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Configure Card View and Request for Information for Learning Programs

Give applicants, students, and families an easy way to view and request more information about learning programs. To present details of learning programs in cards and collect requests for information, configure the EDU Admissions: Create Inquiries from Learning Programs flow and the subflows that it calls, and then configure Flexcards. These configurations support students and applicants to request information about learning programs one at a time.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, Developer Editions with Education Cloud
User Permissions Needed
To create and activate versions of Omnistudio components:

Education Cloud Full Access

AND

OmniStudio Admin

AND

OmniStudio User
To configure flows: Manage Flow

Students, applicants, or parents submit requests for more information by accessing the EDU Admissions: Create Inquiries from Learning Programs flow. This flow calls the EDU Admissions: Process Academic Interest subflow that also calls two subflows. Configure all of these flows as part of the setup for the card view and request for information for learning programs.

  • EDU Admissions: Process Person Account
  • EDU Cloud: Inquiry: Academic Interest Processing
  • EDU Admissions: Process Academic Interest
  • EDU Admissions: Create Inquiries from Learning Programs
  1. Create your own versions of the EDU Admissions: Process Person Account and EDU Cloud: Inquiry: Academic Interest Processing flows. See the Clone and Configure Inquiry Subflows section in Set Up Inquiry Flows.
    If you have cloned and configured these flows as part of inquiry management, skip this step.
  2. Create your own version of the EDU Admissions: Process Academic Interest subflow.
    1. From Setup, find and select Flows.
    2. Click EDU Admissions: Process Academic Interest.
    3. Click Save as New Flow.
    4. Enter a name and API name.
    5. Click Show Advanced, and then in How to Run the Flow, select System Context Without Sharing–Access All Data.
      Note
      Note To make the flows function for unauthenticated guest users, you must update sharing to System Context Without Sharing–Access All Data. However, make this update only if it aligns with your institution's security model. See Change the Flow Run Context.
    6. Save your changes.
    7. Add a subflow element after the original EDU Admissions: Process Person Account subflow element.
    8. Select your cloned version of the EDU Admissions: Process Person Account subflow.
    9. Enter a name and API name, and then update the variables to match the original version.
    10. Delete the original EDU Admissions: Process Person Account subflow element.
    11. Similarly, replace the EDU Cloud: Inquiry: Academic Interest Processing subflow element with your own version.
    12. Save and activate the flow.
  3. Similarly, create and configure your own version of the EDU Admissions: Create Inquiries from Learning Programs flow.
    Replace the EDU Admissions: Process Academic Interest subflow with your own version and update variables to match the original version.
  4. Give your Experience Cloud site guest users access to your own versions of these flows.
  5. Create an Omnistudio permission set for Experience Cloud site guest users.
    Give the guest user profile Read access to Omni UI Card.
  6. Assign the Omnistudio permission set for Experience Cloud site guest users.
  7. Configure and activate your own version of the EDUAdmissionsLearningProgramCardChild Flexcard.
    1. From the App Launcher, find and select Flexcards.
    2. Click EDUAdmissionsLearningProgramCardChild.
    3. Click Clone.
    4. Update the name.
    5. Save your changes.
    6. On the canvas, click the Request Information block.
    7. From the Properties panel, under Action, click RunCreateInquiriesFromLPsFlow.
    8. In Target App Attributes, update the value of flowName to the name of your version of the EDU Admissions: Create Inquiries from Learning Programs flow.
    9. Click Activate.
  8. Configure and activate your own version of the EDUAdmissionsLearningProgramCardContainer Flexcard.
    1. From the App Launcher, find and select Flexcards
    2. Click EDUAdmissionsLearningProgramCardContainer.
    3. Click Clone.
    4. Update the name.
    5. Save your changes.
    6. On the canvas, click the child card.
    7. In the Properties panel, update the Flexcard name to the name of your version of the EDUAdmissionsLearningProgramCardChild Flexcard.
    8. Click Activate.
  9. Create a sharing rule for Omni UI Card for Experience Cloud site guest users.
    1. For the rule type, select Based on criteria.
    2. Add criteria to filter sharing to your cloned version of the EDUAdmissionsLearningProgramCardChild Flexcard.
      • For Field, select API Name.
      • For Operator, select Equals.
      • For Value, enter the API name of your version of the EDUAdmissionsLearningProgramCardChild Flexcard.
    3. Similarly, add criteria to filter sharing to your cloned version of the EDUAdmissionsLearningProgramCardContainer Flexcard.
    4. Click Add Filter Logic, and then enter 1 OR 2.
    5. For access level, select Read Only.
    6. Save your changes.