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Filter on knowledgesources

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Posted on by Vaishnavi18

I want to apply filter on knowledge sources before getting a response from the agent.

Lets say i have 4 files in sharepoint - with column tags, HR and IT. 2 files are tagged HR and 2 files tagged as IT.
I add these 4 files to knowledge.
When I use the agent, it should recognize my job title(I have done this with power automate workflow to get job title), if the job title is HR, it should only refer to the 2 files tagged with HR.

I have not been able to achieve the step where I can apply filter to the knowledge source.
Any help is much appreciated.

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Romain The Low-Code... 487 on at

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Filter on knowledgesources

At the moment : document sharepoint properties are ignored.

It's better to target the document by folder with a topic or sub agent and/or topîcs.

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ChristenC 11 on at

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Filter on knowledgesources

Have you considered creating child agents with a trigger for the job title and have that deploy the child agent to search the correct SharePoint columns?

I have been using child agents that I connect to dedicated knowledge sources-in a similar manner to only deploy when triggered by OEM name values.

As the other person commented about creating separate KB, if you were able to separate them I am confident the use of child agents to provide the correct information would be more accurate. Hope this helps!

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Bezanca 183 on at

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Filter on knowledgesources

Hi @Vaishnavi18

I don’t think there is in-built way of applying filters on connected a knowledgesource, but here’s a workaround that may work for you -

Create 2 separate knowledge sources

KB_Hr - contains all the HR tagged docs

KB_IT - contains all the IT tagged docs

In your flow, you would then get the users department and then do a conditional branch to call only the relevant knowledgesource.

This should work but would get tricky to manage if you add more departments.

Thanks

Adam

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