The glossary below gives definitions of objects available.
Note: Multiple objects can be used in one expression, e.g. matter.client.orgCode. This example is accessing organisation details through the matter object.
TABLE OF CONTENTS
- Matter Object
 - MatterStatus Object
 - HistoryDate Object
 - ApplicantInventor Object
 - MatterLocationWithContactReference Object
 - Organisation Object
 - Address Object
 - Contact (Person) Object
 - User Object
 - MatterCategory Object
 - MatterStatus Object
 - MatterSubCategory Object
 - PresetTaskItem Object
 - LocationInvoiceSettings Object
 - Custom Field Object
 - Charge Object
 - ChargeSheetItem
 - Task
 - Country
 
Matter Object
Variable Name  | Data Type  | Description  | 
matter.id  | Int  | The internal Equinox matter ID  | 
matter.oldCode  | String  | The old code field  | 
matter.country  | String  | The country code  | 
matter.countryName  | String  | The full country name  | 
matter.status  | MatterStatus  | Object detailing the status of this matter  | 
matter.matterCode  | String  | The matter code  | 
matter.shortTitle  | String  | The short title  | 
matter.longTitle  | String  | The long title  | 
matter.formalTitle  | String  | The formal title  | 
matter.clientRef  | String  | The client reference  | 
matter.parentage  | String  | The parent field value  | 
matter.designatedCountries  | String  | The designated countries field value (comma separated country codes)  | 
matter.application  | HistoryDate  | The application date/number information  | 
matter.publication  | HistoryDate  | The publication date/number information  | 
matter.natRegEntry  | HistoryDate  | The national regional entry date/number information  | 
matter.natRegPublication  | HistoryDate  | The national regional publication date/number information  | 
matter.grant  | HistoryDate  | The grant date/number information  | 
matter.priority  | HistoryDate  | The priority date/number information  | 
matter.applicants  | ApplicantInventor[]  | An array of applicants attached to this matter  | 
matter.inventors  | ApplicantInventor[]  | An array of inventors attached to this matter  | 
matter.licensees  | ApplicantInventor[]  | An array of licensees attached to this matter  | 
matter.associates  | MatterLocation WithContact Reference[]  | An array of associates and the associated references attached to this matter  | 
matter.otherSideClients  | MatterLocation WithContact Reference[]  | An array of other side clients and the associated references attached to this matter  | 
matter.otherSideSolicitors  | MatterLocation WithContact Reference[]  | An array of other side solicitors and the associated references attached to this matter  | 
matter.clientKeyContactId  | Int  | The internal ID of the client key contact in Equinox  | 
matter.category  | MatterCategory  | A matter category object representing the category  | 
matter.subCategory  | MatterSubcategory  | A matter subcategory object representing the subcategory  | 
matter.imageId  | Int  | The internal ID of the main image associated with the matter in Equinox  | 
matter.typeOfMark  | String  | The type of mark selected for a matter  | 
matter.businessUnit  | Int  | The internal ID of the business unit  | 
matter.businessGroup  | Int  | The internal ID of the business group  | 
matter.expiryDate  | String  | A date string representing the expiry date of the matter  | 
matter.client  | Organisation  | An organisation object representing the client of the matter  | 
matter.clientId  | Int  | The internal ID of the matter  | 
matter.billingAddress  | Location  | A location object representing the billing address of the matter  | 
matter.billingAddressId  | Int  | The internal ID representing the billing address of the matter  | 
matter.user  | User  | A user object describing the primary matter user  | 
matter.user2  | User  | A user object describing the secondary matter user  | 
matter.user3  | User  | A user object describing the tertiary matter user  | 
matter.user4  | User  | A user object describing the quaternary matter user  | 
matter.family  | Family  | A family object describing the family associated with the matter  | 
matter.familyId  | Int  | The internal ID representing the family associated with the matter  | 
matter.office  | Int  | An internal ID in Equinox representing the the associated office with the matter  | 
matter.notes  | String  | Notes field  | 
matter.internationalRegistrationId  | Int  | The internal ID representing international registrations associated with the matter  | 
matter.classes  | String  | Classes field  | 
matter.goods  | String  | Goods field  | 
matter.openDate  | String  | Open date string  | 
matter.designatedStates  | String  | The designated countries field value (comma separated country codes)  | 
matter.parentMatterId  | Int  | The internal ID of the parent this matter (when the matter is in a family)  | 
matter.typeId  | Int  | The internal ID of the category group that the matter is in  | 
matter.correspondenceNotes  | String  | Correspondence notes set on the matter  | 
matter.renewalClient  | RenewalClient  | A renewal client object describing the renewal client of the matter  | 
matter.renewalClientId  | Int  | The internal ID of the renewal client for the matter  | 
matter.renewalBillingAddress  | RenewalBillingAddress  | A renewal billing address object describing the billing address for the matter’s renewals  | 
matter.renewalBillingAddressId  | Int  | The internal ID of the renewal billing address for the matter  | 
