cleaned up user templates to not get changed on reload. made setting a template add it to the template tools list and as a tools button. fixed linking to parts of a template. fixed disappearing templates caused by stacking view set a field with an empty key. updated field assignment syntax in trees, dash field views, and key value box to all use :,:=,=,=:= syntax. added text elide button. added @(title) syntax for hyperlinking. made using a template both inherit from the template to get default values and use the template to render. fixed submenu placement of context menu. updated RTF markdown doc.

25 files changed, 328 insertions, 236 deletions

diff --git a/src/client/util/CurrentUserUtils.ts b/src/client/util/CurrentUserUtils.ts
index 84a33500d..bbee18707 100644
--- a/src/client/util/CurrentUserUtils.ts
+++ b/src/client/util/CurrentUserUtils.ts
@@ -73,7 +73,7 @@ export class CurrentUserUtils {
         };
         const reqdScripts = { dropConverter : "convertToButtons(dragData)" };
         const reqdFuncs = { /* hidden: "IsNoviceMode()"  */ };
-        return DocUtils.AssignScripts(DocUtils.AssignOpts(userDocTemplates, reqdOpts, userTemplates) ?? Docs.Create.MasonryDocument(userTemplates, reqdOpts), reqdScripts, reqdFuncs);
+        return DocUtils.AssignScripts(userDocTemplates ?? Docs.Create.MasonryDocument(userTemplates, reqdOpts), reqdScripts, reqdFuncs);
     }
 
     /// Initializes templates for editing click funcs of a document 
@@ -133,11 +133,19 @@ export class CurrentUserUtils {
         const reqdOpts:DocumentOptions = { title: "Note Layouts", _height: 75, isSystem: true };
         return DocUtils.AssignOpts(tempNotes, reqdOpts, reqdNoteList) ?? (doc[field] = Docs.Create.TreeDocument(reqdNoteList, reqdOpts));
     }
+    static setupUserTemplates(doc: Doc, field="template_user") {
+        const tempUsers = DocCast(doc[field]);
+        const reqdUserList = DocListCast(tempUsers?.data);
+
+        const reqdOpts:DocumentOptions = { title: "User Layouts", _height: 75, isSystem: true };
+        return DocUtils.AssignOpts(tempUsers, reqdOpts, reqdUserList) ?? (doc[field] = Docs.Create.TreeDocument(reqdUserList, reqdOpts));
+    }
 
     /// Initializes collection of templates for notes and click functions
     static setupDocTemplates(doc: Doc, field="myTemplates") {
         const templates = [
             CurrentUserUtils.setupNoteTemplates(doc),
+            CurrentUserUtils.setupUserTemplates(doc),
             CurrentUserUtils.setupClickEditorTemplates(doc)
         ];
         CurrentUserUtils.setupChildClickEditors(doc)
@@ -375,9 +383,9 @@ pie title Minerals in my tap water
             { toolTip: "Tap or drag to create a flashcard",       title: "Flashcard", icon: "id-card",  dragFactory: doc.emptyFlashcard as Doc,  clickFactory: DocCast(doc.emptyFlashcard)},
             { toolTip: "Tap or drag to create an equation",       title: "Math", icon: "calculator",    dragFactory: doc.emptyEquation as Doc,   clickFactory: DocCast(doc.emptyEquation)},
             { toolTip: "Tap or drag to create a mermaid node",    title: "Mermaids", icon: "rocket",    dragFactory: doc.emptyMermaids as Doc,   clickFactory: DocCast(doc.emptyMermaids)}, 
-            { toolTip: "Tap or drag to create a plotly node",     title: "Plotly", icon: "rocket",      dragFactory: doc.emptyPlotly as Doc,   clickFactory: DocCast(doc.emptyMermaids)}, 
+            { toolTip: "Tap or drag to create a plotly node",     title: "Plotly", icon: "rocket",      dragFactory: doc.emptyPlotly as Doc,     clickFactory: DocCast(doc.emptyMermaids)}, 
             { toolTip: "Tap or drag to create a physics simulation",title: "Simulation", icon: "rocket",dragFactory: doc.emptySimulation as Doc, clickFactory: DocCast(doc.emptySimulation), funcs: { hidden: "IsNoviceMode()"}}, 
-            { toolTip: "Tap or drag to create a note board",      title: "Notes", icon: "book",       dragFactory: doc.emptyNoteboard as Doc,  clickFactory: DocCast(doc.emptyNoteboard)},
+            { toolTip: "Tap or drag to create a note board",      title: "Notes", icon: "book",         dragFactory: doc.emptyNoteboard as Doc,  clickFactory: DocCast(doc.emptyNoteboard)},
             { toolTip: "Tap or drag to create a collection",      title: "Col", icon: "folder",         dragFactory: doc.emptyCollection as Doc, clickFactory: DocCast(doc.emptyTab)},
             { toolTip: "Tap or drag to create a webpage",         title: "Web", icon: "globe-asia",     dragFactory: doc.emptyWebpage as Doc,    clickFactory: DocCast(doc.emptyWebpage)},
             { toolTip: "Tap or drag to create a comparison box",  title: "Compare", icon: "columns",    dragFactory: doc.emptyComparison as Doc, clickFactory: DocCast(doc.emptyComparison)},
@@ -385,10 +393,10 @@ pie title Minerals in my tap water
             { toolTip: "Tap or drag to create a map",             title: "Map", icon: "map-marker-alt", dragFactory: doc.emptyMap as Doc,        clickFactory: DocCast(doc.emptyMap)},
             { toolTip: "Tap or drag to create a screen grabber",  title: "Grab", icon: "photo-video",   dragFactory: doc.emptyScreengrab as Doc, clickFactory: DocCast(doc.emptyScreengrab), openFactoryLocation: OpenWhere.overlay, funcs: { hidden: "IsNoviceMode()"}},
             { toolTip: "Tap or drag to create a WebCam recorder", title: "WebCam", icon: "photo-video", dragFactory: doc.emptyWebCam as Doc,     clickFactory: DocCast(doc.emptyWebCam),     openFactoryLocation: OpenWhere.overlay, funcs: { hidden: "IsNoviceMode()"}},
-            { toolTip: "Tap or drag to create a button",          title: "Button", icon: "circle",        dragFactory: doc.emptyButton as Doc,     clickFactory: DocCast(doc.emptyButton)},
+            { toolTip: "Tap or drag to create a button",          title: "Button", icon: "circle",      dragFactory: doc.emptyButton as Doc,     clickFactory: DocCast(doc.emptyButton)},
             { toolTip: "Tap or drag to create a scripting box",   title: "Script", icon: "terminal",    dragFactory: doc.emptyScript as Doc,     clickFactory: DocCast(doc.emptyScript),                                             funcs: { hidden: "IsNoviceMode()"}},
             { toolTip: "Tap or drag to create a data viz node",   title: "DataViz", icon: "chart-bar",  dragFactory: doc.emptyDataViz as Doc,    clickFactory: DocCast(doc.emptyDataViz)},
-            { toolTip: "Tap or drag to create a bullet slide",    title: "PPT Slide", icon: "person-chalkboard",     dragFactory: doc.emptySlide as Doc,      clickFactory: DocCast(doc.emptySlide),      openFactoryLocation: OpenWhere.overlay, funcs: { hidden: "IsNoviceMode()"}},
+            { toolTip: "Tap or drag to create a bullet slide",    title: "PPT Slide", icon: "person-chalkboard", dragFactory: doc.emptySlide as Doc,      clickFactory: DocCast(doc.emptySlide),      openFactoryLocation: OpenWhere.overlay, funcs: { hidden: "IsNoviceMode()"}},
             { toolTip: "Tap or drag to create a view slide",      title: "View Slide", icon: "address-card", dragFactory: doc.emptyViewSlide as Doc,clickFactory: DocCast(doc.emptyViewSlide),openFactoryLocation: OpenWhere.overlay,funcs: { hidden: "IsNoviceMode()"}},
             { toolTip: "Tap or drag to create a data note",       title: "DataNote", icon: "window-maximize",dragFactory: doc.emptyHeader as Doc,clickFactory: DocCast(doc.emptyHeader),     openFactoryAsDelegate: true,            funcs: { hidden: "IsNoviceMode()"} },
             { toolTip: "Toggle a Calculator REPL",                title: "replviewer",  icon: "calculator",                                      clickFactory: '<ScriptingRepl />' as any,   openFactoryLocation: OpenWhere.overlay}, // hack: clickFactory is not a Doc but will get interpreted as a custom UI by the openDoc() onClick script
@@ -738,6 +746,7 @@ pie title Minerals in my tap water
                 { title: "Center",   toolTip: "Center align (Cmd-\\)",btnType: ButtonType.ToggleButton, icon: "align-center",toolType:"center",ignoreClick: true,  scripts: {onClick: '{ return toggleCharStyle(this.toolType, _readOnly_);}'} },
                 { title: "Right",    toolTip: "Right align (Cmd-])",  btnType: ButtonType.ToggleButton, icon: "align-right", toolType:"right", ignoreClick: true,  scripts: {onClick: '{ return toggleCharStyle(this.toolType, _readOnly_);}'} },
             ]},
+            { title: "Elide",    toolTip: "Elide selection",      btnType: ButtonType.ToggleButton, icon: "eye",         toolType:"elide",     ignoreClick: true,  scripts: {onClick: '{ return toggleCharStyle(this.toolType, _readOnly_);}'}},
             { title: "Dictate",  toolTip: "Dictate",              btnType: ButtonType.ToggleButton, icon: "microphone",  toolType:"dictation", ignoreClick: true,  scripts: {onClick: '{ return toggleCharStyle(this.toolType, _readOnly_);}'}},
             { title: "NoLink",   toolTip: "Auto Link",            btnType: ButtonType.ToggleButton, icon: "link",        toolType:"noAutoLink", expertMode:true,   scripts: {onClick: '{ return toggleCharStyle(this.toolType, _readOnly_);}'}, funcs: {hidden: 'IsNoviceMode()'}},
             // { title: "Strikethrough", tooltip: "Strikethrough", btnType: ButtonType.ToggleButton, icon: "strikethrough", scripts: {onClick:: 'toggleStrikethrough()'}},
diff --git a/src/client/util/DropConverter.ts b/src/client/util/DropConverter.ts
index 3df3e36c6..ed5749d06 100644
--- a/src/client/util/DropConverter.ts
+++ b/src/client/util/DropConverter.ts
@@ -28,6 +28,7 @@ export function MakeTemplate(doc: Doc) {
 }
 
