Why can't I see the status field on the mass edit form?

Why can't I see the status field on the mass edit form?

Why the status field is often hidden from mass edit, and how to change which fields appear.

Contents

• 1. Introduction & Context
• 2. Key Features & Functions
• 3. Requirements
• 4. Step-by-Step Guide
• 5. Common Issues & Troubleshooting
• 6. Related Articles

1. Introduction & Context

The Clew Platform lets you mass edit records within a module, such as risks, actions or incidents, and the fields you can change on the mass edit form are set by a System Administrator. If the status field is missing, it is usually hidden on purpose, to stop workflow rules such as approvals or reviews being bypassed.

When you select several records and open the mass edit form, the platform shows only the fields that have been made available for mass editing. That list reflects the processes your organisation has configured, so a field that is not shown has generally been left off deliberately rather than by mistake.

Who is it for? Any user who mass edits records. Only a System Administrator can change which fields appear on the mass edit form.

What does it impact? Status is normally changed through a workflow transition, which is what enforces any approval or review steps. Allowing status to be set in bulk on the mass edit form would skip those steps, which is why it is commonly excluded.

2. Key Features & Functions

• Configurable fields: which fields appear on the mass edit form is set per module by a System Administrator, on the module's Custom Type.
• Reflects your processes: the form shows only the fields your organisation has chosen to allow for mass editing, so it stays aligned with how your team works.
• Status is protected by design: status fields are commonly left off the mass edit form so that records still move through their workflow transitions, keeping approvals and reviews in place.

3. Requirements

• You must be a System Administrator to change which fields appear on the mass edit form.
• The change is made on the relevant module's Custom Type.
• No special access is needed to use mass edit itself, only to change the fields it offers.

4. Step-by-Step Guide

What to do if the status field is missing

1. Check whether the field is hidden on purpose. Status is usually left off the mass edit form deliberately, so that records keep moving through their workflow transitions.
2. If you still need it changed, contact your System Administrator and tell them the module and the field you are missing.
3. A System Administrator can change which fields are available for mass editing on the module's Custom Type. See the Custom Type article in Related Articles below for the steps.

5. Common Issues & Troubleshooting

Best practices:

• Keep status changes on the workflow transition, so approvals and reviews are not skipped.
• Only enable mass editing for fields that are safe to change on many records at once.
• When asking for a field to be added, name the exact module and field, so the change is made in the right place.

6. Related Articles