Overview:

CALC_CYCLE_PLANS_ACTUAL Veeva Message does not work with RecordType.DeveloperName in CRM.

Root Cause:

According to Cycle Plans – Real Time Calculations, the limit is defined in the link:

• Nested select statements are not supported
• No joins or multiple objects are supported
• Where clause criteria is only supported for the Call object
• In the Where clause, a territory filter is not possible since the territory on a cycle plan must match the territory of the target
• Negative values are not supported in a formula translation to CRM for iPad
• Formula fields are not supported in Real Time Calculations

RecordType.DeveloperName is joining to the RecordType object. This is the root cause of the issue.

Solution:

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