Settings in Designer and settings in 1C:Enterprise mode

Using this report as an example, we will show how to create and use the following report settings: Conditional appearance and Filter.

You will create these settings in Designer and then switch to 1C:Enterprise mode to check the result. But actually all the settings that you specify in Designer are available in 1C:Enterprise mode. When a user clicks Change option on the More actions menu, they see a report settings window that is very similar to the Settings tab of the data composition schema.

But these settings are not the same as Designer settings. The settings specified in Designer are the default settings, they are stored in the data composition schema itself, in other words, they are a part of the configuration. Any configuration user will see the report layout exactly as you have specified it in Designer.

The same settings are available in 1C:Enterprise mode but they are not a part of the configuration. They are only available to a single user of a specific Infobase, the one who specifies them.

Note. You can implement a settings exchange between the configuration users. But this is not a simple task and we will not discuss it in this book, just know that this option is available.

The report options feature in 1C:Enterprise mode is not intended for regular users (quick settings and user settings are sufficient for them). Instead, this feature is intended for configuration developers, administrators, or advanced users.

It is obvious that the settings applied in 1C:Enterprise mode override the default settings. If a user changes the report, making it totally different from the original version, they can always return to the default settings using the Default settings command on the More actions menu.

Since right now we want to customize the report for all the users who will have access to it, let us do it in Designer.

But if one day the chief accountant asks you to make a "better-looking" report, you will be able to customize the report at their workstation, without modifying the configuration.

Conditional appearance

When it comes to the Service evaluation report, it is convenient to highlight some report records. These can be the records that contain services with the lowest or the highest revenues, or based on some other condition.

In Designer mode

Let us implement conditional appearance.

1. Return to Designer, open the data composition schema, and click the Settings tab.
2. In the bottom of the window, click the Conditional appearance tab.
3. Click the Add button on the right (fig. 13.43).
   
   
   Fig. 13.43. Specifying conditional appearance settings
   
   First let us specify the appearance, that is, how the fields are highlighted.
4. In the Format field, click the Select button, select red text color (see fig. 13.43), and click OK.
   
   Then let us specify the condition when the appearance is applied (when the text turns red).
5. In the Condition field, click the Select button.
6. In the Filter window, click the Add button and then click New item (fig. 13.44).
   
   Note that each filter item specifies a single condition and you can add multiple conditions.
   
   
   Fig. 13.44. Specifying conditional appearance settings
7. Specify the following filter values and then click OK:

• Left value = Revenue
• Comparison type = Less than
• Right value = 700

This means that when the Revenue field has a value under 700, red text color is applied to something. Now let us define that "something" by specifying the list of formatted fields.

If you want to highlight the entire report row, you can leave this list blank.

Let us select the report fields to be highlighted.

8. In the Formatted fields cell, click the Select button and then, in the window that is opened, click the Add button to select the Service and Revenue fields, and then click OK (fig. 13.45).
   
   
   Fig. 13.45. Specifying conditional appearance settings
   
   Actually, in this case you can skip this step because Service and Revenue are the only report fields.
   
   Finally let is specify a presentation for the conditional appearance.
9. In the Presentation cell, type Unpopular service (fig. 13.46).
   
   
   Fig. 13.46. Specifying conditional appearance settings
   
   "Unpopular service" is what users will see in their settings. So instead of the messy line "Revenue under 700..." users will see the human-readable text that you specify in the Presentation field.
   
   You have defined a conditional appearance for the report where all the services with revenues under 700 dollars are considered unpopular and highlighted by red text color.
   
   Let us add this condition to the user settings.
10. Click the User-defined settings item properties button, select the Include in custom settings checkbox, and then, in the Edit mode list, select Normal (see fig. 13.46).
    
    So you included the conditional appearance in the regular user settings. Unlike quick settings, regular user settings are not available in the report form and can only be accessed in a new window that is opened by clicking Settings on the More actions menu. This is because such settings are used much less frequently than, for example, report period settings.

In 1C:Enterprise mode

Let us check the report.

1. Start 1C:Enterprise in the debug mode and open the report.
2. Set the End date to Beginning of this day and click Generate (fig. 13.47).
   
   
   Fig. 13.47. Report execution result
   
   You can see that the services with revenues under 700 dollars are displayed in red.
3. On the More actions menu, click Settings.
   
   This opens the window with user settings, which include the report period parameters and the conditional appearance setting for unpopular services.
4. Clear the Unpopular service checkbox, click Finish editing (fig. 13.48), and run the report.
   
