--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Operational Sustainability Management release notes for upgrades from Yokohama to Zurich # Combined Operational Sustainability Management release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Operational Sustainability Management release notes for upgrades from Yokohama to Zurich This consolidated release notes document provides ServiceNow customers with detailed information about the changes, new features, deprecations, and activation instructions for the Operational Sustainability Management product from the Yokohama release through to the Zurich release. It is designed to assist customers in preparing for upgrades and understanding enhancements related to sustainability data management, metric tracking, and ESG reporting. Show full answer Show less ## Key Features Introduced * **Forecast Planning and Analysis:** Enables modeling and preparing for potential outcomes using what-if scenario tools and multiple scenario visualizations to support strategic sustainability planning. * **Formula Tree Visualization:** Provides a structured, visual representation of calculated metric definitions, allowing clear insight into calculation chains, operands, metrics, and emission factors for improved transparency. * **Historical Metric Data Import:** Supports importing historical sustainability metrics via a predefined template, ensuring data compliance and easier management of metric data across the organization. * **Dynamic Filtering in Microsoft 365 Add-in:** Streamlines data entry by enabling cascading filters that dynamically update field options based on selections, enhancing reporting efficiency. ## Enhancements and Changes * **Operational Workspace Integration:** Forecast planning analysis is now accessible directly from the Operational Sustainability Workspace list view for improved usability. * **Data Collection Flexibility:** ESG managers can configure qualitative metric data tasks to accept text, choice, or HTML responses, allowing more precise and detailed data capture. * **Metric Data Task Management:** ESG data owners can apply filters, multi-submit, and assign approvers for metric data tasks, improving task workflow and data governance. * **Dynamic Data Owner Assignments:** Configuration options for simple or advanced data owner assignment types allow dynamic and conditional task assignments using GRC Approver Configurator integration. * **Database and Table Enhancements:** Multiple new tables and database views were added across modules (e.g., GRC: Metrics, Forecast Planning, Scope 3 Emissions) to support improved data management and integration. * **Improved Metric Definitions:** Added columns and attributes to core tables enhance data granularity, auditability, and enable features like operand default values and name synchronization across child metrics. * **Audit and Compliance Support:** Emission factor tables now support audit tracking, automatically logging changes to help maintain compliance and traceability. * **Integration Enhancements:** Real-time energy consumption data integration from DEX into the ESG Sustainable IT Dashboard supports more accurate sustainability reporting. * **Microsoft 365 Plugin Improvements:** Users can create claims directly from Word documents, and disclosures uploaded via the ServiceNow add-in automatically synchronize claims to streamline ESG reporting. * **Access Control:** Enhanced entity-based access controls for metrics and tasks provide more granular security and governance over sustainability data. * **Calculation Stability:** Default operand values can be specified to avoid calculation inconsistencies caused by missing data, ensuring reliable metric computations. * **Unit Flexibility:** Removed unit restrictions between calculated metric definitions and emission factors, allowing greater flexibility in applying emission factors. ## Deprecations and Removals * Business rules related to GRC Metrics were deactivated and moved to common script include methods to streamline processes. * No features or functionalities were removed in the Zurich release. ## Activation and Upgrade Considerations * Operational Sustainability Management is available for installation via the ServiceNow Store; customers must request installation through the store. * Pre- and post-upgrade tasks should be reviewed and completed as necessary to ensure a smooth transition to Zurich. * No additional browser requirements, localization changes, or accessibility updates were introduced between Yokohama and Zurich. ## Practical Benefits for ServiceNow Customers * Improved strategic planning capabilities through scenario modeling and detailed calculation transparency. * Enhanced data accuracy, governance, and flexibility in metric data collection and processing. * Streamlined ESG reporting workflows with integrations to Microsoft 365 and real-time data sources. * Robust audit and compliance features to support regulatory requirements and internal governance. * Greater access control and dynamic task assignment improve security and operational efficiency. Consolidated page of all release notes for Operational Sustainability Management from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Operational Sustainability Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Operational Sustainability Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-operationalsustainabilitymanagement-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Operational Sustainability