Workflow based up Account Manager/Owner field

We are trying to create a workflow based upon the Account Manager/Owner of a record.
This is what I have set up for an opportunity
PRE('<Status>') <> [<Status>] AND [<Status>] = 'Won' AND [<Revenue>] >= 100 AND DivisionName()= "NA"
I believe that DivisionName() "NA" pulls the Division field from the user who is currently signed in, although I cannot get the workflow to fire with the 'AND DivisionName() = "NA"'
Is there a way to pull the division field from the user record of the account manager/owner of the record?

Perfect. This is what I have and it works
PRE('<Status>') <> [<Status>] AND [<Status>] = 'Won' AND [<Revenue>] >= 100 AND UserValue('<Division>') = “NA”
Is it possible to do this but look at the account mgr/owner to get their value in the division field instead of the current user's value?

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Workflow based on Account Manager

Is it possible to create a workflow based on the Account Manager field?
I currently have this is the code
FieldValue('<Owner>') = "Joe Smith"
I also tried
[<Owner>] = "Joe Smith"
Neither of them worked. Anyone have suggestions?

I believe Owner field maps to Alias field in User.
If the trigger event is When New Record Saved, then try it with OwnerId.

Need to trigger workflow based on change to one field in Warranty Claim

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Karthik

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Good Day
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Hi Anil,
Click on F2 in Web UI in the relevant field.
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Workflow based on created date field in opportunity?

Hi All,
Can we write a workflow based on created date field in opportunity that if a opportunity record has not been modified after say 90 days,what will be the workflow syntax.
I just want an email notification to owner and owner's manager.
Thanks in advance,
Manish.

I think you can use the WAIT workflow using Duration('P90D') then Send Email, triggering it upon save and upon modification. Make sure that the Re-evaluate Rule Conditions After Wait option is checked so that the previous WAIT would be reset upon modification.
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Hi Nutan,
According to your description, my understanding is that you want to update Managed Metadata field with SharePoint 2013 Designer for SharePoint Online.
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http://habaneroconsulting.com/insights/setting-managed-metadata-fields-in-a-nintex-workflow#.UykBSf6KDHo
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http://social.technet.microsoft.com/Forums/en-US/home?forum=onlineservicessharepoint . More experts will assist you.
I hope this helps.
Thanks,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
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Wendy Li
TechNet Community Support

Mandatory field required in PCUI Account Management

hi gurus,
           i am on CRM project with PCUI as front end interphase. my requirement is to have a mandatory field in Account management. for ex i want have First name and Search term to mandatory fields with Red Star(astrich) against these two fileds. for this i tried to control in the field groupings and crmc_blueprint_ct also. but its not working and when i tried to save the account its throwing and errors
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screenshot below is for you reference.
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Charlie Liao
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