Task for High Amount

What does this script do?

Creates an approval task when the invoice total exceeds a threshold (e.g., 100,000). The task is assigned to the "Finance Approval" group and triggers an email notification to ensure timely review.

Trigger

AFTER_FORMATTING on document type INVOICE

Full Script

# Read total amount from the document
total = get_field_value(document_data, "total_amount", "0")

try:
    if float(total) > 100000:
        # Find the Finance Approval group by name
        finance_group = get_group_by_name(org_id, "Finance Approval")

        # Create an approval task
        create_document_task(
            user,
            document_data,
            title="Amount > 100,000 - Approval required",
            description=f"Total amount: {total}",
            priority="HIGH",
            assigned_to_user_id=None,
            assigned_to_group_id=str(finance_group.id) if finance_group else None,
            send_email=True
        )
except ValueError:
    pass

Step-by-Step Explanation

1. Read total amount from the document

2. Check threshold — only proceed if amount exceeds 100,000

3. Find group by name using get_group_by_name() to get the group ID dynamically

4. Create task assigned to the finance group with high priority and email notification

Functions Used

• get_field_value() — Read field value

• get_group_by_name() — Find group by name

• create_document_task() — Create approval task