Configuration

Customize GlyphFex to match your shop's workflow with the Settings Hub, categories, fields, and more. Open with Ctrl+,

Settings Hub

The Settings Hub is the centralized configuration center in GlyphFex. Open it by clicking the Settings gear icon in the navigation sidebar or by pressing Ctrl+,.

The hub uses a left sidebar / right content area layout inspired by Windows 11 Settings. The left sidebar lists all available configuration panels, and clicking any item loads its content on the right. A search box at the top lets you find any setting by keyword — type a few characters and matching panels are highlighted instantly.

The Settings Hub contains two types of panels:

• Inline panels (7) — Settings that are edited directly within the hub dialog: Profile, Notifications, Language, Audit & Compliance, Calendar, Archive, and License.
• Launcher panels (9) — Buttons that open dedicated configuration dialogs for more complex setup: Categories, Pipeline, Custom Fields, Validation, Conditional Rules, Templates, Description Format, Material Inventory, and User Management.

Profile Panel

The Profile panel stores basic project and user information:

• Project name — A descriptive name for your project (e.g., "Main Shop Floor", "2026 Orders")
• Description — An optional description of the project's purpose or scope
• User signature — Auto-detected from your Windows username. This name appears in audit trail entries, clock in/out records, and change history. You can override it with a custom display name.
• Company name — Your organization's name, used in PDF exports and reports

Notifications Panel

Configure how GlyphFex alerts you about upcoming due dates, stale entries, and expired quotes:

• Enable/disable notifications — Master toggle for the entire notification system
• Check interval — How often GlyphFex scans for notification conditions (default: every few minutes)
• Due-soon threshold — Number of days before a due date that triggers a "due soon" alert (e.g., 3 days means entries due within 3 days are flagged)
• Daily digest on startup — When enabled, GlyphFex shows a summary of all pending notifications each time you open a project
• Stale entry notifications — Alert when entries exceed their stage's configured stale threshold
• Expired quote notifications — Alert when quote validity dates have passed

Language Panel

Select the user interface language for GlyphFex. Changing the language affects all menus, labels, button text, tooltips, dialog headings, and status messages throughout the application.

Audit & Compliance Panel

Control how GlyphFex tracks changes and enforces regulatory compliance:

• Enable/disable audit trail — When enabled, every change to every entry is recorded with a timestamp, user name, and field-level detail of what changed
• Require change reasons — Forces users to enter a written reason each time they modify an entry. Essential for ISO 9001, AS9100, and similar quality standards.
• Allow/disallow hard delete — When disabled, entries can only be soft-deleted (moved to Recycle Bin). This prevents permanent data loss.
• ISO Compliance Mode — A master toggle that enables all compliance features at once: audit trail on, change reasons required, hard delete disabled. Provides regulatory-grade change tracking.

Calendar Panel

Configure your shop's work schedule for accurate SLA and business-day calculations:

• Work week toggles — Check or uncheck each day of the week (Monday through Sunday) to define your standard work days. SLA calculations only count checked days.
• Holiday management — Add specific dates that should be excluded from SLA calculations
  • Load regional template — Pre-built holiday lists for common regions (US Federal, Canada, etc.)
  • Add custom holidays — Enter individual dates for plant shutdowns, company events, or other non-working days
  • Copy to next year — Duplicate the current year's holidays to the following year with one click

Archive Panel

Manage automatic archiving of completed entries:

• Auto-archive days — Set the number of days after completion before an entry is automatically archived. Set to 0 to disable auto-archiving entirely.

Archived entries are moved out of the active Dashboard view but remain fully accessible. You can view and restore archived entries at any time from the Dashboard's archive filter.

License Panel

View and manage your GlyphFex license:

• Current edition — Displays which edition is active (Trial, Solo, Admin, Editor, or Viewer)
• Trial status — Shows how many entries you have created out of the 50-entry trial limit
• License key entry — Paste your license key to activate a purchased edition
• Expiration date — Shows when your current license expires (if applicable)

Smart Description

Smart Description automatically generates a compact, human-readable description for each entry based on its tag selections. Instead of writing descriptions by hand, GlyphFex assembles a coded string from short abbreviation codes you assign to each tag.