Management. {#dfrn3-operationalsustainabilitymanagement-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Forecast planning and analysis](https://www.servicenow.com/docs/access?context=scenario-analysis-forecast&family=yokohama&ft:locale=en-US) : Model and prepare for potential outcomes by using forecast planning analysis. With these tools, you can create, save, or visualize multiple scenarios. [Formula tree](https://www.servicenow.com/docs/access?context=reviewing-formula-tree&family=yokohama&ft:locale=en-US) : Explore the calculated metric definitions by reviewing a structured and visual representation of the entire calculation chain. By using a formula tree, you can access the calculation details and view how the different metrics and emission factors are interconnected. [Historical metric data](https://www.servicenow.com/docs/access?context=importing-metric-data&family=yokohama&ft:locale=en-US) : Import the historical metric data by using a pre-defined import template with instructions. With this process, you can update and manage the metric data within your organization and help to ensure that all data complies with the established business rules. [Dynamic filtering for Microsoft 365 for ServiceNow Reporting](https://www.servicenow.com/docs/access?context=add-related-fields-0365&family=yokohama&ft:locale=en-US) : Filter the fields dynamically and set up dependencies by using related fields. In the Microsoft 365 add-in, you can configure fields so that cascading filters are supported dynamically. You can select a value in a field and have the related fields automatically update to show the relevant options. This process helps you to streamline data entry and improve efficiency. | | Zurich | No updates for this release. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Operational Sustainability Management features. {#dfrn3-operationalsustainabilitymanagement-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | [Forecast planning and analysis](https://www.servicenow.com/docs/access?context=scenario-analysis-forecast&family=yokohama&ft:locale=en-US) : The forecast planning analysis module is now included in the List view of the Operational Sustainability Workspace. [Result types](https://www.servicenow.com/docs/access?context=create-manual-metric-definition&family=yokohama&ft:locale=en-US) : If you have the ESG manager \[sn_esg.metric_manager\] role, you can now configure either text, choice, or HTML format options for responses to qualitative metric data tasks that are related to manual metric definitions, including both initial and overridden responses. These options help you achieve more precision and detail in your data collection process. [Metric data table filters and side panel enhancements](https://www.servicenow.com/docs/access?context=metric-data-table&family=yokohama&ft:locale=en-US) : If you have the ESG data owner \[sn_esg.data_owner\] role, you can now apply filters by using the filter menu and reject or approve tasks from the metric data table side panel. Data owners can now multi-submit and assign approvers to multi-approve or reject tasks, with the option to use choice and HTML response formats. [Data owner assignment types](https://www.servicenow.com/docs/access?context=create-manual-metric-definition&family=yokohama&ft:locale=en-US) : If you have the ESG Manager \[sn_esg.metric_manager\] role, you can now configure the Data Owner Assignment type to be either simple or advanced for manual metric definitions. When you select the Simple option, the system assigns the specified Data Owner or Data Owner Group to the Metric Data Task. If you choose the Advanced assignment option, which is available with the GRC: Approver Configurator application, you can set custom configuration conditions, tables, or data owners to dynamically assign data owners. Table added to the GRC: Metrics application : The following tables were added to the GRC: Metrics application: * sn_grc_metric_import_job * sn_grc_metric_data_import * sn_grc_metric_st_import_log * sn_grc_metric_st_transform_history * sn_grc_metric_import_template Table added to the Unified content management application : The sn_esg_content_issb_citation table was added to the Unified content management application. Table added to the Forecast planning analysis application : The following tables were added to the Forecast planning analysis application: * sn_grc_forecast_analysis * sn_grc_forecast_context * sn_grc_forecast_data * sn_grc_forecast_parameter_data Database view added to the Scope 3 emissions management application : The sn_esg_scope3_asset_emissions database view was added to the Scope 3 emissions management application. Changes made to the sn_grc_metric_data_task table : In the sn_grc_metric_data_task table, the job_submitted, job_errors, choice, overridden_choice, html, and overridden_html columns were added. The type="string" attribute was added to the state column. Changes made to the sn_grc_metric_metric table : In the sn_grc_metric_metric table, the period_date, data_owner_type, data_owner, and data_owner_group columns were added. The type="string" attribute was added to the domain_area column. Changes made to the sn_grc_metric_parent_data table : In the sn_grc_metric_parent_data table, the formula_operands columns, and html columns were added. Changes made to the sn_grc_metric_base_definiton table : In the sn_grc_metric_base_definiton table, the formula_tree, result_type, choice_table, choice_field, choice_condition, data_owner_assignment_type, source columns were added. The type="string" attribute was added to the frequency column. Changes made