[Kotahi] Form builder & manuscript filtering

Ryan Dix-Peek ryan.dixpeek at gmail.com
Sat Jul 17 03:17:47 PDT 2021


Hi all,

We added dropdown filtering to the manuscripts view this week. Here's a bit
more information on how we used Kotahi's form builder to implement the
solution.

The form builder captures all imported or submitted manuscript metadata,
author submission and peer review contribution.

The form builder is accessed by clicking on the Forms link in the menu.
Form fields are highly configurable. Here's an example; we recently added
DOI validation as an advanced settings option in support of eLife's
evaluation workflow.

The form builder also integrates with Wax <https://waxjs.net/>, Coko's
premium web-based word processor. Text captured in form fields can be
formatted and styled with the HTML retained for publishing purposes.

This week on the NCRC instance we've enhanced the form builder in support
of triage making the ‘Topic’,  ‘Status’ and ‘Label’ form fields accessible
as dropdown menus on the Manuscripts page. This allows editors to easily
filter and sort the imported article list for review, or locate articles by
state that require action.


[image: Screenshot 2021-07-17 at 12.08.25.png]
*Topic, Status and Label filters on the Manuscripts page.*

[image: Screenshot 2021-07-17 at 12.09.35.png]
*Topics & Label fields in the form builder.*

Here are a few other features we added in support of triage;
- API integration; articles can be imported from bioRxiv (medRxiv), Pubmed
and soon EuropePMC.
- Manuscripts page; clicking on 'select' assigns a label.
- Manuscripts page; selecting 'bulk delete' allows editors to easily remove
articles from the Manuscripts list. These articles although deleted, still
remain in the database.

In NCRC's existing system; importing, filtering, sorting and selecting
articles was a major time-waster for the team. Kotahi not only solved this
problem but using the form builder, the solution is robust enough to
support future use cases as well.

-- 
*Ryan*


Ryan Dix-Peek
Project Manager
Coko Foundation
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