How it works

1. Assign abbreviation codes — In Settings Hub > Description Format, each tag in every category gets a short code (e.g., "SS" for Stainless Steel, "MIG" for MIG Welding, "H" for High priority).
2. Set the category order — Categories are processed in the order you define. The first category's code appears first in the description.
3. Choose a separator — Codes are joined by a separator character of your choice (e.g., dash, slash, or space).
4. Descriptions auto-generate — When an entry is saved, GlyphFex assembles the description from the selected tags' abbreviation codes and stores it in the entry's Description field.

Example

With categories Material, Process, and Priority configured with codes:

With a dash separator, the generated description is: SS-MIG-R

Where it appears

• Dashboard cards — The description is displayed on each entry card for quick identification
• Entry Detail Window — Shown in the header area below the Ref ID
• PDF exports — Included prominently in entry PDFs and job travelers

Regenerate All

If you change abbreviation codes or category order after entries already exist, click the Regenerate All button in the Description Format settings. This retroactively updates the description for every existing entry in the project.

Categories & Tags

Categories are the foundation of how you organize entries in GlyphFex. Each category contains a set of tags, and entries can be tagged with one or more tags from each category.

Open the category editor from Settings Hub > Categories or press Ctrl+T.

Creating a category

1. Click "Add Category" — Enter a name that describes the grouping (e.g., "Material", "Process", "Priority", "Machine").
2. Add tags — Enter individual tag values within the category. For a "Material" category, you might add: Mild Steel, Stainless Steel, Aluminum, Brass.
3. Set a color — Choose a hex color for the category. Tags inherit this color for visual consistency on cards and badges.
4. Configure display mode — Choose how tags appear on the Entry form:
   • Buttons — Tags displayed as clickable button chips. Best for categories with fewer than 10 tags.
   • ComboBox — Tags displayed in a dropdown menu. Best for categories with many tags or when screen space is limited.

Additional category options

• Multi-select — Toggle whether users can select multiple tags from the same category (e.g., multiple processes) or only one (e.g., single priority level)
• Grid columns — For Button display mode, control how many columns the button grid uses (2, 3, 4, etc.)
• Group name — Optionally assign categories to named groups for visual organization on the entry form
• Category ordering — Drag categories up or down to control the order they appear on the entry form

Custom Fields

Custom fields let you capture data points specific to your shop that are not covered by the built-in fields. Open the custom field editor from Settings Hub > Custom Fields.

Field types

Field options

• Required — When checked, the entry cannot be saved until this field has a value. Required fields show a red asterisk on the form.
• Autocomplete — For Text fields, enables suggestions from previously entered values as the user types
• Dropdown options — For Dropdown fields, define the list of selectable values
• Reordering — Drag fields up or down to control the order they appear on the entry form

Built-in field toggles

In addition to custom fields, GlyphFex includes 14 built-in fields that you can enable or disable per project:

• Customer Name, PO Number, Due Date, Quantity, Unit Price, Total Value, Revision, Part Number, Material Specification, Drawing Number, Weight, Ship To, Quote Valid Until, and Notes

Toggle these from the same Custom Fields dialog. Built-in fields appear in a dedicated section above your custom fields on the entry form.

Input Validation

Validation patterns enforce consistent formatting for Reference IDs and other fields. Open from Settings Hub > Validation.

Pre-built patterns

GlyphFex includes several common patterns you can apply with one click:

Custom patterns

You can define your own regex pattern for any format your shop uses. For example, a pattern like WO-\d{4}-\d{3} would enforce a format like WO-2026-001.

When a user types a Reference ID, GlyphFex validates the input in real time:

• Green border — Input matches the pattern and is valid
• Red border — Input does not match the required format

Conditional Rules

Conditional rules let you dynamically show, hide, enable, disable, or require fields and categories based on tag selections. Open from Settings Hub > Conditional Rules.

