Question

TIA for your help. This seems like a simple task, but I can't seem to find a way to do it.

I have a "Deal" table that has things like the deal name, value, close date ... header stuff. Then I have another related table called Deal: Products which has the details of the products that would be included in that deal ... things like SKU and cost.

I can't seem to find a way to have one Page where I can create a new deal, then within that same page have an embedded sub page that shows the deal detail rows and allows me to add new ones on the fly. (think salesforce.com opportunity)

Is this possible in Notion, and if so, can someone point me to instructions or an example?

Answer 1

Yes. This is the "linked view inside a database template" pattern.

1. Make sure Deal: Products has a relation to Deal. It's two-way, so Deal gets a matching property.
2. In the Deal database, click the arrow next to New → + New template.
3. In the template body, type /linked view and pick Deal: Products. Show the SKU, Cost and Qty columns.
4. Add a filter: Deal → contains → [the template's own name]. Notion swaps in each new deal automatically, so every deal only shows its own rows. Rows you add from that view are linked to the deal on their own.
5. Set it as the default template (••• → Set as default).

For the header total, add a rollup on Deal: Deal: Products → Line total → Sum.

The result is close to a Salesforce opportunity page: header properties at the top and editable detail rows below.

(Similar relation setup for clients → projects in our free Lite template: https://2rds.github.io/freelancer-ops/lite.html?ref=notionanswers)