SurveyMonkey Quiz Auto-Grade and Certificate

Overview

This flow automates training-assessment grading from SurveyMonkey quizzes. For each new quiz response it reads the participant's score, grades it against a configurable pass threshold, records the result (score, pass/fail, full answers payload) in Dataverse, and emails the participant a certificate of completion (pass) or a retake notice (fail) via Office 365 Outlook.

Why it matters: Manually grading assessments and issuing certificates doesn't scale. Auto-grading gives instant results and certification while tracking competency in Dataverse for reporting and audit.

Built as solution FlowLibs - SurveyMonkey Quiz Auto-Grade and Certificate (unmanaged). Flow ships Off; going live requires only authorizing the three connections and setting the flowlibs_QuizSurveyId environment variable.

*As-built note:* the certificate is delivered as inline HTML in the pass email, so the as-built flow uses only the three listed connectors (no external PDF service). A true PDF certificate (Word Online template + GetFilePDF, or Adobe PDF Services) is offered as a customization.

Use Case

L&D / compliance teams running knowledge checks through SurveyMonkey want automatic grading, instant certificates for passers, retake prompts for the rest, and a Dataverse record of every attempt for competency tracking and audit.

Flow Architecture

Environment Variables

Connectors & Connections

Connector	API name	Actions used
SurveyMonkey	shared_surveymonkey	OnNewResponseAddedSurvey GetSurvey
Microsoft Dataverse	shared_commondataserviceforapps	CreateRecord
Office 365 Outlook	shared_office365	SendEmailV2

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Answer-key grading

Swap Compose Participant Score for a Filter/length over triggerOutputs()?['body/pages'] compared to a flowlibs_AnswerKey JSON env var if your quiz doesn't pre-compute a score.

Pass mark

Change varPassThreshold (no logic edits).

PDF certificate

Replace the inline-HTML certificate with a Word Online template populate + GetFilePDF, or Adobe PDF Services, attached to the pass email.

Attempt limit

Query the Dataverse table by participant email before grading to cap retakes and escalate after N fails.

LMS / competency sync

Extend the record step to write completion into an LMS or competency table.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

@int(coalesce(triggerOutputs()?['body/custom_value'],'0'))

@if(greaterOrEquals(outputs('Compose_Participant_Score'),variables('varPassThreshold')),'Pass','Fail')

@trim(concat(coalesce(triggerOutputs()?['body/first_name'],''),' ',coalesce(triggerOutputs()?['body/last_name'],'')))

@coalesce(body('Get_Survey_Details')?['title'],'Assessment')

Customize & download