The article continues the series “First steps in 1C development.” In it we will look at the new Taxi interface from both the user and programmer sides.
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 already familiar interface options “in separate windows” and “in bookmarks”, a new interface has appeared in the 1C:Enterprise 8.3 platform - Taxi.
When creating a new user interface, the 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 responsive to touch.
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 making the user interface more user-friendly and convenient, much attention was paid to the application focus, making it easier to carry out daily operations.
Users received improved navigation capabilities throughout the application, a customizable workspace, work with history similar to the history of a web browser, and expanded 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, within the work area of which all other windows open.
Windows do not appear separately in the panel Windows tasks, even if they are visually drawn on top of the main window (for example, a form for selecting a directory item).
Work starts with home page. This page cannot be closed. The most frequently used configuration forms should be located on it.
To enlarge, click on the image.
It is possible to configure in user mode forms that appear on the home page. To do this, select the item in the main menu View– Setting up the home page.
The main application window consists of several panels and areas, each of which has its own functional purpose.
Using the key F6 You can switch focus between forms located on the home page.
The main application window consists of several panels and areas, each of which has its own functional purpose. The relative position of the panels can be configured by the developer in the configurator and by the user when working with the configuration.
1. Section panel
The Sections panel displays a list of top-level configuration subsystems.
Each section is designed as separate button(bookmarks). The section with the title Main is always displayed first on the left.
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If the screen width is not 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.
To enlarge, click on the image.
When you click the mouse again, a list of all commands in the selected section opens on the screen - the function menu.
To enlarge, click on the image.
2. Function panel 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 document list form “Receipt of goods”).
3. System command area
On the left side of the area there is an access icon to the main menu containing the classic items File, Edit, View, etc. You can activate the main menu from the keyboard by pressing the F10 button.
On the right side of the area there are commands for saving to a file, printing, previewing, working with links, calculator, 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 speed up and simplify navigation through the configuration.
5. Panel open
To enlarge, click on the image.
This panel displays a list of open in currently windows Home page workspace forms do not appear as separate forms in the open pane.
6. History panel
In the Taxi interface, the history panel is close to the history of the web browser.
The history panel speeds up access to recently used objects - open, edited or added reference books, documents, etc.
The entries are divided by day, and the time of use is indicated opposite each line. Within one day, records are ordered by access time.
No more than 400 history entries are stored for a user. If the number of saved items is 400, then when new history items are added, old entries are deleted.
There is a search bar for history. By clicking on history lines, you can also switch between open application windows.
7. Favorites panel
The favorites bar is also “borrowed” from the 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 item to your favorites by clicking on the star icon.
To enlarge, click on the image.
The favorites bar also has a search bar. The titles of items located in favorites can be edited.
For this purpose there is a small button with a pencil on the right side of the favorites line.
The platform implements special form full text search. This form is only available if full text search is enabled.
To enlarge, click on the image.
You can call the search form from the keyboard using the keyboard shortcut Ctrl + Shift + F.
An information panel may exist at the bottom of the main application window.
It is designed to display performance indicators and indicate that the mode for simulating delays when calling the server is enabled.
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 metrics” 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.
To enlarge, click on the image.
For form fields that have the form “checkbox field” and “selector field”, the ability to display them in the form of a toggle switch has been implemented (several buttons located next to each other, the current value is highlighted in color).
Another innovation in the Taxi interface is collapsible groups, which allow you to save space on the screen, receive primary information first, and only if you need to clarify something, expand the group, detailing the information.
Collapse is available for a regular group with a display title.
The Taxi interface uses larger fonts and sizes of control elements, and there are wide spaces between elements.
Forms designed for a regular managed interface will not look very convenient when switching to Taxi. Therefore, the VariantScale form property was implemented.
The work option of using the Compact scale option is a temporary solution that allows you to transfer the configuration to the new interface. And then modify large complex forms for the new interface.
With this option, a smaller font and indents are used, the form looks as close as possible to the one developed for the 8.2 platform.
The configuration designer can determine the layout of the panels. The editor can be opened by pressing right button mouse in the configuration tree by the root element, in the opened context menu select “Open client application interface”.
On the right side of the window there is a list of all panels present in the interface. Using the mouse or the Add button on the left side of the window, you can determine the relative position of the panels on the screen.
Each panel can appear in the tree only once. The editor does not allow you to add 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 an icon in the form of a gray square.
To enlarge, click on the image.
In the Taxi interface in user mode, you can configure the arrangement of panels on the screen. The Panel Editor is designed for this, which can be opened from the main menu View – Panel Settings.
Using 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 in a 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.
