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

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