---
schema_version: "1"
id: f7c660a19c3e6cc677fd8b01c3155a7f7611dbb552efefb5d22b20abcbf90884
title: Prepare Recommender Omniscript and Flexcard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_prepare_recommender_omniscript_and_flexcard.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_recommender_omniscript_and_flexcard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e01786d0c9bd53c459fff9f3c246d83a43782b4bb916b2ad26f9407044019947
description: Clone and configure the Omniscript and Flexcard that are used to collect and show survey responses as part of the recommendation process.
products:
  - Education
release: "264"
---
# Prepare Recommender Omniscript and Flexcard

Clone and configure the Omniscript and Flexcard that are used to collect and show survey responses as part of the recommendation process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

- **[Clone and Update Recommender Omniscript](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_recommender_omniscript_and_flexcard.htm&release=264.0.0&type=5)**  
    Configure the EDUAdmissions/RequestRecommender Omniscript that's used to collect survey responses from recommenders on your Experience Cloud site.
- **[Clone the Recommender Flexcard](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_recommender_omniscript_and_flexcard.htm&release=264.0.0&type=5)**  
    Make a copy of the EDUAdmissionsRecommenderRecommendationWrapper flexcard that shows the survey responses to reviewers in Salesforce.

## Clone and Update Recommender Omniscript

Configure the EDUAdmissions/RequestRecommender Omniscript that's used to collect survey responses from recommenders on your Experience Cloud site.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37999e157">User Permissions Needed</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37999e159">&nbsp;</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d37999e157 ">To configure Omniscripts:</td>
                <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d37999e159 ">
                  <p>Education Cloud Full Access</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">OmniStudio Admin</p>
                </td>
              </tr>
            </tbody>
          </table>

1. From the App Launcher, find and select **Omniscripts**.
2. Expand EDUAdmissions/RequestRecommender, and click **RequestRecommender**.
3. Click **New Version**.
4. Click **PresetValues**.
5. Click **SurveyDeveloperName**.
6. In Value, enter the developer name for your recommender survey.
7. Save your changes.
8. Activate your Omniscript.

## Clone the Recommender Flexcard

Make a copy of the EDUAdmissionsRecommenderRecommendationWrapper flexcard that shows the survey responses to reviewers in Salesforce.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37999e276">User Permissions Needed</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37999e278">&nbsp;</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d37999e276 ">To configure Flexcards:
                </td>
                <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d37999e278 ">
                  <p>Education Cloud Full Access</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">OmniStudio Admin</p>
                </td>
              </tr>
            </tbody>
          </table>

1. From the App Launcher, find and select **Omnistudio Flexcards**.
2. Expand EDUAdmissionsRecommenderRecommendationWrapper, and click **EDUAdmissionsRecommenderRecommendationWrapper**.
3. Click **Clone**.
4. Change the name of the Flexcard, and then click **Clone**.