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Copilot Studio - General
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How to Provide User input entry for a long list of data list

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Posted on by 508

@Expiscornovus 

 

I have a PVA bot that looks for benchmarks for specialties.  I want the user to type the specialty or part of a specialty and the bot go out and grab the benchmarks.

 

Here is part of a list of specialties which the user can type in the bot to see what the benchmarks are:

Anesthesiology - Pain Medicine
Cardiology - Electrophysiology
Cardiology - General
Cardiology - Invasive - Interventional
Cardiology - Invasive - Noninterventional
Cardiovascular Surgery
Colon and Rectal Surgery
Dermatology
Endocrinology and Metabolism
Family Medicine
General Surgery
Geriatrics
Hospice and Palliative Medicine
Hospitalist
Hyperbaric and Wound Care
Infectious Disease
Internal Medicine
Neurological Surgery
Neurology
Obstetrics/Gynecology - General
Obstetrics/Gynecology - Gynecology Only
Oncology - Hematology and Oncology
Ophthalmology - General
Orthopedic Surgery - General

 

Here is the excel file that is on sharepoint.

VeeLearnMSFT_0-1652355394433.png

 

What is the best way to build the selection for this long listing fo specialties? 

Should I just drop in every single specilaty in here? Can I somehow upload a list so that enerates the options? Or do I build some kind of a "contains" search?  I have never tried to build anythign like this 

VeeLearnMSFT_1-1652355626231.png

This is my flow for reference.  

VeeLearnMSFT_2-1652355810649.png

 

Thank you for taking the time to read through.

 

 

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  • VeeLearnMSFT Profile Picture
    508 on at
    Re: How to Provide User input entry for a long list of data list

    We have around 45 specialties that we track but we occasionally add depending if we hire or there is any detailed analysis that needs to be done. These would be just used by our contract team and a few seniors that would allwo them to get a benchmarking perspective for each speciatly...In my previous post the original table contains 3 lines for each specialty but since I had a hard time getting all 3 lines and getting them into the chat bot this is the route I went with.  I separated the 3 lines into 3 different tables .  Just to give you an example, each specialty will have base pay percentiles which are dollars, conversion factors which are dollard and RVUs which are just numeric values.  I only picked the base pay table using this selection.  Ideally I would like all 3 lines but I dont knwo if I can make that happen.

     

     

    Anesthesiology - Pain Medicine
    Cardiology - Electrophysiology
    Cardiology - General
    Cardiology - Invasive - Interventional
    Cardiology - Invasive - Noninterventional
    Cardiovascular Surgery
    Colon and Rectal Surgery
    Dermatology
    Endocrinology and Metabolism
    Family Medicine
    General Surgery
    Geriatrics
    Hospice and Palliative Medicine
    Hospitalist
    Hyperbaric and Wound Care
    Infectious Disease
    Internal Medicine
    Neurological Surgery
    Neurology
    Obstetrics/Gynecology - General
    Obstetrics/Gynecology - Gynecology Only
    Oncology - Hematology and Oncology
    Ophthalmology - General
    Orthopedic Surgery - General
    Orthopedic Surgery – Sports Medicine
    Orthopedic Surgery - Trauma
    Otolaryngology - General
    Pediatrics - General
    Pediatrics - Internal Medicine
    Physical Medicine and Rehabilitation
    Psychiatry - Child and Adolescent
    Psychiatry - General
    Pulmonology - Critical Care Medicine
    Pulmonology - General
    Radiology - Interventional
    Radiology - Neurointerventional
    Radiology - Radiation Oncology
    Rheumatology
    Sports Medicine - Medical
    Surgical Oncology - Breast Surgery
    Thoracic Surgery
    Trauma Surgery
    Urgent Care
    Urology
    Vascular Surgery
  • Expiscornovus Profile Picture
    31,701 Most Valuable Professional on at
    Re: How to Provide User input entry for a long list of data list

    Hi @Shujaath_Khan,

     

    Depends a bit on the use case. 

     

    With a closed list you can still use synonyms and smart matching which could help you find the renamed ones. The new values would have to be added to that list.

     

    In this case it is just 24 items. My guess would also be that departmental/specialty names will not change that often. I have worked in a couple of hospitals myself in the past. But maybe I am wrong? 😉

     

     

  • Shujaath_Khan Profile Picture
    1,111 Super User 2024 Season 1 on at
    Re: How to Provide User input entry for a long list of data list

    Hi @Expiscornovus nice inputs.

    what if the excel is revised often or revised with new values often?

    any way to handle

  • Expiscornovus Profile Picture
    31,701 Most Valuable Professional on at
    Re: How to Provide User input entry for a long list of data list

    Hi @VeeLearnMSFT,

     

    I do not know if it is the best option. But you could create a new closed list entity. In the ask a question action you can easily use that new entity and select the different options from your list. This way you only need to maintain that list in one place.

     

    1. Creating a Closed list custom entity. In this example Specialties.

    https://docs.microsoft.com/en-us/power-virtual-agents/advanced-entities-slot-filling#custom-entities

     

    closedlist_pva.png

     

    2. Using it in Ask a question.

     

    closedlist_pva_entity.png

  • Shujaath_Khan Profile Picture
    1,111 Super User 2024 Season 1 on at
    Re: How to Provide User input entry for a long list of data list

    Hi @VeeLearnMSFT 

    Good challenge

    1. Dynamic options (choices) are not supported in PVA
    2. You can think of looping users' responses to check if that matches(contains) a particular string using each loop which you can use to filter excel and send the respective record
    3. Explore bot composer where you can extend with much better skills for PVA

    https://docs.microsoft.com/en-us/power-virtual-agents/advanced-use-skills
    https://powerusers.microsoft.com/t5/Bot-Extensibility/Dynamic-Options-for-Multiple-Choice-Question/td-p/852091

     

    Thanks

     

     

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