Dynamic tables are advanced tools that allow you to insert a variable number of rows into a table, with customized data based on your needs.
This feature is especially useful for contracts that contain product lines or references where the number of items cannot be predefined.
Configure a dynamic table
The configuration of a dynamic table must be done by administrators through templates. Here’s how to proceed:
Step 1: Access a template
Log in to your Tomorro account.
Go to the Template tab.
Choose the quote or purchase contract template you want to configure.
Step 2: Insert a dynamic row
In the editor of the chosen template, locate your table.
Click the Add Dynamic Row option, located next to the standard row insertion option.
This dynamic row will repeat as many times as needed during contract negotiation.
Step 3: Define the data type
Once the dynamic row has been added, define the type of data it will contain.
Create a custom object for the table. For example, you could name it Products Sold.
Define the expected properties or columns in your table, such as:
Product Name
Product Description
Unit Price (number format)
Quantity (number format)
Total
Step 4: Insert the properties into the table
In your table, insert the properties of the object you created:
In the Products column, insert the name and description.
In the Unit Price column, insert the unit price.
In the Quantity column, specify the quantity.
In the Total column, calculate the total.
Each row added during contract generation will contain these same properties, ensuring maximum flexibility.
Use dynamic tables in a project
After configuring your dynamic table, you’ll be ready to use it in your projects. Here’s how:
Create a new project or open an existing one.
Add a contract using the template you configured.
When generating the contract, you’ll be able to add as many rows as necessary using the predefined properties.
Dynamic rows are easily identifiable thanks to a green label on the side of the row.
Usage Tips
Missing properties: If some properties don’t appear when generating the contract, check that you correctly defined them when setting up the object.
No dynamic row added: Make sure you clicked the Add Dynamic Row option in the table.
Formatting issues: If the data doesn’t display properly, make sure the formats (number, text) are correctly defined in the object’s properties.
Please follow the interactive demo to set up your first dynamic table.