to the sn_grc_metric_data_by_entity table : In the sn_grc_metric_data_by_entity table, the html column was added. Attributes modified in the sn_grc_metric_collector_data table : In the sn_grc_metric_collector_data table, the display="true" attribute was removed from the collector_definition column. Attributes modified in the sn_grc_metric_data_process_queue table : In the sn_grc_metric_data_process_queue table, the reference_cascade_rule="delete" attribute was added to the metric_definition column. Attributes modified in the sn_grc_metric_definition table : In the sn_grc_metric_definition table, the type="string" attribute was added to the type, method_type columns. Changes made to the sn_esg_msoff_intg_o365_reporting_configuration_filter table : In the sn_esg_msoff_intg_o365_reporting_configuration_filter table, the related_fields column was added. The display="true" attribute was added to the field_name column in the sn_esg_msoff_intg_o365_reporting_configuration_filter table. System properties are added to the GRC: Metrics application : The following properties were added to the GRC: Metrics application: * com.glide.event_manager.grc_metrics_queue.even.load.distribution.enabled * com.glide.event_manager.grc_metrics_queue.claim_limit | | Zurich | No updates for this release. | [ ] ## Removed Between your current release family and Zurich, some Operational Sustainability Management features or functionality were removed. {#dfrn3-operationalsustainabilitymanagement-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Operational Sustainability Management features or functionality were deprecated. {#dfrn3-operationalsustainabilitymanagement-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | Business rules were deactivated and moved to common script include methods as part of GRC Metrics. For more information, see the KB article: [KB1734660](https://support.servicenow.com/nav_to.do?uri=/kb?id=kb_article_view&sys_kb_id=e92f82dd476a9610b8a4aa25126d4356). | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Operational Sustainability Management. {#dfrn3-operationalsustainabilitymanagement-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Operational Sustainability Management by requesting it from ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Operational Sustainability Management is available in ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Operational Sustainability Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Operational Sustainability Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Operational Sustainability Management, such as specific requirements or compliance levels. {#dfrn3-operationalsustainabilitymanagement-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Operational Sustainability Management we have noted them here. {#dfrn3-operationalsustainabilitymanagement-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Model and prepare for potential outcomes with what-if scenario analysis tools that can help with your strategic planning. * Review the calculated metric definition data by using a formula tree so that you can access detailed information on the operands, metric definitions, metrics, and emission factors. * Streamline ESG metric tracking and enable trend analysis with enhanced Metric data tasks that support choice and HTML response formats and table improvements. * Import your historical metric data by using an import template to update and manage metric data within your organization. * Assign data owners dynamically for metrics that are based on configurations. See [Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance)](https://www.servicenow.com/docs/access?context=esg-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Enable organizations to provide estimated data using pre-defined methods like average when actual data isn't available. * Enhance data accuracy and governance by adding a review process for automated metric definitions. * Integrate real-time energy consumption data from DEX into the ESG Sustainable IT Dashboard for more accurate and reliable sustainability reporting, especially for desktops and laptops. * Enabled tracking and reusing narratives or statements for disclosures, making it easy to highlight specific achievements or commitments. * Enable creating claims directly from Microsoft Word to ServiceNow via the Microsoft 365 plugin. * Use enhanced entity-based access for metric definitions, metrics, metric data tasks, and metric data, enhancing data security and granular access control. * Create and synchronize claims automatically when uploading disclosures from Word via the ServiceNow add-in. This streamlines ESG reporting and confirming traceability across templates. * Avoid calculation inconsistencies caused by missing operand values. The Calculated Metric Definition Settings table enables specifying default values for operands, confirming smooth execution and flexible configuration. * When renaming a metric definition, there's an option to apply the updated name to its child metrics and their associated metric data tasks. * Enabled audit tracking for emission factor tables and all changes are automatically logged for compliance and traceability. * Removed the unit restrictions between calculated metric definitions and emission factors, enabling any emission factor to be applied regardless of unit. See [Environmental, Social, and Governance Management (formerly Environmental, Social, and Governance)](https://www.servicenow.com/docs/access?context=esg-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]