   
   Fig. 13.48. User settings window
   
   You can see that the color highlighting disappeared. The Unpopular service setting is not available in the report form because you selected the Normal edit mode for it instead of Quick access.
   
   But this conditional appearance setting is hardcoded, so that users can only choose between using and not using it. Normally it suits the needs of regular users.
   
   You can offer greater flexibility for advanced users. For example, you can let them specify their own report settings, such as filters, sorting, or conditional appearance.
   
   Let us try this.

User settings

In Designer mode

Let us add the user settings to the report.

1. Return to Designer.
2. In the report data composition schema, click the Settings tab.
   
   This tab lists all of the report settings defined by the developer. Some of these settings can be available to users, so that they can create custom filters, conditional report appearance, and so on.
3. In the settings window command bar, click the User-defined settings item properties button (fig. 13.49).
   
   
   Fig. 13.49. List of user settings
   
   In the window that is opened you can edit the assortment of user settings for the report.
4. Select the Filter and Conditional Appearance checkboxes.
5. For the filter and conditional appearance, set Edit mode to Normal.
   
   So you have included the filter and conditional appearance settings in the user settings. The users can specify these settings in the window that is opened by clicking Settings on the More actions menu.

Filter

In Designer mode

Let us create a filter setting in the report.

1. In the bottom of the Settings tab, click the Filter tab.
   
   The list on the left contains available report fields
2. Expand the Service field and double-click the Parent field.
   
   This moves the Parent field to the list of filter conditions on the right (fig. 13.50).
   
   
   Fig. 13.50. Specifying filter settings
   
   So you implemented the option to filter the report by service category, which is available to users in 1C:Enterprise mode.

In 1C:Enterprise mode

Let us check the report.

1. Start 1C:Enterprise in the debug mode and open the report.
2. On the More actions menu, click Settings.
   
   The user report settings window now includes the Filters and Conditional appearance tabs that you have just implemented (fig. 13.51).
   
   
   Fig. 13.51. User settings window
   
   Actually, there are two conditional appearance settings in this window.
   
   The first one is the Unpopular service setting on the Main tab that you implemented in Designer. And now that you have added a setting for general conditional appearance (on the Conditional appearance tab), you provided the user with the option to create any number of their own conditions for conditional appearance, just like you have done it in Designer. We will skip it now but you can try it yourself.
   
   Let us specify the report filter to display only services related to washing machine installation.
3. In the user settings window, go to the Filter tab (see fig. 13.51).
   Here you can see the filter condition that you created earlier in Designer.
   
   
4. In the Value cell, click the Select from list button, start typing Washing machines, and select the Washing machines item from the drop-down list (fig. 13.52).
   
   
   Fig. 13.52. Specifying filter settings
5. Click OK.
   
   You have defined a filter to display only services that have the Washing machines group of the Materials and services catalog as their parent.
6. In the user settings window, click Finish editing and then click Generate to run the report (fig. 13.53).
   
   
   Fig. 13.53. Report execution result

You can see that the report lists only services related to washing machine installation and the report header includes the filter description.

When you close the report, the user settings are saved and they become the default report settings for the current user.

In the user settings window, you can delete the filter condition, or you can create another condition by clicking the Select from list button in the Filter field (fig. 13.54).

Fig. 13.54. User settings window

So advanced users can customize a lot of settings. And if the users do not need this or do not have required skills, it is better to specify the settings explicitly, so that they can only enable or disable them.

In fact, often the users need just the report period and maybe a few other important settings, and such settings should be obviously located directly in the report form.

If the user priorities of settings usage are different from those implemented by the developer in the data composition schema, users can customize the settings by clicking Change settings assortment on the More actions menu (fig. 13.55).

Fig. 13.55. User settings of a report in 1C:Enterprise mode

In the Settings content window that is opened, a user can specify which settings are edited in the report form as quick settings (the list on the right) and which settings are available by clicking Settings on the More actions menu (the list on the left). They can use the Add and Remove buttons, as well as double-click the list items to move them between the lists.

1. Move the filter setting to the quick settings list (fig. 13.56).
   
   
   Fig. 13.56. Customizing the settings in 1C:Enterprise mode
   
   The filter setting is now available directly in the report form.
2. Remove the filter setting from the report window, return to Designer, and clear the usage checkbox for the filter condition.
   
   You will need this in the next examples.