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WORKFLOWS: Fetching values from more than one Related Information

edited Jan 19, 2012 8:46PM in CRM On Demand - Administration (MOSC) 1 commentAnswered
In this scenario, we have an 'Account', with 2 linked 'Customer IDs' (Custom Record Type) as 'Related Information'. The 'Account' has 2 Custom fields: 'Territory 1' and 'Territory 2'. The 'Customer ID' Record Type has a 'Territory' field. What we would want to happen is that, when we attach or link the 2 'Customer IDs' to the 'Account' (whether or not they were linked at the same time), then the 'Territory 1' and 'Territory 2' fields on the 'Account' page should be populated by the values of the 'Territory' field from both 'Customer IDs'. How should the workflow conditions and

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