If you have infrequent cases where close is required - you could still have it, but not have to worry about accidental clicks

it was a button, but this way at least it two clicks rather one click, to close, but they can say instead of new or make copy I clicked on close by accident. so trying other avenues. I like your idea with the workflow but I don't see "close" in the workflow condition pop-up

it won't unless it is displayed as a button

It is displayed as button

why would you be looking in the condition pop up?

to set the condition if the close is checked show this button

no - you'd need a custom field to do that - and it would be hide this button if it's not checked.

ooo never mind i thought you said closed on the line i get it now. just "close" as field on header

well, they could just check close on the lines and that would accomplish same thing of course - that'd require checking it on every line

yeah true, depending on how many lines there are in the transaction, it can be cumbersome, I like this idea of custom body field. thanks

You could also make that custom body field close and unclose lines directly now with workflow as well

aha! cool, didn't know that

your workflow would use a sublist action group that says "if box on header is marked, check close box"

that's what i was trying earlier that didn't work

Looks like it can be done to me

i don't see closed on my option

You have to create a sublist group first

ahhh i see it now, i created the new group, but didn't create the sublist group,