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 of 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.
At visual comparison editions 3.0 and 2.0 it is clear that the structure of the interface 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.
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 a new configuration is to 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 control panel open windows, 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.
Setting up the Taxi interface
Setting up the Taxi interface in 1C: Accounting 8 edition 3.0
The materials of the article are current as of 08/20/2014.Reproduction of the article is permitted with the author indicated and a link to the source.
Starting with version 3.0.33, the 1C: Accounting 8 program began to be supplied with two interfaces. New interface called "Taxi". It is this that the developers recommend using when working with the program now, since in a few months the old interface will be removed from the program and only Taxi will remain.
But not all users liked Taxi at first after switching from version 2.0 and having received answers to the question: “What exactly do they not like?”, we can conclude that what they don’t like is basically simply not configured by the user.
This article discusses the main options for customizing the Taxi interface in 1C: Accounting 8 edition 3.0 in user mode.
When we launch the standard configuration of 1C:Accounting 8 edition 3.0, we open:
region system commands(at the top)
toolbar (top left)
section panel (left)
the initial page (in which we see the Accountant’s Task List, Manager’s Monitor, a field for full-text search and links to go to reference information on various 1C company sites) (Fig. 1).
A window will periodically appear in the lower right corner with a recommendation to configure backup, by clicking on which you can go to the backup settings section. Please note that the backup settings are individual for each user, i.e. Having configured backup for one user, this window will still appear for other users until each of them enters the settings and unchecks the “Perform automatic backups” checkbox. If each user configures backup “On shutdown”, then when exiting the program to create backup copy other users' work will be blocked while the backup is being created, which may create some inconvenience for other users, so I recommend that one of the users set up the backup.
I will not dwell on setting the “System command area”, since it is the same as in the Interface in previous version 1C: Accounting 8.
Many users who switched to the Taxi interface find it inconvenient because the Section Panel is on the left, not on the top (this was more common) and that the Taxi interface does not have the ability to display windows in Bookmarks so that they can return to a previously opened form.
Both of these inconveniences can be solved to some extent by adjusting the location of the panels.
To do this, turn to Menu - View - Panel Settings (Fig. 2).
Here you can configure by dragging areas which panels you want to see and where to place them. For example, we will place the Section Panel and the Toolbar at the top, and at the bottom we will place the Open Panel (Fig. 3). It is the Open Panel that will replace our usual Bookmarks.
As a result, we will get a more familiar and, in my opinion, more convenient view of the program (Fig. 4).
Depending on the size of your monitor, you can position the Function Panel of the current section either on the left (Fig. 5) or on top under the Section Panel.
Or you can not display it at all, since the Taxi interface provides another option for accessing the Function Panel commands (in my opinion, more convenient) - this is by clicking on the Function Panel element, since in this case we will see all the available commands.
If, when placing the Panel of open windows at the bottom, we open many windows, then the inscriptions in the bookmarks become unreadable (Fig. 6).
Therefore, with wide-format monitors, some may find it more convenient to place these bookmarks on the right (Fig. 7).
You can also add visibility to the Favorites Panel and the History Panel, but in order not to load the monitor to the detriment of the workspace, I do not do this, and if necessary, you can use the buttons on the Toolbar to access these services (Fig. 8).
You cannot go to the Section Panel settings using right button mouse as it was in the previous interface. It is configured through Menu - View - Settings section panel (Fig. 10).
You can remove sections you don’t need, change the order in which they are displayed, and also select a display option (text, picture or picture and text) (Fig. 11).
To change the composition of the Function Panel of the current section, you need to click on the corresponding section of the Section Panel and select Navigation Settings, where you can add or remove the visibility of certain commands, as well as change the order in which these commands are displayed. Moving a command to the Important submenu means that the command will appear at the top of the list and in bold.
At the initial stage of getting used to the new interface, as well as after each update, I recommend adding all commands to the selected commands field. This way you will be able to find rarely used commands faster, so that you don’t get the impression that some commands are missing (Fig. 12).
