Setting up additional details and additional item information. Setting up additional details and additional item information Additional details in 1c 8.3 lists

» the subsystem of additional details has been significantly improved, and working with it has become much more convenient. However, first you need to understand the intricacies of entering details and properties and their settings.

Why do you need additional information and details?

The details are located directly in the object itself, in its tabular part. When the system administrator configures a new attribute, it will appear in the object form. Then it can be filled out. The use of additional details is necessary to describe the properties of objects that are their integral components. Such details are entered during the object editing process. This can be done by a user who has permission to access the object.

Additional information is needed to store data that is not an integral component of the object. They can be entered in a separate window called by clicking the button with the same name located in the top toolbar of the forms for elements of directories and documents that have access to the additional information service, and in the forms for lists of directories and documents.

Important:
This information will be available to users who do not have access rights to the object directly.

Setting up additional details and information

In order to use the corresponding functionality, check the box called “Use additional details and information”: to do this, go to the “Administration” section, select the settings panel, then the program settings item and go to the tab we need.

Adding new props

Please note that only a user with full access rights can perform this action.

  • Open the list “Additional sets”. details and information" (section "Administration", subsection "Forms" in the navigation panel). In the list of objects for which it is allowed to assign additional details, we see documents for which it is permissible to enter information, and some directories for which it is allowed to enter both details and information. However, new objects cannot be added to the set.
  • The form contains a table with a set of additional document information. When opening a directory object, we will see that the form of its set is different: a table containing a set of details has been added to it. We enter new details, for example, for a directory called “Employees”. To do this, click the selection button above the table of additional details. A selection form will appear. In the case where new details for other objects were previously entered into the database, all of them will be reflected in this form and they can be selected. If not, we’ll create another one using the corresponding button.
  • Enter an additional parameter, for example, “Residence area”. In the value type, select “Object property value” and select it in the list that appears. Here you can also set a composite type of information.
  • Note If you check the “Required to fill in” checkbox, the part of the directory where the details of the area of ​​residence are not filled out will not be recorded.

  • Next, we can set, in particular, the appearance of tooltips, comments and the presentation of a new parameter.
  • When all the required values ​​are filled in, click “Save and close”. Additional props will be added to the set. Here, if desired, you can also determine the “mandatory” nature of the new attribute for the “Employees” directory. If we leave “Default”, the “obligation” in relation to the directory will be the same as in the direct description of the attribute.
  • Then you can record and close the set of this directory.
  • We open it to make sure that an additional data subsection appears in the form element, which has the required “District of Residence” attribute.
  • Now we enter a list of districts and select the one needed for a specific employee.

We succeeded, and now when creating reporting documents we will be able to display an additional field called “Residence area”.

The list of predefined directory details may not be sufficient for a specific business model. For example, we require that all items have additional props Owning division (i.e., the department ultimately responsible for a given item). Also, the directory can be added additional information . Unlike details, which are an integral part of the directory itself and are displayed directly on its form, information is stored in the information register and is accessible by a separate command from the directory position. It is better to use additional details for storing publicly available information, and additional information for information that should not be visible to everyone.
To include additional details and additional information, you need to go to the menu Master data and administration -> General settings, and check the box Additional details and information:

In the process of adding a property or information, its data type is set, and the parameters of accessibility, visibility, and mandatory are specified:

Additional details and information can be not only system data types, but also specified as arbitrary lists. In this case, the value type should be left as Additional details, and on the tab Values list a list of values ​​in strings:


From the same tree of additional details, you can add details specific to specific types of items:


But it’s more convenient to add additional details (or additional information) directly in the item type itself:


Question 1.32 of exam 1C: ERP Professional Enterprise Management 2.0. Additional details for the nomenclature are:
  1. Not required
  2. Required
  3. Mandatory or optional to fill in (determined when creating additional details)
  4. Mandatory or optional (determined by setting the item type)
  5. Options 3 or 4 depending on whether this additional attribute is general
Verified. The correct answer is fifth.

Question 1.33 of exam 1C: ERP Professional Enterprise Management 2.0. Uniqueness control for additional item details:

  1. Not executed
  2. Defined when creating additional details
  3. Determined by setting the item type
  4. Options 2 or 3 depending on whether this additional attribute is general
Verified. The correct answer is the third. Uniqueness control is performed in the form of nomenclature; uniqueness in this case means unique combinations of details marked with checkmarks in the column Uniqueness control:

In applications of the 1C family, the user is provided with a tool with which, if necessary, you can expand the list of object fields and add new ones. The operating mechanism is available to users with full rights. Solving the problem does not require developer intervention to make changes to the standard configuration. The ideology of using functionality is similar for different products. This material will show how to use additional details in 1C.UNF.

The idea of ​​a mechanism for additional details

The existence of additional details in directories and documents is provided for by the system developers. Their difference from other fields is that these fields are implicitly present in the object until they are specified. After the declaration, work with the created fields is carried out in the usual way. The method of using the tool includes several main points:

  • The user has the opportunity to specify the name of the parameter, determine its type, and whether it must be filled in;
  • After making the settings, the field of the created details is displayed on the input form in a separate group, the functioning of the field depends on the settings made;
  • The values ​​of the entered data can be used when building reports along with other data elements of the directory or document.

Setting up additional details

Access to the operation of creating a new object detail is provided in the “Settings / Administration / Additional details” section. The flags “Details and information with a general list of values” and “General details and information” declare the possibility of reusing created parameters and their values.

