> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Field widget

The **Field** widget displays the current value of a **field** on the room — deal amount, close date, target go-live, prospect score, any structured data point that lives on the room as a property.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-16022_p36aqs.png =663xauto)

## Two kinds of fields

| Kind | Editable in the room? | Where it's defined |
|---|---|---|
| **Native fields** | ❌ Read-only | Built into Katalyz (e.g. room name, owner, creation date, stage) |
| **Custom fields** | ✅ Editable directly in the room | Defined at the **org level** (workspace data settings) |

The widget displays the **current value**. For custom fields, clicking the value lets an Owner or Editor update it inline.

## How to add

1. On the **floating build bar** at the bottom of the editor, locate the widget — in the primary widgets row, or under the **⌄ All widgets** popover if it's not there.
2. Drag the **Field** widget onto the target section.
3. Pick the field to display from the list of native + custom fields available on the room.

## The selection pill — Field controls

Click the Field widget to select it. The pill is minimal — the field's content comes from the underlying data source, so there's nothing to edit on the widget itself beyond styling:

1. **🌙 Dark mode** — flips the widget's surface to a dark treatment for contrast against light sections.
2. **Design** (paintbrush icon) — opens the contextual Design panel (Layout & corners / Spacing / Background / Border / Effects).
3. **⋮ More** — **Duplicate** · **Delete**.

To change which field is displayed, or to edit the value, use the in-widget controls (clicking the field for inline edit on custom fields — see [Editing values in the room](#editing-values-in-the-room) below).

![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-at-16030_1eone6d.png =498xauto)

## Custom fields are managed at the org level

Custom fields are **created and configured** in the workspace's **Data settings** by an Admin — not in the room. From the org-level settings you control:

- **Field name** (the internal key)
- **Label** (the human-readable name shown on the widget)
- **Type** — see the full list below
- **Options** (for picklist-style types: pipelines, tags, dropdowns, etc.)
- **External integration sync** — whether the field is synced with an external tool's property, and the mapping rules

> The field's **label cannot be customized at the room level** — what's set in org Data settings is what every Field widget displays. This keeps fields consistent across all rooms.

See [Creating custom properties](https://katalyz.crisp.help/en/article/creating-custom-properties-1xr7pmy/) and [HubSpot field mapping](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/).

## Custom field types

Defined when an Admin creates the custom field in **Data settings**:

### Categorization
- **Pipelines** — staged options with optional probability per stage (used for the room's deal stage)
- **Tags** — multi-select labels with colors

### Text input
- **Single-line text**
- **Multi-line text**
- **Rich text**

### Values
- **Phone**
- **Number**
- **Percentage**
- **Currency**

### Choose options
- **Single checkbox**
- **Multiple checkboxes**
- **Dropdown select**
- **Radio select**
- **Date picker**

### Other
- **File**
- **User** — pick a workspace user / room participant

## External integration sync (custom fields only)

Custom fields can be mapped to external tool properties — currently:

- **HubSpot** — Contacts, Companies, or Deals
- **Lemlist** — Campaigns or Leads
- **Apollo** — People or Accounts

When mapped, values flow both ways:

- **External → Katalyz** — when the value changes in the source tool, the room's field updates automatically.
- **Katalyz → External** — when an editor updates the value in the room, it syncs back (subject to the mapping rules set at org level).

Native fields are never synced (they're internal Katalyz data).

## Editing values in the room

- **Native fields** — read-only. Change them through the corresponding Katalyz UI (e.g. rename the room from the room settings, change the owner from access).
- **Custom fields** — click the value on the widget to edit inline (Owner or Editor only). Changes persist to the room and, if mapped, sync to the connected integration.

### The Data tab — central view of all custom fields used

Every **custom field** used in the room (whether via a Field widget *or* via a `$` variable in a Text widget) is also surfaced in a dedicated **Data tab** in the left sidebar. From the Data tab you can:

- See all custom fields currently in use in this room, with their current values
- Edit any of those values directly (no need to find the widget on the page)
- Get a single source of truth for the room's structured data

So a custom field is editable in **two places**: inline on its widget *and* in the Data tab.

## Formatting

The widget formats the value based on the field's **type** as defined at org level — currency with the right symbol/locale, dates per user settings, percentages with the % sign, picklists as the option label, etc.

## Field widget vs. variables in text

- **Field widget** — a dedicated, prominent display of a single field's value
- **Variables** — reference the same fields inline in a Text widget (type `$` to insert)

Use Field to call out a value. Use variables to weave data naturally into copy. See [Using variables in text](https://katalyz.crisp.help/en/article/using-variables-in-text-e33ha8/).

## Related articles
- [Introduction to widgets](https://katalyz.crisp.help/en/article/introduction-to-widgets-skwh2f/)
- [Creating custom properties](https://katalyz.crisp.help/en/article/creating-custom-properties-1xr7pmy/)
- [HubSpot field mapping](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/)
- [Using variables in text](https://katalyz.crisp.help/en/article/using-variables-in-text-e33ha8/)