matter.legalEntity  | Int  | The internal ID of the legal entity this matter is assigned to  | 
matter.allHistoryDates  | HistoryDate  | Array of all history dates  | 
matter.getCustomFieldById(FIELD_ID)  | Custom Field  | Object of the various custom filed properties  | 
matter.Budgets  | Budget  | Array of all budgets for the matter  | 
matter.EditURL  | String  | A url to the matter edit page  | 
matter.CountryDetails  | Country  | Object of all the details on the matter country  | 
matter.Image  | Document  | The document which is set as the matter image  | 
matter.GoodsAndClasses  | Goods and classes  | An array of the goods and classes objects associated with the matter  | 
matter.GoodsAndClassesCount  | Int  | Number of goods and classes on a matter  | 
matter.OtherAssociates  | MatterLocation WithContact Reference[]  | An array of the Other Associates Location and references  | 
matter.ForeignAssociates  | MatterLocation WithContact Reference[]  | An array of the Foreign Associates Location and references  | 
matter.AllPeopleAsADropDown  | Array  | Array with all the contacts associated to the client and who pays the bill  | 
matter.Tasks  | Tasks[]  | Array of tasks associated to a matter  | 
matter.Charges  | Charges[]  | Array of charges on a matter  | 
matter.ChildrenMatters  | Matters[]  | Array of matters that are children of the current case  | 
matter.ParentMatter  | Matter  | A matter object which is the parent of the current case  | 
matter.OldId  | Int  | Old ID column from the database  | 
matter.ExtendedFamilyMembers  | Matters[]  | Array of extended family members  | 
matter.Team  | Int  | Team ID  | 
matter.RenewalResponsibility  | Int  | ID of renewal responsible  | 
matter.AdditionalPriorities  | Historydate[]  | Array of additional priority history dates  | 
matter.LegacyCustomTextFields  | TextField[]  | Array of custom fields with value and title  | 
matter.LegacyCustomHistoryDateFields  | Historydate[]  | Array of legacy history date fields  | 
matter.LegacyCustomDropDownFields  | DropDownField[]  | Array of custom fields with value and title  | 
matter.LegacyCustomCheckboxFields  | Checkbox[]  | Array of custom fields with value and title  | 
MatterStatus Object
Variable Name  | Data Type  | Description  | 
matterstatus.id  | Int  | ID of status  | 
matterstatus.name  | String  | Status name  | 
HistoryDate Object
Variable Name  | Data Type  | Description  | 
historydate.hId  | Int  | The internal ID of the history date  | 
historydate.date  | String  | The date of a specific history date  | 
historydate.country  | String  | Country code relevant to the history date  | 
historydate.code  | String  | The code corresponding to the history date  | 
ApplicantInventor Object
Variable Name  | Data Type  | Description  | 
applicantinventor.id  | Int  | The ID of the contact internally in Equinox  | 
applicantinventor.oldId  | Int  | The previous ID of the contact internally in Equinox  | 
applicantinventor.type  | String  | Type of contact i.e. Applicant  | 
applicantinventor.name  | String  | Name of contact  | 
applicantinventor.formalName  | String  | Formal name of contact  | 
applicantinventor.formalNameTitle  | String  | Formal title of contact  | 
applicantinventor.formalNameFirst  | String  | Formal first name of contact  | 
applicantinventor.formalNameMiddle  | String  | Formal middle name of contact  | 
applicantinventor.formalNameLast  | String  | Formal last name of contact  | 
applicantinventor.addressName  | String  | Address name of contact  | 
applicantinventor.salutation  | String  | Name used on letters addressed to that contact  | 
applicantinventor.nationality  | String  | Nationality of contact  | 
applicantinventor.secondaryNationality  | String  | Secondary nationality of contact  | 
applicantinventor.domicile  | String  | Contact’s country of residence  | 
applicantinventor.address  | String  | Contact’s full address  | 
applicantinventor.street1  | String  | Line 1 of address  | 
applicantinventor.street2  | String  | Line 2 of address  | 
applicantinventor.street3  | String  | Line 3 of address  | 
applicantinventor.city  | String  | City of address  | 
applicantinventor.country  | String  | Country of address  | 
applicantinventor.postcode  | String  | Address postcode  | 
applicantinventor.phone  | String  | Contact’s telephone number  | 
applicantinventor.email  | String  | Contact’s email address  | 
applicantinventor.cc  | String  | Email address commonly cc’d when emailing contact  | 
applicantinventor.dateOfBirth  | Date  | Contact’s date of birth  | 
applicantinventor.notes  | String  | Notes listed for the contact  | 
applicantinventor.entity  | String  | Size of contact (micro, small, large)  | 
applicantinventor.active  | Boolean  | 0 or 1 depending on whether the contact is active  | 
applicantinventor.active  | Boolean  | 0 or 1 depending on whether the contact is active  | 
applicantInventor.CustomFieldById(Id)  | CustomField  | Custom field from the field ID  | 
applicantInventor.County  | String  | County/state for contact  | 
applicantInventor.SetupBy  | Int  | ID of user who set up applicant  | 
applicantInventor.SetupDate  | Date  | Date the contact was created  | 
applicantInventor.SetupByUser  | User  | User who set up contact  | 
applicantInventor.CountryDetails  | Country  | Country of applicant address  | 
applicantInventor.CheckedByUserId  | Int  | ID of checked by user  | 
 
