Create Worklist Criteria

The Worklist criteria page allows you to specify the criteria for your worklist. Once you are satisfied with your criteria, you can execute the worklist to retrieve all accounts that match the criteria you specified. From this page you can also save your criteria as a filter so you can execute this worklist again at any time in the future.

Note: Worklist queries that are not completed within 30 minutes will timeout. You can reduce the query response time by refining the worklist criteria to narrow the results.

How To Topics

For step-by-step instructions for creating worklist criteria, refer to the menu on the left.

The following topics provide step-by-step instructions for creating worklist criteria.