Standard fields cover what every carrier reports — policy number, premium, commission, member ID. When you want to slice or tag data by something Stateable doesn't know about (like Account Type or Business Line), add a custom field.
Create a custom field
Open the Data tab.
Open the Custom Fields panel from the left sidebar.
Enter a name for your new field in the input at the bottom and press Enter.
The field immediately appears in the list and as a new column in the grid. It's empty until you populate it — usually via a rule.
Populate a custom field
You can tag values manually by clicking a cell and typing, but that's tedious at scale. Two faster paths:
Basic rules — map a single standard field value to a custom field tag ("if Broker ID = 001234, set Account Type = Small Group"). Best for one-to-one mappings across a finite set of values.
Advanced rules — apply custom field values based on multi-field conditions. Best when you need "if A contains X AND B starts with Y, then C = Z" logic.
Filter by a custom field
Once populated, custom fields behave like any other field. Open the Filters panel, pick your custom field, and filter by its values — including "untagged" rows that haven't been matched by any rule.
Export custom fields
Custom fields appear in every export by default. Use the Choose Fields option in the export sheet to include or exclude them selectively.
Tips
Pick field names carefully — renaming later is possible but changes how the field appears in exports and external systems.
Custom fields are per-organization. Teammates see the same set you do.
Related
Tag values automatically with basic rules
Build conditional tags with advanced rules
Filter data with groups, AND, and OR logic