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

 

  1. 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

     

  2. 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]
  3. 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>