MatterLocationWithContactReference Object
Variable Name  | Data Type  | Description  | 
matterlocationcontactwithreference.id  | Int  | The internal ID of the contact in Equinox  | 
matterlocationcontactwithreference.location  | String  | Location associated with contact  | 
matterlocationcontactwithreference.reference  | String  | Contact’s reference  | 
matterlocationcontactwithreference.sequence  | Int  | A numeric score for ordering the contacts by preference  | 
Organisation Object
Variable Name  | Data Type  | Description  | 
organisation.id  | Int  | ID of organisation internally in Equinox  | 
organisation.name  | String  | Name of organisation  | 
organisation.orgCode  | String  | Code associated with organisation  | 
organisation.categories  | Categories[]  | An array of this organisation's categories  | 
organisation.type  | OrganisationType  | An object detailing the organisation's type  | 
organisation.secondaryType  | OrganisationType  | An object detailing the organisation's (secondary) type  | 
organisation.exportNumber  | String  | Organisation reference used when exporting to external accounts package  | 
organisation.tags  | String  | Tags related to the organisation, separated by commas  | 
organisation.extraCareNotes  | String  | Extra Care Notes field  | 
organisation.setupDateTime  | String  | Date the organisation was added to Equinox  | 
organisation.setupByUser  | String  | User that added the organisation to Equinox  | 
organisation.nominator  | Int  | The Equinox internal ID for the nominator associated with the organisation  | 
organisation.modifiedDateTime  | String  | Date the organisation’s details were last modified  | 
organisation.modifiedByUser  | String  | User that last modified the organisation  | 
organisation.hasGeneralPowerAttorney  | Boolean  | 0 or 1 depending on whether the attorney has general power over the organisation  | 
organisation.generalPowerAttorneyStartDate  | String  | Date general power began  | 
organisation.generalPowerAttorneyEndDate  | String  | Date general power will end  | 
organisation.contactChecked  | Boolean  | 0 or 1 depending on whether the contact has been checked  | 
organisation.contactCheckedBy  | Int  | The internal ID in Equinox of the user that set the case to checked  | 
organisation.contactCheckedDate  | String  | The date that the contact was set to checked  | 
organisation.linkedMatterId  | Int  | ID of matter linked to organisation  | 
organisation.notes  | String  | Notes set on the organisation  | 
organisation.correspondenceNotes  | String  | Correspondence notes set on the organisation  | 
organisation.organisationGroupId  | Int  | ID of the group the organisation belongs to  | 
Locations  | Location[]  | Array of locations at organisation  | 
LocationsOfCategory  | Location[]  | Array of locations of a certain category  | 
ActiveLocations  | Location[]  | Array of active locations  | 
People  | Person[]  | Array of people at organisation  | 
OldId  | Int  | Db field oldid  | 
RenewalsCustomFields  | CustomFields[]  | OrganisationRenewalsCustomFields has custom field by ID function  | 
MarketSource  | String  | Market source  | 
MarketNotes  | String  | Market note  | 
AssociatedApplicantsAndInventorsAndLicensees  | AppInv[]  | Array of Applicant Inventors  | 
LinkedMatter  | Matter  | Linked Matter  | 
organisation.getCustomFieldById(FIELD_ID)  | Custom field  | Object of the various custom field properties  | 
Address Object
Variable Name  | Data Type  | Description  | 
location.id  | Int  | ID of the location internally in Equinox  | 
location.organisationId  | Int  | ID of the organisation associated with the location  | 
location.categories  | LocationCategory  | An object of the location’s categories  | 
location.type  | String  | Type of location  | 
location.name  | String  | Name of location  | 
location.address  | String  | Full address  | 
location.street1  | String  | Line 1 of address  | 
location.street2  | String  | Line 2 of address  | 
location.street3  | String  | Line 3 of address  | 
location.city  | String  | City of location  | 
location.county  | String  | County of location  | 
location.postCode  | String  | Postcode of location  | 
location.country  | String  | Location’s country  | 
location.website  | String  | Website associated with location  | 
location.phone  | String  | Location’s primary phone number  | 
location.phone2  | String  | Location’s fax or secondary phone number  | 
location.phone3  | String  | Location’s tertiary phone number  | 
location.email  | String  | Location’s email address  | 
location.email2  | String  | Location’s secondary email address  | 
location.email3  | String  | Location’s tertiary email address  | 
location.notes  | String  | Notes listed for the location  | 
location.extraCareNotes  | String  | Extra care notes for the location  | 
location.extraCareNotesColor  | String  | Colour categorisation for the location’s extra care notes  | 
location.setupDateTime  | String  | Date location was added to Equinox  | 
location.setupByUser  | String  | User that added location  | 
location.modifiedDateTime  | String  | Date location details were last modified  | 
location.modifiedByUser  | String  | User that last modified the location details  | 
location.active  | Boolean  | 0 for inactive locations, 1 for active  | 
location.VATNumber  | String  | Location’s VAT number  | 
location.badPayer  | Boolean  | 1 if location is marked as a bad payer, 0 is not  | 
