+ Start a Discussion
garybgaryb 

Referncing formula fields across objects

We have a formula field on Account that displays the record type as text - it's not really for end user consumption (looking at a record will display the record type anyway) but to make life easier elsewhere. The formula is: $RecordType.Name

 

On a Case, we are trying to use the value of this field in another formula field. To make it easy, imagine we have a formula field on Case called "Account Record Type" - it's a formula that is essentially: Account.My_Custom_RecordType_Formula_Field__c

 

The problem is the value in the "Account Record Type" field on the Case is showing the Case's record type, not the account record type. It's almost as if the account field formula is being evaluated on the Case.

 

Is this standard behaviour? Any explanations? Thanks in advance, and sorry if this means I flunk config 101 :)

JohanLiljegrenJohanLiljegren

How about if, instead of referencing your account's formula field, you reference the actual record type field on the Account?

Something like Account.Recordtype.Name?

Otherwise, do you have a lot of record types? Do you foresee them changing a lot? If not, then you could have a Case() function returning another string based on recordtypeid, perhaps?