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There looks to be an omission in sandbox for IAM, which we have purchased as part of Enterprise IAM edition, for development of our own workflows to showcase IAM to our customers, partners and prospects.

Standard Operating Procedure for us, as with generally accepted software practice, is to develop in a sandbox and then, once proven, migrate to production. This we have done historically with template development for esignature for example.

It seems that the functionality to transfer is not available, forcing replication of a sandbox to production by manually keying configuration into a production environment.

This is by no means straightforward when a multi step Maestro workflow has been developed...laborious and error prone.

This will inevitably consume customers purchased production capacity as manual errors are corrected as testing continues in the production environment prior to signing off go live…

Are we missing something?

Can a Maestro workflow be developed in sandbox and then downloaded/uploaded to production?

Kind regards

Peter Woodward, Executive Director, Apposite Technology Partners, Platinum Docusign Distributor.

Anyone else seeing this issue? Feel free to reach out to me at ****************@*****itech.com

 

Hello ​@PAW,

Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing this question to our community.

Yes, a Maestro workflow can be developed in a Docusign demo (sandbox) account and then downloaded and uploaded to a production account. You would export the workflow from the demo account and then import it into the production account. After importing, you can validate that all steps will work in production and publish the workflow.

Please check this link for more information: Export and Import a Maestro Workflow

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

 

Hello ​@PAW,

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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