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Create a smart field

How to create and edit smart fields in Tomorro?

Feature available to administrators only.

Define a smart field

A smart field is a variable inserted into a template or used in a contract.
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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:

  • The 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 with the information to fill in.

Configure the settings

  • Field name: this name will be visible when filling in, both in the summary sheet and in the document template.

  • Field type: select from the available types (text, number, date, selectors, etc.).

⚠️ The type can no longer 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 instructions: you can add an explanatory message to guide the AI and improve its relevance.

💡 Use case: prevent the AI from identifying your own entities as the counterparty. On the native Counterparty name field, add AI instructions listing the names that should never be picked as the counterparty (parent company, subsidiaries, brands, legal variants). For example: "The counterparty cannot be called Tomorro, Leeway, Leeway SAS, which are aliases of my company." Oro will treat these names as entities internal to your group.
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This native field is available in Dynamic components, in the AI Guidelines column.

Edit an existing smart field

  • Open the relevant field

  • Update the information in the side panel

  • Click save

For selector fields (single or multiple choice), editing options has been simplified:

  • your search is kept while editing the options

  • an administrator can bulk remove unused options via the Remove unused options action: an option is considered unused if it is not used in any contract, contract type, or condition

Before saving, a summary is displayed: unused options will be permanently removed when you save, while options used in a contract, a contract type, or a condition will be kept.

The type of a field can no longer be changed once the field is created unless the field is not used in a contract.
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If needed, you can always delete the field and recreate a new one.

Translate a field

To translate a smart field, see this article.

Add a language to a selector field
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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 field

  • Once all information is completed, click "Save this field" in the bottom-right corner.
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Duplicate the field

  • Click Actions, then Duplicate field.

Delete a field

  • Click Actions, then 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.

Merge duplicate smart fields

As an administrator or manager, you can merge two duplicate smart fields into one, from the Smart fields screen (in Dynamic components).

To merge two fields:

  • Select exactly two fields (at least one must be a smart field)

  • Confirm via Merge smart fields

Before applying the merge, a preview shows the number of impacted items in:

  • the contracts

  • the contract types

  • the conditions

  • the counterparties

To be merged, the two fields must:

  • be of the same type (merging is available for text and date types)

  • have the same assignment: both linked to the contract, or both linked to the counterparty

The merge updates the contract types, the existing contracts and the conditions involved, as well as the counterparties for counterparty-linked fields.

The merge is irreversible: once the merge is done, the source field is permanently deleted. It cannot be completed if:

  • the two fields are actually the same field

  • the fields have different types or assignments

  • the type is neither text nor date

  • neither of the two is a mergeable smart field

  • a value conflict exists between the two fields on existing records

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