Clicking on the “Additional details” link opens an editing window, where on the left side there is a list of objects for which it is possible to expand the list of attributes. The right side of the window displays a set of user-defined characteristics of the object selected on the left side.

The 1C.UNF configuration offers more than forty directories and documents for introducing new attributes:

  • Nomenclature;
  • Counterparties;
  • Individuals;
  • Expense reports;
  • Agreements;
  • Income adjustments;
  • Receipt invoices;
  • Invoices for payment and other objects.

Having selected an editing object, to create a new attribute, use the “Add / New” or “Create” button.

The availability of buttons is determined by the flag settings in the previous step: in the case of an “individual” approach to each object in terms of creating additional fields, the “Create” button is shown on the form, but if “multiple” use of parameters and their values ​​is expected, the application will offer the “Add” button.


Features of creating props

Specification of new object parameters includes:

  • Specifying a name;
  • Determining the value type;
  • Setting parameters that determine the availability of the parameter and mandatory input.

If a parameter is declared mandatory, the application will begin to control this aspect and will not allow the user to save an object with an empty attribute value.

The configuration offers an extensive set of data types for assigning additional details:

  • Boolean values;
  • String and numeric values;
  • Arbitrary transfers;
  • Links to the reference book;
  • And other options.

As an example, the “Category” attribute of the “Transfer” type has been added to the “Property” directory element. After the settings have been made, when you open a directory item for editing, the field corresponding to the created details is located at the bottom of the form and can be filled out.

Additional details in reports

After filling in new fields with data in documents or directories, they can be used in reporting forms.

Returning to the example, let’s create the “Inventory Card” reporting form, which is created on the basis of the edited “Property” directory. On the right side of the form there are tools that provide customization according to the user's wishes. The display of a new parameter in the report is ensured by adding a new position in the “Rows” group. The “+Add line” command opens a window for selecting possible details, among which are the new details of the “Property” directory.

Additional data can also be used to filter objects. In the “Filters” settings group, the “Category” parameter can be used in the usual way to create a selection condition.

Software processing of additional details

The described actions for changing objects do not require programmer intervention. A user who has the required level of access to the objects and sufficient experience in working with the application can supplement configuration objects with the necessary parameters. The decision to use the proposed tool must be thoughtful and justified. In the case where it is intended to use the details solely for storage and display in reports, the described mechanism is best suited.

Data that is likely to require special code to be processed should not be placed in additional fields . When writing code, such data is accessed in a different way compared to standard details, has its own characteristics, and increases the labor costs of writing code. In such a situation, it is rational to contact the programmer initially and make changes to the configuration with his help.

How to add additional details to a directory element in 1C Accounting 8.3 (revision 3.0)

2016-12-07T18:20:33+00:00

It happens that we lack the capabilities already available in 1C. And you don’t always need to contact a programmer. I will tell you about one of these cases in relation to the new 1C: Accounting 8.3 (edition 3.0).

Let us not have enough fields to enter information about our counterparties. And we want to add a new field, which will be called "Status" and have one of three values ​​- "High", "Medium" and "Low". I will tell you below step by step how to add such a field without going into the configurator.

1. Go to the "Administration" section and select "General settings" ():

2. Find and check the “Additional details and information” checkbox if it is not already checked. Click the "Additional details" link:

3. In the left part of the settings window that opens, select “Account”. Click the New button on the toolbar.

4. A window for creating new details for elements of the “Counterparties” directory has opened. Enter "Status" in the Name field. Leave "Additional value" as the value type, although in the future keep in mind that other value types are possible (string, number, date, etc.). But what we need now is the additional value, since we want to provide the user with a limited choice of three options.

5. To create each option, go to the “Values” tab, click the “Create” button there, enter the name of the value (for example, “High”) and click the “Save and close” button.

6. And so on until all three values ​​are created with the names “High”, “Medium” and “Low” as shown in the figure below. Click the "Save and Close" button.

7. As you can see, the Counterparty now has the Status attribute in the list of additional details.

8. Now, if we go to any element of the counterparties directory, we will see a new Status field at the very bottom of the form ( If you don’t see it, expand the “Additional details” group collapsed on the form.):

9. In this field we can substitute one of the three values ​​we created. You can make a selection using this field in the form of a list, it can be displayed in reports, etc.

Home 1C:Comprehensive automation 2 New in version

Simplifying the creation of additional details/information

Creation of additional details and additional information is carried out by command AddFrom another set.

The result of executing this command is the opening of the additional attribute/information selection form, the use of which allows you to select an additional attribute/information for further adding it to the set.

You can go to the form for selecting an option to add additional details/information using the button Further.

Various options for adding additional details and information are supported (the option is selected in the form Adding additional props/information).

  • copying common details included in several sets (types of items), and all its values ​​– option Make a copy of the details,
  • copying details according to the sample (with a general list of values) – option Make a copy of the details according to the sample (with a general list of values). The list of values ​​for this attribute will be the same for both sets. This option is characterized by convenience, due to which it is possible to centrally configure a list of values ​​for several details of the same type at once. It is possible to adjust the name of the attribute and its properties. Changing the values ​​of additional details is carried out using a hyperlink The list of values ​​is shared with the attribute on the form of additional details,
  • adding general props to the set – option Share the props and add them to the set. This option is suitable for cases where the props must be the same for both sets. In this case, it will be possible to select data of different types in lists and reports.

Creating and adding additional information for types of items, characteristics and series is similar to creating/adding additional details.