Using conditions in Tomorro

Customize your Tomorro platform? Yes! Automatically? Absolutely! Use conditions for all your workflows and templates.

Anne-Thaïs avatar
Written by Anne-Thaïs
Updated over a week ago

🙋 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 workflo

👉 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.


🔄 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.

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