Dynamic selected sources in Generative Answers

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Posted on by NÜ-17121215-0

Hi all,
According to the documentation, unstructured knowledge sources (uploaded files) and Generative Answers sources are configured at design time (e.g., uploaded files / SharePoint / Bing).
Docs:

For our specific scenario, we need “Search only selected sources” to be dynamic at runtime so we can restrict retrieval to one specific case (e.g., by case ID / file name / metadata) and ensure the answer is grounded only on that case’s documents.

Is there any supported way to dynamically set the selected sources for the current case, or is this a known limitation / planned feature?

Thanks

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rzaneti 4,476 Super User 2026 Season 1 on at

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Hi @NÜ-17121215-0,

As far as I know, currently it is not possible to set the knowledge sources used by a Generative answers node dynamically. I found this page in the official docs that would be an alternative, since you could use a PA flow to respond with the single file to be used as source based on the case id collected from the user's input. However, the page seems to be outdated and, at least for me, the custom data source feature is not available for Generative answers nodes.

If it possible, you can format your data in a tabular format. You can try to add instructions to guide the Agent's behavior in refraining to use more than 1 file as source, but I'm not very confident that it will work if you use SharePoint as a knowledge source, but Azure AI Search can be helpful to optimize the results.

Let me know if it works for you or if you need any additional help!

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SM01 8 on at

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You can try either of this 3 features :

1. Use advanced config. if SharePoint is the knowledge source : Go to include/ exclude settings and give the filter based on name/author/time.

2. Use custom search in generative answers if dynamic documents are coming from api's or agent flows.

3. Define the folder name or segregation strategy in instructions.

Also if there is a possiblilty and there are less no. of cases/categories then you can follow lightweight agent orchestration framework where each lightweight agent will work on specific cases or categories knowledge source.

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