Accessing the Form Builder
To open the form builder, navigate to Forms in the left sidebar and click New Form. Give your form a name and an optional description, then click Create. The builder canvas opens and you’re ready to start adding fields.Adding Fields
Drag a field type onto the canvas
Choose a field type from the left panel and drag it onto your form canvas. You can reorder fields at any time by dragging them up or down.
Configure the field
Click any field on the canvas to open its settings panel on the right. Set the field Label (what your field officers see), an optional Placeholder (hint text inside the input), and toggle it as Required or Optional.
Tag sensitive fields
For fields that may contain personal data — names, phone numbers, national IDs, GPS coordinates — open the field settings and set the Sensitivity tag to Personally Identifiable or Restricted. See Tagging Sensitive Fields below for why this matters.
Field Types Available
Terriqon supports a wide range of field types to match any data collection scenario:| Field Type | Use Case |
|---|---|
| Text (Short) | Single-line responses: names, codes, brief answers |
| Text (Long) | Multi-line narrative responses or notes |
| Number | Counts, quantities, scores, and measurements |
| Date / Time | Event dates, visit timestamps, deadlines |
| Single Choice | One answer from a predefined list (radio buttons) |
| Multiple Choice | One or more answers from a predefined list (checkboxes) |
| GPS Location | Captures latitude and longitude from the device |
| Photo | Camera capture or gallery upload |
| Signature | Touch or stylus signature from the respondent |
| File Upload | Attach a document, spreadsheet, or image file |
| Audio | Voice recording directly in the form |
| Case ID | Auto-generated or manually entered unique identifier |
Tagging Sensitive Fields
When you tag a field as Personally Identifiable or Restricted, Terriqon automatically excludes it from the AI report generation pipeline. The AI works only on aggregated, anonymised metrics — it never processes the raw values in tagged fields. This has two important benefits:- Beneficiary privacy is protected. Names, IDs, phone numbers, and location data never enter the AI processing layer.
- Data protection requirements are satisfied. Your reports are generated from statistical outputs, not from identifiable records, which aligns with GDPR, HIPAA, and most funder data governance policies.
Setting Required Fields
Toggle the Required switch on any field that must be filled before a submission can be sent. Required fields are marked with a red asterisk in the mobile app, and the app will not allow a submission to be finalised if any required field is blank. Use required fields for critical data points — dates, case IDs, primary outcome measures — and leave non-critical contextual fields as optional to avoid blocking your field officers in challenging conditions.Previewing and Deploying
Before you publish, click Preview in the top toolbar. The preview renders your form exactly as it will appear on a mobile device, so you can check field order, label clarity, and layout on a small screen. When you’re satisfied with the form:Click Publish
Click the Publish button in the top-right corner. The form moves from Draft to Live status.