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.

Settings Hub Screenshot of the Settings Hub dialog showing the left sidebar navigation with Profile, Notifications, Language, Audit, Calendar, Archive, and License panels

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, Auto-Configurations, Material Inventory, and User Management.

Note The Settings Hub is role-gated. Admin and Solo users see all panels. Editor and Viewer users only see personal settings (Profile, Notifications, Language) and the License panel. Configuration panels that affect the entire project are hidden for non-admin roles.

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

Tip Setting a meaningful project name and company name early on ensures your PDF exports and reports look professional from the start.

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.

Tip Language is a per-user preference. In a multi-user environment, each user can choose their own language without affecting other team members.

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.

Warning Turning off the audit trail is not recommended for production use. Once disabled, changes made during that period will not be recorded and cannot be recovered later.

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

Tip If your shop runs Monday through Friday with occasional Saturday shifts, set Mon–Fri as work days and leave Saturday unchecked. Saturday work will still be tracked, but SLA calculations will only count business days.

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)

Tip You can enter a license key at any time, even after your trial limit is reached. All existing data and configuration are preserved — activating a license simply removes the entry cap.

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.

Edit Categories Dialog Screenshot of the Edit Categories dialog showing category list with colors, tags, display mode toggles, and multi-select options

Creating a category

Click "Add Category" — Enter a name that describes the grouping (e.g., "Material", "Process", "Priority", "Machine").
Add tags — Enter individual tag values within the category. For a "Material" category, you might add: Mild Steel, Stainless Steel, Aluminum, Brass.
Set a color — Choose a hex color for the category. Tags inherit this color for visual consistency on cards and badges.
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

Tip Use Button mode for categories your operators select frequently (like Priority or Material) and ComboBox mode for reference categories with many options (like Customer or Machine).

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.

Edit Custom Fields Dialog Screenshot of the Edit Custom Fields dialog showing field list with type selectors, required toggles, and built-in field checkboxes

Field types

Type	Description	Example
Text	Single-line text input with optional autocomplete from previous values	Surface Finish, Coating Type
Large Text	Multi-line text area for longer descriptions	Special Instructions, Shipping Notes
Dropdown	Single selection from a predefined list of options	Weld Process (MIG / TIG / Stick)
Date	Date picker for scheduling and tracking	Promise Date, Inspection Date
Number	Numeric input for quantities, measurements, or costs	Weight (lbs), Material Cost

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:

Pattern	Format	Example
Quote	`Q-XXXXX`	Q-00142
Order	`O-XXXXX`	O-08734
Purchase Order	`PO-XXXXXX`	PO-204519
Serial Number	`SN-XXXXXXX`	SN-0012847

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

Note Validation only applies to new entries. Existing entries with non-matching Reference IDs are not retroactively blocked from being edited.

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.

Conditional Rules Dialog Screenshot of the Conditional Rules dialog showing When/Is/Then/On rule builder with the example: Material = Stainless Steel → Require Finish

Rule structure

Each rule follows the pattern:

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

Available actions

Action	Effect
Hide	Hides the target category or field from the entry form
Show	Makes a hidden target visible
Disable	Grays out the target so it cannot be edited
Enable	Re-enables a disabled target
Require	Makes the target mandatory — the entry cannot be saved without a value

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.

Tip A practical example: When Material is Stainless Steel, then Require the Finish category. This ensures operators always specify a finish type when working with stainless steel, preventing costly rework.

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.

Auto-Configurations

Auto-configurations are preset tag combinations that can be applied to an entry with a single click. While templates pre-fill the entire form, auto-configs focus specifically on tag selections.

Open from Settings Hub > Auto-Configurations.

On the entry form, click the Auto button to see a list of saved auto-configurations. Selecting one immediately applies its tag combination to the current entry. This is especially useful for operators who repeatedly work with the same material/process/machine combinations.

Tip Example auto-config: "Standard Mild Steel Job" could pre-select Material: Mild Steel, Process: Laser Cutting, Finish: Powder Coat, Priority: Normal — saving several clicks on every new entry.

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.

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

Tip Load a regional template first, then add your shop-specific closures on top. At the end of the year, use "Copy to next year" and adjust any dates that changed (like floating holidays).