Site communications

Optionally exclude PI name from email subject line

PI name in email subject line

Using an enhancement introduced in this patch, you can now optionally prevent the Principal Investigator (PI) name from appending to an email’s Subject line when the recipient is someone other than the PI.

When you have a role permission that allows you to access study email templates, you’ll see a new option check box with the text: “By default, emails sent to recipients other than the PI will automatically include the PI’s name in the subject line. Check this box to prevent the PI’s name from being added to the subject line.”

The workflow-specific email template functionality is unchanged with this enhancement, and you can continue to optionally include the PI name, even if the default template setting is checked. To add the PI name, configure the workflow-specific email subject line to include the PI placeholder: {pi_full_name}.