Best answer

Formstack Documents uploaded to employee file in BambooHR - error with Category field

  • 2 June 2021
  • 2 replies
  • 16 views

Hi There, 

I am wanting to have a merged document from Formstack Documents (webmerge) to be uploaded to BambooHR as a file under the employee’s profile in documents.

The issue is when I go to create the zap and select upload file and pick an employee, I have to select a category and there is no option to pick a category.

I select the custom option and choose something from the document but it still fails for me. 

 

 

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Best answer by Troy Tessalone 3 June 2021, 00:59

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2 replies

Userlevel 7
Badge +11

Hi @Workco Stef 

Try clicking the Refresh Fields button after selecting an Employee.

 

If you still need help, you can open a ticket with Zapier Support here: https://zapier.com/app/get-help

 

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

Userlevel 3
Badge +6

Hey @Workco Stef, I hope you’re doing well, I just wanted to check in here!

Were you able to get things working with the info from Troy, or can we still help out here?