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1. Feature overview

Cross-organization approval lets you run approval processes with external organizations, addressing enterprise and government-enterprise needs across management, communication, collaboration, and business chains. It helps you connect more effectively with suppliers, distributors, platform merchants, and other business partners. This guide explains how employees use the cross-organization approval feature.

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2. Applicable scenarios

  • Your Organization uses cross-organization approval, and employees need to work with the feature.
  • Other scenarios that require cross-organization approval.

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3. Operation process

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1. Mobile

1

Open cross-organization approval

On mobile DingTalk, go to Workbench > OA Approval > More (bottom right) > Cross-Organization Approval:
Path to open cross-organization approval on mobile DingTalk: Workbench, OA Approval, More, Cross-Organization Approval
2

View customer profile

Tap Customer Profile to view all customers you invited in this scenario (that is, customers for whom you are the follow-up person). Tap a customer to view profile details. To change the follow-up person, use the desktop client:
Mobile customer profile list and details page, showing customers for whom you are the follow-up person
3

Invite external organization users

Tap Invite External Organization Users to invite external users to fill out the profile by sending a QR Code, sharing to DingTalk, or copying the Link:
Tap Invite External Organization Users on the mobile customer profile page to generate a shareable invitation QR Code
4

Share the form

Tap Initiate Approval to share the Form directly:
Tap Initiate Approval on the mobile cross-organization approval page to share the Form directly with external users
5

Initiate approval and view data

Tap a Form to initiate the Approval directly. Tap View Data to view every process Form Data record related to you (both submitted and processed by you):
Mobile customer ticket View Data page, listing process Form Data records related to you
6

View Approval form details

Tap an Approval form to view details. Tap ··· at the bottom to resubmit or Download the File:
Mobile Approval form details page, with more actions at the bottom for resubmitting and downloading the File
7

Initiate a new approval

Tap the + Button in the bottom right to initiate an Approval:
Tap the plus Button in the bottom right of the mobile View Data page to initiate a new cross-organization approval

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2. Desktop

1

Open cross-organization approval

On desktop DingTalk, go to Workbench > OA Approval > Cross-Organization Approval:
Desktop OA Approval cross-organization approval Home, showing profile forms and process forms for each scenario
2

View customer profile

Click the profile Form. You can only view customer profiles in this scenario that you invited by sharing the Form — that is, profiles for which you are the follow-up person:
Desktop customer profile List page, showing customer profiles for which you are the follow-up person
The desktop customer profile List supports filtering by Created time and approval status
3

View profile details

Click a profile to view its details and change the follow-up person:
Desktop profile details side panel, for viewing profile Content and changing the follow-up person
4

Invite external organization users

Click Invite External Organization Users in the top right to invite external users to submit profiles by saving the QR Code, sharing to a DingTalk Chat window, or copying the Link:
Desktop Invite External Organization Users dialog — save the QR Code, Share to DingTalk, or Copy the Link
5

Initiate or share a process form

Click Process Form to initiate an Approval directly, or Share it with external users to fill out:
Process Form entry on the desktop cross-organization approval Page
Fill out the Form directly to initiate the Approval:
Desktop process Form fill-out Page — fill in the fields and initiate a cross-organization approval directly
Or Share it with external users to fill out:
Desktop Share to External Organization dialog — Share the process Form with external users to fill out
6

View data

Click View Data to open the Data Page, where you can view every process Form Data record related to you (both submitted and processed by you). Click a record to view its details:
Desktop View Data Page, listing process Form Data records related to you along with their details
7

Initiate a new approval

Click Create in the top right to initiate an Approval:
Click Create in the top right of the desktop Data Page to initiate a cross-organization approval

Cross-organization quick start

Feature overview and basic operation process for cross-organization approval

Cross-organization admin guide

How admins configure and manage cross-organization approval