Agreement Rules No Longer Working

Hello ​@Mellow, 

Thank you for reaching out here in the Docusign Community! It’s great to have you here. I understand that you are having issues with cloud archiving and spreadsheet export using Agreement Actions, specifically those that are “Powered By Maestro”. We know how important this process is to your workflow, and we are happy to assist.

To clarify, when you save an Agreement rule that uses an Archive to, Docusign creates and publishes a system workflow in Maestro that represents that rule. This conversion happens automatically:

• The rule appears in the Agreement Rules list in the Agreement Actions Admin view, using the same configuration UI you use today.
• In the Agreement Rules list, these rules are labeled to indicate they are powered by Maestro.
• The underlying Maestro system workflow:
Does not appear in your Maestro Workflows list.
Does not count against your standard Maestro workflow allowance.

From an administrator's perspective, you still create and manage a "rule." Behind the scenes, Maestro is now responsible for running it.

However, to better assist you, we suggest creating a case with us: https://support.docusign.com/s/contactSupport?language=en_US. Once created, you can request a share screen session or provide sample envelopes or templates used for your Agreement Actions. We have a dedicated support team that can troubleshoot this issue in real time.   

Please check this article: Agreement Actions and Workflow-Powered Rules

Thank you, and have a great day ahead! 

Best Regards, 

Luke | Docusign Community Moderator
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Hello ​@Mellow, 

I just want to check if you were able to see my last response, or if you have successfully resolved this matter by opening a case with us.

Let us know if you have any other questions. 

Thank you, and have a great day ahead. 

Best Regards, 

Luke | Docusign Community Moderator

 

Hello Luke,

I’m still having this issue so I’ve reached out to our case manager to see what can be done to resolve the bugs with the Rules. Thank you.

Hello ​@Mellow, 

Thank you for the heads up! If you'd like us to follow up on your concern, provide the case number via Private message, and we’ll do our best to expedite the matter internally. 

However, if you have other concerns, don’t hesitate to post here in the community. We’re here to help! 

Have a wonderful day ahead. 

Best Regards, 

Luke | Docusign Community Moderator

Hi Luke,

Met with the team today and wanted to share here for others visibility. Agreement Action Rules only work for Admin level users currently since they are powered by Maestro. That’s why they weren’t working. 

Hi ​@Mellow,

Thank you for sharing this valuable update here in the community!

We agree with your findings. Agreement Actions powered by Docusign Maestro requires administrator-level permissions to deploy and execute. We appreciate you highlighting this information for the rest of the community members who may be troubleshooting similar workflow setups.

Have a great day ahead! 

Best Regards, 

Luke | Docusign Community Moderator