 /**
+ *
  * Recursively converts 'doc' into a template that can be used to render other documents.
  *
  * For recurive Docs in the template, their target fieldKey is defined by their title,
@@ -75,32 +76,36 @@ export function convertDropDataToButtons(data: DragManager.DocumentDragData) {
                 remProps.map(prop => (dbox[prop] = undefined));
             }
         } else if (!doc.onDragStart && !doc.isButtonBar) {
-            const layoutDoc = doc; // doc.layout instanceof Doc && doc.layout.isTemplateForField ? doc.layout : doc;
-            if (layoutDoc.type !== DocumentType.FONTICON) {
-                !layoutDoc.isTemplateDoc && makeTemplate(layoutDoc);
-            }
-            layoutDoc.isTemplateDoc = true;
-            dbox = Docs.Create.FontIconDocument({
-                _nativeWidth: 100,
-                _nativeHeight: 100,
-                _width: 100,
-                _height: 100,
-                backgroundColor: StrCast(doc.backgroundColor),
-                title: StrCast(layoutDoc.title),
-                btnType: ButtonType.ClickButton,
-                icon: 'bolt',
-                isSystem: false,
-            });
-            dbox.title = ComputedField.MakeFunction('this.dragFactory.title');
-            dbox.dragFactory = layoutDoc;
-            dbox.dropPropertiesToRemove = doc.dropPropertiesToRemove instanceof ObjectField ? ObjectField.MakeCopy(doc.dropPropertiesToRemove) : undefined;
-            dbox.onDragStart = ScriptField.MakeFunction('makeDelegate(this.dragFactory)');
+            dbox = makeUserTemplateButton(doc);
         } else if (doc.isButtonBar) {
             dbox.ignoreClick = true;
         }
         data.droppedDocuments[i] = dbox;
     });
 }
+export function makeUserTemplateButton(doc: Doc) {
+    const layoutDoc = doc; // doc.layout instanceof Doc && doc.layout.isTemplateForField ? doc.layout : doc;
+    if (layoutDoc.type !== DocumentType.FONTICON) {
+        !layoutDoc.isTemplateDoc && makeTemplate(layoutDoc);
+    }
+    layoutDoc.isTemplateDoc = true;
+    const dbox = Docs.Create.FontIconDocument({
+        _nativeWidth: 100,
+        _nativeHeight: 100,
+        _width: 100,
+        _height: 100,
+        backgroundColor: StrCast(doc.backgroundColor),
+        title: StrCast(layoutDoc.title),
+        btnType: ButtonType.ClickButton,
+        icon: 'bolt',
+        isSystem: false,
+    });
+    dbox.title = ComputedField.MakeFunction('this.dragFactory.title');
+    dbox.dragFactory = layoutDoc;
+    dbox.dropPropertiesToRemove = doc.dropPropertiesToRemove instanceof ObjectField ? ObjectField.MakeCopy(doc.dropPropertiesToRemove) : undefined;
+    dbox.onDragStart = ScriptField.MakeFunction('getCopy(this.dragFactory)');
+    return dbox;
+}
 ScriptingGlobals.add(
     function convertToButtons(dragData: any) {
         convertDropDataToButtons(dragData as DragManager.DocumentDragData);
diff --git a/src/client/util/LinkManager.ts b/src/client/util/LinkManager.ts
index 0c8d18a7a..cf16c4d6d 100644
--- a/src/client/util/LinkManager.ts
+++ b/src/client/util/LinkManager.ts
@@ -58,8 +58,8 @@ export class LinkManager {
                                 link &&
                                     action(lAnchProtoProtos => {
                                         Doc.AddDocToList(Doc.UserDoc(), 'links', link);
-                                        lAnchs[0] && lAnchs[0][DocData][DirectLinks].add(link);
-                                        lAnchs[1] && lAnchs[1][DocData][DirectLinks].add(link);
+                                        lAnchs[0]?.[DocData][DirectLinks].add(link);
+                                        lAnchs[1]?.[DocData][DirectLinks].add(link);
                                     })
                             )
                         )
@@ -170,10 +170,11 @@ export class LinkManager {
             console.log('WAITING FOR DOC/PROTO IN LINKMANAGER');
             return [];
         }
-        const dirLinks = Doc.GetProto(anchor)[DirectLinks];
-        const annos = DocListCast(anchor[Doc.LayoutFieldKey(anchor) + '_annotations']);
-        if (!annos) debugger;
-        return annos.reduce((list, anno) => [...list, ...LinkManager.Instance.relatedLinker(anno)], Array.from(dirLinks).slice());
+
+        const dirLinks = Array.from(anchor[DocData][DirectLinks]).filter(l => Doc.GetProto(anchor) === anchor[DocData] || ['1', '2'].includes(LinkManager.anchorIndex(l, anchor) as any));
+        const anchorRoot = DocCast(anchor.rootDocument, anchor); // template Doc fields store annotations on the topmost root of a template (not on themselves since the template layout items are only for layout)
+        const annos = DocListCast(anchorRoot[Doc.LayoutFieldKey(anchor) + '_annotations']);
+        return annos.reduce((list, anno) => [...list, ...LinkManager.Instance.relatedLinker(anno)], Array.from(dirLinks));
     }, true);
 
     // returns map of group type to anchor's links in that group type
diff --git a/src/client/util/RTFMarkup.tsx b/src/client/util/RTFMarkup.tsx
index f96d8a5df..315daad42 100644
--- a/src/client/util/RTFMarkup.tsx
+++ b/src/client/util/RTFMarkup.tsx
@@ -3,18 +3,12 @@ import { observer } from 'mobx-react';
 import * as React from 'react';
 import { MainViewModal } from '../views/MainViewModal';
 import { SettingsManager } from './SettingsManager';
-import { Doc } from '../../fields/Doc';
-import { StrCast } from '../../fields/Types';
 
 @observer
 export class RTFMarkup extends React.Component<{}> {
     static Instance: RTFMarkup;
     @observable private isOpen = false; // whether the SharingManager modal is open or not
 
-    // private get linkVisible() {
-    //     return this.targetDoc ? this.targetDoc["acl-" + PublicKey] !== SharingPermissions.None : false;
-    // }
-
     @action
     public open = () => (this.isOpen = true);
 
@@ -40,6 +34,10 @@ export class RTFMarkup extends React.Component<{}> {
                     {` display wikipedia page for entered text (terminate with carriage return)`}
                 </p>
                 <p>
+                    <b style={{ fontSize: 'larger' }}>{`(( any text ))`}</b>
+                    {` submit text to Chat GPT to have results appended afterward`}
+                </p>
+                <p>
                     <b style={{ fontSize: 'larger' }}>{`#tag `}</b>
                     {`  add hashtag metadata to document. e.g, #idea`}
                 </p>
@@ -48,10 +46,6 @@ export class RTFMarkup extends React.Component<{}> {
                     {`  set heading style based on number of '#'s between 1 and 6`}
                 </p>
                 <p>
-                    <b style={{ fontSize: 'larger' }}>{`#tag `}</b>
-                    {`  add hashtag metadata to document. e.g, #idea`}
-                </p>
-                <p>
                     <b style={{ fontSize: 'larger' }}>{`>> `}</b>
                     {`  add a sidebar text document inline`}
                 </p>
@@ -61,7 +55,7 @@ export class RTFMarkup extends React.Component<{}> {
                 </p>
                 <p>
                     <b style={{ fontSize: 'larger' }}>{`cmd-f `}</b>
-                    {`  collapse to an inline footnote)`}
+                    {`  collapse to an inline footnote`}
                 </p>
                 <p>
                     <b style={{ fontSize: 'larger' }}>{`cmd-e `}</b>
@@ -116,20 +110,20 @@ export class RTFMarkup extends React.Component<{}> {
                     {`  start a block of text that begins with a hanging indent`}
                 </p>
                 <p>
-                    <b style={{ fontSize: 'larger' }}>{`[:doctitle]] `}</b>
+                    <b style={{ fontSize: 'larger' }}>{`@(doctitle) `}</b>
                     {`  hyperlink to document specified by it’s title`}
                 </p>
                 <p>
-                    <b style={{ fontSize: 'larger' }}>{`[[fieldname]] `}</b>
-                    {`  display value of fieldname`}
+                    <b style={{ fontSize: 'larger' }}>{`[@(doctitle.)fieldname] `}</b>
+                    {`  display value of fieldname of text document (unless (doctitle.) is used to indicate another document by it's title)`}
                 </p>
                 <p>
-                    <b style={{ fontSize: 'larger' }}>{`[[fieldname=value]] `}</b>
-                    {`  assign value to fieldname of document and display it`}
+                    <b style={{ fontSize: 'larger' }}>{`[@fieldname:value] `}</b>
+                    {`  assign value to fieldname to data document and display it (if '=' is used instead of ':' the value is set on the layout Doc.  if value is wrapped in (()) then it will be sent to ChatGPT and the response will replace the value)`}
                 </p>
                 <p>
-                    <b style={{ fontSize: 'larger' }}>{`[[fieldname:doctitle]] `}</b>
-                    {`  show value of fieldname from doc specified by it’s title`}
+                    <b style={{ fontSize: 'larger' }}>{`[@fieldname:=expression] `}</b>
+                    {`  assign a computed expression to fieldname to data document and display it (if '=:=' is used instead of ':=' the expression is set on the layout Doc.  if value is wrapped in (()) then it will be sent to ChatGPT and the prompt/response will replace the value)`}
                 </p>
             </div>
         );
diff --git a/src/client/views/ContextMenuItem.tsx b/src/client/views/ContextMenuItem.tsx
index b2076e1a5..d15ab749c 100644
--- a/src/client/views/ContextMenuItem.tsx
+++ b/src/client/views/ContextMenuItem.tsx
@@ -113,7 +113,7 @@ export class ContextMenuItem extends ObservableReactComponent<ContextMenuProps &
                 <div
                     className="contextMenu-subMenu-cont"
                     style={{
-                        marginLeft: window.innerHeight - this._overPosX - 50 > 0 ? '90%' : '20%',
+                        marginLeft: window.innerWidth - this._overPosX - 50 > 0 ? '90%' : '20%',
                         marginTop,
                         background: SettingsManager.userBackgroundColor,
                     }}>
diff --git a/src/client/views/TemplateMenu.scss b/src/client/views/TemplateMenu.scss
index 4d0f1bf00..36a9ce6d0 100644
--- a/src/client/views/TemplateMenu.scss
+++ b/src/client/views/TemplateMenu.scss
@@ -39,6 +39,7 @@
     display: inline-block;
     height: 100%;
     width: 100%;
+    max-height: 250px;
 
