We have a Contact record type called "Employee". On the Employee page layout there are a set of fields regarding employment status (Full time or Part time, Exempt or Hourly, etc.).
This works fine for current roles, but we want to extend this. Folks work for us multiple times (temps and seasonal) and regular staff change roles (pivots and promotions). We want to have a distinct Affiliation record for each distinct period of employment (with the Primary Affiliation denoting the current role of course), so we're moving these fields from the Contact object to the Affiliation object.
For easy reference, I'd like to create a set of formula fields on the Contact object that will mirror those fields on the Primary Affiliation record. In other words
Contact.FT_or_PT = npe5__Affiliation__c.FT_or_PT, where npe5__Affiliation__c.Primary is TRUE.
What should the formula look like to accomplish this? I swear every time I learn how to reference fields in formula I forget it immediately! This time I'll tattoo it on my arm.
ps. I'm aware this could be done using Process Builder, but formula fields seem like they'd be easier to manage going forward and I won't have to worry about records getting rewritten all over the place.
You can only insert fields that are lookup fields on your record. So if the most current affiliation is not a lookup field on the contact itself you cannot use it in a formula field.
