How to Dynamically Scope Copilot Agent Knowledge to a Specific SharePoint Folder

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Posted on by KK-21071216-0

Hi everyone,

I’ve implemented an SPFx web part that captures the clicked element (folder name) on a SharePoint page and passes it to a Copilot agent via query string. The Copilot agent reads this value and stores it as a global variable.

The agent uses a SharePoint document library as its knowledge source, which contains multiple folders and subfolders. My requirement is:

When the SPFx web part sends a folder name, I want the Copilot agent to restrict its knowledge scope to only that folder—so all responses should be based solely on documents within that folder.

I’m looking for a way to implement this with minimal customization. Ideally, I’d like to avoid re-indexing the entire library or creating separate agents per folder.

Has anyone tackled a similar scenario? What’s the best way to dynamically filter the knowledge base in Copilot based on a folder name passed from SPFx?

Thanks in advance!

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Romain The Low-Code... 2,562 Super User 2026 Season 1 on at

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hello

at my knowledge, using instruction to tell "use only this folder" as never worked.

what i do "not dynamically" is that you can have a data source per folder in copilot studio : you can add a sharepoint libary with the folder in the url and it will target the url of the library, instead of full library, use this often to have good agent : not target full lib but use few topics to target folder.

Doing this dynamically i m not sure it's possible :)

hope this help

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Luca-Bergmann 8 on at

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Hey there,

i have the exact same requirement and still having trouble to implement it.

From what i found only the way to go is work with an individual topic and pass the selected folder url dynamicly to "create generative answers" and under classic data you can specify the sharepoint-url to the folder.

Sadly for me the bot always response with "i cant find any data".

You had success on this topic?

sources: Dynamically Querying SharePoint Paths with Copilot Studio Agents | Blog about anything related to my learnings

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S-Venkadesh 1,214 Super User 2026 Season 1 on at

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Hi @KK-21071216-0,

I tested this scenario using two folders—Bills and Prescription—within the SharePoint library Copilot Knowledge, and it produced the expected results.
While adding the knowledge sources, I used the Browse option instead of pasting the URL to ensure better accuracy.
Knowledge sources configured:

Knowledge source 1: SharePoint Library → Copilot Knowledge → Folder → Bills

Knowledge source 2: SharePoint Library → Copilot Knowledge → Folder → Prescription

Instructions added to the agent:

If the user asks about bills, use the Bills knowledge source.

If the user asks about prescriptions, use the Prescription knowledge source.

Please refer to the screenshot below for the test results.

Note: For SPFx scenarios, customize the instructions based on your specific use case and application logic.

Steps to add Knowledge Source:

Instructions:

Output:

I hope this information helps! If it does, please consider giving a 👍.
If this solved your issue, please mark it as ✅ Verified Answer
Best regards,
S-Venkadesh

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