Table of Contents
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 → 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: 110×100 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: 120×32 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.
