Feature available to administrators only.
Define a smart field
A smart field is a variable inserted into a template or used in a contract.
It allows you to:
Structure contract information
Populate the summary sheet
Trigger automations
👉 To understand the available formats, see: The different types of smart fields.
Create a smart field
Smart fields complement the native fields already provided by Tomorro.
Access a creation point
A smart field can be created from:
Dynamic components
The editor of a template or a contract
The automations of a contract type
The summary sheet of a contract type or a contract
Create a new smart field
Click "+ New smart field".
A side panel opens where you can configure the field.
Configure the settings
Field Name: This name will be visible during form filling, both in the summary sheet and in the document template.
Field Type: Select from the available types (text, number, date, dropdowns, etc.)
⚠️ The field type cannot be changed after creation if the field is already used in a contract or in a condition.
Linked data: choose where the field information will be stored.
Linked to the contract: the value will be stored only in the relevant contract.
Linked to the counterparty: the value will be stored on the counterparty profile and reusable across all their contracts.
Help text (optional): you can add an explanatory message that will be displayed when filling in the field, to guide the user.
AI guideline: you can add an explanatory message to guide the AI and improve its relevance.
Edit an existing smart field
Open the relevant smart field.
Update the information in the side panel.
Click Save.
The field type cannot be modified once the field is created, unless it has not been used in a contract.
If needed, delete the field and create a new one.
Translate a smart field
To translate a smart field, refer to the dedicated article.
Add a language to a selector field
If the field is a single-choice selector or a multiple-choice selector, the options must be translated manually.
Translating the field name does not automatically translate the options.
Save the smart field
Once all information is completed, click "Save this field" in the bottom-right corner.
Duplicate a smart field
Click on Actions, then select Duplicate smart field.
Delete a smart field
Click on Actions, then select Delete field.
If the field is used in one or more contract types, it will be permanently deleted from all contract types and all existing contracts.
A written confirmation will be required before deletion.
If the field is used in a condition (dynamic rule), it cannot be deleted. It must first be removed from the relevant conditions.