Troubleshoot project-policy previews and saved rules

Distinguish an unavailable preview, a project-policy restriction, and stored rule configuration. Tenant-authored rules are not evaluated by this preview, even when Stored enabled.

Purpose

Diagnose the limited preview without weakening safeguards or treating saved rules as an execution engine.

Who this is for

Authorized members troubleshooting a preview, and owners or admins correcting stored configuration.

Prerequisites

A verified session with project-policy preview permission.
The current project, explicit action, risk, and channel choices.
Owner or admin access for any stored rule changes.

Steps

Check the current workspace and wait for its project list. If loading fails or access is refused, check your session and choose Refresh policy configuration.
In Preview project policy, explicitly choose a project, action, risk, and channels or No external channel, then choose Preview policy.
Read the project-policy reason. Blocked and Needs approval are limited policy answers; More checks needed is not permission to run.
Read Not evaluated and Not checked. Provider readiness, budget, plan coverage, privacy, evidence, and autonomy were not verified.
Treat rule enabled settings, approvers, and schedules as stored configuration only; changing them does not change the project-policy verdict.
For incorrect saved fields, an owner or admin can edit or inspect History and restore an earlier saved version. Verify the saved configuration separately.

Expected result

You can distinguish a limited verdict from no answer, and saved configuration from enforcement. No action or approval request is executed by troubleshooting the preview.

Verification

Unavailable or refused access shows no previous answer or project choices.
The result never claims full readiness or that tenant-authored rules ran.
Saved fields and history match intended configuration; no preview is treated as an approval queue entry.

If something goes wrong

An enabled rule has no effect on the preview: Expected: there is no tenant-authored rule evaluator here. Do not toggle rules to manufacture a desired result.
A project-policy answer is blocked or needs approval: Review the declared action and the project's stored approval policy. A locked action still requires a human gate; the preview never grants it or queues approval.
The result disappears after a change: This prevents stale answers. Re-select the current declaration and explicitly preview again.
The estimate is unknown: No units were declared. You may enter a whole-number estimate, but budget and plan coverage remain unknown.

Permissions

Owners, admins, developer API users, and integration managers may preview policy. Only owners and admins can edit, enable, duplicate, or roll back stored rules.

Support

If access or configuration cannot be recovered, ask a workspace admin first. Share the visible error with support, not credentials or private rule content.