To start editing the operation template, you need to select an element in the list with the mouse and click the Edit button on the command panel or double-click on the element itself.
The operation contains a Header and a Table.
In the Header are the fields that characterize the operation as a whole. For example, if we Purchase Products to the Store, then the Store field can be logically placed in the header.
The Table allows you to enter into the operation and store lists of rows. For example, a list of ordered Products. The presence of the Table in the operation is optional.
Two types of fields are located in the operation header: Standard fields – frequently used fields that are in each operation and Header fields – user-defined operation fields.
Standard fields
The list of Standard fields is fixed, i.e. You cannot add or remove a standard field. Instead, you can control the visibility of standard fields in the operation and the list of operations.
- Company
- Scenario
- Status
- Records date
- Currency
- Total operational
- User changed
The following settings are available for the standard field:
- Name – the name of the field, cannot be changed.
- Title – the title of the field.
- Tooltip – tooltip that appears when you hover over the field.
- Read-only – if the flag is set, the field becomes inaccessible for editing.
- Visibility – the flag controls the visibility of the field in the form of operation.
- Visibility in the list – the flag controls the visibility of the field in the operation list.
- Required – if the flag is set, a check is performed to fill out the field before generating entries in the logs.
- In the memo – include the field in the automatically generated comment.
Header Fields
In the Header group of the tree of the operation structure is a list of the fields of the Operation header. To add a field, select a group of the Header tree or any field inside this group and click the + button above the structure tree. At the same time, a new field will be added to the Header group, and a list of properties of this field will be displayed in the properties panel.
The following settings are available for the header field:
- Title – field title
- Name – the name of the field. It is formed automatically when you enter the title. If necessary, can be edited manually. Must contain only letters, numbers, and the underscore character is entered in lower case. By name, the fields in the formulas are accessed.
- Tooltip – tooltip that appears when you hover over the field.
- Type – the data type of the field.
- Digits – for numeric fields determines the number of decimal places.
- Multi-line – for string fields, indicates that the fields are multi-line.
- Number – of lines – the number of lines in a multi-line field.
- Column – column number of the header layout.
- Merge columns – combine the columns of the header layout, while the field will be stretched to the joined columns.
- Bookmark – the bookmark on which the field is located if bookmarks are used.
- Default Value – The default value for the field. For primitive types, string literals are used; for Catalogs, Items name.
- Formula – a formula by which the value of a given field is calculated. Formulas are calculated on the client (in the browser) and are used for simple calculations that do not require access to data in magazines and directories. For more information, see Calculations.
- Data source – a data source expression that can be used to fill in this field. When the data source is executed, the server is accessed. For more information, see Data Sources and Items Sources.
- Items source – a data source expression that can be used to get a list of directory elements available for selection in this field. For more information, see Data Sources and Items Sources.
- Read-only – if the flag is set, the field becomes inaccessible for editing.
- Hidden – if the flag is set, the field is not displayed in the interface.
- Required – if the flag is set, a check is performed to fill out the field before generating log entries.
- Allow add – if the flag is set, it becomes possible to add elements to the directory directly from the operation.
- In memo – include the field in the automatically generated comment.
- Auto-generate. Use these options when you need to create data in this field using the special mask below.
- Mask for auto-generated item. You can create your own constructions of a string collected from other field operations. Use the following syntax: any text {{$h.field1}} any text {{$h.field2}}. You can use format for the date type field, for example {{$h.date:dd.MM.yyyy}}
The layout of the Operation header consists of three columns and an arbitrary number of rows. To position the field in the operation header, you must specify the number of the column in which the field should be located. The layout line in which the field will be displayed is determined automatically depending on the position of the field in the structure tree. As an illustration, you can refer to Figure 1, the fields Store and Company account are located on the same line of the layout and in different columns.
If necessary, you can stretch the field to several columns. To do this, you must specify the value of the field parameter Merge columns. For example, if we want to stretch the field for the entire operation, the Combine columns parameter should be 3.
Table
If necessary, the operation may contain a table. The columns of the Operation Table are configured in the Table group of the structure tree. To add a new column to the table, select the group of the Table tree or any field inside the Table group and click the “+” button above the structure tree. At the same time, a field will be added to the Table group, and the properties of this field will be displayed in the properties panel.
Most of the settings for the table column are similar to the settings for the header field, so we will only consider settings specific to the table column:
- Width – the width of the table column.
- Is unique – if the flag is set in the operation table, only unique values in this column are allowed.
Using Tabs
In the case of a large number of fields in the operation, it is convenient to sort the fields into different Tabs.
To do this, create tabs in the structure tree. For the fields that you want to display on separate tabs, you must fill out the tabs property in the field properties panel.
Enable the Use tabs mode on the Other tab of the operation template.
If the operation uses a Table, then when using Tabs, you must place the Table on a separate Tab. To do this, fill out the Tab property in the Tables properties panel.