     .templateToggle,
     .chromeToggle {
diff --git a/src/client/views/TemplateMenu.tsx b/src/client/views/TemplateMenu.tsx
index eed197b0b..e7269df98 100644
--- a/src/client/views/TemplateMenu.tsx
+++ b/src/client/views/TemplateMenu.tsx
@@ -1,7 +1,8 @@
-import { action, computed, observable, ObservableSet, runInAction } from 'mobx';
+import { computed, observable, ObservableSet, runInAction } from 'mobx';
 import { observer } from 'mobx-react';
 import * as React from 'react';
 import { Doc, DocListCast } from '../../fields/Doc';
+import { DocData } from '../../fields/DocSymbols';
 import { ScriptField } from '../../fields/ScriptField';
 import { Cast, DocCast, StrCast } from '../../fields/Types';
 import { TraceMobx } from '../../fields/util';
@@ -9,12 +10,10 @@ import { emptyFunction, returnEmptyDoclist, returnEmptyFilter, returnFalse, retu
 import { Docs, DocUtils } from '../documents/Documents';
 import { ScriptingGlobals } from '../util/ScriptingGlobals';
 import { Transform } from '../util/Transform';
-import { undoBatch } from '../util/UndoManager';
 import { CollectionTreeView } from './collections/CollectionTreeView';
 import { DocumentView, returnEmptyDocViewList } from './nodes/DocumentView';
 import { DefaultStyleProvider } from './StyleProvider';
 import './TemplateMenu.scss';
-import { DocData } from '../../fields/DocSymbols';
 
 @observer
 class TemplateToggle extends React.Component<{ template: string; checked: boolean; toggle: (event: React.ChangeEvent<HTMLInputElement>, template: string) => void }> {
@@ -99,7 +98,7 @@ export class TemplateMenu extends React.Component<TemplateMenuProps> {
                 .filter(key => !noteTypes.some(nt => nt.title === key))
                 .forEach(template => templateMenu.push(<OtherToggle key={template} name={template} checked={templateName === template} toggle={e => this.toggleLayout(e, template)} />));
         return (
-            <ul className="template-list" style={{ display: 'block' }}>
+            <ul className="template-list">
                 {Doc.noviceMode ? null : <input placeholder="+ layout" ref={this._customRef} onKeyPress={this.onCustomKeypress} />}
                 {templateMenu}
                 <CollectionTreeView
diff --git a/src/client/views/collections/CollectionMasonryViewFieldRow.tsx b/src/client/views/collections/CollectionMasonryViewFieldRow.tsx
index 763d2e3a6..7dcfd32bd 100644
--- a/src/client/views/collections/CollectionMasonryViewFieldRow.tsx
+++ b/src/client/views/collections/CollectionMasonryViewFieldRow.tsx
@@ -100,9 +100,8 @@ export class CollectionMasonryViewFieldRow extends ObservableReactComponent<CMVF
         if (de.complete.docDragData) {
             const key = this._props.pivotField;
             const castedValue = this.getValue(this.heading);
-            const onLayoutDoc = this.onLayoutDoc(key);
             if (this._props.parent.onInternalDrop(e, de)) {
-                de.complete.docDragData.droppedDocuments.forEach(d => Doc.SetInPlace(d, key, castedValue, !onLayoutDoc));
+                key && de.complete.docDragData.droppedDocuments.forEach(d => Doc.SetInPlace(d, key, castedValue, !this.onLayoutDoc(key)));
             }
             return true;
         }
@@ -128,7 +127,7 @@ export class CollectionMasonryViewFieldRow extends ObservableReactComponent<CMVF
                     return false;
                 }
             }
-            this._props.docList.forEach(d => Doc.SetInPlace(d, key, castedValue, true));
+            key && this._props.docList.forEach(d => Doc.SetInPlace(d, key, castedValue, true));
             this._heading = castedValue.toString();
             return true;
         }
@@ -155,10 +154,9 @@ export class CollectionMasonryViewFieldRow extends ObservableReactComponent<CMVF
         this._createEmbeddingSelected = false;
         const key = this._props.pivotField;
         const newDoc = Docs.Create.TextDocument('', { _layout_autoHeight: true, _width: 200, _layout_fitWidth: true, title: value });
-        const onLayoutDoc = this.onLayoutDoc(key);
         FormattedTextBox.SetSelectOnLoad(newDoc);
         FormattedTextBox.SelectOnLoadChar = value;
-        (onLayoutDoc ? newDoc : newDoc[DocData])[key] = this.getValue(this._props.heading);
+        key && ((this.onLayoutDoc(key) ? newDoc : newDoc[DocData])[key] = this.getValue(this._props.heading));
         const docs = this._props.parent.childDocList;
         return docs ? (docs.splice(0, 0, newDoc) ? true : false) : this._props.parent._props.addDocument?.(newDoc) || false; // should really extend addDocument to specify insertion point (at beginning of list)
     };
@@ -167,7 +165,7 @@ export class CollectionMasonryViewFieldRow extends ObservableReactComponent<CMVF
         action(() => {
             this._createEmbeddingSelected = false;
             const key = this._props.pivotField;
-            this._props.docList.forEach(d => Doc.SetInPlace(d, key, undefined, true));
+            key && this._props.docList.forEach(d => Doc.SetInPlace(d, key, undefined, true));
             if (this._props.parent.colHeaderData && this._props.headingObject) {
                 const index = this._props.parent.colHeaderData.indexOf(this._props.headingObject);
                 this._props.parent.colHeaderData.splice(index, 1);
diff --git a/src/client/views/collections/CollectionStackingViewFieldColumn.tsx b/src/client/views/collections/CollectionStackingViewFieldColumn.tsx
index 6a3cb759e..641e01b81 100644
--- a/src/client/views/collections/CollectionStackingViewFieldColumn.tsx
+++ b/src/client/views/collections/CollectionStackingViewFieldColumn.tsx
@@ -112,7 +112,7 @@ export class CollectionStackingViewFieldColumn extends ObservableReactComponent<
             if (this._props.colHeaderData?.map(i => i.heading).indexOf(castedValue.toString()) !== -1) {
                 return false;
             }
-            this._props.docList.forEach(d => (d[this._props.pivotField] = castedValue));
+            this._props.pivotField && this._props.docList.forEach(d => (d[this._props.pivotField] = castedValue));
             if (this._props.headingObject) {
                 this._props.headingObject.setHeading(castedValue.toString());
                 this._heading = this._props.headingObject.heading;
@@ -137,7 +137,7 @@ export class CollectionStackingViewFieldColumn extends ObservableReactComponent<
         if (!value && !forceEmptyNote) return false;
         const key = this._props.pivotField;
         const newDoc = Docs.Create.TextDocument(value, { _height: 18, _width: 200, _layout_fitWidth: true, title: value, _layout_autoHeight: true });
-        newDoc[key] = this.getValue(this._props.heading);
+        key && (newDoc[key] = this.getValue(this._props.heading));
         const maxHeading = this._props.docList.reduce((maxHeading, doc) => (NumCast(doc.heading) > maxHeading ? NumCast(doc.heading) : maxHeading), 0);
         const heading = maxHeading === 0 || this._props.docList.length === 0 ? 1 : maxHeading === 1 ? 2 : 3;
         newDoc.heading = heading;
@@ -148,7 +148,7 @@ export class CollectionStackingViewFieldColumn extends ObservableReactComponent<
 
