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Setup a Fax Forward

If you need to forward your incoming faxes to another fax number you can configure this as described below. Note that you will be charged for the received fax pages as well as the forwarded sent fax pages.

  • Create a field on Received Fax object called “Fax Attachment ID”, a formula text field with formula: Right(efaxapp__Fax_URL__c,18)
  • Create a lookup field on Sent Fax called “Fax Forwarded”, a lookup to Received Fax object. This is optional but would allow you to see which fax was forwarded from sent fax.
  • Create a record-triggered flow on the Received Fax object called “Forward Fax”
    • Trigger the Flow when: A record is created or updated
    • Condition Requirements: All Conditions are Met
      • Status Equals Received
      • AND Fax URL Is Null Equals False
      • AND Sent To Equals [the organization’s fax number that will be receiving the fax you want to forward].
  • The immediate action should be to create a Sent Fax record:
    • Attachment ID = Field reference to Received Fax.Fax Attachment ID
    • Fax Number = String type, type the fax number you want to forward to. Or could configure a formula or field to merge.
    • Send Date = Insert flow variable Current Date/Time
    • Subject = Enter any subject – generally best practice to include the received fax record Id.
    • Status = Sending
    • Sent With Out Message = True
    • Fax Forwarded = field reference type, the record ID of the received fax.
  • Ensure that the Outbound Message “Send Fax Attachment” related Workflow is active.
  • Give it a test by sending a fax into the org on the matching fax number.