location.taxCode  | String  | The regional tax code this location is situated within  | 
location.exportCode  | String  | A code representing the organisation for exporting to external accounts packages  | 
location.oldId  | String  | The internal ID of the location in the previous system used  | 
location.companyNumber  | String  | The official registered company number  | 
location.bankAccount  | String  | The bank account number of the organisation at the location  | 
location.matterToSaveInvoicesOn  | Int  | The internal ID in Equinox of a matter, to which all invoices should be assigned, for this location  | 
location.accountsContactId  | Int  | The internal ID in Equinox of a contact that has been specified as the point of contact for accounts  | 
location.invoiceSettings  | LocationInvoiceSettings  | An object detailing the invoice settings  | 
Location.People  | Person[]  | Array of people at an organisation  | 
Location.CountryName  | String  | Country name  | 
Location.UnPaidInvoiceTotal  | Int  | Total  | 
Location.Organisation  | Organisation  | Organisation associated with the location  | 
Location.AddressString  | String  | Whole address as string  | 
Location.DefaultCurrency  | String  | Currency  | 
Location.LegalName  | String  | Address legal name  | 
Contact (Person) Object
Variable Name  | Data Type  | Description  | 
person.id  | Int  | The ID of the contact internally in Equinox  | 
person.organisationId  | Int  | ID of the organisation associated with the person  | 
person.locationId  | Int  | ID of the location associated with the person  | 
person.title  | String  | Person’s title  | 
person.firstName  | String  | Person’s first name  | 
person.middleName  | String  | Person’s middle name  | 
person.lastName  | String  | Person’s last name  | 
person.addressNameTitle  | String  | Person’s title used on correspondence  | 
person.addressNameFirst  | String  | Person’s first name used on correspondence  | 
person.addressNameMiddle  | String  | Person’s middle name used on correspondence  | 
person.addressNameLast  | String  | Person’s second name used on correspondence  | 
person.name  | String  | Person’s full name  | 
person.addressName  | String  | Person’s full name used on correspondence  | 
person.letterName  | String  | Person’s letter name  | 
person.CC  | String  | Email address to be CC’d when emailing this person  | 
person.suffix  | String  | 
  | 
person.address  | String  | Primary full address linked to this person  | 
person.address2  | String  | Secondary full address linked to this person  | 
person.postCode  | String  | Postcode of primary address  | 
person.phone  | String  | Primary phone number for person  | 
person.phone2  | String  | Person’s fax or secondary phone number  | 
person.phone3  | String  | Person’s tertiary phone number  | 
person.phone4  | String  | Person’s quaternary phone number  | 
person.phone5  | String  | Person’s quinary phone number  | 
person.phone6  | String  | Person’s senary phone number  | 
person.email  | String  | Person’s primary email address  | 
person.email2  | String  | Person’s secondary email address  | 
person.jobTitle  | String  | Person’s job title  | 
person.salutation  | String  | Person’s salutation  | 
person.webPage  | String  | Web page associated with this person  | 
person.birthday  | String  | Person’s birthday  | 
person.setupDateTime  | String  | Date this person was added to Equinox  | 
person.setupByUser  | String  | User that added this person to Equinox  | 
person.modifiedDateTime  | String  | Date this person’s details were last updated  | 
person.modifiedByUser  | String  | User that last updated this person’s details  | 
person.groupId  | String  | ID of the group this person is associated with  | 
person.location  | Location  | An object detailing the location this person is attached to  | 
person.oldId  | Int  | The internal ID of the person in the previous system used  | 
person.language  | String  | The preferred language for correspondence with this person  | 
person.gender  | String  | Person’s gender  | 
person.xMasLetter  | Boolean  | 0 or 1 depending on whether the person is set to receive a Christmas letter  | 
person.newsletter  | Boolean  | 0 or 1 depending on whether the person is set to receive a newsletter  | 
person.mailingList  | Boolean  | 0 or 1 depending on whether the person is included in the mailing list  | 
person.notes  | String  | Notes added the this person’s record  | 
person.active  | Int  | 0 or 1 depending on whether the person is active or not  | 
Person.DateOfBirth  | Date  | Date of birth for the person  | 
User Object
Variable Name  | Data Type  | Description  | 
user.id  | Int  | ID of the Equinox user  | 
user.oldId  | Int  | The internal ID of the user in the previous system used  | 
user.subscriberId  | Int  | The internal ID of the organisation the user is a part of in Equinox  | 
user.username  | String  | User’s username  | 
user.email  | String  | Primary email address for this user  | 
user.secondaryEmail  | String  | Secondary email address for this user  | 
user.firstName  | String  | User’s first name  | 
user.secondName  | String  | User’s second name  | 
user.subscriberRef  | String  | The text-based reference of the organisation that the user is a part of  | 
user.loginCount  | Int  | The total amount of times the user has logged in  | 
user.lastLogin  | Int  | A timestamp of the last time that the user logged in  | 
