Restricting permissions to records based on reporting structure

Restricting permissions to records based on reporting structure

I've found the Appraisal functionality to be a bit confusing and overkill for what we're trying to do - so I created three separate forms to try to capture a Self Appraisal, 360 Feedback (from any other team member) and a Manager Appraisal.

The Self Appraisal and Manager Appraisal permissions will work fine as i can limit the visiblity to Subordinates and My Data to control who can see which records. However, for the 360 Feedback, a person from outside of a Manager's team will be providing feedback - so not a subordinate - and that person's record will not be visible to the Manager based on the 'Appraisees' selection.

How can i define a filter on records that is dynamic based on a field value in a form and whether that value is a subordinate to a manager?

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