How to receive an email report of failed trial requests using Scheduled Tasks
Edition: Enterprise
Version : 16.0.22281.2
You can use QLM's scheduled tasks and email integration to automatically email yourself a report of all failed customer trial requests. Failed trial requests are attempts to register for a trial using the QLM Self Help Trial Registration form or API.
To do so, follow the steps below.
Create the search
Go to the Manage Keys tab
Click on the Search drop-down and select Edit Searches
Click on Add to add a new search
Set the Name to "RefusedTrialRequests" (or any name you wish)
Set the Table to "Audit Trail"
Set the SQL field to: EventDate > [today_start-1] And EventCategory='CustomerSite.TrialRequest.Refused'
Click OK
Create the scheduled task
On the ribbon bar, click on the Tools / Scheduled Tasks
Click on Add to add a new task
Set the Name to: RefusedTrialRequests
Select your License Server
In the Search drop-down, select the Search created earlier: RefusedTrialRequests
Set the Schedule Run every to: 1 Day
Set "Starting on" and "Starting at" fields as needed
In the Email tab, set at least the following fields:
Send Mail To: <None>
Set the CC field to your email address
Subject: <enter a subject for the email>
Email Profile: <select an email profile>
Email Account: <select an email account>
Email Template: Vendor.RefustedTrialRequests
Aggregate Emails: Do Not Aggregate
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