Create a scheduled workflow to perform a saved search and initiate a workflow instance on each record returned by the saved search.
To create a workflow that runs on a schedule, you select the saved search on which to run the workflow and select the schedule options. You can schedule the saved search and workflow to run a single time or you can select the Repeat option to run the saved search and workflow on a repeating schedule. If you want the workflow to run one time, select the saved search, disable the Repeat option, and select the Execution Date and Execution Time. If you want the workflow to run more than one time, select the saved search, enable the Repeat option, and set the related options.
Consider the following when you create scheduled workflows:
- NetSuite runs multiple workflows in parallel.
- There is no inherent order in which scheduled workflows start and finish.
- Only scheduled workflows with a release status of Released execute on a schedule.
- Schedule workflows to run on saved searches that return narrow search results by setting filters on the Criteria subtab of the saved search. If you do not include enough criteria to filter the search results by, the saved search will return too many results and the scheduled workflow will not execute as expected.
- All workflow initiation criteria must be specified when you create the saved search. You cannot set a condition to initiate a scheduled workflow.
- If you schedule workflows to run on saved searches on SuiteApp bundles, you must have the SuiteApp Marketplace permission assigned or the scheduled workflow will not run as expected.