Published at: 2026-09-17
Interconnected workflows and notifications quick start
This tutorial uses opportunity registration to demonstrate an interconnected approval workflow and external notifications.
Before you start
- Partner Connect is enabled and external roles are assigned.
- A Partner Connect business object, such as Opportunity, can start an approval workflow.
- You know which upstream users and downstream roles will participate.
Configure the approval workflow
- Create or open an approval workflow.
- Enable interconnected approval and select the Partner Connect interconnected application.
- Enable an interconnected step so the workflow can select downstream external users or interconnected users.
- Select an external role as the assignee, or use an external user variable to determine the assignee dynamically.
- Add an External Notification action for approval and rejection.
- To extend the processing logic, add a Run APL Function action.
- Save and publish the approval workflow.
Verify the workflow
Ask a partner to create an opportunity in Partner Connect and start the approval. Confirm that the workflow enters the interconnected step and that the partner and upstream users see the corresponding tasks in Partner Connect and the CRM. After the step is processed, confirm that the approval status changes and the business process can continue.