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.
Best answer by Troy Tessalone
Hi
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
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
+14Hi
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
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
+6Hey
Were you able to get things working with the info from Troy, or can we still help out here?
We're celebrating the Zapier builders making AI transformation happen. Winners get a published story on zapier.com, a trophy, $5,000 cash, and a feature at ZapConnect. Nominate yourself or a peer by July 24th, 2026.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
