---
schema_version: "1"
id: 204d6948ce43ffcbd03b3c6360401da994f8922a35f859e17c9a1805b20745f3
title: Create an Actionable List Definition by Using Predefined Data Processing Engine Definition
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_setup_actionable_segmentation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_setup_actionable_segmentation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d6951fe1a0becccfcb47cb711470373a2ba3656283f88b64f3fca20a9c2bf0ed
description: Use the prebuilt Data Processing Engine definition to create an actionable list definition that helps you create a dataset of delinquent collections and associated accounts. You can use this dataset to create an actionable list of delinquent borrowers to get started with the outreach activity.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create an Actionable List Definition by Using Predefined Data Processing Engine Definition

Use the prebuilt Data Processing Engine definition to create an actionable list definition that helps you create a dataset of delinquent collections and associated accounts. You can use this dataset to create an actionable list of delinquent borrowers to get started with the outreach activity.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d1473e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1473e68 ">To create actionable list definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1473e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p>Actionable
                Segmentation permission set</p>
              <p>AND</p>
              <p>Data Pipelines Base User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration permission</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, find, and select **Actionable Segmentation Settings**.
2. Click **Use Existing Data Processing Engine Definition**.
3. Enter a name for the list definition. Enter a name that contains only alphanumeric characters and begins with a letter.
4. Select the Collection Plan object.
5. Select the cloned Data Processing Engine definition, **Filter Collection Plans by Overdue Amount** Data Processing Engine definition, and click **Save**.
6. Activate and run the definition.
7. To view the actionable list definition and the associated dataset name and status, from Setup, in the Quick Find box, find, and select **Actionable Segmentation Settings**.
8. Locate the list definition that you created earlier, and click the corresponding **List Member Status Count** entry.
9. Add these status values, New, and Call Connected, and select an icon that best represents these values.
10. [Select default visible columns](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_select_columns.htm&language=en_US) for actionable lists that you plan to create from this actionable list definition.
11. [Create an actionable list of delinquent collections by using this newly created actionable list definition](https://help.salesforce.com/s/articleView?id=ind.actionable_segmentation_create_lists.htm&language=en_US).