Using Formulas in Email Composer Helper

Formulas allow you to achieve more advanced configurations in Email Composer Helper.

Handling Nested Relations

When using Email Composer Helper, you can utilize relations. However, if you need to retrieve a value from a nested relation property (a relation property within another relation property), it is not possible directly. For instance:

Suppose you have the following databases:

1. Orders Database: Contains a relation property called Customer linking to the Customers Database.
2. Customers Database: Contains a relation property called Shipping Address linking to the Shipping Address Database.
3. Shipping Address Database: Contains an Address property.

You want to insert a customer's shipping address by clicking the "send email" button from a page in the Orders Database. This is not possible with a direct relation setting in Email Composer Helper. However, you can achieve this using a formula.

Steps to Configure a Nested Relation with Formula

1. Add Shipping Address Field to Order’s Page as a Formula:
   • Go to the Orders Database.
   • Add a new property for the shipping address and set its type to Formula.
2. Edit the Formula:

   • Click on the newly added formula property to edit it.

   • Insert the following formula:

     prop("Customer").first()
       .prop("Shipping Address").filter(current.prop("default")==true)
       .first().prop("Address")
     

     Explanation of the Formula:

     • prop("Customer").first(): Retrieves the customer related to the order.
     • .prop("Shipping Address").filter(current.prop("default")==true): Filters the shipping addresses of the customer to find where the default property is true.
     • .first().prop("Address"): Gets the address of the filtered shipping address.
     • .first() is needed to get the first object even if there is only one object.
3. Use the Formula Property in Email Composer Helper:
   • Now, the formula property contains the shipping address.
   • Use this property in Email Composer Helper to generate the "Send Email" button.

This configuration allows you to insert customer shipping addresses dynamically from nested relations using formulas in Email Composer Helper.

You can see below for working example.

Order from Jone

You can learn more about formula in notion official doc.