     @action
     deleteColumn = () => {
-        this._props.docList.forEach(d => (d[this._props.pivotField] = undefined));
+        this._props.pivotField && this._props.docList.forEach(d => (d[this._props.pivotField] = undefined));
         if (this._props.colHeaderData && this._props.headingObject) {
             const index = this._props.colHeaderData.indexOf(this._props.headingObject);
             this._props.colHeaderData.splice(index, 1);
diff --git a/src/client/views/collections/TreeView.tsx b/src/client/views/collections/TreeView.tsx
index 08c00d696..1b4349f44 100644
--- a/src/client/views/collections/TreeView.tsx
+++ b/src/client/views/collections/TreeView.tsx
@@ -574,11 +574,21 @@ export class TreeView extends ObservableReactComponent<TreeViewProps> {
             <div style={{ display: 'flex', overflow: 'auto' }} key={'newKeyValue'}>
                 <EditableView
                     key="editableView"
-                    contents={'+key:value'}
+                    contents={'+key=value'}
                     height={13}
                     fontSize={12}
                     GetValue={returnEmptyString}
-                    SetValue={value => value.indexOf(':') !== -1 && KeyValueBox.SetField(doc, value.substring(0, value.indexOf(':')), value.substring(value.indexOf(':') + 1, value.length), true)}
+                    SetValue={input => {
+                        const match = input.match(/([a-zA-Z0-9_-]+)(=|=:=)([a-zA-Z,_@\?\+\-\*\/\ 0-9\(\)]+)/);
+                        if (match) {
+                            const key = match[1];
+                            const assign = match[2];
+                            const val = match[3];
+                            KeyValueBox.SetField(doc, key, assign + val, false);
+                            return true;
+                        }
+                        return false;
+                    }}
                 />
             </div>
         );
diff --git a/src/client/views/global/globalScripts.ts b/src/client/views/global/globalScripts.ts
index 0579b07c7..3fdc9a488 100644
--- a/src/client/views/global/globalScripts.ts
+++ b/src/client/views/global/globalScripts.ts
@@ -1,29 +1,26 @@
 import { Colors } from 'browndash-components';
 import { action, runInAction } from 'mobx';
+import { aggregateBounds } from '../../../Utils';
 import { Doc, Opt } from '../../../fields/Doc';
 import { InkTool } from '../../../fields/InkField';
 import { BoolCast, Cast, NumCast, StrCast } from '../../../fields/Types';
 import { WebField } from '../../../fields/URLField';
 import { GestureUtils } from '../../../pen-gestures/GestureUtils';
-import { aggregateBounds } from '../../../Utils';
 import { DocumentType } from '../../documents/DocumentTypes';
 import { LinkManager } from '../../util/LinkManager';
 import { ScriptingGlobals } from '../../util/ScriptingGlobals';
 import { SelectionManager } from '../../util/SelectionManager';
-import { undoable, UndoManager } from '../../util/UndoManager';
-import { CollectionFreeFormView } from '../collections/collectionFreeForm';
+import { UndoManager, undoable } from '../../util/UndoManager';
 import { GestureOverlay } from '../GestureOverlay';
 import { ActiveFillColor, ActiveInkColor, ActiveInkWidth, ActiveIsInkMask, InkingStroke, SetActiveFillColor, SetActiveInkColor, SetActiveInkWidth, SetActiveIsInkMask } from '../InkingStroke';
+import { CollectionFreeFormView } from '../collections/collectionFreeForm';
 // import { InkTranscription } from '../InkTranscription';
+import { DocData } from '../../../fields/DocSymbols';
 import { CollectionFreeFormDocumentView } from '../nodes/CollectionFreeFormDocumentView';
 import { DocumentView } from '../nodes/DocumentView';
-import { RichTextMenu } from '../nodes/formattedText/RichTextMenu';
-import { WebBox } from '../nodes/WebBox';
 import { VideoBox } from '../nodes/VideoBox';
-import { DocData } from '../../../fields/DocSymbols';
-import { FormattedTextBox } from '../nodes/formattedText/FormattedTextBox';
-import { PrefetchProxy } from '../../../fields/Proxy';
-import { MakeTemplate } from '../../util/DropConverter';
+import { WebBox } from '../nodes/WebBox';
+import { RichTextMenu } from '../nodes/formattedText/RichTextMenu';
 
 ScriptingGlobals.add(function IsNoneSelected() {
     return SelectionManager.Views.length <= 0;
@@ -76,19 +73,7 @@ ScriptingGlobals.add(function setBackgroundColor(color?: string, checkResult?: b
 
 // toggle: Set overlay status of selected document
 ScriptingGlobals.add(function setDefaultTemplate(checkResult?: boolean) {
-    if (checkResult) {
-        return Doc.UserDoc().defaultTextLayout;
-    }
-    const view = SelectionManager.Views.length === 1 && SelectionManager.Views[0].ComponentView instanceof FormattedTextBox ? SelectionManager.Views[0] : undefined;
-
-    if (view) {
-        const tempDoc = view.Document;
-        if (!view.layoutDoc.isTemplateDoc) {
-            MakeTemplate(tempDoc);
-        }
-        Doc.UserDoc().defaultTextLayout = new PrefetchProxy(tempDoc);
-        tempDoc && Doc.AddDocToList(Cast(Doc.UserDoc().template_notes, Doc, null), 'data', tempDoc);
-    } else Doc.UserDoc().defaultTextLayout = undefined;
+    return DocumentView.setDefaultTemplate(checkResult);
 });
 // toggle: Set overlay status of selected document
 ScriptingGlobals.add(function setHeaderColor(color?: string, checkResult?: boolean) {
@@ -197,7 +182,7 @@ ScriptingGlobals.add(function setFontAttr(attr: 'font' | 'fontColor' | 'highligh
     map.get(attr)?.setDoc?.();
 });
 
-type attrname = 'noAutoLink' | 'dictation' | 'bold' | 'italics' | 'underline' | 'left' | 'center' | 'right' | 'vcent' | 'bullet' | 'decimal';
+type attrname = 'noAutoLink' | 'dictation' | 'bold' | 'italics' | 'elide' | 'underline' | 'left' | 'center' | 'right' | 'vcent' | 'bullet' | 'decimal';
 type attrfuncs = [attrname, { checkResult: () => boolean; toggle: () => any }];
 
