In my Activities report I have a simple row-level formula:
CASE(Activity.Account.Industry_Sector__c, "Construction", "1", CASE(Activity.Account.Industry_Sector__c, "Maritime", "2", "Other"))
There are plenty of construction and maritime accounts in my report but the formula always returns "Other".
For test purposes, I created a similar formula for other field and it's working as expected:
CASE(Activity.Type__c, "Call", "1", CASE(Activity.Type__c, "Meeting", "2", "Other"))
I run a few more tests for other fields. As long as I'm referencing fields directly on the activity, the formula works perfectly fine but when the field is on a related object (e.g. account), it returns "Other".
After some research I haven't found any limitations to how far away the field I want to refer to can be.
Is anyone aware of such limitations or is there anything wrong with my formula?