Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Copilot Studio - General
Unanswered

Built a PVA and need to link sharepoint documents

(0) ShareShare
ReportReport
Posted on by 29

Hello,

 

I am brand new to this and i have created a PVA bot. I been doing research and tried a few different ways to implement when a user asks a bot a for a document and searchs the sharepoint and returns back results that are similar to the documents they are looking for?

 

If anyone has any examples of step by to set up so  I can get an Idea that would be greatly appreciated.

 

Also if anyone has an example for a topic that links or calls to the automate flow for an example too.

Categories:
  • remidyon Profile Picture
    on at
    Re: Built a PVA and need to link sharepoint documents

    Looks good - don't forget:

    - your bot must be created in the US

    - if you use Sharepoint as a source you'll need to activate authentication to make sure users have only access to the documents they are allowed to see. 

    Generative Answers - Power Virtual Agents | Microsoft Learn

    Use content on SharePoint or OneDrive for Business for generative answers - Power Virtual Agents | Microsoft Learn

  • DEKEITH Profile Picture
    29 on at
    Re: Built a PVA and need to link sharepoint documents

    Remi,

     

    I tried doing the Generative answers. Am I missing anything?

     

    DEKEITH_0-1691761478361.pngDEKEITH_1-1691761509456.png

     

  • remidyon Profile Picture
    on at
    Re: Built a PVA and need to link sharepoint documents

    Depending on what you are trying to accomplish (from what I read you want to surface sharepoint documents to users via PVA) then you should look at @HenryJammes reply:

    "

    One way to search SharePoint and returns results to the user is to use Generative Answers:

    Use content on SharePoint or OneDrive for Business for generative answers - Power Virtual Agents | M...

     

    I also wrote that post on using the Graph API with PVA:

    Solved: Calling the Graph API to do a document search in P... - Power Platform Community (microsoft....

    "

     

    My recommendation would be using the new generative answer capability - that way you have 0 flow to code, just configure your PVA to point to your Sharepoint site, that's it

  • DEKEITH Profile Picture
    29 on at
    Re: Built a PVA and need to link sharepoint documents

    @remidyon Any Idea or way I can fix it?

  • remidyon Profile Picture
    on at
    Re: Built a PVA and need to link sharepoint documents

    @DEKEITH you can see in the output of your "get file" action that the "body":{"value":[ ]} is empty: it means the action did not find any documents based on the search criteria. You should look into it because that's the reason why nothing is returned to your PVA. 

  • DEKEITH Profile Picture
    29 on at
    Re: Built a PVA and need to link sharepoint documents

    DEKEITH_0-1691758484252.png

    DEKEITH_1-1691758514681.png

    DEKEITH_3-1691758647582.png

    output of get file

    DEKEITH_4-1691758675851.png

     

    DEKEITH_5-1691758719134.png

    Append to string I couldnt open any more so I included more from the flow

    DEKEITH_6-1691758762327.png

     

     

    Thanks for your assistance.

     

     

  • remidyon Profile Picture
    on at
    Re: Built a PVA and need to link sharepoint documents

    Can you expand each section of your flow run and see which step did not return the expected data? My guess is there is something wrong in the "get file" or the "apply to each" loop 

  • DEKEITH Profile Picture
    29 on at
    Re: Built a PVA and need to link sharepoint documents

    @HenryJammes Below is the code for return value to Agents. Fairly new to all this, not sure if this is what you were asking or not.

     

    DEKEITH_0-1691757211861.png

     

  • DEKEITH Profile Picture
    29 on at
    Re: Built a PVA and need to link sharepoint documents

    @remidyon please below. looks like when i texted it skips

    DEKEITH_0-1691756814612.png

     

  • remidyon Profile Picture
    on at
    Re: Built a PVA and need to link sharepoint documents

    @DEKEITH I can see in your screenshot that the last step of your flow has a gray "X" icon on it - which means it was not executed: probably because previous step did not return any value. Can you expand each section of your flow run and see which step did not return the expected data? My guess is there is something wrong in the "get file" or the "apply to each" loop 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Leaderboard > Copilot Studio - General

#1
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 74

#2
Pablo Roldan Profile Picture

Pablo Roldan 61

#3
stampcoin Profile Picture

stampcoin 10

Overall leaderboard