Upgrade Docusign Legacy buttons from Javascript to URLFOR

Due to recent Salesforce security changes, DocuSign buttons can no longer use JavaScript to generate and send documents for signature. 

To replace legacy JavaScript custom buttons for DocuSign in Salesforce Classic, you must convert them into standard URL buttons using the {!URLFOR()} formula function or migrate to the native DocuSign Envelope Configurations click-to-build interface. 

Salesforce entirely blocks custom JavaScript buttons due to security vulnerabilities, meaning old scripts like {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} will no longer execute.

You will need to repeat the steps below for all Objects where DocuSign is used. 

Step 1: Create Fields to be used in DocuSign as Formula Text Fields 

Navigate to Setup

Go to the Create > Objects > Quote menu

First, you will need to create Formula Text fields to pull any of the text data values that you want populated on the Quote document. In the example below we are only creating fields for First Name and Last Name. Address data already exists on the Quote object. 

Your Formulas will pull from the Prospect object data for Primary First Name and Primary Last Name. 

Step 2: Update the Content Source on the Button

Next you will Navigate to the DocuSign Status Object 

Hover over the Buttons, Links and Actions menu

Click Edit next to the Send Quote with DocuSign button

Here you will change the Content Source from Javascript to URL 

Then update the Formula to the following: 

{!URLFOR('/apex/dsfs__Docusign_CreateEnvelope', null, [SourceID=i360__Quote__c.Id])}
&DSEID=0
&LA=0
&LF=0
&OCO=
&CEM=Please+sign+for+{!i360__Quote__c.Name}
&CRL=Email~{!i360__Quote__c.i360__Prospect_Email_Address__c};FirstName~{!i360__Quote__c.First_Name__c};LastName~{!i360__Quote__c.Last_Name__c};Role~Signer 1;

NOTE: If you want other data pulled on the document, you will need to create those Formula text fields and add them to the button query. 

The above instructions are for the Quote object and Button. You will need to repeat this process on the Sale and/or Project if you want to send DocuSign documents for signature from the Sale or Project objects.