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Branches

Branches

This comprehensive management interface allows you to view, organize and manage all branches across all clients in the system.

Overview​

The Branches module is your centralized system for managing branches and their information. It serves as the middle structure level in your organizational hierarchy:

Clients → Branches → Projects

The main view lists branches with controls and pagination.

  • Header & Controls: Add Branch, Filters, Show Deleted
  • Table Columns: Code, Name, Actions (Edit, Delete)
  • Pagination: Current page, items per page, total branches

Branch table

branches_table

Branch trash table

branches_trashTable

Features​

Branch Creation & Management​

  • Create and name new branch
  • Edit existing branch edit
  • Delete branch (with dependency checks) delete
Note

The system does not prevent the user to create entries with existing code, name combinations. Make sure to not create duplicates.

Branch Search & Filtering​

  • Search by Branch name or code
  • Filter to quickly find specific branches
  • Option to show deleted branches
tip

The search input allow regular expressions (RegEx) as search pattern. For more info visit Learn RegEx

Branch Restoring​

  • Show trash trash
  • Restore branches restore

Troubleshooting​

Common Issues​

No access to the branch tab from the navigation menu or no option to edit branches
  • Check the permissions and contact your System-Admin
RoleViewEdit
System-Admin✅✅
Admin✅✅
Others❌❌
Branch can not be created or a change can't be saved

  • Check the Error messages on the top of the creation/edit form

  • Common issues:

    • Required field missing -> Fill out the required field error required field
    • Field validations do not match -> Adjust the mentioned fields to a valid value error invalid field validations
Branch deletion failed

deletion_faild

  • There are still active projects belonging to the branch
  • You lack permission to delete the branch
  • System is temporarily unavailable