Improve WorkIQ skill with 0816 guidance and metadata filtering - #190
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Update the skill to the 0817 baseline combined with MCS metadata filtering optimizations. Co-authored-by: Copilot <[email protected]>
Remove contradictory completeness and retry guidance, make metadata enumeration host-neutral, and centralize the detailed workflow in its reference. Co-authored-by: Copilot <[email protected]>
This reverts commit 2a642e9.
Make governed scope query-specific, clarify continuation paging, rehydrate traversal candidates, and separate absent columns from empty values. Co-authored-by: Copilot <[email protected]>
Replace MCS-specific KnowledgeSearch references with host-neutral SharePoint search wording. Co-authored-by: Copilot <[email protected]>
Generalize indexing and rejected-path instructions and remove internal tracking identifiers. Co-authored-by: Copilot <[email protected]>
Avoid assuming a code interpreter is available and refer to host-provided code-writing or calculation tools instead. Co-authored-by: Copilot <[email protected]>
Replace the version-specific reference with the named policy section and summarize the required stop behavior inline. Co-authored-by: Copilot <[email protected]>
Document the validated two-hop drive and item addressing sequence, unsupported path forms, and bounded discovery fallback. Co-authored-by: Copilot <[email protected]>
Treat retrieved M365 content as untrusted data, avoid replaying mutations with ambiguous outcomes, and prevent upload-session credentials from appearing in model output. Co-authored-by: Copilot <[email protected]>
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Darrel (darrelmiller)
approved these changes
Sep 8, 2026
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This updates the WorkIQ skill to the latest 0817 version, combined with MCS optimizations for SharePoint metadata-filtering scenarios. The merged guidance distinguishes document-content search from library-column queries, resolves display names to internal column names, handles indexing and pagination constraints, verifies per-result status codes, and prevents incomplete or inferred metadata from being presented as authoritative.
The P1 review findings are addressed in this revision. Governed and ungoverned populations remain, while the governing column and criteria are resolved through
/columnsfor each query andOwner ne nullis only an ownership-specific example. The agent follows accepted@odata.nextLinkcontinuations and falls back only when a continuation specifically rejects$skiptoken; no first page is treated as a total. Folder traversal is explicitly candidate discovery whose results require list-item field rehydration, with limitations disclosed when WorkIQ cannot resolve that relationship. Column absence is proven only by/columns, while all-empty conclusions require a complete candidate set and partial results state their coverage.The update also adds portable safety improvements identified while adapting the skill in another host. WorkIQ and M365 results are treated as untrusted data rather than instructions or authorization. Mutations with null, timed-out, or otherwise ambiguous outcomes are not replayed; the agent reconciles with a safe read when possible and reports an indeterminate result otherwise. Upload-session URLs are treated as temporary preauthenticated credentials and are never returned in model output; only non-secret session metadata may be reported.
Tenant-specific indexing assertions and internal incident or work-item identifiers were removed, while recovery guidance now reacts to errors observed from the current library and endpoint. Host-specific assumptions were replaced with capability-neutral guidance, and SharePoint or OneDrive file operations use stable drive and item identifiers with bounded fallback. Broader regression testing is still underway, with no obvious caveats or collisions observed so far.