Controlled Documents


Currently, we have multiple applications (forms) which are used to record employee data. Once these are submitted, the information is sent to the Retool database. On submit, we also want to export this data in either PDF/Excel form but would require these to be controlled documents. I.e have version/doc numbers which would be updated when changes are made to existing forms/data. Is there any way this would be possible?

Any suggestions welcome.

One approach could be to add a "wrapper" that serves as the reference for each version and contains an auto incremented primary key (or a UUID, or whatever your requirements for the versioning are). When you first save information to the database, also create a new wrapper record referenced by all of the (sub-)information. Then, when you send updated information, find and increment the wrapper. When generating the PDF/Excel form, include the wrapper PK as the version number.