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# How to update custom fields

Once custom fields are created, you can populate them in two ways: automatically via a workflow that runs when a call ends, or manually by editing an individual call record.

| Before you start: You need at least one custom field already set up. If you haven't created one yet, see [How to set up custom fields](https://help.nimbata.com/en/article/how-to-set-up-custom-fields-1ic8luq/).

# Option A: Assign custom field values automatically via a workflow

### Step 1. Create a new workflow.

* Go to [Workflows](https://app.nimbata.com/workflows).
* Click **+ Add** in the upper right corner.

### Step 2. Set the trigger.

* Select **Call ends** as the workflow trigger.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_1ngwhen.png)

### Step 3. Add a filter.

* Click the **+** button.
* Select **Add filter**.
* Add the criteria that should be met before the custom field is populated.
* E.g. **Calling country** = **United States** to target only US calls.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_5wyyhv.png)

| Depending on the nature of your custom field, you can apply it through the filter criteria or as a standalone action at the end of the workflow.

### Step 4. Add a perform action step.

* Click **+**.
* Select **Perform action**.
* Select the custom field you want to populate.
* E.g. **USA leads**.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_1aaogpd.png)

### Step 5. Set the value and enable the workflow.

* Enter the value to assign in the pop-up (for example, `150` for a lead value field).
* Click **OK**.
* Click **Enable** to activate the workflow.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_13w6lt.png)

# Option B: Update custom field values manually on a call record

### Step 1. Open the call record.

* Go to [Activity > Calls](https://app.nimbata.com/activity/calls).
* Click on the call you want to update.

### Step 2. Edit the field value.

* In the caller's profile panel, locate the custom field you want to update.
* Enter or change the value directly.

Changes are applied automatically; no save button required.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/f/4/5/2f459a49cf382400/image_2g36no.png)

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🎉 Your custom field values are now being populated; either automatically on every qualifying call, or on-demand from the call record.

Detailed guide: [**How to set up custom fields**](https://help.nimbata.com/en/article/how-to-set-up-custom-fields-1ic8luq/) 
Detailed guide: [**How to set up your first workflow**](https://help.nimbata.com/en/article/how-to-set-up-your-first-workflow-q8c5v5/)