I'm trying to create a formula field on the standard Contact Object referencing a field called ATU on the Account object. The relationship and field API exist and are spelled correctly, but I am getting the following error:
Error: Error in referenced formula Account.ATU__c, Field $RecordType.DeveloperName does not exist. Check spelling.
The field ATU on the account has the following formula:
IF( $RecordType.DeveloperName = 'Parent Account', TEXT(Owner.ATU__c), IF(ISBLANK(TEXT(Owner.ATU__c)) = False, TEXT(Owner.ATU__c), TEXT(Top_Level_Account__r.Owner.ATU__c) ) )
This field works on our Account, without issue, but the formula editor on the Contact does not allow me to reference the field. I found a help article that says to use a text field and a workflow as a workaround, but it does not tell me why this is an issue. https://developer.salesforce.com/forums/?id=906F00000008wncIAA
Any input on whether or not this is possible with a workaround in a formula field, without a workflow rule would be helpful. And if it isn't possible, any insight on why would be super helpful. Thanks!