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After migrating, users ask where the Process Portal is. Workplace shows tasks but some of our portal customisations (saved searches, custom dashboards) are gone. What exactly is Workplace and why does it need PFS?

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Workplace is the CP4BA end-user application for tasks, launching processes and cases across all workflow engines of the platform (Workflow Servers, Case, Automation Workstreams) - it is federated by design. The classic Process Portal was a process app running inside one Process Server; on containers it is deprecated and not the entry point in the dashboard.

  • Process Federation Server (PFS) indexes tasks and instances of every registered workflow system into OpenSearch / Elasticsearch and exposes the federated REST API (/rest/bpm/federated/v1). Workplace reads its task list, launch list and saved searches from PFS - without PFS Workplace shows nothing from Workflow Servers. The operator deploys PFS when workflow / workstreams patterns are selected (pfs_configuration in the CR).
  • What Workplace has: task list with filters and saved searches, launch (exposed processes / services / dashboards), case work, in-app notifications, custom columns from exposed business data, the responsive task UI (coaches render inside Workplace).
  • What it does not have: the classic portal's collaboration stream, portal themes, the "Dashboards" toolkit widgets (Team Performance, Process Performance) - replaced by BAI dashboards; custom portal process apps (copies of the System Process Portal) are not used.
  • Custom dashboards still work: a client-side human service exposed as a dashboard appears in Workplace's launch list and runs inside it; the Dashboards toolkit's charts can be replaced by UI Toolkit charts or BAI.
# federated task list as Workplace sees it (Zen API key + CSRF)
GET https://cpd.../pfs/rest/bpm/federated/v1/tasks?size=50&offset=0   (path via the PFS route in .status.endpoints)
GET .../rest/bpm/federated/v1/systems                                    # registered workflow systems and their index state

If the classic portal is still required on a release that deploys it, it is reachable on the Workflow Server route under /ProcessPortal, but treat it as a transition aid, not a target.

References

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