Feature available to administrators only.
Conditions allow you to automate the behavior of a contract type based on specific data (amount, client type, language, etc.).
They automatically adapt:
The content of a template (clauses, texts)
An approval workflow
Participants
Attached files
Certain parameters of the creation form
Understand how a condition works
A condition is composed of:
A name
One or more triggering rules
A scope (local or global)
Examples:
Add an approval if the contract amount exceeds €10,000
Adapt a clause based on the counterparty's legal status
Attach a specific file depending on the client type
A condition can be created:
directly from Dynamic components
from a section of a contract type that you want to make conditional
In all cases, conditions remain centralized in Dynamic components, where you can view and edit them.
Create a condition
Go to Dynamic components, or
Open a contract type and navigate to the section you want to make conditional
Click Create a condition
Define triggering rules
For each rule:
Select a field (e.g. contract amount, client type)
Define a value (e.g. greater than 10,000)
Add additional rules using the AND or OR operators
If the smart field does not exist, create it via "Create a smart field."
Name the condition
A name is generated automatically.
You can modify it to make it more explicit.
Choose the scope
Local: usable only in the current contract type
Global: reusable across all your contract types
Click Save to finalize.
Use or edit an existing condition
View a condition
Hover over the condition name in the template to display its rules.
Edit the condition
Click on its name
Click the ✏️ icon
Any modification automatically applies everywhere the condition is used.
Delete a condition
Click on the condition name
Click the 🗑️ icon
Replace a condition
From the dropdown menu, you can:
Select another existing condition
Create a new condition
Sections that can be made conditional
Conditions can apply to:
An approval workflow
Template text
A clause
A participant or attached files
Generate a contract with conditions
When a user creates a contract from a contract type containing conditions:
The fields used in the rules (amount, client type, language, etc.) become mandatory during creation
Conditions activate automatically based on the entered values
Conditions will automatically trigger based on those values.
Result:
The contract automatically generates the correct content, approval workflow, and parameters, without any manual intervention from the user.