user.notes  | String  | Notes added to this user’s record  | 
user.gender  | String  | User’s gender  | 
user.initials  | String  | The initials of user’s name  | 
user.legalEntity  | String  | The legal entity within the organisation that the user is a part of  | 
user.legalEntityObject  | LegalEntity  | Object legal entity  | 
User.office  | Int  | ID of the office  | 
User.team  | Int  | ID of the user's team  | 
MatterCategory Object
Variable Name  | Data Type  | Description  | 
mattercategory.id  | Int  | ID of category  | 
mattercategory.definition  | String  | Definition of category  | 
mattercategory.name  | String  | Name of category  | 
MatterStatus Object
Variable Name  | Data Type  | Description  | 
matterstatus.id  | Int  | ID of status  | 
matterstatus.name  | String  | Name of status  | 
MatterSubCategory Object
Variable Name  | Data Type  | Description  | 
mattersubcategory.id  | Int  | ID of subcategory  | 
mattersubcategory.name  | String  | Name of subcategory  | 
mattersubcategory.categoryType  | String  | Type of category the subcategory is associated with  | 
PresetTaskItem Object
Variable Name  | Data Type  | Description  | 
presettaskitem.id  | Int  | ID of preset task item  | 
presettaskitem.presetGroupId  | Int  | ID of this task item’s preset group  | 
presettaskitem.baseDate  | Sting  | Base date of task item  | 
presettaskitem.description  | String  | Description of task item  | 
presettaskitem.offsetOperator  | String  | Operator of the offset of this task item  | 
presettaskitem.offsetUnit  | String  | Units of the offset  | 
presettaskitem.offsetAmount  | String  | Amount the task item is offset by  | 
presettaskitem.importance  | Int  | Number value of the task’s importance  | 
presettaskitem.user  | String  | Equinox user associated with the task item  | 
presettaskitem.emailReminder  | Boolean  | 0 or 1 depending on whether the email reminder is turned on  | 
presettaskitem.endOfMonth  | Boolean  | Does task get pushed to end of month automatically  | 
presettaskitem.taskType  | Int  | Number value of the type of task  | 
presettaskitem.documentId  | Int  | ID of the linked document template  | 
presettaskitem.parentId  | Int  | ID of the parent task  | 
presettaskitem.hasOverride  | Boolean  | 0 or 1 depending on where the task item has an override  | 
presettaskitem.generateForClient  | Boolean  | 0 or 1 depending on whether the task item has been generated for the client  | 
presettaskitem.customisableByClient  | Boolean  | 0 or 1 depending on whether the client can modify the task  | 
presettaskitem.overrideForClient  | Boolean  | 0 or 1 depending on whether the client has an override  | 
presettaskitem.markAsDoneWithParent  | Boolean  | 0 or 1 depending on whether the task item should be marked as done when its parent is marked as done  | 
presettaskitem.moveTaskOnUntilParentDueDate  | Boolean  | 0 or 1 depending on whether the task item due date should be moved on to match the parent due date  | 
presettaskitem.expressionId  | Int  | ID of the expression  | 
presettaskitem.expressionAnswer  | Boolean  | Required value to generate the task  | 
presettaskitem.disableManualClose  | Boolean  | 0 or 1 depending on whether the task item should be allowed to be closed manually  | 
presettaskitem.components  | ComponentInterface[]  | Array of components associated with preset  | 
presettaskitem.workingInstructions  | String  | Instructions related to the task item  | 
presettaskitem.StepForPreset  | WorkflowStep  | Workflow step associated with preset  | 
presettaskitem.PresetGroup  | PresetTaskGroup  | Preset task group task is in  | 
presettaskitem.BaseDateName  | Date  | Name of task base date  | 
presettaskitem.Type  | Int  | Type  | 
presettaskitem.CheckListQuestionId  | Int  | Checklist question id  | 
presettaskitem.CheckListAnswer  | String  | Checklist question answer  | 
presettaskitem.TemplateCollectionId  | Int  | Template ID associated to the preset task  | 
presettaskitem.WorkingInstruction  | string  | Working instruction  | 
LocationInvoiceSettings Object
Variable Name  | Data Type  | Description  | 
locationinvoicesettings.locationId  | Int  | ID of the location  | 
locationinvoicesettings.repeatFrequency  | Int  | How frequently invoices are autogenerated  | 
locationinvoicesettings.repeatUnit  | String  | How regularly invoices are autogenerated  | 
locationinvoicesettings.startDate  | String  | Start date of invoice  | 
locationinvoicesettings.dayOfWeek  | String  | Which day of the week the invoice is generated on  | 
locationinvoicesettings.dayOfMonth  | String  | Which day of the month the invoice is generated on  | 
locationinvoicesettings.mode  | Int  | The type of invoice to be produced (combined or case-by-case)  | 
locationinvoicesettings.templateId  | String  | ID of the template used when generating invoice  | 
locationinvoicesettings.currency  | String  | Currency set for the invoice  | 
locationinvoicesettings.VATmode  | String  | VAT mode that is set  | 
locationinvoicesettings.deliveryMethod  | String  | Delivery method set for the invoice generation  | 
locationinvoicesettings.taskUser  | String  | User of tasks associated with invoices  | 
locationinvoicesettings.language  | String  | Language of invoice  | 
locationinvoicesettings.isUpFrontPayer  | Boolean  | 0 or 1 depending on whether the client will pay the invoice upfront, or may use specified payment terms  | 