 ScriptingGlobals.add(function toggleCharStyle(charStyle: attrname, checkResult?: boolean) {
@@ -221,6 +206,8 @@ ScriptingGlobals.add(function toggleCharStyle(charStyle: attrname, checkResult?:
     const attrs:attrfuncs[] = [
         ['dictation', { checkResult: () => textView?._recordingDictation ? true:false,
                         toggle: () => textView && runInAction(() => (textView._recordingDictation = !textView._recordingDictation)) }],
+        ['elide',      { checkResult: () => false,
+                        toggle: () => editorView ? RichTextMenu.Instance?.elideSelection(): 0}],
         ['noAutoLink',{ checkResult: () => (editorView ? RichTextMenu.Instance.noAutoLink : false),
                         toggle: () => editorView && RichTextMenu.Instance?.toggleNoAutoLinkAnchor()}],
         ['bold',      { checkResult: () => (editorView ? RichTextMenu.Instance.bold : (Doc.UserDoc().fontWeight === 'bold') ? true:false),
diff --git a/src/client/views/nodes/ComparisonBox.tsx b/src/client/views/nodes/ComparisonBox.tsx
index 715b23fb6..62f630c6c 100644
--- a/src/client/views/nodes/ComparisonBox.tsx
+++ b/src/client/views/nodes/ComparisonBox.tsx
@@ -159,6 +159,37 @@ export class ComparisonBox extends ViewBoxAnnotatableComponent<FieldViewProps>()
     moveDoc2 = (doc: Doc | Doc[], targetCol: Doc | undefined, addDoc: any) => (doc instanceof Doc ? [doc] : doc).reduce((res, doc: Doc) => res && this.moveDoc(doc, addDoc, this.fieldKey + '_2'), true);
     remDoc1 = (doc: Doc | Doc[]) => (doc instanceof Doc ? [doc] : doc).reduce((res, doc) => res && this.remDoc(doc, this.fieldKey + '_1'), true);
     remDoc2 = (doc: Doc | Doc[]) => (doc instanceof Doc ? [doc] : doc).reduce((res, doc) => res && this.remDoc(doc, this.fieldKey + '_2'), true);
+
+    /**
+     * Tests for whether a comparison box slot (ie, before or after) has renderable text content
+     * @param whichSlot field key for start or end slot
+     * @returns a JSX layout string if a text field is found, othwerise undefined
+     */
+    testForTextFields = (whichSlot: string) => {
+        const slotHasText = Doc.Get(this.dataDoc, whichSlot, true) instanceof RichTextField || typeof Doc.Get(this.dataDoc, whichSlot, true) === 'string';
+        const subjectText = RTFCast(this.Document[this.fieldKey])?.Text.trim();
+        const altText = RTFCast(this.Document[this.fieldKey + '_alternate'])?.Text.trim();
+        const layoutTemplateString =
+            slotHasText ? FormattedTextBox.LayoutString(whichSlot):
+            whichSlot.endsWith('1') ? (subjectText !== undefined ? FormattedTextBox.LayoutString(this.fieldKey) : undefined) :
+                                       altText !== undefined     ? FormattedTextBox.LayoutString(this.fieldKey + '_alternate'): undefined; // prettier-ignore
+
+        // A bit hacky to try out the concept of using GPT to fill in flashcards
+        //   If the second slot doesn't have anything in it, but the fieldKey slot has text (e.g., this.text is a string)
+        // and the fieldKey + "_alternate" has text that includes a GPT query (indicated by (( && )) ) that is parameterized (optionally) by the fieldKey text (this) or other metadata (this.<field>).
+        // eg., this.text_alternate is
+        //     "((Provide a one sentence definition for (this) that doesn't use any word in (this.excludeWords) ))"
+        //     where (this) is replaced by the text in the fieldKey slot abd this.excludeWords is repalced by the conetnts of the excludeWords field
+        // The GPT call will put the "answer"  in the second slot of the comparison (eg., text_2)
+        if (whichSlot.endsWith('2') && !layoutTemplateString?.includes(whichSlot)) {
+            var queryText = altText.replace('(this)', subjectText); // TODO: this should be done in KeyValueBox.setField but it doesn't know about the fieldKey ...
+            if (queryText && queryText.match(/\(\(.*\)\)/)) {
+                KeyValueBox.SetField(this.Document, whichSlot, ':=' + queryText, false); // make the second slot be a computed field on the data doc that calls ChatGpt
+            }
+        }
+        return layoutTemplateString;
+    };
+
     _closeRef = React.createRef<HTMLDivElement>();
     render() {
         const clearButton = (which: string) => {
@@ -176,48 +207,24 @@ export class ComparisonBox extends ViewBoxAnnotatableComponent<FieldViewProps>()
         /**
          * Display the Docs in the before/after fields of the comparison.  This also supports a GPT flash card use case
          * where if there are no Docs in the slots, but the main fieldKey contains text, then
-         * @param which
+         * @param whichSlot
          * @returns
          */
-        const displayDoc = (which: string) => {
-            const whichDoc = DocCast(this.dataDoc[which]);
+        const displayDoc = (whichSlot: string) => {
+            const whichDoc = DocCast(this.dataDoc[whichSlot]);
             const targetDoc = DocCast(whichDoc?.annotationOn, whichDoc);
-            const subjectText = RTFCast(this.Document[this.fieldKey])?.Text.trim();
-            // if there is no Doc in the first comparison slot, but the comparison box's fieldKey slot has a RichTextField, then render a text box to show the contents of the document's field key slot
-            // of if there is no Doc in the second comparison slot, but the second slot has a RichTextField, then render a text box to show the contents of the document's field key slot
-            const layoutTemplateString = !targetDoc
-                ? which.endsWith('1') && subjectText !== undefined
-                    ? FormattedTextBox.LayoutString(this.fieldKey)
-                    : which.endsWith('2') && (this.Document[which] instanceof RichTextField || typeof this.Document[which] === 'string')
-                      ? FormattedTextBox.LayoutString(which)
-                      : undefined
-                : undefined;
-
-            // A bit hacky to try out the concept of using GPT to fill in flashcards -- this whole process should probably be packaged into a script to be more generic.
-            //   If the second slot doesn't have anything in it, but the fieldKey slot has text (e.g., this.text is a string)
-            // and the fieldKey + "_alternate" has text, then treat the _alternate's text as a GPT query (indicated by (( && )) ) that is parameterized (optionally)
-            // by the field references in the text (eg., this.text_alternate is
-            //     "((Provide a one sentence definition for (this) that doesn't use any word in (this.excludeWords) ))"
-            //     where (this) is replaced by the text in the fieldKey slot abd this.excludeWords is repalced by the conetnts of the excludeWords field
-            // A GPT call will put the "answer"  in the second slot of the comparison (eg., text_2)
-            if (which.endsWith('2') && !layoutTemplateString && !targetDoc) {
-                var queryText = RTFCast(this.Document[this.fieldKey + '_alternate'])
-                    ?.Text.replace('(this)', subjectText) // TODO: this should be done in KeyValueBox.setField but it doesn't know about the fieldKey ...
-                    .trim();
-                if (subjectText && queryText.match(/\(\(.*\)\)/)) {
-                    KeyValueBox.SetField(this.Document, which, ':=' + queryText, false); // make the second slot be a computed field on the data doc that calls ChatGpt
-                }
-            }
+            const layoutTemplateString = targetDoc ? '' : this.testForTextFields(whichSlot);
             return targetDoc || layoutTemplateString ? (
                 <>
                     <DocumentView
                         {...this._props}
+                        ignoreUsePath={layoutTemplateString ? true : undefined}
                         renderDepth={this.props.renderDepth + 1}
                         LayoutTemplateString={layoutTemplateString}
                         Document={layoutTemplateString ? this.Document : targetDoc}
                         containerViewPath={this.DocumentView?.().docViewPath}
-                        moveDocument={which.endsWith('1') ? this.moveDoc1 : this.moveDoc2}
-                        removeDocument={which.endsWith('1') ? this.remDoc1 : this.remDoc2}
+                        moveDocument={whichSlot.endsWith('1') ? this.moveDoc1 : this.moveDoc2}
+                        removeDocument={whichSlot.endsWith('1') ? this.remDoc1 : this.remDoc2}
                         NativeWidth={returnZero}
                         NativeHeight={returnZero}
                         isContentActive={emptyFunction}
@@ -227,7 +234,7 @@ export class ComparisonBox extends ViewBoxAnnotatableComponent<FieldViewProps>()
                         hideLinkButton={true}
                         pointerEvents={this._isAnyChildContentActive ? undefined : returnNone}
                     />
-                    {layoutTemplateString ? null : clearButton(which)}
+                    {layoutTemplateString ? null : clearButton(whichSlot)}
                 </> // placeholder image if doc is missing
             ) : (
                 <div className="placeholder">
diff --git a/src/client/views/nodes/DocumentView.tsx b/src/client/views/nodes/DocumentView.tsx
index 9848f18e0..e9ce98583 100644
--- a/src/client/views/nodes/DocumentView.tsx
+++ b/src/client/views/nodes/DocumentView.tsx
@@ -10,6 +10,7 @@ import { AclPrivate, Animation, AudioPlay, DocData, DocViews } from '../../../fi
 import { Id } from '../../../fields/FieldSymbols';
 import { InkTool } from '../../../fields/InkField';
 import { List } from '../../../fields/List';
+import { PrefetchProxy } from '../../../fields/Proxy';
 import { listSpec } from '../../../fields/Schema';
 import { ScriptField } from '../../../fields/ScriptField';
 import { BoolCast, Cast, DocCast, NumCast, ScriptCast, StrCast } from '../../../fields/Types';
@@ -19,10 +20,11 @@ import { DocServer } from '../../DocServer';
 import { Networking } from '../../Network';
 import { GooglePhotos } from '../../apis/google_docs/GooglePhotosClientUtils';
 import { CollectionViewType, DocumentType } from '../../documents/DocumentTypes';
-import { DocOptions, DocUtils, Docs } from '../../documents/Documents';
+import { DocUtils, Docs } from '../../documents/Documents';
 import { DictationManager } from '../../util/DictationManager';
 import { DocumentManager } from '../../util/DocumentManager';
 import { DragManager, dropActionType } from '../../util/DragManager';
+import { MakeTemplate, makeUserTemplateButton } from '../../util/DropConverter';
 import { FollowLinkScript } from '../../util/LinkFollower';
 import { LinkManager } from '../../util/LinkManager';
 import { ScriptingGlobals } from '../../util/ScriptingGlobals';
@@ -36,6 +38,7 @@ import { ContextMenu } from '../ContextMenu';
 import { ContextMenuProps } from '../ContextMenuItem';
 import { DocComponent, ViewBoxInterface } from '../DocComponent';
 import { EditableView } from '../EditableView';
+import { FieldsDropdown } from '../FieldsDropdown';
 import { GestureOverlay } from '../GestureOverlay';
 import { LightboxView } from '../LightboxView';
 import { AudioAnnoState, StyleProp } from '../StyleProvider';
@@ -47,7 +50,6 @@ import { KeyValueBox } from './KeyValueBox';
 import { LinkAnchorBox } from './LinkAnchorBox';
 import { FormattedTextBox } from './formattedText/FormattedTextBox';
 import { PresEffect, PresEffectDirection } from './trails';
-import { FieldsDropdown } from '../FieldsDropdown';
 interface Window {
     MediaRecorder: MediaRecorder;
 }
@@ -1271,6 +1273,32 @@ export class DocumentView extends DocComponent<DocumentViewProps>() {
         custom && DocUtils.makeCustomViewClicked(this.Document, Docs.Create.StackingDocument, layout, undefined);
     }, 'set custom view');
 
+    public static setDefaultTemplate(checkResult?: boolean) {
+        if (checkResult) {
+            return Doc.UserDoc().defaultTextLayout;
+        }
+        const view = SelectionManager.Views[0]?._props.renderDepth > 0 ? SelectionManager.Views[0] : undefined;
+        undoable(() => {
+            var tempDoc: Opt<Doc>;
+            if (view) {
+                if (!view.layoutDoc.isTemplateDoc) {
+                    tempDoc = view.Document;
+                    MakeTemplate(tempDoc);
+                    Doc.AddDocToList(Doc.UserDoc(), 'template_user', tempDoc);
+                    Doc.AddDocToList(DocListCast(Doc.MyTools.data)[1], 'data', makeUserTemplateButton(tempDoc));
+                    tempDoc && Doc.AddDocToList(Cast(Doc.UserDoc().template_user, Doc, null), 'data', tempDoc);
+                } else {
+                    tempDoc = DocCast(view.Document[StrCast(view.Document.layout_fieldKey)]);
+                    if (!tempDoc) {
+                        tempDoc = view.Document;
+                        while (tempDoc && !Doc.isTemplateDoc(tempDoc)) tempDoc = DocCast(tempDoc.proto);
+                    }
+                }
+            }
+            Doc.UserDoc().defaultTextLayout = tempDoc ? new PrefetchProxy(tempDoc) : undefined;
+        }, 'set default template')();
+    }
+
     /**
      * This switches between the current view of a Doc and a specified alternate layout view.
      * The current view of the Doc is stored in the layout_default field so that it can be restored.
diff --git a/src/client/views/nodes/FieldView.tsx b/src/client/views/nodes/FieldView.tsx
index 4ecaaa283..5b47dd91d 100644
--- a/src/client/views/nodes/FieldView.tsx
+++ b/src/client/views/nodes/FieldView.tsx
@@ -55,6 +55,7 @@ export interface FieldViewSharedProps {
     ignoreAutoHeight?: boolean;
     disableBrushing?: boolean; // should highlighting for this view be disabled when same document in another view is hovered over.
     hideClickBehaviors?: boolean; // whether to suppress menu item options for changing click behaviors
+    ignoreUsePath?: boolean; // ignore the usePath field for selecting the fieldKey (eg., on text docs)
     CollectionFreeFormDocumentView?: () => CollectionFreeFormDocumentView;
     containerViewPath?: () => DocumentView[];
     fitContentsToBox?: () => boolean; // used by freeformview to fit its contents to its panel. corresponds to _freeform_fitContentsToBox property on a Document
diff --git a/src/client/views/nodes/FontIconBox/FontIconBox.tsx b/src/client/views/nodes/FontIconBox/FontIconBox.tsx
index f02ad7300..57ae92359 100644
--- a/src/client/views/nodes/FontIconBox/FontIconBox.tsx
+++ b/src/client/views/nodes/FontIconBox/FontIconBox.tsx
@@ -5,8 +5,7 @@ import { action, computed, makeObservable, observable } from 'mobx';
 import { observer } from 'mobx-react';
 import * as React from 'react';
 import { Doc, DocListCast, StrListCast } from '../../../../fields/Doc';
-import { ScriptField } from '../../../../fields/ScriptField';
-import { BoolCast, Cast, DocCast, NumCast, ScriptCast, StrCast } from '../../../../fields/Types';
+import { BoolCast, DocCast, NumCast, ScriptCast, StrCast } from '../../../../fields/Types';
 import { emptyFunction, returnTrue, setupMoveUpEvents, Utils } from '../../../../Utils';
 import { CollectionViewType, DocumentType } from '../../../documents/DocumentTypes';
 import { SelectionManager } from '../../../util/SelectionManager';
@@ -61,23 +60,12 @@ export class FontIconBox extends ViewBoxBaseComponent<ButtonProps>() {
     }
 
