Published at: 2026-09-17

Process interconnected workflows and notifications


Partner users participate in cross-company processes through intercompany messaging, tasks, and business notifications.

Before you start

[!IMPORTANT] - Confirm that your account can access the relevant collaboration and workflow features. - Confirm that the upstream enterprise has configured your external role and data scope.

Start an intercompany conversation

  1. Start a conversation from a business record or the intercompany messaging entry.
  2. Select one or more upstream or downstream collaborators.
  3. Send the business question or processing information.

Process a task

  1. Open Tasks from the Partner Connect home page.
  2. Open the target task.
  3. Review the related business record and step requirements.
  4. Complete the required action.
  5. Submit the result.

Review a notification

  1. Open Business Notifications from the home page.
  2. Review approval, rejection, or business flow progression messages.
  3. Open the related record and continue the business process.
The upstream enterprise determines available workflow steps and actions. If a task is missing, ask the upstream enterprise to check your external role and data scope.

Expected result

The workflow task is submitted successfully, and the related business process proceeds to the next step.
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