Troubleshooting Navigator Core Agent

Resolving issues

Duplicate documents in folder traversal

You submit a request to the Navigator Core Agent to traverse folders and return folder contents. The system may return duplicate documents if the document has been filed in a folder multiple times.

Use document-specific queries or get documents from a specific folder. You can also filter the document results to remove duplicates based on Document ID.

Document path references after rename

Referencing documents by path fails after you rename the document. You get the following error:

"I couldn't retrieve the document at {Path to document}."

Document path references become invalid when the document name changes, as the path includes the document name as part of its identifier. Use the Document ID instead of the document path when you reference documents that you might rename later.

Choice list constraints

When the Navigator Core Agent works with a choice list property, it attempts to use a reasonable value, but sometimes selects one that the allowed options do not include. The LLM returns the following error:

"The update cannot be completed for the document(s) because {Value} is not an allowed value for the {Property Name} property".

The Navigator Core Agent does not recognize that the property contains constrained values and cannot automatically retrieve the list of allowed options. Explicitly specify the allowed values in your prompt. Alternatively, verify the choice list values before you request updates.

Properties dialog not displayed for restricted edits

You select multiple documents in the Workspace and choose Properties from the context menu. The system restricts the edit properties action. The screen appears disabled without explanation. The system does not display the expected dialog: "The properties of the selected items cannot be modified. This can occur when an item includes only read-only properties or when only the name or title of the item is editable. When multiple items are selected, you cannot modify the name or title of the items."

The properties dialog does not display the appropriate error message when the system restricts edits for the selected documents. Manually refresh the browser to continue working.

Duplicate entries in a Workspace with multiple tables

When you open the Workspace based on multiple tables that display the same documents, duplicate entries can appear in the Workspace. For example, when two tables each contain the same 5 documents, the system can display a total of 10 documents instead of 5 (5 originals and 5 duplicates). This duplication can cause unexpected behavior when you select and work with documents, as properties can open in multi-document mode.

When multiple tables reference the same documents, the Workspace displays each document per table reference rather than consolidating duplicate entries. Launch Workspace with a single table. Alternatively, use separate workspace instances for different tables.

Favorites context menu in workspace

In the workspace, if you mark any document in the table as a favorite, the context menu does not display the Add to Favorites or Remove from Favorites options. This applies to all documents in the table, including those that you did not mark as favorites.

The workspace context menu does not properly handle the favorites state when the table contains documents with mixed favorite status. Use the Favorites menu in the main Navigator interface instead of the workspace context menu.

Compare action listed as a custom menu action

When an administrator configures custom menus for a desktop, the Compare action appears in the list of available custom menu actions for the AI Services plug-in. An administrator can add and configure this action for a desktop. However, the Compare action is not supported by this plug-in.

Do not add the Compare action to any custom menus for this plug-in. If you already added it, edit the desktop menu configuration and remove it.

View Versions missing from the workspace context menu

In the Workspace, the View Versions action does not appear in the document context menu by default. The workspace context menu includes View Versions only when an administrator has configured a View Versions custom menu item in the document context menu, from either the IBM® Content Assistant plug-in or the AI Services plug-in.

To make View Versions available, an administrator must configure the action as a custom menu item in the document context menu for the desktop.

Limitations

The following limitations describe expected behavior and design constraints.

Read-only system properties

The system manages certain properties such as Watsonx Summary and Gen AI Date Indexed as read-only. When you include these properties in update requests, the request fails with a permission error. Exclude read-only system properties from update operations.

Compound prompts with multiple tables

The Navigator Core Agent has a limitation when processing compound prompts that request multiple tables. When you use a compound prompt to request multiple tables, columns from one table may appear in the other table. The system populates these extra columns with blank values. To avoid this issue, use separate prompts for each table. Make each prompt a complete, self-contained instruction that specifies all required columns and data.