Adding a Haystack connector - User Guide

To use the FIN Network feature, you must have Haystack Connectors added that point to other FIN 5.1 instance projects.

The following doc will explain how to add a native Haystack Connector: Haystack Connector

2. Navigate and expand the FIN Network Tree, this will display the available FIN Haystack Projects.

3. Expanding a remote project the first time in the current session will trigger the “Authenticate” popup. This would be the credentials to the project the user is expanding. If the user logs out locally, closes their browser session, or session ends after a duration, they will be prompted to re-authenticate.

4. Expanding a remote project will display dynamically all of it’s DB Builder trees.

5. With remote access to the DB Builder trees of a project, the user can now take advantage of editing records and/or drag/drop records. Look at the Drag & Drop section for more info regarding this functionality.