     @observable noTooltip = false;
-    showTemplate = (): void => {
-        const dragFactory = Cast(this.layoutDoc.dragFactory, Doc, null);
-        dragFactory && this._props.addDocTab(dragFactory, OpenWhere.addRight);
-    };
-    dragAsTemplate = (): void => {
-        this.layoutDoc.onDragStart = ScriptField.MakeFunction('getCopy(this.dragFactory, true)');
-    };
-    useAsPrototype = (): void => {
-        this.layoutDoc.onDragStart = ScriptField.MakeFunction('makeDelegate(this.dragFactory, true)');
-    };
 
+    showTemplate = (dragFactory: Doc) => this._props.addDocTab(dragFactory, OpenWhere.addRight);
     specificContextMenu = (): void => {
-        if (!Doc.noviceMode && Cast(this.layoutDoc.dragFactory, Doc, null)) {
-            const cm = ContextMenu.Instance;
-            cm.addItem({ description: 'Show Template', event: this.showTemplate, icon: 'tag' });
-            cm.addItem({ description: 'Use as Render Template', event: this.dragAsTemplate, icon: 'tag' });
-            cm.addItem({ description: 'Use as Prototype', event: this.useAsPrototype, icon: 'tag' });
+        const dragFactory = DocCast(this.layoutDoc.dragFactory);
+        if (!Doc.noviceMode && dragFactory) {
+            ContextMenu.Instance.addItem({ description: 'Show Template', event: () => this.showTemplate(dragFactory), icon: 'tag' });
         }
     };
 
diff --git a/src/client/views/nodes/KeyValueBox.tsx b/src/client/views/nodes/KeyValueBox.tsx
index 2bcad806f..d85432631 100644
--- a/src/client/views/nodes/KeyValueBox.tsx
+++ b/src/client/views/nodes/KeyValueBox.tsx
@@ -115,7 +115,7 @@ export class KeyValueBox extends ObservableReactComponent<FieldViewProps> {
                 field === undefined && (field = res.result);
             }
         }
-        if (!key) return field;
+        if (!key) return false;
         if (Field.IsField(field, true) && (key !== 'proto' || field !== target)) {
             target[key] = field;
             return true;
diff --git a/src/client/views/nodes/KeyValuePair.tsx b/src/client/views/nodes/KeyValuePair.tsx
index d59489a78..f9e8ce4f3 100644
--- a/src/client/views/nodes/KeyValuePair.tsx
+++ b/src/client/views/nodes/KeyValuePair.tsx
@@ -125,7 +125,7 @@ export class KeyValuePair extends ObservableReactComponent<KeyValuePairProps> {
                                 pinToPres: returnZero,
                             }}
                             GetValue={() => Field.toKeyValueString(this._props.doc, this._props.keyName)}
-                            SetValue={(value: string) => (KeyValueBox.SetField(this._props.doc, this._props.keyName, value) ? true : false)}
+                            SetValue={(value: string) => KeyValueBox.SetField(this._props.doc, this._props.keyName, value)}
                         />
                     </div>
                 </td>
diff --git a/src/client/views/nodes/formattedText/DashFieldView.tsx b/src/client/views/nodes/formattedText/DashFieldView.tsx
index 62cb460c2..6b66d829c 100644
--- a/src/client/views/nodes/formattedText/DashFieldView.tsx
+++ b/src/client/views/nodes/formattedText/DashFieldView.tsx
@@ -1,6 +1,6 @@
 import { FontAwesomeIcon } from '@fortawesome/react-fontawesome';
 import { Tooltip } from '@mui/material';
-import { action, computed, IReactionDisposer, makeObservable, observable, reaction } from 'mobx';
+import { action, computed, IReactionDisposer, makeObservable, observable, reaction, trace } from 'mobx';
 import { observer } from 'mobx-react';
 import * as React from 'react';
 import * as ReactDOM from 'react-dom/client';
@@ -8,12 +8,12 @@ import { Doc, DocListCast, Field } from '../../../../fields/Doc';
 import { List } from '../../../../fields/List';
 import { listSpec } from '../../../../fields/Schema';
 import { SchemaHeaderField } from '../../../../fields/SchemaHeaderField';
-import { Cast } from '../../../../fields/Types';
+import { Cast, DocCast } from '../../../../fields/Types';
 import { emptyFunction, returnFalse, returnZero, setupMoveUpEvents } from '../../../../Utils';
 import { DocServer } from '../../../DocServer';
 import { CollectionViewType } from '../../../documents/DocumentTypes';
 import { Transform } from '../../../util/Transform';
-import { undoBatch } from '../../../util/UndoManager';
+import { undoable, undoBatch } from '../../../util/UndoManager';
 import { AntimodeMenu, AntimodeMenuProps } from '../../AntimodeMenu';
 import { SchemaTableCell } from '../../collections/collectionSchema/SchemaTableCell';
 import { FilterPanel } from '../../FilterPanel';
@@ -21,6 +21,7 @@ import { ObservableReactComponent } from '../../ObservableReactComponent';
 import { OpenWhere } from '../DocumentView';
 import './DashFieldView.scss';
 import { FormattedTextBox } from './FormattedTextBox';
+import { DocData } from '../../../../fields/DocSymbols';
 
 export class DashFieldView {
     dom: HTMLDivElement; // container for label and value
@@ -62,6 +63,8 @@ export class DashFieldView {
                 height={node.attrs.height}
                 hideKey={node.attrs.hideKey}
                 editable={node.attrs.editable}
+                expanded={node.attrs.expanded}
+                dataDoc={node.attrs.dataDoc}
                 tbox={tbox}
             />
         );
@@ -89,6 +92,8 @@ interface IDashFieldViewInternal {
     width: number;
     height: number;
     editable: boolean;
+    expanded: boolean;
+    dataDoc: boolean;
     node: any;
     getPos: any;
     unclickable: () => boolean;
@@ -101,18 +106,19 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
     _fieldKey: string;
     _fieldRef = React.createRef<HTMLDivElement>();
     @observable _dashDoc: Doc | undefined = undefined;
-    @observable _expanded = false;
+    @observable _expanded = this._props.expanded;
 
     constructor(props: IDashFieldViewInternal) {
         super(props);
         makeObservable(this);
         this._fieldKey = this._props.fieldKey;
-        this._textBoxDoc = this._fieldKey.startsWith('_') ? this._props.tbox.Document : this._props.tbox.dataDoc;
+        this._textBoxDoc = this._props.tbox.Document;
+        const setDoc = (doc: Doc) => (this._dashDoc = this._props.dataDoc ? doc[DocData] : doc);
 
         if (this._props.docId) {
-            DocServer.GetRefField(this._props.docId).then(action(dashDoc => dashDoc instanceof Doc && (this._dashDoc = dashDoc)));
+            DocServer.GetRefField(this._props.docId).then(dashDoc => dashDoc instanceof Doc && setDoc(dashDoc));
         } else {
-            this._dashDoc = this._fieldKey.startsWith('_') ? this._props.tbox.Document : this._props.tbox.dataDoc;
+            setDoc(this._props.tbox.Document);
         }
     }
 
@@ -126,7 +132,9 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
     componentWillUnmount() {
         this._reactionDisposer?.();
     }
-    return100 = () => 100;
+    isRowActive = () => this._expanded && this._props.editable;
+    finishEdit = action(() => (this._expanded = false));
+    selectedCell = (): [Doc, number] => [this._dashDoc!, 0];
 
     // set the display of the field's value (checkbox for booleans, span of text for strings)
     @computed get fieldValueContent() {
@@ -137,18 +145,18 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
                     col={0}
                     deselectCell={emptyFunction}
                     selectCell={emptyFunction}
-                    maxWidth={this._props.hideKey ? undefined : this._props.tbox._props.PanelWidth}
-                    columnWidth={this._props.hideKey ? () => this._props.tbox._props.PanelWidth() - 20 : returnZero}
-                    selectedCell={() => [this._dashDoc!, 0]}
+                    maxWidth={this._props.hideKey || this._hideKey ? undefined : this._props.tbox._props.PanelWidth}
+                    columnWidth={returnZero}
+                    selectedCell={this.selectedCell}
                     fieldKey={this._fieldKey}
                     rowHeight={returnZero}
-                    isRowActive={() => this._expanded && this._props.editable}
+                    isRowActive={this.isRowActive}
                     padding={0}
                     getFinfo={emptyFunction}
                     setColumnValues={returnFalse}
                     allowCRs={true}
                     oneLine={!this._expanded}
-                    finishEdit={action(() => (this._expanded = false))}
+                    finishEdit={this.finishEdit}
                     transform={Transform.Identity}
                     menuTarget={null}
                 />
@@ -173,11 +181,21 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
         }
     };
 
+    toggleFieldHide = undoable(
+        action(() => this._dashDoc && (this._dashDoc[this._fieldKey + '_hideKey'] = !this._dashDoc[this._fieldKey + '_hideKey'])),
+        'hideKey'
+    );
+
+    @computed get _hideKey() {
+        return this._dashDoc && this._dashDoc[this._fieldKey + '_hideKey'];
+    }
+
     // clicking on the label creates a pivot view collection of all documents
     // in the same collection.  The pivot field is the fieldKey of this label
     onPointerDownLabelSpan = (e: any) => {
         setupMoveUpEvents(this, e, returnFalse, returnFalse, e => {
             DashFieldViewMenu.createFieldView = this.createPivotForField;
+            DashFieldViewMenu.toggleFieldHide = this.toggleFieldHide;
             DashFieldViewMenu.Instance.show(e.clientX, e.clientY + 16, this._fieldKey);
         });
     };
@@ -188,6 +206,7 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
     };
 
