On TerraGo Edge Server, click the Forms button in the top navigation. Name the form, then drag your field types from the right column into the left column preview area. To edit a field’s properties, simply click on the field in the preview area and the properties will appear on the right (mandatory, data type, select values, etc). These forms will be available as attachments when you create notes in the future.
Here is a quickhit video in creating advanced forms in TerraGo Edge.