Question

I'm trying to iron out an internal invoice system that speaks to our existing CRM in Notion.

We have an organization database and a people database. In general we just associate people with one or more organizations as needed, but I've added a few core finance categories to the Organization database so that I know how we need to invoice them (eg. do they have some bespoke system we have to use, or can we just use Stripe) and I have added a special people database relation for the org's Accounts Payable contact. That works fine, and I can add that information in and use rollups to view the organization's invoicing properties on any one invoice.

Where things get weird is that I can see the email address for the AP contact as a rollup property on the organization, but when I try to add that same field as a rollup on the Invoice database, it is not listed.

People Database: Name, Email, 2-way rollup to Organization
Org Database: AP Contact Name (People Relation); AP Contact Email (Rollup)
Invoice Database: Client (Org Relation); Client's AP Contact Name (Rollup); Client's AP Contact Email (????)

I feel like I'm being extremely dense. Can I not roll up a roll up?

Answer 1

You can't do rollup & rollup.

But what you can do is use the formula map().

prop("Organization DB").map(current.prop("AP Contact Email"))

It's essentially a more powerful version of rollup that allows you to filter and choose the exact data you want.

Here's a video example of how you can do it:
https://youtu.be/TEQ93NTcaRE