To restore the default settings of commands that, according to developers, are used most often, you can use the More - Install button standard settings(Fig. 13).
But even with setting the visibility of all available commands in all sections, you may encounter a situation where you cannot find the command you need.
And then the All functions command will help you. Unfortunately, by default this command is not visible. In order for it to appear, you need to go to Menu - Tools - Options - check the box “Display the command “All functions”” and then it will appear in the menu.
By calling All functions you will see a tree of all program objects from which you can find and open any reference book, document, report or processing (Fig. 14).
If you have a gray bar at the very bottom on which red inscriptions periodically appear with some current and accumulated calls and they bother you, then this performance panel can also be removed through Menu - Tools - Options - Display performance panel.
The Favorites Panel has been developed in the Taxi interface.
You can add any section, list, database object, report or processing, and even a command to this panel.
For example, we often look at:
Bank statements,
documents for the sale of goods and services,
SALT and SALT reports on the account
deleting marked objects.
Let's add these elements to Favorites and in the future, to open the Bank Statements or SALT journal, just open the Favorites panel and click this command(Fig. 15).
To add an element to the Favorites Panel, you need to click on the star that appears to the left of the element when you hover over it with the mouse.
Elements in the Favorites list can be moved by simply dragging, you can rename them, and we can mark the most significant elements for us as “important” and they are highlighted and displayed at the beginning of the list.
You can also mark even a specific document in the favorites panel (for example, so as not to look for it tomorrow if you still need to work with it) or, for example, if we often look at dollar rates, we can quickly access the dollar element from the Currencies directory.
With a widescreen monitor, the Favorites panel can be pinned on the screen and then the most frequently used commands will always be visible (Fig. 16).
There is also a History panel, which stores information about the latest opened documents and reference books, indicating the date and time of opening of these documents, through which you can also go to previously open documents and reference books (Fig. 17).
In total, no more than 200 lines are stored in the history. The History panel can also be docked to a screen area.
Well, the last thing we will configure from the appearance of our interface is setting up the Start page.
It is configured through Menu - View - Home page settings (Fig. 18).
For example, you can remove the Desktop and Information Center and place, for example, a Journal of Operations or a Journal of Bank Statements. Or if the manager is engaged, for example, only in issuing documents to customers, then you can post it on home page buyer document log.
Often, users who have switched to the Taxi interface complain that the document forms do not have convenient buttons with texts, there are no buttons, for example, copy, edit, mark for deletion, and so on.
All these commands, of course, exist and you can see them by clicking on the More button. Some commands are also available from the right-click context menu.
But in Taxi you can configure which buttons, in what sequence and in what form you want to see them on the form screen.
To do this, click the More button and select Change form (Fig. 19).
Here you can specify which buttons should always be visible (to do this, you need to click on the command of this button and set the “Only in More” element property to No. The buttons will appear in the command panel.
Also, if you are already accustomed to icons, then in order to fit more buttons you can set the display of the “Picture” buttons. (although not all buttons have pictures).
After that, you can arrange the buttons in the order that is most convenient for you, using the arrows or simply dragging them with the mouse.
As a result, you can get, for example, this type of document Sales of goods and services:
Please note that documents with tabular parts There are 2 more buttons. One is common for commands related to the entire document and the second is for commands related to the tabular part of the document.
Setting up the form, including the tabular part, is located in the More button, which applies to the commands of the entire document as a whole.
In the same way, you can customize the view of the document journal by changing the displayed columns of the list.
If you want, you can even change the date format if you don't like the time being shown after the date (but I don't recommend doing that).
Well, if you are already an experienced user, then to save space you can disable information links - tips at the bottom of the forms.
Well, if during the setup process you did something wrong and now you don’t know how to fix it, then you can always return to the standard settings.
Return is located in the More button of Form Settings (Fig. 21).
