Custom fields let you enrich your data with your own columns: standard fields cover what every carrier reports — policy number, premium, commission, member ID. When you want to group or tag data by something Stateable doesn't know about (like Account Type or Business Line), add a custom field (a column you add yourself).
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 shows up right away in the list and as a new column in the grid. It starts out empty — you fill it in, usually with a rule.
Populate a custom field
You can tag values by hand — click a cell and type — but that gets slow once you have a lot of rows. Two faster ways:
Rule type | What it does |
Basic rules | Tie one standard field value to a custom field tag ("if Broker ID = |
Advanced rules | Fill in a custom field by looking at more than one field at once. Best when you need "if A contains X AND B starts with Y, then C = Z" logic. |
Filter by a custom field
Once it's filled in, a custom field works just like any other field. Open the Filters panel, pick your custom field, and filter by its values — including "untagged" rows that no rule has matched yet.
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.
Troubleshooting
My new custom field doesn't show up in the grid. Column visibility is off in the Columns picker. Open Columns and enable the new field.
My custom field is empty after I created it. Nothing fills it in yet — there's no rule for it. Add a basic rule. See Tag values automatically with basic rules.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
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Last reviewed: 2026-05-27