     @computed get values() {
+        if (this._props.expanded) return [];
         const vals = FilterPanel.gatherFieldValues(DocListCast(Doc.ActiveDashboard?.data), this._fieldKey, []);
 
         return vals.strings.map(facet => ({ value: facet, label: facet }));
@@ -203,9 +222,9 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
                     height: this._props.height,
                     pointerEvents: this._props.tbox._props.rootSelected?.() || this._props.tbox.isAnyChildContentActive?.() ? undefined : 'none',
                 }}>
-                {this._props.hideKey ? null : (
+                {this._props.hideKey || this._hideKey ? null : (
                     <span className="dashFieldView-labelSpan" title="click to see related tags" onPointerDown={this.onPointerDownLabelSpan}>
-                        {(this._textBoxDoc === this._dashDoc ? '' : this._dashDoc?.title + ':') + this._fieldKey}
+                        {(Doc.AreProtosEqual(DocCast(this._textBoxDoc.rootDocument) ?? this._textBoxDoc, DocCast(this._dashDoc?.rootDocument) ?? this._dashDoc) ? '' : this._dashDoc?.title + ':') + this._fieldKey}
                     </span>
                 )}
                 {this._props.fieldKey.startsWith('#') ? null : this.fieldValueContent}
@@ -224,6 +243,7 @@ export class DashFieldViewInternal extends ObservableReactComponent<IDashFieldVi
 export class DashFieldViewMenu extends AntimodeMenu<AntimodeMenuProps> {
     static Instance: DashFieldViewMenu;
     static createFieldView: (e: React.MouseEvent) => void = emptyFunction;
+    static toggleFieldHide: () => void = emptyFunction;
     constructor(props: any) {
         super(props);
         DashFieldViewMenu.Instance = this;
@@ -233,6 +253,10 @@ export class DashFieldViewMenu extends AntimodeMenu<AntimodeMenuProps> {
         DashFieldViewMenu.createFieldView(e);
         DashFieldViewMenu.Instance.fadeOut(true);
     };
+    toggleFieldHide = (e: React.MouseEvent) => {
+        DashFieldViewMenu.toggleFieldHide();
+        DashFieldViewMenu.Instance.fadeOut(true);
+    };
 
     @observable _fieldKey = '';
 
@@ -252,6 +276,9 @@ export class DashFieldViewMenu extends AntimodeMenu<AntimodeMenuProps> {
                 <button className="antimodeMenu-button" onPointerDown={this.showFields}>
                     <FontAwesomeIcon icon="eye" size="lg" />
                 </button>
+                <button className="antimodeMenu-button" onPointerDown={this.toggleFieldHide}>
+                    <FontAwesomeIcon icon="bullseye" size="lg" />
+                </button>
             </Tooltip>
         );
     }
diff --git a/src/client/views/nodes/formattedText/FormattedTextBox.tsx b/src/client/views/nodes/formattedText/FormattedTextBox.tsx
index fb709818c..2b48494f2 100644
--- a/src/client/views/nodes/formattedText/FormattedTextBox.tsx
+++ b/src/client/views/nodes/formattedText/FormattedTextBox.tsx
@@ -451,7 +451,7 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
             var tr = this._editorView.state.tr as any;
             const autoAnch = this._editorView.state.schema.marks.autoLinkAnchor;
             tr = tr.removeMark(0, tr.doc.content.size, autoAnch);
-            Doc.MyPublishedDocs.forEach(term => (tr = this.hyperlinkTerm(tr, term, newAutoLinks)));
+            Doc.MyPublishedDocs.filter(term => term.title).forEach(term => (tr = this.hyperlinkTerm(tr, term, newAutoLinks)));
             tr = tr.setSelection(isNodeSel && false ? new NodeSelection(tr.doc.resolve(f)) : new TextSelection(tr.doc.resolve(f), tr.doc.resolve(t)));
             this._editorView?.dispatch(tr);
         }
@@ -958,8 +958,11 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
                 event: () => (this.layoutDoc._layout_autoHeight = !this.layoutDoc._layout_autoHeight),
                 icon: this.Document._layout_autoHeight ? 'lock' : 'unlock',
             });
-        optionItems.push({ description: `show markdown options`, event: RTFMarkup.Instance.open, icon: <BsMarkdownFill /> });
         !options && cm.addItem({ description: 'Options...', subitems: optionItems, icon: 'eye' });
+        const help = cm.findByDescription('Help...');
+        const helpItems = help && 'subitems' in help ? help.subitems : [];
+        helpItems.push({ description: `show markdown options`, event: RTFMarkup.Instance.open, icon: <BsMarkdownFill /> });
+        !help && cm.addItem({ description: 'Help...', subitems: helpItems, icon: 'eye' });
         this._downX = this._downY = Number.NaN;
     };
 
@@ -1239,8 +1242,8 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
                             this._editorView.updateState(EditorState.fromJSON(this.config, updatedState));
                             this.tryUpdateScrollHeight();
                         }
-                    } else if (incomingValue?.str) {
-                        selectAll(this._editorView.state, tx => this._editorView?.dispatch(tx.insertText(incomingValue.str)));
+                    } else {
+                        selectAll(this._editorView.state, tx => this._editorView?.dispatch(tx.insertText(incomingValue?.str ?? '')));
                     }
                 }
             }
@@ -1339,15 +1342,14 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
             DocServer.GetRefField(pdfAnchorId).then(pdfAnchor => {
                 if (pdfAnchor instanceof Doc) {
                     const dashField = view.state.schema.nodes.paragraph.create({}, [
-                        view.state.schema.nodes.dashField.create({ fieldKey: 'text', docId: pdfAnchor[Id], hideKey: true, editable: false }, undefined, [
+                        view.state.schema.nodes.dashField.create({ fieldKey: 'text', docId: pdfAnchor[Id], hideKey: true, editable: false, expanded: true }, undefined, [
                             view.state.schema.marks.linkAnchor.create({
                                 allAnchors: [{ href: `/doc/${this.Document[Id]}`, title: this.Document.title, anchorId: `${this.Document[Id]}` }],
-                                title: `from: ${DocCast(pdfAnchor.embedContainer).title}`,
+                                title: StrCast(pdfAnchor.title),
                                 noPreview: true,
-                                docref: false,
+                                docref: true,
+                                fontSize: '8px',
                             }),
-                            view.state.schema.marks.pFontSize.create({ fontSize: '8px' }),
-                            view.state.schema.marks.em.create({}),
                         ]),
                     ]);
 
@@ -1926,11 +1928,10 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
             </div>
         );
     }
-    cycleAlternateText = () => {
-        if (this.layoutDoc._layout_enableAltContentUI) {
-            const usePath = this.layoutDoc[`_${this._props.fieldKey}_usePath`];
-            this.layoutDoc[`_${this._props.fieldKey}_usePath`] = usePath === undefined ? 'alternate' : usePath === 'alternate' ? 'alternate:hover' : undefined;
-        }
+    cycleAlternateText = (skipHover?: boolean) => {
+        this.layoutDoc._layout_enableAltContentUI = true;
+        const usePath = this.layoutDoc[`_${this._props.fieldKey}_usePath`];
+        this.layoutDoc[`_${this._props.fieldKey}_usePath`] = usePath === undefined ? 'alternate' : usePath === 'alternate' && !skipHover ? 'alternate:hover' : undefined;
     };
     @computed get overlayAlternateIcon() {
         const usePath = this.layoutDoc[`_${this._props.fieldKey}_usePath`];
@@ -1965,7 +1966,10 @@ export class FormattedTextBox extends ViewBoxAnnotatableComponent<FieldViewProps
         );
     }
     get fieldKey() {
-        const usePath = StrCast(this.layoutDoc[`${this._props.fieldKey}_usePath`]);
+        return this._fieldKey;
+    }
+    @computed get _fieldKey() {
+        const usePath = this._props.ignoreUsePath ? '' : StrCast(this.layoutDoc[`${this._props.fieldKey}_usePath`]);
         return this._props.fieldKey + (usePath && (!usePath.includes(':hover') || this._isHovering || this._props.isContentActive()) ? `_${usePath.replace(':hover', '')}` : '');
     }
     @observable _isHovering = false;
diff --git a/src/client/views/nodes/formattedText/RichTextMenu.tsx b/src/client/views/nodes/formattedText/RichTextMenu.tsx
index dc2c06701..bee0d72e3 100644
--- a/src/client/views/nodes/formattedText/RichTextMenu.tsx
+++ b/src/client/views/nodes/formattedText/RichTextMenu.tsx
@@ -318,6 +318,19 @@ export class RichTextMenu extends AntimodeMenu<AntimodeMenuProps> {
         });
     }
 
+    elideSelection = () => {
+        const state = this.view?.state;
+        if (!state) return;
+        if (state.selection.empty) return false;
+        const mark = state.schema.marks.summarize.create();
+        const tr = state.tr;
+        tr.addMark(state.selection.from, state.selection.to, mark);
+        const content = tr.selection.content();
+        const newNode = state.schema.nodes.summary.create({ visibility: false, text: content, textslice: content.toJSON() });
+        this.view?.dispatch?.(tr.replaceSelectionWith(newNode).removeMark(tr.selection.from - 1, tr.selection.from, mark));
+        return true;
+    };
+
     toggleNoAutoLinkAnchor = () => {
         if (this.view) {
             const mark = this.view.state.schema.mark(this.view.state.schema.marks.noAutoLinkAnchor);
diff --git a/src/client/views/nodes/formattedText/RichTextRules.ts b/src/client/views/nodes/formattedText/RichTextRules.ts
index c798ae4b3..b97141e92 100644
--- a/src/client/views/nodes/formattedText/RichTextRules.ts
+++ b/src/client/views/nodes/formattedText/RichTextRules.ts
@@ -267,7 +267,7 @@ export class RichTextRules {
 
             // toggle alternate text UI  %/
             new InputRule(new RegExp(/%\//), (state, match, start, end) => {
-                setTimeout(this.TextBox.cycleAlternateText);
+                setTimeout(() => this.TextBox.cycleAlternateText(true));
                 return state.tr.deleteRange(start, end);
             }),
 
@@ -283,40 +283,26 @@ export class RichTextRules {
                     : tr;
             }),
 
