Feature available to administrators only.
A condition is a rule made up of:
A name
One or more trigger rules
A scope (local or global)
Examples
Add an approval step if the contract amount exceeds a certain value
Adapt clauses based on the counterparty’s legal status
Attach a different file depending on the project’s amount
Conditions are defined when creating or editing a template, but remain accessible in Tomorro’s dynamic components.
Create a condition
Open the relevant template
Go to the section you want to make conditional
Click Create a condition
Define the trigger rules
Field: e.g. “Contract amount” or “Client type”
Value: e.g. “Greater than 10,000”
Combine multiple rules using AND or OR
If the desired smart field doesn’t exist, you can create it via “Create a smart field.”
Name the condition
A name is generated automatically, but you can edit it as you wish.
Choose the condition type
Local: usable only within the current template
Global: reusable across all your templates
Then click Save.
Manage existing conditions
View a condition
Hover over its name in the template to see the rules.
Edit a condition
Click on its name, then click the ✏️ icon.
Warning: Any changes will apply everywhere this condition is used.
Delete a condition
Click on the condition’s name, then click the 🗑️ icon.
Replace a condition
You can replace a condition at any time, or create a new one from the dropdown menu.
Examples of conditional sections
Conditional approval process
Conditional text or clause
Conditional participant
Conditional attachments
Project creation
When a user creates a project from a template that includes conditions:
Some key fields (amount, client type, language, etc.) must be filled in.
Conditions will automatically trigger based on those values.
Result: The project generates the right content, at the right time, without the user needing to make any manual adjustments.