Core Docs - Supporting Rock - Track Record Sources

Rock Version: v19.0
Last Modified: 2025-11-25 2:27 PM

Record Source is a Defined Type used to tag how a person record was created. It stores the originating channel or process so you can report on acquisition, audit data entry, and tune onboarding flows.

How It’s Used

Example: You publish a “First-Time Guest” form on your website and also add new families during weekend check-in. Set the website form’s block to “External Website” and the check-in block to “Check-in.” When those people records are created, Rock stamps the matching Record Source value. You can then filter reports, dashboards, and workflows by source to see which entry points produce the most accurate or complete records.

Where It Appears Today

Record Source is present in the block settings on any block that can create a new person record (e.g., Check-in, Prayer, Event Registrations, Workflows, Group Registrations, Giving, Pledges, Sign-ups, Family Registrations and more.

If you want to add to our defined list of Record Sources, you can. Add new values to the Record Source Defined Type, then set blocks to use them.

Setup

Advanced Record Sources

You can also track Record Sources using page parameters. This lets you choose which Record Source to use, no matter which page the person record is created on. Page parameters override any block settings.

Page Parameters: