What is a primary function of a saved search in relation to scheduled workflows?

A primary function of a saved search in relation to scheduled workflows is to filter records for processing. Saved searches allow users to define specific criteria to retrieve a subset of data from NetSuite that meets certain conditions. When used in the context of scheduled workflows, these filtered records are crucial because they determine which records the workflow will process at a scheduled time.

In scheduled workflows, saved searches can effectively narrow down a large dataset to only those records that require action, such as sending reminders, updating statuses, or triggering specific processes based on the data that has been filtered. This automated processing based on defined criteria saves time and ensures that the workflow operates efficiently and effectively, targeting only the relevant records.

The other options do not capture the core function of saved searches in relation to scheduled workflows. Defining user access pertains more to roles and permissions rather than data processing. Creating reports, while related to saved searches, is not its primary function in the context of a workflow—it is more about data analysis and presentation. Scheduling database queries suggests a more technical operation that goes beyond the specific use of saved searches within workflows. Thus, the role of a saved search in filtering records aligns directly with the needs of scheduled workflows.