locationinvoicesettings.billingContact  | Int  | The internal ID in Equinox of a contact that has been specified as the point of contact for billing  | 
locationinvoicesettings.renewalBillingContact  | Int  | The internal ID in Equinox of a contact that has been specified as the point of contact for renewals billing  | 
locationinvoicesettings.paymentTerm  | String  | Specific payment term details for the client on this invoice  | 
locationinvoicesettings.notesForFinanceWizard  | String  | Notes to appear when creating an invoice through the wizard  | 
locationinvoicesettings.badDebtor  | Boolean  | 0 or 1 depending on whether the client has been logged as a bad payer  | 
Custom Field Object
Variable Name  | Data Type  | Description  | 
customField.id  | Int  | ID of the custom field  | 
customField.name  | String  | Name of the custom field  | 
customField.type  | String  | Type of data the custom field stores  | 
customField.value  | String  | Value entered into this custom field  | 
customField.entityType  | String  | Area of the system the custom field applies to (e.g. documents, charges)  | 
customField.required  | Boolean  | 0 or 1 depending on whether the field is required  | 
customField.possibleValues  | PossibleValues[]  | An array of valid values that can be selected for this custom field  | 
Custom Fields Specifically for OC Matter: {{ matter.getCustomFieldById(1).value.format("Y-m-d") }} 
 Contact: {{ contact.getCustomFieldById(3).value }} 
 Location: {{ contact.location.getCustomFieldById(4).value }} 
 Organisation: {{ contact.location.organisation.getCustomFieldById(5).value }}  | 
Charge Object
Variable Name  | Data Type  | Description  | 
charge.id  | Int  | ID of the custom field  | 
charge.orgId  | Int  | ID of the organisation  | 
charge.userId  | Int  | ID of the user  | 
charge.matterUserId  | Int  | ID of the user related to a charge on a matter  | 
charge.matterId  | Int  | ID of the matter the charge is related to  | 
charge.time  | Int  | The total time recorded by a user when inputting a charge  | 
charge.billDate  | String  | The date the invoice was billed if the charge was included on an invoice  | 
charge.description  | String  | A text-based description of what the charge is for  | 
charge.legalEntityId  | Int  | The ID of the legal entity the charge is associated with  | 
charge.category  | String  | The main type of the charge: either Time, Fixed or Cost  | 
charge.subCategory  | Int  | The ID of the subtype of the charge  | 
charge.paymentReference  | String  | A payment reference that has been applied to a charge  | 
charge.supportingDocId  | Int  | The ID of a document related to this charge  | 
charge.notes  | String  | Notes providing extra details about a charge  | 
charge.status  | String  | The current state of a charge in its lifecycle  | 
charge.amount  | Int  | The original charge amount before any adjustments have been made to it  | 
charge.adjustment  | Int  | A figure to adjust the amount of a charge by  | 
charge.discount  | Int  | The amount of a charge’s total that has been marked as a discount  | 
charge.discountPercentage  | Int  | Percentage discount, indicating the percentage of this charge that should be marked as a discount. Value should be between 0 and 100.  | 
charge.chargeRate  | Int  | The hourly rate that time charges are worked out against  | 
charge.currency  | String  | A text reference for the type of currency the charge has been created as  | 
charge.currencyAmount  | Int  | The charge amount converted into the selected currency  | 
charge.currencyRate  | Int  | The conversion rate used to convert the charge amount to the selected currency  | 
charge.currencyMarkup  | Int  | The amount of the markup that has been applied to a converted charge  | 
charge.currencyCharge  | Int  | The amount of the currency charge  | 
charge.billed  | Boolean  | 0 or 1 depending on whether the charge has been billed  | 
charge.potentialForVAT  | Boolean  | 0 or 1 depending on whether the charge  | 
charge.billGuideNumber  | Int  | The internal ID representing the invoice that a billed charge has been associated with  | 
charge.invoiceNumber  | Int  | The user-supplied invoice reference number associated with a billed charge  | 
charge.adjustmentReason  | String  | A text-based explanation for why an adjustment was applied to a charge  | 
charge.writeOffReason  | String  | A text-based explanation for why a charge was written off  | 
charge.discountReason  | String  | A text-based explanation for why a discount was applied to a charge  | 
charge.chargeSheetId  | Int  | The internal ID of the chargesheet item that this charge has been created from  | 
charge.setupBy  | Int  | The internal ID of the user that created the charge  | 
charge.setupDateTime  | String  | A timestamp of when the charge was initially created  | 
charge.chargeSheetEntry  | ChargeSheetItem[]  | An object representing the chargesheet item related to the charge  | 
charge.disableSaving  | Boolean  | True or False depending on whether saving has been disabled for the charge  | 
charge.multiplier  | Int  | A multiplier that can be used to increase the value of a charge  | 
charge.discountRuleAppliedId  | Int  | The internal ID of the discount rule applied to the charge  | 
charge.discountRuleObject  | DiscountRule[]  | An object representing the discount rule that has been applied  | 
charge.invoiceAmount  | Int  | The total amount of the invoice which the charge was included on when billed  | 
