jeudi 27 mars 2014

DocuSign / Salesforce integration - tags not appearing with template


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I have a custom button in SalesForce to use the "One Click Option" Send Now feature. The button also specifies to use a template with tags already in it.


If I login to DocuSign and preview the document as the sender would see it, I can see the tags.


However, when I send a request from SalesForce using the Send Now feature, the tags are not visible when the signer views the documents. I know that the sender can tag the fields in SalesForce, but that seems to defeat the purpose of having a template with the tags already present.


Does anyone have a solution for this?


Here is the custom button code.


{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} //*** Option Declarations (Do not modify )***// var RC = '';var RSL='';var RSRO='';var RROS='';var CCRM='';var CCTM='';var CCNM='';var CRCL=''; var CRL='';var OCO='';var DST='';var LA='';var CEM='';var CES='';var STB='';var SSB='';var SES='';var SEM='';var SRS='';var SCS ='';var RES=''; //***************************//


// One Click Option (default edit envelope screen) OCO = 'Send'; //Ex: Tag CRL = 'Email~{!New_Hire_Checklist__c.Correspondence_Email__c};FirstName~{!New_Hire_Checklist__c.First_Name__c};LastName~{!New_Hire_Checklist__c.Last_Name__c};Role~Applicant' DST = '6005ADE1-54B2-4215-B060-C15E5821A695'


//*** Page Callout (Do not modify) ***// window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!New_Hire_Checklist__c.Id}&RC="+RC+"&RSL="+RSL+"&RSRO="+RSRO+"&RROS="+RROS+"&CCRM="+CCRM+"&CCTM="+CCTM+"&CRCL="+CRCL+"&CRL="+CRL+"&OCO="+OCO+"&DST="+DST+"&CCNM="+CCNM+"&LA="+LA+"&CEM="+CEM+"&CES="+CES+"&SRS="+SRS+"&STB="+STB+"&SSB="+SSB+"&SES="+SES+"&SEM="+SEM+"&SRS="+SRS+"&SCS="+SCS+"&RES="+RES; //***********************//



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