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eFax Bell Notification Flow

eFax Bell Notification Flow

eFax Bell Notification – Flow

  • Click on New flow.

 

  • Select Record Triggered flow.

  • Click on Free form.

  • Select eFax object.

  • Select when a record Is created or updated.

  • Select All conditions are met and set conditions.

  1. Parent Record id – Is Null – False.

  2. Parent Record Id – Starts with – first three digit of parent record id (eg: 003).

  3. Contact – Is Null – False.

  • Drag Decision Element onto the canvas and set conditions in Decision element.

  1. Select All Conditions are Met

  2. Set Record Type name – Contains – Inbound_eFax.

  • Drag Get Records Element on to the canvas and get custom notification.

  1. Select Custom notification Type Object.

  2. Select All Conditions are Met.

  3. Set Developer Name – Equals – Custom Notification Api Name.

  • Drag Assignment element on to the Canvas and create a new variable with Data type text.

  • Select checkbox Allow Multiple Values, Available for Input and Output to True.

  • Assign record owner id to the variable.

  • Drag Decision element to the canvas and set conditions.

  1. Select All Conditions are Met.

  2. Set Is eFax received to False and Status to received.

  • Drag Action on to the canvas and set values.

  1. Custom notification Type ID – Add Get record element Api name.

  2. Notification Body – Create a Text template and add it.

  1. Notification Title – Create a Text template and add it.

  1. Recipient Id – Assign record owner Assignment Api Name.

  2. Enable Target Id – Provide Record id owner field.

  • Connect all the elements on the canvas as shown below and save the flow.

  • Debug the flow and activate it.

 

For any Queries, please feel free to Contact us at solutions@cloudmaveninc.com. We will be so glad to help you.

 

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