Reference

Keyboard shortcuts, data formats, troubleshooting tips, and frequently asked questions.

Keyboard Shortcuts

GlyphFex supports keyboard shortcuts throughout the application. Press Ctrl+/ at any time to open the Keyboard Shortcuts dialog.

Keyboard Shortcuts Dialog Screenshot of the Keyboard Shortcuts dialog showing the categorized shortcut reference table

Navigation

Ctrl+1
New Entry page
Ctrl+2
Dashboard
Ctrl+3
Analytics
Ctrl+4
Calendar & Gantt
Ctrl+5
Display Board
Ctrl+6
Shop Floor

Project

Ctrl+N
New project
Ctrl+O
Open project
Ctrl+Shift+N
New entry (from any page)
Ctrl+K
Command Palette
Ctrl+,
Settings Hub
Ctrl+/
Keyboard Shortcuts dialog
F1
Getting Started Guide (PDF)

Entry Form

Ctrl+S
Save entry
Ctrl+Z
Undo
Ctrl+Y
Redo
Escape
Cancel editing

Dashboard

Ctrl+F
Focus search box
Escape
Clear filters
F5 / Ctrl+R
Refresh data

Export & Import

Ctrl+E
Export CSV
Ctrl+Shift+E
Export Full Project ZIP
Ctrl+I
Import from CSV

Command Palette

The Command Palette is the fastest way to access any function in GlyphFex. Press Ctrl+K to open it from anywhere in the application.

Command Palette Screenshot of the Command Palette dialog (Ctrl+K) showing the search box, command categories, and recent entries section

Start typing to search across all available commands. Results are organized into categories:

Press Enter to select the highlighted result, or Escape to close the palette.

Tip The Command Palette remembers your usage patterns. Frequently used commands appear higher in the results. Think of it as a universal search bar for the entire application.

Data File Format

GlyphFex stores all project data in a single .glyphfex file, which is a standard SQLite database. This design has several advantages:

Attachments

File attachments (drawings, photos, documents) are stored in a folder named {ProjectName}_Attachments/ located next to the .glyphfex file. When backing up or moving a project, copy both the .glyphfex file and the attachments folder.

Auto-backups

GlyphFex automatically creates backup copies of your project file each time you open it. Backups use a rotating scheme:

Note For shared (team) projects, data is stored in SQL Server, not in a local file. The .glyphfex-server file only contains the connection string — no actual data.

Troubleshooting

Common issues and how to resolve them:

"Cannot open project"

"Connection failed" (SQL Server)

"Entries not refreshing" (team mode)

"Save failed"

"Concurrent edit conflict"

Crash recovery

Tip If you encounter a persistent issue, copy the contents of crash.log and include it when contacting support@glyphfex.com. This helps diagnose problems quickly.

Frequently Asked Questions

Can I use GlyphFex offline?

Yes. Personal (Solo) projects are fully offline SQLite files. No internet connection or server is needed. You can work on a laptop in the shop, on the road, or anywhere. Multi-user (team) projects require a LAN connection to the SQL Server host, but do not require internet access.

How many entries can I create?

In Trial mode, you can create up to 50 entries per project. With a licensed edition, there is no entry limit. The SQLite backend handles thousands of entries efficiently, and the SQL Server backend scales even further.

Can I migrate from Solo to Team later?

Yes. Go to File > Migrate to SQL Server at any time. The migration wizard copies all entries, configuration, and audit history to the new SQL Server database. Your original .glyphfex file is preserved as a backup. See Migrating from Solo for step-by-step instructions.

What happens to my data if my trial limit is reached?

Nothing is lost. All existing data remains fully accessible. You can view, edit, export, and move existing entries through the pipeline. You can also access all reports, analytics, and views. The only restriction is that you cannot create new entries beyond 50 until you enter a license key.

How do I back up my data?

For Personal projects, copy the .glyphfex file and its _Attachments folder to a safe location. GlyphFex also creates automatic backups each time you open a project, using a rotating .bak / .bak.1 / .bak.2 scheme. For Team projects, use standard SQL Server backup procedures.

Can multiple people edit the same entry?