charge.vatAmount  | Int  | The amount of VAT that is applicable on the charge  | 
charge.vatCurrencyAmount  | Int  | The amount of VAT that is applicable on a charge converted to a different currency  | 
charge.nonChargeable  | Boolean  | 0 or 1 depending on whether the charge has been marked as non-chargeable or not  | 
charge.isRenewalCharge  | Boolean  | 0 or 1 depending on whether the charge is listed as a renewals charge  | 
charge.WorkingInCurrency  | String  | Working in currency for the charge  | 
charge.WorkingInAmount  | Int  | Amount of charge in working in currency  | 
charge.WorkingInAdjustment  | Int  | Adjustment in working in currency  | 
charge.WorkingInDiscount  | Int  | Discount in working in currency  | 
charge.WorkingInCurrencyRate  | Int  | Rate for working in currency for charge  | 
charge.Invoice  | Invoice  | Invoice for charge  | 
charge.VATAmountInMoneyFormat  | String  | Vat amount in HTML  | 
charge.ModifiedBy  | Int  | ID of user who modified the charge  | 
charge.ModifiedDateTime  | Date  | Datetime of modification  | 
charge.UserInitials  | String  | Initials of user whose charge it is  | 
charge.Date  | date  | Date of charge  | 
charge.SubCategoryText  | String  | Charge subcategory text  | 
charge.AmountInMoneyFormat  | String  | Charge amount in HTML format  | 
charge.AmountRaw  | Int  | Charge amount  | 
charge.DiscountInMoneyFormat  | String  | Discount amount in HTML format  | 
charge.AdjustmentInMoneyFormat  | String  | Adjustment amount in HTML format  | 
charge.ISOCurrency  | String  | ISO charge currency string e.g., EUR, GBP  | 
charge.PreviewId  | Int  | ID of invoice preview  | 
charge.Matter  | Int  | Matter ID  | 
charge.DiscountRuleApplied  | Boolean  | Whether the discount rule has been applied or not  | 
charge.InvoiceAmountToConvert  | Int  | Amount plus adjustment minus discount  | 
charge.AssociatedLocation  | Location  | Location associated to the charge  | 
charge.TeamId  | Int  | ID of charge team  | 
charge.ParentChargeId  | Int  | Parent charge ID  | 
charge.PaidDate  | Date  | Paid date of charge  | 
charge.PaidByUs  | Boolean  | Whether the charge is paid by us  | 
charge.MultiCurrencyProperties  | MultiCurrencyProperties  | An object which houses the multicurrency properties  | 
charge.InvoiceCurrencyProperties  | ChargeInvoiceProperties  | An object which houses the charge invoice properties  | 
charge.ChargeRateCurrency  | String  | Charge rate currency  | 
ChargeSheetItem
Variable Name  | Data Type  | Description  | 
chargeSheetItem.id  | Int  | The internal ID of the chargesheet item  | 
chargeSheetItem.subscriberId  | Int  | The internal ID of the Equinox subscriber  | 
chargeSheetItem.group  | String  | A group name applied to the chargesheet item  | 
chargeSheetItem.code  | String  | A reference number that applies to the chargesheet item  | 
chargeSheetItem.sequence  | Int  | A number that can be used to place the chargesheet item higher or lower in relation to other chargesheet items  | 
chargeSheetItem.description  | String  | A text-based description of the chargesheet item  | 
chargeSheetItem.descriptionDutch  | String  | A text-based description of the chargesheet item in Dutch  | 
chargeSheetItem.descriptionFrench  | String  | A text-based description of the chargesheet item in French  | 
chargeSheetItem.nominator  | Int  | The internal ID of the nominator associated with this chargesheet item  | 
chargeSheetItem.country  | String  | A text-based ISO reference that allows chargesheet items to be filtered against countries  | 
chargeSheetItem.matterCategory  | Int  | The internal ID of a category in Equinox that this chargesheet item should relate to  | 
chargeSheetItem.matterSubCategory  | Int  | The internal ID of a category in Equinox that this chargesheet item should relate to  | 
chargeSheetItem.chargeCategory  | String  | The main type of the chargesheet item: either Time, Fixed or Cost  | 
chargeSheetItem.chargeSubCategory  | Int  | The ID of the subtype of the chargesheet item  | 
chargeSheetItem.currency  | String  | A text-based ISO reference for the currency  | 
chargeSheetItem.amount  | Int  | A default amount for the chargesheet item when it is added as a charge  | 
chargeSheetItem.includeMarkup  | Boolean  | 0 or 1 depending on whether the markup should be included on the chargesheet item when it is added as a charge  | 
chargeSheetItem.notes  | String  | A text-based note providing additional information about a chargesheet item  | 
chargeSheetItem.isRenewal  | Boolean  | 0 or 1 depending on whether the chargesheet item will be used for renewals  | 
chargeSheetItem.year  | Int  | A year reference for chargesheet items to determine which renewal period it is for  | 
chargeSheetItem.discountsDisabled  | Boolean  | 0 or 1 depending whether discounts should be disabled for the chargesheet item  | 
chargeSheetItem.autoWIPApproval  | Boolean  | 0 or 1 depending whether the charge should be automatically approved for WIP  | 
chargeSheetItem.fixedFeeChargeBehaviour  | Boolean  | 0 or 1 depending whether the charge should have fixed fee behaviour  | 
chargeSheetItem.incomingLedgerCode  | Int  | A reference representing the incoming ledger code  | 
chargeSheetItem.expression  | String  | An expression that has been set on the chargesheet item to enable custom functionality  | 
chargeSheetItem.expressionData1  | Int  | Data required for the expression to work on the chargesheet item  | 
