Create a Recommendation Form

Create a survey for the Admissions: Invite Recommender to Complete Recommendation Survey flow to send to recommenders.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To create surveys: Education Cloud Full Access
  1. From the App Launcher, find and select Surveys.
  2. Click New.
  3. Enter a name for the survey, and then click Continue.
  4. Enter a welcome message for your survey.
  5. Click Add Page.
  6. To create questions for your survey, click Add Question, and then select the type of question that you want to add. See Create and Customize Surveys.
  7. Click Thank You Page, and enter a thank-you message.
  8. Next to Advanced Settings, click Actions menu icon, and then select Merge Field Variables.
  9. Expand Merge Field Access Level.
  10. In Define Merge Field Access, select System Context - Ignore record-level access.
  11. Expand Object Variables for Merge Fields.
  12. For Associated Object, enter the details.
    1. Enter Application as the variable name.
    2. Select Individual Application as the object.
    3. Save your changes.
  13. For Participant Object, enter the details.
    1. Enter Recommender as the variable name.
    2. Select Contact as the object.
    3. Save your changes.
  14. Click Back to Builder.