Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Copilot Studio - General
Unanswered

Retrieving matches from more documents in SharePoint

(0) ShareShare
ReportReport
Posted on by 26

I have a SharePoint site connected to my PVA bot. The site contains a whole lot of policy and standard documents. Some documents detail the policy. Some simply mention that it exists. When I ask a question using a key phrase I am getting one or two references back in the answer but none of them are pointing to the base policy. How can I force the bot to provide all the results?

Categories:
  • geofbirchall Profile Picture
    26 on at
    Re: Retrieving matches from more documents in SharePoint

    @HenryJammes I did resolve the issue. First to answer your questions, yes there is a base document that has all the details of the policy, for example Whistleblower policy. Then in other policies there were references that were simply the name of that policy, not a hyperlink. They are in the same library. The problematic document came to me from HR, it was formatted in the weirdly teenage girl way that HR sometimes likes to do with many fonts and font colours etc. I suspected there was some kind of antitamper metadata in the file that could have blocked the bot from reading it so I ported out the content into a text editor and stripped out all the formatting and meta data and then saved it back as a docx. This time it was found by the bot.

  • HenryJammes Profile Picture
    on at
    Re: Retrieving matches from more documents in SharePoint

    That's an interesting use case. So you have documents that reference other documents, and the references to the latter are not returned? I guess they're not considered as citations as the answer was generated based on the former. Are they just referenced by title or do they contain the full URL to these base documents? Are they stored in the same location/library?

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

🌸 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…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Copilot Studio - General

#1
Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 25

#1
Pablo Roldan Profile Picture

Pablo Roldan 25

#3
stampcoin Profile Picture

stampcoin 10

Overall leaderboard