Easily Delete Conditional Fields to the Benefit Plan

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Add fillable fields and allocate them to a certain recipient.
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How to Delete Conditional Fields to the Benefit Plan

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hi youre here because you need to conditionally delete rows in an Excel table and you dont want to go to the basic coding to do it being faced with a situation few months ago I came up with a way to use the remove duplicates feature to do this so theres no coding involved just one simple little formula and it works great so without further ado here we go so the idea here is first first thing we need to do is create a column that has a unique value for every one of these records and were going to use that to determine whether theres duplicate or not so were going to start with the column D here and were going to name it unique if you put yourself in or your cursor then in cell d2 type the number one and then were going to fill down were going to use the fill feature to fill down and give everybody a duplicate value there so Im going to hover over that lower left-hand corner lower right-hand corner so were about that get that skinny plus sign Im going to hold my control key c

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How does conditional logic work in ?

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

How do I set conditional formatting in ?

In the properties panel, expand the Conditional Fields section and click Create Rule. Select the fields you want to show to the recipient when they trigger the rule. You can select as many fields as you like, of any type, as long as they are assigned to the same recipient as the trigger field.

How do I hide information in ?

In an envelope or template, you can set a property on any Text field to hide the field data. In your envelope or template, place a text field on your document. Select the text field to open the properties panel. Expand the Formatting section. Mark the formatting option Hide text with asterisks.

What is conditional routing in ?

Conditional routing is the first feature released as part of the Advanced Recipient Routing add on for eSignature. This new suite of capabilities will help you automate your eSignature process. Conditional routing lets you route an envelope to different people based on envelope data.

What is the visibility feature in ?

Document visibility allows senders to control which documents each recipient can see in an envelope with multiple documents. Note: A document cannot be hidden from a recipient if the recipient has tabs assigned to them on the document.

Can you make fields optional in ?

You can place optional fields for your recipients to consider. Most often, you want to use an optional signature or initial field. Sometimes you want to place optional fields for your recipients to consider.

How do you hide fields in ?

You can hide sensitive data in a text field, such as a social security number, on a document, by applying the Hide text with asterisks property.

How do I change visibility in ?

This comprehensive tutorial will help you understand how Document Visibility in works and how to set it up. Step 1: Go to Sending Settings. Step 2: Decide What you Want to Happen. Step 3: Create an Envelope Add Fields. Step 3B: Activate Document Visibility in the Envelope (Optional)

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