chargeSheetItem.expressionData2  | Int  | Data required for the expression to work on the chargesheet item  | 
chargeSheetItem.special  | Int  | The internal ID of the type of special functionality that has been enabled on a charge. 0 is off, 1 is multiplier, 2 is expression  | 
chargeSheetItem.collection  | Int  | The internal ID of the workflow group (or collection) that the chargesheet item belongs to  | 
chargeSheetItem.user  | String  | Either the internal ID of the user assigned to the charge or a reference to which key user on any case should be responsible for a charge  | 
chargeSheetItem.extraCharge  | Boolean  | 0 or 1 depending on whether there is a renewal extra charge associated with the chargesheet item  | 
chargeSheetItem.nonChargeable  | Boolean  | 0 or 1 depending on whether the chargesheet item has been marked as chargeable or nonchargeable  | 
Task
Variable Name  | Data Type  | Description  | 
task.parentTask  | Int  | The internal ID of the parent task of the current task  | 
task.id  | Int  | The internal ID of the task  | 
task.description  | String  | A textual description of the task  | 
task.matter  | Matter  | The matter object which the task is in  | 
task.doneDate  | String  | The date at which the task was set to 'Completed' by the user  | 
task.matterId  | Int  | The internal ID of the matter within Equinox which the task is assigned to  | 
task.matterCode  | String  | The reference number of the matter within Equinox which the task is assigned to  | 
task.clientId  | Int  | The internal ID of the client the task has been associated with  | 
task.client  | String  | The name of the client the task is associated with  | 
task.presetItemId  | Int  | The internal ID of the preset item that the task has been created from  | 
task.dueDate  | String  | The current date that the task is due to be completed by  | 
task.status  | Int  | The status code for the task  | 
task.statusName  | String  | A text-based reference for the status code of the task  | 
task.importance  | Int  | The importance code for the task  | 
task.importanceName  | String  | A text-based reference for the importance code of the task  | 
task.formallyExtended  | Boolean  | 0 or 1 depending on whether the task’s due date has had a formal extension  | 
task.user  | Int  | The internal ID of the user that has been set as responsible for the task  | 
task.type  | Int  | The int ID of the type of the task  | 
task.notes  | String  | Notes on the task  | 
task.parentTaskId  | Int  | ID of parent task (if one exists)  | 
task.attachedTemplate  | Int  | ID of attached template  | 
task.setupDate  | Date  | Setup date of task  | 
task.linkedDocuments  | Documents[]  | Array of document objects that are linked to the task  | 
task.outgoingDiscarded  | Bool  | Whether the outgoing correspondence (OC) has been discarded  | 
task.recipientId  | Int  | ID of the contact who the OC is for  | 
task.workflowPromptId  | Int  | Internal ID of workflow prompt  | 
task.workflowInstanceId  | Int  | Workflow instance task is a part of  | 
task.originalDueDate  | String  | The date that the task was due to be completed by when the task was created  | 
Country
Variable Name  | Data Type  | Description  | 
Country.code  | String  | 2-letter country code  | 
Country.name  | String  | Name in English of country, e.g., Iran  | 
Country.countryAdjective  | String  | Adjective for country, e.g., Iranian  | 
Country.countryDutch  | String  | Name of country in Dutch, e.g., Iran  | 
Country.countryAdjectiveDutch  | String  | Name of country adjective in Dutch, e.g., Iraniër  | 
Country.continent  | String  | Continent of country  | 
Country.inEU  | Bool  | 1 or 0 if in the EU  | 
Country.inCTM  | Bool  | 1 or 0 if in the CTM  | 
Country.inRCD  | Bool  | 1 or 0 if in the RCD  | 
Country.inPCT  | Bool  | 1 or 0 if a PCT country  | 
Country.PCTDeadline  | Int  | The number of months to PCT deadline  | 
Country.PCTDirect  | Int  | 1 or 2 depending on if you can PCT directly or not  | 
Country.inMadridAgreement  | Bool  | 1 or 0 if in the Madrid Agreement or not  | 
Country.inMadridProtocol  | Bool  | 1 or 0 if in the Madrid protocol or not  | 
Country.inParis  | Bool  | 1 or 0 if in Paris  | 
Country.inLondon  | Bool  | 1 or 0 if in London  | 
Country.inHague  | Bool  | 1 or 0 if in Hague  | 
Country.inEAPO  | Bool  | 1 or 0 if in EAPO  | 
Country.eligibleEU  | Bool  | 1 or 0 if eligible in EU  | 
Country.inIntDesign  | Bool  | 1 or 0 if international design  | 
Country.isSingleTMClassCountry  | Bool  | 1 or 0 if single class country  | 
Container instance data:
Example:
Issuance date: {{ activeInstance.dataAsArray['custom-date'][13]|date }} {# use ID of custom date. Inspect element on config screen #}
Blind report: {{ activeInstance.dataAsArray['data-capture']['questions'][66] }} {# use ID of action update/number. Inspect element on config date #}
{{ activeInstance.dataAsArray|json_encode }} {# to test the JSON output of container data #}
Active user data:
#CURRENTUSEREMAIL#
#CURRENTUSEREMAIL2#
#CURRENTUSERMOBILE#
#CURRENTUSERPHONE#
#CURRENTUSERTEAM#
#CURRENTUSEROFFICE#
#CURRENTUSERINITIALS#
#CURRENTUSER_SIGNATURE#
#CURRENTUSERLETTERNAME#
#CURRENTUSERLETTERNAME2#
#CURRENTUSERLETTERTITLE#
#CURRENTUSERLETTERTITLE2#
#CURRENTUSERLETTERTITLE3#
#CURRENTUSERLETTERTITLE4#
#CURRENTUSERLETTERTITLE5#
#CURRENTUSERLETTERTITLE6#
Language aware date format:
{{ dateLanguage(xxxx|date("d F Y")) }}
Langue aware country format:
#COUNTRY# eg. Netherlands - Nederland
#COUNTRYADJ# eg. Dutch – Nederlands