GlyphFex uses optimistic locking to prevent data loss. If two users edit the same entry simultaneously, the second person to save will see a conflict dialog with options to Reload, Force Save, or Cancel. This ensures no one accidentally overwrites another person's work. See Concurrency Handling for details.

What are stale entries?

Stale entries are entries that have been stuck in the same pipeline stage longer than the configured threshold. They display a warning badge on the Dashboard and Calendar. You configure the stale threshold per stage in the Pipeline editor — for example, "stale after 14 days in Fabrication." This helps surface jobs that may have been forgotten or are blocked.

What is ISO Compliance Mode?

ISO Compliance Mode is a master toggle in the Audit & Compliance panel that enables all regulatory compliance features at once: full audit trail, mandatory change reasons on every edit, and hard delete disabled. This provides the change tracking rigor required by ISO 9001, AS9100, IATF 16949, and similar quality management standards.

How do QR codes work?

Each entry has a unique QR code that encodes a glyphfex://entry/{id} URI. Print Job Traveler PDFs with the QR code and attach them to physical jobs. When scanned with any barcode scanner connected to a PC running GlyphFex, the entry opens instantly. This is especially useful on the Shop Floor kiosk for quickly clocking in/out of jobs.

Can I customize the pipeline?

Yes — the pipeline is fully configurable. You can create any number of stages, set SLA targets (in calendar or business days), mark stages as completed, configure stale detection thresholds, designate quoting stages, and even create multiple pipelines within a single project. Stages can be reordered, renamed, color-coded, and deleted at any time.

Glossary

Term Definition
Entry A single job, order, quote, or work item tracked in GlyphFex. Each entry has a unique Reference ID, tags, fields, attachments, and a full audit history.
Pipeline A sequence of stages that an entry moves through, representing your shop's workflow from start to completion (e.g., Quote → Engineering → Fabrication → Shipping).
Stage A single step within a pipeline. Each stage can have an SLA target, stale detection threshold, and business-day settings.
Tag A label applied to an entry within a category. Tags help classify and filter entries (e.g., Material: Stainless Steel, Priority: Rush).
Category A named group of related tags. Categories organize your tagging system (e.g., "Material" is a category; "Mild Steel" and "Aluminum" are tags within it).
SLA Service Level Agreement. In GlyphFex, the target number of days an entry should spend in a particular pipeline stage before moving forward.
NCR Non-Conformance Report. A quality record attached to an entry documenting defects, disposition, corrective actions, and resolution status.
Audit Trail A chronological record of every change made to an entry, including who made the change, when, what fields were modified, and (optionally) why.
Built-in Field One of 14 pre-defined data fields (Customer Name, PO Number, Due Date, etc.) that can be enabled or disabled per project.
Custom Field A user-defined data field with one of 5 types (Text, Large Text, Dropdown, Date, Number). Custom fields extend the entry form with shop-specific data points.
Template A saved configuration that pre-fills new entries with default tags, field values, and pipeline settings for common job types.
Ref ID Reference ID — the unique identifier for an entry (e.g., Q-2026-001, WO-4521). Can be validated against a regex pattern for consistent formatting.
Revision A version counter on an entry that tracks how many times it has been modified. Used for optimistic locking in multi-user environments.
Archive A holding area for completed entries that are no longer active but should be preserved. Archived entries can be restored at any time.
Recycle Bin A holding area for soft-deleted entries. Items in the Recycle Bin can be restored or permanently deleted (if hard delete is allowed).
Kiosk Mode The Shop Floor view optimized for touchscreen or large-button operation, designed for shop floor operators who need to clock in/out and advance entries quickly.
Gantt Chart A visual timeline on the Calendar page showing each entry as a horizontal bar spanning its active duration, with color-coded pipeline stages.
Optimistic Locking A concurrency strategy where GlyphFex checks if an entry's revision number has changed before saving. If another user modified the entry, a conflict dialog appears.
Change Reason A written explanation required when editing an entry (in ISO Compliance Mode). Stored in the audit trail for regulatory traceability.
ISO Compliance A mode that enables audit trail, mandatory change reasons, and disables hard delete — providing the change-tracking rigor required by ISO 9001 and similar standards.