Early access features: Availability and usage

Early access features: Availability and usage

In a nutshell
The Early Access Features page provides an exclusive preview of upcoming features in Zoho Creator, allowing you to explore and use the new features before they are made available to all users. This page is designed for users who want to explore, test, and provide early feedback. The features listed on this page are still under active development and may undergo refinements or have certain functional limitations until they are rolled out for General Availability.
Feature availability
Early access features:
  1. Are available only in the Creator 6 version (cloud and on-premise)
  2. Are available only for users in paid plans
  3. Can be enabled/disabled, tested, and given feedbacks by super admin and admins, while developers, live users, and portal users can access them in their app's live mode based on their pricing plan

1. Overview

Early access features are upcoming capabilities that are exclusively available to a limited audience before their general rollout. They allow users to explore new functionalities, experiment with enhancements, and evaluate improvements. These features are fully functional, but may still undergo refinements based on real-world feedback, performance validation, and usability insights. By trying early access features, users can also stay ahead of upcoming updates, while actively contributing to shaping the feature before it becomes part of the core product experience.
In Zoho Creator, early access features are pre-release functionalities made available for testing and feedback. The Early Access Features page provides a centralized interface within Creator, where super admin and admins can view, enable, and test early access product features at the organization level. Unlike General Availability features, early access features are still evolving and may not be production-ready. They may include work-in-progress documentation or configuration constraints.

Super admins and admins can also submit feedback for these features directly from Creator, which is then automatically routed to the respective support agent. The submitted feedback for an early access feature will be reviewed before it is rolled out for general availability and the user who has submitted the feedback will be notified via email. This page aims to streamline early feature adoption, simplify feedback collection, and ensure timely product improvements.
NotesNote: While early access features are generally stable enough for evaluation and usage, they are not yet recommended for business-critical processes.

1.1 Purpose of early access features

As the super admin or admin of your organization, you can enable the required early access features to:
  1. Validate their functionality and performance in real-world scenarios
  2. Identify usability gaps and edge cases before full release
  3. Share feedback to refine the feature
Notes
Note: The design and behavior of early access features are subject to change as we continue to refine them based on feedback. Support may be limited until the feature reaches general availability, and such features may be modified, replaced, or removed if they do not align with our long-term product roadmap.

 2. Setup Early Access Features

The below steps will guide you in setting up access to early access features.
  1. On the left panel of the Zoho Creator dashboard, navigate to Operations under Manage > Early Access Features under Applications. A wizard popup will appear.

  2. After reading the description, click the Join Early Access button to proceed to the next popup.

  3. Click Explore Early Access to start exploring, testing, and shaping what’s next inside Creator on the Early Access Features page.

3. How to enable and use early access features

The Early Access Features page lists all available features in a card-based layout. Each feature can be: 
  1. Explored through its description
  2. Enabled/disabled using the toggle switch beside it
  3. Learned through help articles and videos
  4. Tested in supported modules or workflows
To enable an early access feature:
Info
Only super admin and admins can enable early access features. After enabling, developers, live users, and portal users can access them based on their Creator account's pricing plan.
  1. In the left panel of the Zoho Creator dashboard, navigate to Operations under Manage > Early Access Features under Applications.

  2. Turn on the Enable to Try toggle switch in the preferred early access feature card.

  3. Click Enable in the popup that appears.

Notes
Note: Certain features can be disabled as required and the existing configurations will be retained. However, a few features cannot be disabled after they are enabled which will be conveyed in the popup that appears.
You can now start testing the feature in the listed modules. Once an early access feature is published for the general users, the respective feature card will be marked in green. For published early access features, you can click the Expand button to view additional details and click the Minimize button to collapse it.
You can search for required features using the search bar at the top of the arly Access Features page.

4. Feature cards and their statuses

Each early access feature is displayed as a card containing essential information. The card typically includes:

  1. Title and tags: Displays the feature name along with its current release status as New, indicating that the early access feature has been recently introduced.
  2. Toggle button: Allows you to enable or disable the feature based on your organization’s requirements. Status messages: Indicates the current lifecycle state of the feature, including availability, rollout updates, or upcoming changes.
  3. Description: Provides a brief overview of what the feature does and the value it offers.
  4. Where to access: Shows the exact location within the product where the feature can be found and used.
  5. What the feature can do (capabilities): Highlights the key functionalities and use cases supported by the feature.
  6. Actions like Help Article, Watch Video: Provides quick access to the feature's related documentation, and guided video walkthroughs.
  7. Feedback: Lets you add feedback for features, which will then be automatically routed to the respective support agent and will be reviewed before its general rollout.
The following popup appears upon clicking the Watch Video button:


When the Help Article button is clicked next to a listed early access feature, the Zia help assistant skims the knowledge base to provide you with the necessary information and also the link to the help document for the same. 

5. Submit and view feedback

Feedback plays a crucial role in improving our early access features. They help reduce risk before a feature is rolled out to all users. The possible types of feedback you can provide include:
  1. Feature usability
  2. Issues or functional gaps
  3. Suggestions for improvement
  4. Performance observations
  5. Documentation or clarity requests
As a super admin or admin, you can submit feedback directly from a feature card using the Submit Feedback option. To do so:
  1. Click the Submit Feedback button beneath the required early access feature. A popup will appear.

  2. Choose the Feedback type - Suggestion, Bug or Others, and enter your description (up to 1000 characters).

  3. Click Submit once you've added your feedback.
The submitted feedback will be routed to the respective support agent automatically ,and will be reviewed before it is rolled out for general availability. The user who has submitted the feedback will be notified via email.
To view the feedback submitted for an early access feature,
  1. Click on the added feedback beneath the required feature card to view all feedback shared by admins and the super admin within your organization for that feature.
  2. In the expanded Feedback pane, you can switch between the All feedbacks or Posted by me tabs as required.
    1. All feedbacks - Displays all feedback submitted by super admin and admins across your organization for this feature.
    2. Posted by me - Shows only the feedback entries that you have submitted.

  3. Click the Close button to collapse this pane.

7. Early access to general rollout

Early access features are continuously refined based on customer feedback. Based on their stability, feedback, performance, and adoption, they are gradually rolled out to paid users.
  1. Feature introduced - This indicates that the early access feature has been recently introduced and will be displayed as "New".
  2. To-be published soon feature - This means that the feature will be made available to all users on the mentioned date.
  3. Feature published - The feature becomes fully supported and will be available to all users. This also means that this feature will be removed from early access soon. Your existing configurations if any will remain unchanged, ensuring uninterrupted usage.

Info
Info: Users will see a notification on the feature card when a transition is planned, along with recommended next steps.

8. Best practices for using early access features

The below practices help ensure smooth testing of the early access features and meaningful feedback. It is recommended to:
  1. Test the enabled early access features only in development environment, without affecting the live application
  2. Avoid using early access features in critical workflows
  3. Review feature descriptions and limitations (if any) before enabling. watch for updates in release notes and read relevant help articles
  4. Report any issues early and share detailed feedback regularly
  5. Try to include specific examples or steps when providing feedback that can help developers reproduce an issue
  6. Monitor status changes like Published or Deprecated
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