10. Project-Scoped Configurations & Cloning
In Wifox Business Core Solution, many of your global lists and lookup tables—like Statuses, Client Types, Verification Levels, and more—are defined on a per-project basis. This ensures that each project can have its own tailored workflow, terminology, and rules without affecting other projects in your account.
Why Project-Scoping Matters
Each project maintains its own copy of configuration lists. For example, “Open,” “In Progress,” and “Closed” might mean one thing for a development project but something slightly different for a support desk. Project-scoped settings let you customize these values independently.
By scoping to a project, you—and your teammates—always know which set of rules you’re looking at or editing. No more accidental changes to the wrong project’s workflow.
How to Switch Between Projects
Navigate to Settings > Configurations in the left-hand menu.
At the top of the page, you’ll see “Settings by project” followed by a searchable list of your projects, each shown as a colored badge.
Click a badge (or start typing its name) to load that project’s configuration data into all tabs below.
Cloning Configurations from Another Project
When you create a new project, you often want to start with the same lists you’ve already perfected elsewhere. Instead of recreating every Status, Language, or Client Type by hand, use our Clone feature:
With your target project selected in the “Settings by project” bar, click “Clone from project” (next to the + Add button).
In the modal that appears, choose the source project whose configuration you’d like to copy.
Hit Clone—all active lists (Statuses, Subtypes, Verification Levels, etc.) will be duplicated into your target project in one go.
Tip: Cloning does not overwrite your existing values—it only adds missing entries or updates the ones that aren’t already defined in the target project, saving you time and ensuring consistency across similar projects.
Once cloned, you can further tweak any list in the usual tabs, knowing that each project remains fully independent.