This is the documentation for ConfiForms Server/Data Center app
However, this might also work for ConfiForms cloud and in most cases it does. But please see this page to understand the differences between server and cloud versions of the ConfiForms app.
From ConfiForms version 1.19.1 you can now setup a rule to lookup a value from another form to be set for you into your form/field
It expects 3 parameters to be set
Values to set - You can set multiple values at once using (to be set on a TARGET form, the one which you have set up this Field Definition Rules macro)
fieldName=[entry.FIELD_NAME_FROM_LOOKUP_FORM]&anotherField=[entry.SOME_OTHER_FIELD_NAME_FROM_LOOKUP_FORM]
Please note that here [entry.] is the record values from the SOURCE form
Lookup filter - here you specify the filter which should be used to get the data from the source form. Syntax expect is as in ConfiForms Filters. Also can be constructed dynamically
somefield:[entry.mylocalfield]
Form name and location of the source form (where lookup is done). Expects in form name and page id format, separated by a : (this is a location of a SOURCE form)
myform:984848
Raw strorage format of an example, which demonstrates this technique
<ac:structured-macro ac:macro-id="eb6dc554-c15c-45c6-b6be-d366408e4787" ac:name="confiform" ac:schema-version="1"> <ac:parameter ac:name="formName">f</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="3e9910c7-7a97-4f55-b6a8-2042e0ccf546" ac:name="confiform-entry-register" ac:schema-version="1"> <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter> <ac:rich-text-body> <p> </p> </ac:rich-text-body> </ac:structured-macro> <ac:structured-macro ac:macro-id="4c666857-123c-47b2-99c9-16ad81296063" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">mykey</ac:parameter> <ac:parameter ac:name="fieldLabel">My key</ac:parameter> <ac:parameter ac:name="type">text</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="7e11797f-89be-44b4-9c8a-7206238c5207" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">valueFromOtherForm</ac:parameter> <ac:parameter ac:name="fieldLabel">Value from other form</ac:parameter> <ac:parameter ac:name="type">text</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="48a08dc1-8415-42e8-b127-8b4a65a9c4f7" ac:name="confiform-field-definition-rules" ac:schema-version="1"> <ac:parameter ac:name="fieldName">valueFromOtherForm</ac:parameter> <ac:parameter ac:name="action">Hide field</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="4eab5594-d2a5-4b85-a335-7d538f79245d" ac:name="confiform-field-definition-rules" ac:schema-version="1"> <ac:parameter ac:name="fieldName">valueFromOtherForm=[entry.lookupValue]</ac:parameter> <ac:parameter ac:name="values">type:[entry.mykey]</ac:parameter> <ac:parameter ac:name="action">Lookup and set value</ac:parameter> <ac:parameter ac:name="actionFieldName">mykey</ac:parameter> <ac:parameter ac:name="values2">formWithLookups:7602668</ac:parameter> </ac:structured-macro> </p> </ac:rich-text-body> </ac:structured-macro> <ac:structured-macro ac:macro-id="8f40beae-e69b-4c88-ae11-652bf35db240" ac:name="confiform" ac:schema-version="1"> <ac:parameter ac:name="formName">formWithLookups</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="acd8c8f8-7ce7-4863-bd94-e9aa0c217e67" ac:name="confiform-entry-register" ac:schema-version="1"> <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter> <ac:rich-text-body> <p> </p> </ac:rich-text-body> </ac:structured-macro> <ac:structured-macro ac:macro-id="d4ea5ec9-3561-476c-9e21-be9c694377f9" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">type</ac:parameter> <ac:parameter ac:name="fieldLabel">Type</ac:parameter> <ac:parameter ac:name="type">text</ac:parameter> </ac:structured-macro> </p> <p> <ac:structured-macro ac:macro-id="9d5c39f9-44c6-4665-abd8-fb84f284cfdf" ac:name="confiform-field-definition" ac:schema-version="1"> <ac:parameter ac:name="fieldName">lookupValue</ac:parameter> <ac:parameter ac:name="fieldLabel">My Lookup value</ac:parameter> <ac:parameter ac:name="type">text</ac:parameter> </ac:structured-macro> </p> </ac:rich-text-body> </ac:structured-macro>