# Custom fields

Custom fields (also called custom properties) let you add extra data fields to your call records beyond Nimbata's standard information. Once a field exists, you can populate it automatically with a workflow or manually on a call record.

## Create a custom field

You can use custom fields for notes, lead values, classifications, dates, or yes/no flags; and they can be used as filters in reports or as triggers in workflows that send data to integrated apps.

### Field types

- **Text:** A free-text box for comments, notes, or any other information.
- **Number:** For numeric values or quantities (for example, lead value in currency).
- **Yes/No:** A yes/no checkbox.
- **Date:** For logging important dates associated with a call.
- **List:** A drop-down of predefined options; useful for assigning leads to fixed categories.

### Add the field

- Go to [Organize > Fields](https://app.nimbata.com/organize/fields).
- Click **Create**.
- In the **New field** pop-up, select the **Field type**: **Text**, **Number**, **Yes/No**, **Date**, or **List**.
- Enter a **Field name**.
- Optionally add a **Description**; this helps Nimbata's AI understand the field's purpose when used in automated workflows.
- For a **List** field, add its choices under **Options**.
- Click **Create field**.

![The Add New Field panel with a name, a description and the Date type, and Create marked.](https://help.nimbata.com/_astro/01-image_mufarj.CTxfkdCG_Z1tcEnN.webp)

🎉 Your new custom field is now available on all call records and can be populated manually or via a workflow.

Detailed guide: [Fill in custom fields](https://help.nimbata.com/organize/custom-fields#fill-in-custom-fields)\
Detailed guide: [Rules and tasks](https://help.nimbata.com/workflows/rules-and-tasks)

## Fill in 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.

> **Tip:** Before you start: You need at least one custom field already set up. If you haven't created one yet, see [Create a custom field](https://help.nimbata.com/organize/custom-fields#create-a-custom-field).

### Fill fields automatically with a workflow

1. **Create a new workflow**

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

2. **Set the trigger**

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

   ![The workflow Trigger menu with Call Ends selected.](https://help.nimbata.com/_astro/01-image_1ngwhen.DAsxhlDM_Z1LPK9i.webp)

3. **Add a filter**

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

   ![The Calling Country filter set to United States (1).](https://help.nimbata.com/_astro/02-image_5wyyhv.Uaibegea_Pvj2i.webp)

   > **Tip:** 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.

4. **Add a perform action step**

   - Click **+**.
   - Select **Perform action**.
   - In the action block, click **Add task**.
   - In the **Select task** panel, under **Update Field**, select the custom field you want to populate.
   - For example, **USA Leads**.

   ![The Select task panel with the USA Leads custom field marked.](https://help.nimbata.com/_astro/03-image_1aaogpd.CWOkj3Bw_Z25tNUR.webp)

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.

   ![The workflow with the action Set USA Leads to 150, and Enable marked.](https://help.nimbata.com/_astro/04-image_13w6lt.-UuGE1r6_Z23baXe.webp)

### Fill fields by hand on a call record

1. **Open the call record**

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

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.

   ![An expanded call record with the USA Leads custom field marked.](https://help.nimbata.com/_astro/05-image_2g36no.B7DrmkeW_Z4zeUI.webp)

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

Detailed guide: [Create a custom field](https://help.nimbata.com/organize/custom-fields#create-a-custom-field)\
Detailed guide: [Create a workflow](https://help.nimbata.com/workflows/workflows#create-a-workflow)