---
title: "Advanced Worklist Configurations"
slug: "worklist-management-adding-automating-handling-accounts"
updated: 2024-02-22T19:30:04Z
published: 2024-02-22T19:30:04Z
canonical: "docs.interprose.com/worklist-management-adding-automating-handling-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Worklist Management: Adding, Automating, and Handling Accounts

This article covers tasks like adding accounts to worklists, worklist action path actions, and handling restricted accounts.

## Building a Worklist:

### **Logic Blocks**

1. Access the worklist and navigate to the **Build Options** section
2. Click on the dial icon next to the Selection Logic field
3. Create a new logic condition in the opened Logic Block window
4. Enter Label
5. Description
6. Return Primary Account Only: check if yes/leave blank if no
7. Add Field: specify the logic and conditions to be applied to the accounts
8. Click **Apply**
9. Click **Test:** review your logic block and make any necessary changes
10. Click **Save** when you are satisfied with the Logic Block

**See** [**Building Logic Blocks**](/v1/docs/building-logic-blocks) **for more details.**

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-10-19%20102040.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)Image Displays Steps 1-2 Above

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-10-19%20100313.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)Image Displays Steps 3-8

**Applying Selection Logic:**

1. Select your new logic in the **Selection Logic** dropdown menu
2. Click **Apply** and then click **Build Now**

If errors occur, ensure changes are applied before attempting to build.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-10-19%20101607.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)Image Displays Steps Above

**Running the Build Worklists Job:**

1. Navigate to **Utilities-Jobs**
2. Find and select the **Build Worklist Now** job
3. Click **Run** to initiate the worklist building process

### **Manually Adding Accounts to Worklists:**

From Account Screen:

1. Choose a worklist from the **Send to Worklist** dropdown in the "Notate Account" section
2. Left-click **Send** and verify the "Next Work Date" is correct

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-10-12%20180325.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)Image Displays Account Screen Worklist Drop Down

### **Mass Manual Addition - Account Manager:**

1. Select or create selection logic from the dropdown
2. Choose a worklist from the "Add Action" dropdown
3. Select a worklist and click **Process**

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202023-10-12%20180602.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)Image Displays Account Manager Steps Above

### **Automatic Addition - Triggered via Action Path:**

Utilize Triggers, Action Paths, and Jobs to automate worklist population.

## Worklist Action Path Actions:

Action path actions enable highly specific automation in worklist management, providing a more precise approach to handling tasks efficiently.

- **Worklist Add:** Send an account to specified worklists, with an option to specify a default next work date.
- **Worklist Move to Primary Agent:** Removing accounts from non-storage/review worklists and adding them to the worklist associated with the account’s current primary agent.
- **Worklist Remove and Remove All:** Remove accounts from specific worklists or remove them from all worklists for comprehensive management.
- **Worklists Round Robin:** Distribute accounts in a round-robin fashion among specified worklists.
- **Worklists Synchronize with Primary Bundle Member:** For bundle members, this action enables synchronization with the worklists from the bundle master, maintaining consistency.
- **Back to Worklist**
- **If Debt in Worklist**
- **Set Account Next Work Date**

**See** [**About Action Paths**](/v1/docs/about-action-paths) **for more information.**

**Caution:**

**Exercise extreme care when creating Action Paths to be applied to your workflow, as they have the potential to cause significant issues if not properly configured or executed.**

## Restricted Accounts in Worklists

By default, accounts restricted due to [Compliance Page](/v1/docs/compliance-page) settings won't appear in the worklist for processing. To work with restricted accounts, ensure the 'Work Restricted Accounts' checkbox is selected.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Restricted%20accounts%20new.png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)

### Restricted Account workflow:

Generate a list of restricted accounts using a logic block. Apply this logic to a worklist by selecting 'Work Restricted Accounts' from the field options.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/restricted2%20(1).png?sv=2026-02-06&spr=https&st=2026-10-31T14%3A34%3A11Z&se=2026-10-31T15%3A34%3A11Z&sr=c&sp=r&sig=3va3nEV%2FjhYBzw8h4Cl5CkAnCBGulyRpmergd5qPVqU%3D)

## Related

- [Worklist Sections and Fields](/worklist-sections-and-fields.md)