Rule structure

Each rule follows the pattern:

When [Category] is [Tag] then [Action] on [Target Category/Field]

Available actions

Special rule: ALWAYS: REQUIRED

You can create a rule that always requires a category or field regardless of other tag selections. This is useful for fields that should never be left empty, like a "Priority" category.

Entry Templates

Templates let you pre-fill entry forms for common job types, reducing repetitive data entry. Open from Settings Hub > Templates.

What templates can pre-fill

• Reference ID prefix — With {YEAR} substitution (e.g., Q-{YEAR}- becomes Q-2026-)
• Default tags — Pre-select tags across any category
• Default field values — Pre-fill built-in and custom field values
• Default status — Set which pipeline stage the entry starts in
• Pipeline association — Link the template to a specific pipeline (in multi-pipeline projects)

Creating templates

You can create a template from scratch in the template editor, or capture from current entry — GlyphFex copies the current entry's tags, fields, and settings into a new template.

When creating a new entry, select a template from the dropdown at the top of the entry form. The form instantly populates with the template's values, which you can then modify as needed.

Material Inventory

Track your shop's material stock levels from Tools > Material Inventory or via the Settings Hub > Material Inventory launcher.

Each material record includes:

• Material name — Description of the material (e.g., "1/4" Mild Steel Plate")
• Specification — Grade, alloy, or spec reference (e.g., "A36", "304 SS")
• Quantity — Current stock amount
• Unit — Unit of measure (sheets, lbs, ft, etc.)
• Reorder point — Threshold that triggers a low-stock alert
• Location — Storage location within your facility

When stock falls below the reorder point, GlyphFex displays a low stock alert to help prevent production delays from material shortages.

Dark Mode

GlyphFex automatically follows your Windows system theme. When Windows is set to dark mode, GlyphFex renders in dark mode with no additional configuration required.

How to switch themes

1. Open Windows Settings (Win+I)
2. Navigate to Personalization > Colors
3. Under "Choose your mode," select Dark, Light, or Custom
4. GlyphFex picks up the change immediately — no restart required

What adapts

• All pages — Dashboard, Entry, Calendar, Analytics, Shop Floor, Display Board, and Settings Hub
• All dialogs — Edit Categories, Pipeline, Custom Fields, Templates, Validation, User Management, and all other ContentDialogs
• Entry Detail Window — The floating detail view adapts to the current theme
• Charts & badges — Colors are theme-aware, using WinUI 3 theme resources for backgrounds, text, and borders

Holiday Calendar

The holiday calendar feeds into SLA and business-day calculations. Holidays you add here are excluded when computing "days in stage" and SLA compliance. Manage holidays from the Calendar panel in the Settings Hub.

• Load regional holidays — Select a region to auto-populate standard public holidays (US Federal, Canadian, UK, etc.)
• Add custom holidays — Enter specific dates for plant shutdowns, inventory days, or company events
• Copy to next year — Duplicate the entire holiday calendar to the following year with a single click
• Clear past holidays — Remove holidays from previous years to keep the calendar tidy

Stage Assignment (Who Works Where)

Stage assignment is the primary mechanism for routing work to workers in GlyphFex. By assigning workers to pipeline stages, you define who sees which jobs in their My Jobs queue.

Configuring stage assignments

1. Open Tools > Edit Pipeline
2. Select a pipeline stage (e.g., "Welding", "Quality Check", "Shipping")
3. In the stage configuration panel, find the Assigned Users list
4. Add workers who should see entries at this stage in their My Jobs queue
5. Save the pipeline configuration

How it works

When an entry reaches a pipeline stage, it becomes visible to all workers assigned to that stage. Workers see these entries in their My Work Bin queue, sorted by priority and due date. This is a pull system — workers pick from their queue rather than waiting for a manager to push assignments.

Example

A fabrication shop with 10 workers might configure stage assignments like this:

When a job finishes Cutting, it automatically appears in the Welding queue for Jake, Tom, Carlos, and Lisa. Whichever welder finishes their current job first picks it up from their queue.