How do I set up a scheduled workflow that runs every day to set a field value on a customer record? I am using a saved search that checks if a different field has the date of today

AI generated answer (using internal Slack threads):

To set up a scheduled workflow that runs every day to set a field value on a customer record, you can follow these steps: 1. Create a new workflow in NetSuite. Go to

Customization > Workflow > Workflows > New

. 2. In the

Initial Workflow Settings

section, select

Record

as the

Record Type

and

Customer

as the

Record Definition

. 3. In the

Triggers

section, select

Scheduled

as the

Event Type

. Set the

Execution Frequency

to

Daily

. 4. In the

Conditions

section, you can set the condition to trigger the workflow. You can use a saved search that checks if a different field has the date of today. 5. In the

States

section, add a new state. This will be the initial state of the workflow. 6. In the

Actions

section, add a new action. Select

Set Field Value

as the

Action Type

. In the

Parameters

section, select the field you want to update and set the value. 7. Save the workflow. Please note that the workflow will run every day and update the field value on the customer record if the condition is met. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******