ruby - 在RubyZoho中，如何将Task.related_to设置为Lead.id？

我在鲁比佐霍的论坛上写下了这个问题，但它在那里很受煎熬，这是一个如此简单的问题，值得更多的读者去关注。
我使用rubyzoho向zoho crm api上传了一个新的lead记录，现在我想上传一个任务，并将其“related to”字段设置为该lead。
配置rubyzoho：

RubyZoho.configure do |config|
  config.api_key = Setting.plugin_redmine_tigase['zoho_authorization_token']
  config.crm_modules = [
      'Leads',
      'Tasks'
  ]
  config.ignore_fields_with_bad_names = true
  config.cache_fields = true
end

创建潜在客户：

  lead = RubyZoho::Crm::Lead.new
  lead.first_name = splut.first
  lead.last_name = splut.last
  lead.full_name = params[:name]
  lead.company = params[:company]
  lead.email = params[:mail]
  lead.description = description
  lead.save

创建任务：

  found = RubyZoho::Crm::Lead.find_by_email(params[:mail])
  lead = found.first
  task = RubyZoho::Crm::Task.new
  task.related_to = lead.id
  task.subject = params[:subject]
  task.description = description
  task.save

我尝试了task.related_to = lead.leadid，并在zoho网站上获得了一个带有空白“related to”的任务记录。当我尝试task.related_to = 'Lead'; task.relatedtoid = lead.leadid时，自然会得到一个undefined method relatedtoid=，因为变量没有setter。
那我错过了什么？我怎么做这个简单的事情？

最佳答案

如果你看一下文档，它有一个关于
https://www.zoho.com/creator/help/script/creating-a-record-in-zoho-crm.html#create-lead

taskInfo = {
"Task Owner" : input.Owner_Name,
"SMOWNERID" : input.Owner_ID,
"Subject" : input.Subject,
"Description" : input.Description,
"SEMODULE" : "Accounts",
"SEID" : input.Account_ID,
"CONTACTID" : input.Contact_ID};
crmResp = zoho.crm.create("Tasks", taskInfo);

smownerid是所有者的ID
semodule可以是accounts、lead或cases
seid是semodule中给定的记录的id
contactID是联系人记录的ID
如果您查看ruby_zoho_rspec来创建新任务
https://github.com/amalc/rubyzoho/blob/950ffe369252f8fad3e7ae67ebddec859c84e19b/spec/ruby_zoho_spec.rb

it 'should save an task record related to an account' do
VCR.use_cassette 'zoho/task_related_to_account' do
  a = RubyZoho::Crm::Account.all.first
  e = RubyZoho::Crm::Task.new(
      :task_owner => a.account_owner,
      :subject => "Task should be related to #{a.account_name} #{Time.now}",
      :description => 'Nothing',
      :smownerid => "#{a.smownerid}",
      :status => 'Not Started',
      :priority => 'High',
      :send_notification_email => 'False',
      :due_date => '2014-02-16 16:00:00',
      :start_datetime => Time.now.to_s[1, 19],
      :end_datetime => '2014-02-16 16:00:00',
      :related_to => "#{a.account_name}",
      :seid => "#{a.accountid}",
      :semodule => 'Accounts'
  )
  r_expected = e.save
  r = RubyZoho::Crm::Task.find_by_activityid(r_expected.id)
  r.first.subject[0..20].should eq(r_expected.subject[0..20])
end

因此，通过指定SEMODULE和SEID

关于ruby - 在RubyZoho中，如何将Task.related_to设置为Lead.id？，我们在Stack Overflow上找到一个类似的问题：https://stackoverflow.com/questions/50028775/