Symptoms

Smartforms Client Event defaulting to default actions on deployment
 

Diagnoses

When been deploying a workflow from server to server, it has been automatically defaulting a Smartforms Client Event to use "Workflow view at the 'top' of the form" rather than "configuring at a later stage using designer".

It started with an issue when trying to open a Smartforms Client Event: http://help.k2.com/kb001362.

We re-ran the Smartforms Setup Manager and this issue was resolved, we can open up a Smartforms Client Event Wizard in K2 Studio again. We had assumed this would be why the workflow was being defaulted to using the generic actions but upon re-deployment of the process this is still occurring.


 

Resolution

To ensure that the a form state is not overriding the change you make in action display settings:

Go to the Smartforms Client Event in K2 studio, open it up and on the second page that says "Select Form and State" Select Use Existing State and select the state as: (Base State). See screenshot step 1)

Once you have done that save the client event as per suggested and go into K2 Designer.

Once in K2 designer, select the form that you are using and using the breadcrumb bar select rules.

Select control view that you want to change form rule. mine is "When the Form is Initializing" and then configure the DefaultActivity worklist item. See screenshot step 2

Once in the Open the DefaultActivity Worklist Item you can see the activity and Workflow view. Set the Workflow view to none and select finish. See screenshot step 3.
Do a full deployment of the process, forms, views and SmartObjects.