If the employee creates the intake form you need the reference selector to select the account and set the reference to the intake form. You can then display all the needed data of this account by using a dataview. I assume you have a one on one reference with the client user account? So use an on change microflow on the reference selector that refreshes the dataview that contains the relevant information of the client.
Hope this helps,
Regards,
Ronald
Hi Ronald, Thanks for answering again. I got it work! What I did is, by the create microflow for creating the intake form page, I have added a parameter named 'client' and added that parameter to the create activity as member. And then on the intake form page added a dataview where it assigned to intakeForm. And an intakeForm has an association with 'client' entity where I have used some text widgets and linked those text widgets to an attribute from 'client' as a parameter.
What I did wrong was the association in my domain model. Before I couldn't call the attributes of client entity from IntakeForm entity.
Further I really appreciate it for your help and thinking!!!
Regards,
Noureddine