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Use conditions in Tomorro

How to use Tomorro conditions to customize and automate actions in your projects, templates, or workflows?

Updated this week

In Tomorro, a condition is a rule you define to automate specific actions in your projects, templates, or workflows.


It includes:

  • A name

  • One or more triggering rules

  • A scope

Purpose

Conditions allow you to automatically customize:

  • An approval process

  • The content of a project (partially or fully)

  • The file attached to a project

  • The addition of participants in a template

Examples of use:

  • Add an approval step if a contract exceeds a certain amount

  • Adapt clauses based on the legal status of the counterparty without creating multiple templates

  • Attach a different file depending on the project’s language

Conditions are available in Tomorro's dynamic components.


Functionality & Configuration

Conditions are defined when creating or editing a template.

They allow content or processes to vary based on project or counterparty data.

To create one, open a template in Tomorro and go to the conditions settings.

Defining Trigger Rules

  • Field: e.g., “contract amount” or “client type”

  • Value: e.g., “greater than 50,000”

  • Add multiple rules using AND / OR options

If the desired field doesn’t exist, you can create one via “Create a smart field”.

Naming the Condition

A name is automatically generated, but you can edit it.
This name is only visible in the template and to administrators.

Choosing the Condition Type

  • Local: only usable in the current template

  • Global: reusable across all your templates

Saving the Condition

Using and Modifying a Condition

Once a condition is added to a template:

  • You can view it anytime by hovering over its name

  • You can modify it by clicking its name and then the edit icon

Any modification will apply to all instances where the condition is used.

Replace a condition

You can replace a condition at any time or create a new one from the dropdown menu.

Specific use cases

Set up a conditional approval workflow

See here how to define approval workflows.

Display Conditional Text


Add a Conditional Clause

Attach a Conditional File

See here how to attach different files based on the project and/or counterparty.


Project Creation

Once the conditions are set up in the template, your team members can automatically generate the correct content when creating a project.

When a user selects a template containing conditional content (text, clause, file, participant, etc.), specific data must be provided to activate the defined rules.

For example, if a clause is only shown when an amount exceeds a threshold, that amount must be entered when creating the project.

Depending on the values entered at this stage, conditional elements will or will not appear in the generated contract.

This mechanism ensures that each project uses the right content, tailored to the context, without requiring the user to make extra choices or manage multiple template versions.

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