell you today. I hope some information will be useful to you in working with the program.
Working in one or another configuration on the 1C:Enterprise 8.1 platform, accountants daily use mainly the same menu items and submenus, buttons on toolbars. However, not every user is comfortable standard interface programs. V.V. talks about how to customize the interface for yourself. Fishing, company "1C".
There are situations when a frequently used menu item is hidden quite “deeply”, or the required button does not fit on the screen, and an important action does not have a combination of “hot” keys.
The simplest solution that comes to mind is to go to the configurator and configure the interface the way you need. But there are not always specialists with the appropriate level of qualification nearby. In addition, not all users have the same user experience criteria.
Is it really necessary to adjust the current interface or create a new one in the configurator for each user of the database (and there may be more than a dozen of them)? No! Thanks to the possibilities of fine tuning interface for platform 8.1 there is no need to call a qualified specialist or go into the configurator*.
Note:
* To be completely precise, there may be prerequisites for creating an individual interface for the user in configurator mode, but these issues are beyond the scope of this article.
Customization tasks are solved quite elegantly - using personal toolbars. For example, we will use the accounting interface of the standard configuration "Enterprise Accounting" (rev. 1.6) with demo data.
But before moving on to describing the mechanism for individually customizing the interface, let’s outline some general capabilities that the 8.1 platform provides to its users. In particular, you cannot see at once all the standard menu items and all the toolbars that are built into the platform by default (regardless of the configuration). And this is not a mistake. The point is that some features are context-sensitive, and therefore are only available when they make sense.
It’s easy to get them - on any empty space next to the available toolbars, just click right button mice. In the list that opens, you will immediately see all available panels, and the enabled (visible) ones will be marked with a check mark.
A good example is working with a spreadsheet document. Compare the composition of menus and panels in the absence of an active spreadsheet document - see fig. 1 and if present, see Fig. 2.
Rice. 1
Rice. 2
In most cases, it is enough to use the menu items that appear or enable the desired toolbars.
Be aware: context-sensitive UI elements will disappear if not active windows, with which they are associated, and appear when such windows are activated.
So, let's start learning about customizing the interface.
First, let's decide which menu items or important buttons you should always have at hand. For example, let's choose the following:
- "Operations" -> "Routine operations" -> "References and calculations" -> "Calculation";
- "Sales" -> "Maintaining a sales book" -> "Sales book";
- "Reports" -> "Other" -> "Universal report";
- "Service" -> "Data Search";
- "Enterprise" -> "Production calendar";
- "Table" -> "View" (note - this is a submenu).
- "Tips", which are located on the "Support" toolbar (the panel created when developing our configuration);
- "Freeze table" of the standard "Spreadsheet Document" toolbar (for example, when working with tables you need to frequently freeze the header).
We have decided on the necessary functions.
Their composition, although somewhat chaotic, is indicative.
For example, the “Calculation” menu item is hidden quite deeply, and the “View” submenu is not always immediately accessible to us.
To ensure that we always have this entire set at our fingertips, we will use the ability of the 8.1 platform to create personal toolbars.
To do this, you need to enter the settings mode, call up the list of toolbars (similar to the method described above for turning on/off standard toolbars - see Fig. 1) and select “Settings...”. An interface settings window will open, in which on the “Toolbars” tab you will see all currently available toolbars (Fig. 3).
Rice. 3
Let's create our own toolbar and name it, for example, "My Menu". To do this, click the “Create…” button and write a name.
After clicking "OK" we will see our panel in the list of available panels (Fig. 4).
Rice. 4
In addition, our new empty (without a single element) panel will appear in the center of the screen (Fig. 5). The most important thing has already been done.
Rice. 5
All that remains is to fill our menu with the necessary elements.
While remaining in setup mode, let's sequentially fill the panel with the previously selected elements.
The general principle is this: we select the desired element in those places where we usually find it in the interface presented to us, press and hold the Ctrl key and “drag” this element onto our panel with the mouse (left button) (drag and copy).
What should we do if the drop-down menu blocked the visibility of our panel (Fig. 6)?
Rice. 6
Just grab it with your mouse by the left edge of the title and drag it to comfortable spot.
The first element on our list is “Calculation” - drag and drop (Fig. 7).
Rice. 7
Please note that the Ctrl key must be pressed until the end of the drag.
This is easy to control: after you finish dragging an element onto our panel, there should be a plus sign (“+”) next to the mouse cursor. If everything is done correctly, you will see a result similar to Fig. 8.
Rice. 8
Similarly, we drag the second item of our personal menu - “Sales Book”. The result is something similar to Fig. 9. Why is only the icon visible? Because the configuration developers assigned an image to this menu item, and the 8.1 platform by default displays only images in panels if they are specified. If you want to see an inscription or a picture and an inscription (as in the original menu), just right-click on the element you need and select desired mode display. Let’s choose to display both pictures and text for the “Sales Book” (Fig. 10).
Rice. 9
Rice. 10
Next, we fill our panel with the selected elements. For “Data Search” we will also enable the display of pictures and text. Having reached the “Table/View” item in our list, we already have a panel in the form shown in Fig. eleven.
Rice. eleven
Here we may encounter the fact that the “Table” menu is currently unavailable (the reasons are described above). Deciding this problem, at the same time we will try out the possibilities of adding items to an existing menu. All this time we have been working in interface setup mode. Now you will have to close it temporarily - in the “Settings” window, click the “Close” button. Please note that all our developments have been preserved and are already available for work on our panel. To access the "Table" menu, open any spreadsheet document or create a new one. After this, call the setup mode again. Now we have access to the desired menu and can drag, similar to the previous rules, the “View” submenu from it (Fig. 12).
Rice. 12
There are two more buttons available through the toolbars of our interface. Dragging them is completely similar to dragging menu items: just left-click the button you need, press Ctrl and drag this button to our panel.
The "Freeze Table" button can be found in the "Table" menu, which we made available earlier. But for the purity of the experiment, try turning on the “Tabular Document” panel that is also available (Fig. 13).
Rice. 13
That's all - we have completely filled the "My Menu" toolbar with the elements we need. Just close the settings window again with the "Close" button and you can get to work, always having your own set of functions at hand.
In conclusion, we note a few important points.
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