🙋 What is a condition?
ℹ️ On Tomorro, a condition is a rule or set of rules that can be defined to trigger automatic actions on one or more project types.
Each condition therefore has
a name,
a trigger rule(s)
and a scope of application.
🎯 The goal is to make content or workflows variable according to the data in your contracts and/or those of your counterparties.
Let's explore a few examples:
Automatically add an additional approval if a contract exceeds a certain amount;
Insert different clauses depending on the status of the counterparty without multiplying contract templates;
Attach a file in a different language depending on the project.
🤔 What for?
More concretely, the use of conditions makes it possible to vary :
an approval workflow,
the partial (or total) content of a document (contract),
the content of an attached file.
the addition of participants to a model's projects
📝 How to get there?
Conditions are controlled upstream of project creation, when a template is created.
💡 Using a condition in Tomorro means defining variable content or workflows based on project and/or counterparty data.
👉 Go to one of your templates to set the parameters.
✅ Create a conditional approval workflow
👉 Find out here how to define approval workflows that vary according to project and/or contractor.
🔤 Add conditional text
👉 Find out here how to display text that varies according to the project and/or co-contractor.
🏷️ Add a conditional clause
👉 Adding a conditional clause is very simple, and works in the same way as for plain text. Just click here.
📎 Attach a file conditionally
👉 Find out here how to attach different files depending on the project and/or contractor.
⚙️ Configuration
Regardless of what you use it for, you will always create a condition the same way, via this menu, which is accessible from all the conditional features described above:
1️⃣ Fill in the information relating to the condition trigger rule:
The smart field: a criterion, for example an amount or a type of customer.
The value: the condition to be met to trigger the condition, for example "greater than 50,000".
"Add a rule": combine conditions and choose whether they add up (select "OR") or complement each other (select "AND").
Note: if the field you wish to use as a condition criterion does not appear in the drop-down list, you can create it by clicking on "Create a smart field" in the drop-down list.
2️⃣ A name is automatically generated; you can change it in the "Condition name". It is only visible to administrators in the template.
3️⃣ Choose the condition type, local or global:
If you choose "Local", your condition will only be usable in the template you are in when you create it. It is considered to be specific to this template.
If you choose "Global", you will be able to re-use this condition in all your templates. It is considered to be useful for other templates.
4️⃣ Finally, simply save the condition by clicking on "Save this condition".
✏️ Using and editing
When a condition is used, it can be consulted at any time: simply hover over its title.
It can also be modified. Click on the title and then find the condition in condition library which appears as follows:
Click on the Pencil icon and make your changes.
🚨 WARNING: UPDATING A CONDITION WILL BE EFFECTIVE EVERYWHERE THIS CONDITION IS USED!
🔄 Change condition
You can replace the condition with any of your local or global conditions from the drop-down menu.
You can also create a new condition from the drop-down menu to replace the existing one.
👏 Well done! You now know how to use conditions. |