In Tomorro, a smart field is a variable you can insert into your project templates.
It helps your teams complete projects more efficiently and allows you to centralize key information, accessible from each project or directly from the contract repository.
Only administrators can create custom fields, which complement the standard fields already provided by Tomorro.
Create a custom smart field
Access Dynamic Components
From the main menu on the left, click on the "Dynamic Components" tab.
Click on "Smart fields" section
Click on "+ New smart field"
A side panel will open with the required information to fill in.
Fill in the field details
Field Name: This name will be visible during form filling, both in the summary sheet and in the document template.
Help Text (optional): You can add an explanatory message that will be shown during form filling to guide the user.
AI Help Text: You can add a message to help the AI provide more accurate suggestions.
Associated Object: Choose where the field should appear:
Linked to the counterparty: visible in counterparty profiles and in the summary sheet.
Linked to the project: visible in project sheets.
Field Type: Select from the available types (text, number, date, dropdowns, etc.)
To learn more about the different types of fields and how to use them, check here: Types of smart Fields.
Save the Field
Once all the information is filled out, click “Save this smart field” at the bottom right.
Editing an Existing Field
To edit a custom field:
Open the concerned smart fields in the Dynamic Components tab
Update the information in the side panel,
Click on save
The field type cannot be changed after the field is created unless that field is not used in any project.
Make sure to choose the correct type from the start.
If needed, you can always delete the field and create a new one.
Use fields in templates
Once created, your custom fields can be inserted into document templates. They will be filled out automatically : either by your team or by your counterparties, depending on the use case.
