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?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
hingeglobal
GauthamTRaman
Sticky Posts
Meet the Zoho People experts in your city!
Dear users, We are delighted to invite you to the Zoho People's user community meetup. We are stoked to visit our users in their cities and help them with all things Zoho People. Join us for a day of insightful Zoho sessions, interactions with other
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー