====== Steps to Fill in the Branches Table (Complete Guide) ====== This guide provides a step-by-step approach to correctly fill the **Branches** table. This table stores detailed information about each branch associated with a client, including branch names, unique codes, and logos. The table is critical for maintaining **multi-branch environments**, where each client may have multiple branches, each with its own branding, location, and invitation settings. For a complete description of the table structure and field explanations, please refer to the → [[fw_branches|Branches Table Structure]] ==== 1. Add the ID (id) ==== This is the **primary key** (auto-incremented) for the table.\ **Do not manually enter** this value if inserting data directly via the database.\ It is automatically generated. ==== 2. Enter the Client ID (clientid) ==== The **clientid** column is a **foreign key** reference that links the branch to a client. This ensures that each branch belongs to a particular client. **How to find the clientid:** - Navigate to the **fw_clients** table. - Find the **id** of the client that owns this branch. - Enter that **id** in the **clientid** column. **Example:** clientid = 1 (Refers to 'People Pulse') ==== 3. Enter the Branch Name (branchname) ==== This column captures the **name of the branch**. This name will appear in: - Email invitations (if customized per branch) - Dashboard overviews - Reports (if configured) **Example:** branchname = "Zevenaar-Didam" ==== 4. Set the Branch Code (branchcode) ==== The **branchcode** is a unique identifier for the branch. This must be: - **Unique across all branches** within the system. - Used as a key to distinguish branches during survey distribution. **Example:** branchcode = "3464" ✅ **Important:** - If you encounter a duplicate entry error, ensure that the branchcode does not already exist. ==== 5. Enter the Location (location) ==== This column captures the **physical location** of the branch. It is optional and can be left blank if the location is irrelevant. **Example:** location = "Arnhem, Netherlands" ==== 6. Enter the Website (website) ==== If the branch has its own website, enter the URL here. This URL can appear in email invitations or reports. **Example:** website = "https://zevenaardidam.nl" ✅ **Optional:** If no website exists, leave this field **NULL**. ==== 7. Upload the Questionnaire Logo (questionnairelogo) ==== The **questionnairelogo** is the logo displayed in the questionnaire interface for this branch.\\ If no branch-level logo is provided, the **clientlogo** from the **fw_clients** table will be used. **Logo Requirements:** - **Size:** 110x100 pixels - **Format:** PNG, JPG **File Upload Location:** questionnairelogo = Upload File (Binary Data/BLOB) ==== 8. Upload the Invitation Header (invitationheader) ==== The **invitationheader** appears in email invitations if it differs from the client's main logo.\ If no header is uploaded, the **client's header** will be used. **Logo Requirements:** - **Size:** 120x32 pixels - **Format:** PNG, JPG **File Upload Location:** invitationheader = Upload File (Binary Data/BLOB) ==== 9. Example: Final Record ==== Here’s an example of a complete record for a single branch: | id | clientid | branchname | branchcode | location | website | questionnairelogo | invitationheader | | 3 | 1 | Zevenaar-Didam | 3464 | | | | | | 5 | 1 | Swietelsky | 3 | | | | | ==== Relationships ==== * **clientid** → References **fw_clients** table (Each branch belongs to one client). ==== ✅ Notes ==== * **branchcode** → Must be **unique** across all branches. * If the branch doesn’t have a logo, the system will use the **client's logo**. * Avoid uploading large-sized images; adhere to the recommended dimensions. * Leaving the website or location blank is acceptable.