Adjusting document forms

 


Return to Designer. Start with the Income document. Up to now, all configuration object forms were generated automatically when a user required them. The only exception is Desktop, which you describes in Designer. To simplify financial activity registration, create and set up a form of the document. 

Figure 9-1. Adding a new document form

You already know how to add a new form. Once you click Add, the Document Form Wizard is opened. In our case, select Document form and then click Finish.

Figure 9-2. Creating a new form

Document Form Wizard generates the default form, similar to the one automatically generated in 1C:Enterprise mode (see figure 6-26). 

Figure 9-3. Adjusting a managed form

Customize the form to make the data input more comfortable.  

Start with removing the item that users do not need: Number. To do it, click the Number item of the form item list (the left upper pane) and click Delete current item  (Del).

Figure 9-4 Deleting a managed form item

Note. Deleting the form item does not delete the object attribute. In our case, you removed the presentation of a document number, but the document still has a number. You can easily check it, just expand the Object attribute branch of the document attribute list (the right upper pane) and you will see it. Even if the presentation is removed, you still can interact with the attribute, for example, through the script. You can always return the presentation to the form. 

Once you delete a form item, the platform redraws the managed form. In our case, the form will look as follows: 

Figure 9-5. Adjusting a managed form

Besides removing unnecessary items, make presentations of other items more clear.

Move Amount to the top of the list.

Figure 9-6. Moving Amount to the top

Let us increase the font size of Amount to 14 and make this item  activate by default. To set these parameters, open Properties. 

Figure 9-7 Form item properties

To set the font, click the Select  button of the Font field.  

Note. If you see property names (for example, DefaultItem) instead of property presentations (for example, Activate by default) in the property palette, right-click the property palette and then clear the Display property names check box.

Figure 9-8. Form item font

Clear the From style check box of the font size.

Figure 9-9. Clearing From style 

Set the font size to 14, then click Close. Pay attention to the Document Form Wizard. Once you change a font parameter, you can see changes on the form. 

Figure 9-10. Setting the font size

Select the Activate by default check box

 

Figure 9-11. The Activate by default check box

Move the Date field, which is filled automatically, to the bottom.

 

Figure 9-12. Moving Date to the bottom

In the property palette of the Date field, set Skip on input to Yes. 

Figure 9-13. Skip on input

Probably the number of user accounts would not be large. Let us block opening a separate window for selecting an account. If Quick choice is set to Use, the 1C:Enterprise platform suggests the user to make a choice from a drop-down list. To make selection with a drop-down list a default way of selection, set Quick choice to Use for the Income document attribute but not for the form item.

Expand Income attributes in the metadata tree.

 

Figure 9-14. Document attributes

Right-click Account and open its property palette.

 

Figure 9-15. Account attribute property

Set Quick choice to Use.  

Figure 9-16. Setting whether a quick choice is used

Now set Multiline mode for Memo, it is also set in the property palette. 

Figure 9-17. Memo attribute properties

 

Figure 9-18. Selecting Multiline mode

Look at the preview and note how the Memo field changed.

Figure 9-19. Income document preview

Now let us adjust the Expense document form in a similar way.

Create the form.

Figure 9-20. Adding the document form

Figure 9-21. The document form

Remove Number.

Figure 9-22. Removing the form item

Move Amount to the top of the list. Increase the font size to 14. 

Figure 9-23. Moving Amount

 

Figure 9-24. The Activate by default check box

Figure 9-25. Setting a font

 Move Date to the bottom and set Skip on input to Yes

Figure 9-26. Moving Date to the bottom 

Set Quick choice of Account to Use. 

Figure 9-27. Account quick choice

Select Multiline mode for Memo

Figure 9-28. Multiline mode

 

Figure 9-29. Expense preview

When you are done with the form customization, you can start the application in 1C:Enterprise mode and check the result. You can also use a built-in mechanism of Document Form Wizard. In Designer, in Document Form Wizard, click Test  (Ctrl+R). 

 Figure 9-30. Testing the form


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