In addition to command buttons, forms can have their own navigation bars, which you can also customize as you see fit (Fig. 22).
This can be done through the View Menu - Setting the Form Navigation Panel (Fig. 23).
With the development of the platform and configuration, new possibilities for customizing the user interface will appear without the participation of programmers. I will try to keep you updated on the most interesting changes.
I wish you success,
Sergey Golubev
With the transition of 1C Accounting to managed forms, and this happened starting from version 8.3, 1C is constantly changing something in the program. And now a new “Taxi” interface has appeared, which, like any major change, raises quite a lot of questions from users. Now I will briefly explain what the “Taxi” interface is in 1C.
I also recommend reading the article about the differences between the interface of version 8.3 compared to the previous ones. Promotes understanding of what is what in the program.
What is the taxi interface in 1C Accounting
The figure below shows a screenshot showing the essence of the new Taxi interface (hereinafter without quotes). This example is not from 1C Accounting, but from the “Managed Application” demo configuration, designed specifically to demonstrate the capabilities of the new interface. If one picture is not enough, then go to the 1C website and run the Taxi test configuration directly in the browser.
website_Have you looked? Launched? Great, now let’s look at the main question: “what’s new in the 1C Taxi interface?”, and also “Are the changes so critical for the average user?”
What's new in the 1C Taxi interface
I won’t describe the features of what’s new in 1C Accounting - all this can be read on the official 1C website, so there’s nothing to repeat here. First of all, it’s worth noting that these are still the same controlled forms as before. The principle of forming program windows has not changed at all. Only the appearance, that is, the interface, has changed, which, in fact, annoys users (for the umpteenth time already?).
I would like to note that the main thing in 1C Accounting is record keeping. The program interface does not play a special role here! But for some reason, many people stubbornly refuse to understand this and continue to scour the Internet in search of answers to questions that are, in general, unimportant. I say all this to mean that first of all you should thoroughly understand:
- A) accounting as such;
- B) working in the operating system;
Then it won’t be difficult to master the next new 1C interface, be it a Taxi or a whole taxi fleet. This is the most important thing, the rest is unimportant. Therefore, although I outlined in the title of the article the question of what a taxi interface is in 1C, I wanted to talk a little about something else.
Taxi - taxi drivers!
I just want to put a label on those that are separate studies the interface, and not the very essence of the work in the program! However, if you want to master the new Taxi interface in 1C in detail, then you should definitely:
- When working in 1C, use the built-in help (F1);
- Read the official documentation on the 1C website;
Yes Yes exactly! Official documentation from the program developer always helps. Much better than articles on third party sites. But few people read all this, preferring to surf all sorts of forums and hope for help from the outside. This is the wrong approach!
There was an important part of the article, but without JavaScript it is not visible!
You need to master the ESSENCE of the program, not the interface!
This is exactly what I teach to everyone who signs up for my classes. For others, I’ll explain - once you understand the principles of work in the program, understand how it works, you will stop thinking about such a trifle as the interface that has changed after the next update! Once you have mastered working in 1C, you will then be able to use it calmly and not waste time on unimportant details.
Still have a desire to “master the new Taxi interface” instead of mastering the 1C PROGRAM? Then start with the official documentation!
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 those who have already become familiar options interface “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 - big sizes 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).
The work starts from the initial 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 customize the forms displayed on the home page in user mode. 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 a separate button (bookmark). The section with the title Main is always displayed first on the left.
To enlarge, click on the image.
If the screen width is not enough to display all sections, a scroll button appears on the panel (in the form of an arrow):
To enlarge, click on the image.
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
To enlarge, click on the image.
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 currently open 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 a special form of 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 right-clicking in the configuration tree on 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 item “Open the desktop command interface” there is “Open the command interface of the main section”, and instead of the item “Open the desktop work area” there is “Open the start page work area”.
The appearance of the calendar has been changed. 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 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
- 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 the innovations of managed forms in the new Taxi interface, definitely