The Source field shows what created each row: someone in the app, a form, an agent, a workflow, an API key, a CSV import or your portal. Add it once and every row shows its source.

A task table grouped by Source, with rows from Dana, Claude, Workflow Client intake, the Project brief form and In app

Add the Source field

Add a new field to the sheet.
In the System section, pick Source.

You need permission to change the sheet's structure. The field is read-only: Atwork fills it in when a row is created.

What the values mean

Source	The row was created by
In app	Someone working in Atwork
The form's name	That form
Dana, or a custom agent's name	Dana or that custom agent
The assistant's name, such as Claude	An assistant connected to your workspace
Workflow and its name	That workflow
API key and its name	A tool using that API key
CSV import	An import
Portal	A client, through your portal
An integration's name	That integration
Other	A source Atwork does not recognise

Rows created before Atwork started recording sources have no value.

Filter and group by Source

Filter on Source to see only what one form, agent or workflow added, for example Source is Dana. Keep it as a view to review an agent's work each week.
Group a table by Source for a count per source.
On a board, Source can be the columns. You can't drag cards between them, because Atwork sets the value.

See Filter, sort and group.

Source records creation only

Source never changes after a row is created. When someone, or an agent, edits the row later, the edit shows in the row's History, with the person and the source of each save, such as "Sara with Claude". See The item peek.

See where a row came from

Add the Source field

What the values mean

Filter and group by Source

Source records creation only

Related articles