For this purpose, the main menu item View – Hide all panels is intended.
At the top of the forms, navigation buttons between open windows are displayed. In the appearance of these buttons we again see similarities with a web browser.
To enlarge, click on the image.
To return to the home page, press the Home button. To move between active forms, use the Back-Forward buttons.
In the Taxi interface, the navigation bar for the form is now located at the top, and not on the left, as it was before.
To enlarge, click on the image.
On platform 8.3, unlike platform 8.2, in the properties of the root configuration element, instead of the “Open” item command interface desktop” there is “Open the command interface of the main section”, and instead of the item “Open the workspace of the desktop” there is “Open the workspace of the start page”.
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 before.
The root configuration element has the “Interface Compatibility Mode” property:
- Version 8.2 – the client application runs in the 8.2 interface. Switching to the Taxi interface is not possible.
- Version 8.2. Allow Taxi – interface version 8.2 is used by default. It is possible to switch to the Taxi interface using the options dialog or the command line.
- Taxi. Allow Version 8.2 – the Taxi interface is used by default. It is possible to switch to the version 8.2 interface using the options dialog or the command line.
- Taxi – the client application runs 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 main question about the benefits of using the new Taxi interface. 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
- Wide range of possibilities for the user to customize their workspace
- Ease of navigation through the application when using the auxiliary panels Favorites, History, etc.
- Improved ergonomics of some interface elements
- Ability to create new directory items directly in the selection list.
For those who want to deepen their knowledge of innovations managed forms in the new Taxi interface definitely
home page– this is a standard section of the program containing frequently used documents, reports, reference books, etc. As a rule, the user's work with the program always begins from the initial page.
The home page is a kind of “helper” for the user. Every working day begins with “communication” with him. The initial page brings the user up to date and answers his questions. For example:
- What needs to be done today?
- What's new?
- What should you pay attention to?
- What is the status of the information that is important to me?
On the home page, as a rule, several forms are located simultaneously. For example, a list of documents for the sale of goods, a list of exchange rates, current mutual settlements, etc. The composition of the home page may be different for different program users. For example, a sales manager's homepage and a salesperson's homepage may be very different.
This happens because during the configuration process the developer can specify which forms on the home page will be visible to which roles. In 1C:Enterprise mode, the home page is generated automatically by the platform, so the set of forms found on the user’s home page is determined by the roles assigned to this user.
Setting up the home page
The user has the opportunity to customize the appearance of the home page: change the relative position of forms, add or remove forms. For example, he can remove exchange rates and current mutual settlements, and instead add receipts of goods.
The program automatically remembers the settings made by the user, and next time it will show the start page as the user configured it.
Subsystem in 1C 8.3— a metadata tree object that is responsible for building the configuration command interface.
Below in the article we will talk about subsystems starting from version 8.2.
The fact is that version 8.1 (as well as a regular 8.2 application) also had subsystems, but they served completely different purposes, more likely for the developer than for the user. Using subsystems in 8.1, different functionality was usually separated. The subsystems also helped when combining different 1C configurations - it was possible to specify which system to transfer.
1C subsystems and programmer interface
In versions 8.3 and 8.2, subsystems are the main tool for building a command user interface. “Subsystems” metadata objects have a hierarchical structure; to configure a “submenu” in the interface, you need to add a subordinate subsystem:
Properties and Settings
Let's look at the settings and properties of the subsystems in the configurator:
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Include in command interface— if you forgot to set this flag, subsystem will not be displayed in the interface.
The button opens the interface settings panel, where you can configure interfaces depending on the role of the current user:
Picture— the picture assigned to the subsystem is displayed in enterprise mode. You can select a standard image, or you can add your own by first creating it as a configuration object Picture:
On the tab Functional options indicates a list of functional options in which this subsystem is used.
Tab Compound defines a set of metadata objects participating in a given subsystem.
On the tab Other you can describe the help for the subsystem and specify the settings Include in help content— whether to include this section general information background information by configuration.
If you don't see a report or processing in the managed interface
This problem very often arises among novice developers - it seems that a report or processing was added to the subsystem, but it is not visible.
The first reason for this may be that the object does not have a controlled form defined.
The second reason is that on the object’s Commands tab, the “Use standard commands” checkbox is selected. This is due to the fact that to open processing, either your own procedure can be described, or a standard one can be used:
This is the second part of the article about setting up the Taxi interface that appeared in the 1C:Enterprise 8.3 application. In I talked about how to add new panels to the interface and change their layout according to your preferences. In the second part, I will teach you how to manage sections of the application and their content, as well as change the parameters of the initial interface page.
