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,
or 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)
⚠️ A condition always applies to an entire element of the contract type: a template text block, an entire clause, a participant, an attached file, an approval block or an approver.
It cannot apply to a portion of a clause: to apply a condition to a passage of text, the clause or block containing it must encompass the entire content concerned.
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
📌 The Oro agent can do this for you: select a passage of the contract type, then click Suggest condition with AI in the condition selector. Oro matches the text to an existing condition or suggests a new one, which you validate with Accept suggestion or dismiss with Dismiss. This action depends on your plan and cannot be done from the Oro agent chat. For details, see the article Automatically extract conditions from a contract template. See all the agent's actions in the article Delegate actions to the Oro agent.
Go to Dynamic components,
Open a contract type and go to the section you want to make conditional.
Click Create a condition
The creation panel is structured in two parts:
IF: define the triggering rules
THEN: preview the expected result when the condition is met
The Suggest condition with AI entry is also available directly in the condition selector.
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
A condition uses a single operator for all its rules: if you choose Or between two rules, all the rules of the condition are linked by Or. It is therefore not possible to combine And and Or in the same condition.
If the Smart field does not exist, create it via "Create a Smart field".
💡 The interface warns you when you use a text field in a rule: it can lead to mistakes. Use a selector instead whenever possible.
Name the condition
A name is generated automatically.
The name is editable directly in the header of the panel. You can modify it to make it more explicit.
Define the scope
Local: usable only in the current contract type
Global: reusable across all your contract types
Save the condition
⚠️ This choice is not fully reversible: a Local condition can be switched to Global at any time, but a condition saved as Global can never be switched back to Local.
Use or edit an existing condition
View a condition
Hover over the condition name in the template to display its rules.
Fix an invalid condition
If a smart field used by a rule is deleted, the condition becomes invalid and displays: "A smart field used in this condition is missing. Update the rules to fix this condition." Reopen the condition and replace the missing field.
Edit the condition
Click on its name
Click the ✏️ icon
Any modification automatically applies everywhere the condition is used.
If the condition is global, an additional confirmation reminds you that the update may impact everywhere it is used.
Delete a condition
Click on the condition name
Click the 🗑️ icon
A confirmation window opens. It shows how many times the condition is used and asks you to type the word "Delete" to confirm.
⚠️ Deletion is irreversible: the condition is removed from every contract type that uses it. If it is not used anywhere, the window confirms it and you can delete it safely.
Replace a condition
From the dropdown menu, you can:
Select another existing condition
Create a new condition
Examples of sections that can be made conditional
Conditions can apply to:
An approval workflow
Template text
An entire 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.