In the screenshot below, the interface looks like how we made it look in the last lesson. For me, this working view is not very convenient. I prefer the section bar to be on the left, as it is by default. And it's not just a matter of habit. It’s just that when all the sections are compactly collected on one side, they can all be covered at one 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: Salary 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, next function The thing I want to tell you about is customizing section panels. It allows you to remove individual sections from the interface.
Here 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 in which only one employee is responsible for personnel and salaries. Of course, in this case, nothing can be deleted, since from time to time he will use all available tools.
But let’s assume that you have a human resources specialist on your staff who keeps personnel records and an accountant wages. A personnel officer does not need payroll calculations, just as an accountant does not need personnel operations. Therefore, each of these specialists can be left with only those sections that they really need, so that unnecessary elements do not distract your employees from their work.
Of course, some objects are used by both personnel officers and accountants within the scope of their powers. 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 section 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", "Delete" and "Delete All" buttons. If you do not use a button that removes or adds all possible objects, 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 the Ctrl key.
Secondly, you can add or remove objects by simply dragging the mouse.
But the third method is closer to me. Following it, you just need to do double click mouse over the desired object. If it is located among the available objects, it will immediately become selected, otherwise it will be moved from selected to available.
At the top right you see two blue arrows. They are needed to change the order of elements in the menu.
Now, using the knowledge we have gained, let’s remove the “Salary”, “Payments” and “Taxes and Contributions” items from the section 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 turned out just as we planned. To quickly return everything back, you need to go back to the section panel settings, click the “More” button, select the “Set standard settings” option 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 configure 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 “1C: Salary and HR Management 3.0” configuration, then this could be the staffing table and the history of accruals.
To manage the home page settings, you need to go to “View”, “Start Page Settings”.
As you can see, everything here is the same as in the section panel settings. The only difference is that the initial page also has a second column 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 get in the way, eating away at the workspace.
You can experiment with the settings yourself home screen. You can return everything to the default settings in the same way as we did after setting up the section panel.
The workspace of each section is divided into a navigation panel and an action panel. Visually, they do not differ from each other, so for clarity, I marked the navigation bar in the next screenshot with a red outline.
Through the navigation panel, the user has access to lists of reports, documents, and so on. And using the action panel, 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 surrounded with a red frame, there is a section “Sick Leaves”. If you click on it, a list of all sick leaves will open, which is currently empty. Here you can create a new sick leave by clicking the “Create” button.
But in the same “Salary” section, in the action menu, there is also the “Sick Leave” item, 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 will 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. So if you are sure that a feature should be in a certain section, but it is not there, it may simply not have been added to the list. You can do this yourself using the Customize Navigation and Customize Actions features. This is done in the same way as the settings for sections and the home screen.
See what this same section looks like after I enabled all the features available for it.
It's just some kind of porridge, isn't it? All the actions do not fit on the screen, even if you expand it, and you have to use the scroll bar to see them all. Therefore, it is advisable to activate in the action menu only those functions that are really needed quite often. Those documents that you need much less often are better created by navigating to them through the navigation bar, and not including them in the action bar.
Here it would be useful to recall 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 tick those that you need most often, as shown in the screenshot below.
This concludes the article about customizing the “Taxi” interface. Next time I will tell you how to get started in the 1C: Salary and Enterprise Management 3.0 configuration.
We configure "Taxi" for ourselves in 4 steps (1C: Accounting 8.3, edition 3.0)
2016-12-07T18:49:42+00:00In this article I will talk about how to make working in the new 1C: Accounting 8.3 “Taxi” interface truly 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 switch or not to switch, then my opinion is unequivocal - to switch. Taxi is better. Taxi is more convenient. And it’s very easy to adapt to it.
If the "Taxi" interface is not yet enabled, enable it:
Select the “Taxi” option and click 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. Setting up the section panel.
Here, on the right side of the window, select sections that we rarely use or don’t use at all and click the delete button:
Most often, such “unloved” sections are “Manager”, “Production” and “OS and Intangible Materials”:
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 panel will change:
Result: All that was left was what was needed, pictures appeared.
Step #3. Setting up the open windows panel
In the new interface, you can't 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 1C window:
Result: at the bottom of the main window, directories, documents, magazines, etc. that we open are displayed.
Step #4. Turn on the "All functions" menu.
A very useful feature when you tried to find some 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, reference books, etc.
This option is hidden by default, but is easy to show.
Check the box "Display All Functions" and click OK. Now any report, document, reference book, 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're great, that's all
By the way, for new lessons...
Sincerely, Vladimir Milkin(teacher
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