-            new InputRule(new RegExp(/(^|[^=])(\(\(.*\)\))/), (state, match, start, end) => {
-                var count = 0; // ignore first return value which will be the notation that chat is pending a result
-                KeyValueBox.SetField(this.Document, '', match[2], false, (gptval: FieldResult) => {
-                    count && this.TextBox.EditorView?.dispatch(this.TextBox.EditorView!.state.tr.insertText(' ' + (gptval as string)));
-                    count++;
-                });
-                return null;
-            }),
-
-            // create a text display of a metadata field on this or another document, or create a hyperlink portal to another document
-            // [[<fieldKey> : <Doc>]]
-            // [[:docTitle]] => hyperlink
-            // [[fieldKey]] => show field
-            // [[fieldKey{:,=:}=value]] => show field and also set its value
-            // [[fieldKey:docTitle]] => show field of doc
-            new InputRule(
-                new RegExp(/\[\[([a-zA-Z_\? \-0-9]*)((=:|:)?=)([a-z,A-Z_@\?+\-*/\ 0-9\(\)]*)?(:[a-zA-Z_@:\.\? \-0-9]+)?\]\]$/),
-                (state, match, start, end) => {
-                    const fieldKey = match[1];
-                    const assign = match[2] === '=' ? '' : match[2];
-                    const value = match[4];
-                    const docTitle = match[5]?.replace(':', '');
+            // create a hyperlink to a titled document
+            // @(<doctitle>)
+            new InputRule(new RegExp(/(^|\s)@\(([a-zA-Z_@:\.\? \-0-9]+)\)/), (state, match, start, end) => {
+                const docTitle = match[2];
+                const prefixLength = '@('.length;
+                if (docTitle) {
                     const linkToDoc = (target: Doc) => {
-                        const rstate = this.TextBox.EditorView?.state;
-                        const selection = rstate?.selection.$from.pos;
-                        if (rstate) {
-                            this.TextBox.EditorView?.dispatch(rstate.tr.setSelection(new TextSelection(rstate.doc.resolve(start), rstate.doc.resolve(end - 3))));
+                        const editor = this.TextBox.EditorView;
+                        const selection = editor?.state?.selection.$from.pos;
+                        if (editor) {
+                            const estate = editor.state;
+                            editor.dispatch(estate.tr.setSelection(new TextSelection(estate.doc.resolve(start), estate.doc.resolve(end - prefixLength))));
                         }
 
                         DocUtils.MakeLink(this.TextBox.getAnchor(true), target, { link_relationship: 'portal to:portal from' });
 
-                        const fstate = this.TextBox.EditorView?.state;
-                        if (fstate && selection) {
-                            this.TextBox.EditorView?.dispatch(fstate.tr.setSelection(new TextSelection(fstate.doc.resolve(selection))));
+                        const teditor = this.TextBox.EditorView;
+                        if (teditor && selection) {
+                            const tstate = teditor.state;
+                            teditor.dispatch(tstate.tr.setSelection(new TextSelection(tstate.doc.resolve(selection))));
                         }
                     };
                     const getTitledDoc = (docTitle: string) => {
@@ -326,32 +312,57 @@ export class RichTextRules {
                         const titledDoc = DocServer.FindDocByTitle(docTitle);
                         return titledDoc ? Doc.BestEmbedding(titledDoc) : titledDoc;
                     };
-                    if (!fieldKey) {
-                        if (docTitle) {
-                            const target = getTitledDoc(docTitle);
-                            if (target) {
-                                setTimeout(() => linkToDoc(target));
-                                return state.tr.deleteRange(end - 1, end).deleteRange(start, start + 3);
-                            }
-                        }
-                        return state.tr;
+                    const target = getTitledDoc(docTitle);
+                    if (target) {
+                        setTimeout(() => linkToDoc(target));
+                        return state.tr.insertText(' ').deleteRange(start, start + prefixLength);
                     }
+                }
+                return state.tr;
+            }),
+
+            // create a text display of a metadata field on this or another document, or create a hyperlink portal to another document
+            // [@{this,doctitle,}.fieldKey{:,=,:=,=:=}value]
+            // [@{this,doctitle,}.fieldKey]
+            new InputRule(
+                new RegExp(/\[(@|@this\.|@[a-zA-Z_\? \-0-9]+\.)([a-zA-Z_\?\-0-9]+)((:|=|:=|=:=)([a-zA-Z,_@\?\+\-\*\/\ 0-9\(\)]*))?\]/),
+                (state, match, start, end) => {
+                    const docTitle = match[1].substring(1).replace(/\.$/, '');
+                    const fieldKey = match[2];
+                    const assign = match[4] === ':' ? (match[4] = '') : match[4];
+                    const value = match[5];
+                    const dataDoc = value === undefined ? !fieldKey.startsWith('_') : !assign?.startsWith('=');
+                    const getTitledDoc = (docTitle: string) => {
+                        if (!DocServer.FindDocByTitle(docTitle)) {
+                            Doc.AddToMyPublished(Docs.Create.TextDocument('', { title: docTitle, _width: 400, _layout_autoHeight: true }));
+                        }
+                        return DocServer.FindDocByTitle(docTitle);
+                    };
                     // if the value has commas assume its an array (unless it's part of a chat gpt call indicated by '((' )
                     if (value?.includes(',') && !value.startsWith('((')) {
                         const values = value.split(',');
                         const strs = values.some(v => !v.match(/^[-]?[0-9.]$/));
                         this.Document[DocData][fieldKey] = strs ? new List<string>(values) : new List<number>(values.map(v => Number(v)));
                     } else if (value) {
-                        KeyValueBox.SetField(this.Document, fieldKey, assign + value, Doc.IsDataProto(this.Document) ? true : undefined, assign ? undefined: 
-                            (gptval: FieldResult) => this.Document[DocData][fieldKey] = gptval as string ); // prettier-ignore
+                        KeyValueBox.SetField(this.Document, fieldKey, assign + value, Doc.IsDataProto(this.Document) ? true : undefined, assign.includes(":=") ? undefined:
+                            (gptval: FieldResult) => (dataDoc ? this.Document[DocData]:this.Document)[fieldKey] = gptval as string ); // prettier-ignore
                     }
-                    const target = getTitledDoc(docTitle);
-                    const fieldView = state.schema.nodes.dashField.create({ fieldKey, docId: target?.[Id], hideKey: false });
+                    const target = docTitle ? getTitledDoc(docTitle) : undefined;
+                    const fieldView = state.schema.nodes.dashField.create({ fieldKey, docId: target?.[Id], hideKey: false, dataDoc });
                     return state.tr.setSelection(new TextSelection(state.doc.resolve(start), state.doc.resolve(end))).replaceSelectionWith(fieldView, true);
                 },
                 { inCode: true }
             ),
 
+            new InputRule(new RegExp(/(^|[^=])(\(\(.*\)\))/), (state, match, start, end) => {
+                var count = 0; // ignore first return value which will be the notation that chat is pending a result
+                KeyValueBox.SetField(this.Document, '', match[2], false, (gptval: FieldResult) => {
+                    count && this.TextBox.EditorView?.dispatch(this.TextBox.EditorView!.state.tr.insertText(' ' + (gptval as string)));
+                    count++;
+                });
+                return null;
+            }),
+
             // create a text display of a metadata field on this or another document, or create a hyperlink portal to another document
             // wiki:title
             new InputRule(new RegExp(/wiki:([a-zA-Z_@:\.\?\-0-9]+ )$/), (state, match, start, end) => {
diff --git a/src/client/views/nodes/formattedText/marks_rts.ts b/src/client/views/nodes/formattedText/marks_rts.ts
index a141ef041..b68acc8f8 100644
--- a/src/client/views/nodes/formattedText/marks_rts.ts
+++ b/src/client/views/nodes/formattedText/marks_rts.ts
@@ -74,6 +74,7 @@ export const marks: { [index: string]: MarkSpec } = {
             allAnchors: { default: [] as { href: string; title: string; anchorId: string }[] },
             title: { default: null },
             noPreview: { default: false },
+            fontSize: { default: null },
             docref: { default: false }, // flags whether the linked text comes from a document within Dash.  If so, an attribution label is appended after the text
         },
         inclusive: false,
@@ -93,14 +94,16 @@ export const marks: { [index: string]: MarkSpec } = {
             const anchorids = node.attrs.allAnchors.reduce((p: string, item: { href: string; title: string; anchorId: string }) => (p ? p + ' ' + item.anchorId : item.anchorId), '');
             return node.attrs.docref && node.attrs.title
                 ? [
-                      'div',
+                      'a',
                       ['span', 0],
                       [
                           'span',
                           {
                               ...node.attrs,
                               class: 'prosemirror-attribution',
+                              'data-targethrefs': targethrefs,
                               href: node.attrs.allAnchors[0].href,
+                              style: `font-size: ${node.attrs.fontSize}`,
                           },
                           node.attrs.title,
                       ],
diff --git a/src/client/views/nodes/formattedText/nodes_rts.ts b/src/client/views/nodes/formattedText/nodes_rts.ts
index c9115be90..905146ee2 100644
--- a/src/client/views/nodes/formattedText/nodes_rts.ts
+++ b/src/client/views/nodes/formattedText/nodes_rts.ts
@@ -265,6 +265,8 @@ export const nodes: { [index: string]: NodeSpec } = {
             docId: { default: '' },
             hideKey: { default: false },
             editable: { default: true },
+            expanded: { default: null },
+            dataDoc: { default: false },
         },
         leafText: node => Field.toString((DocServer.GetCachedRefField(node.attrs.docId as string) as Doc)?.[node.attrs.fieldKey as string] as Field),
         group: 'inline',
diff --git a/src/fields/Doc.ts b/src/fields/Doc.ts
index daae32e9f..4b40d11b9 100644
--- a/src/fields/Doc.ts
+++ b/src/fields/Doc.ts
@@ -445,6 +445,12 @@ export namespace Doc {
     export function GetT<T extends Field>(doc: Doc, key: string, ctor: ToConstructor<T>, ignoreProto: boolean = false): FieldResult<T> {
         return Cast(Get(doc, key, ignoreProto), ctor) as FieldResult<T>;
     }
+    export function isTemplateDoc(doc: Doc) {
+        return GetT(doc, 'isTemplateDoc', 'boolean', true);
+    }
+    export function isTemplateForField(doc: Doc) {
+        return GetT(doc, 'isTemplateForField', 'string', true);
+    }
     export function IsDataProto(doc: Doc) {
         return GetT(doc, 'isDataDoc', 'boolean', true);
     }
@@ -642,7 +648,7 @@ export namespace Doc {
         cloneLinks: boolean,
         cloneTemplates: boolean
     ): Promise<Doc> {
-        if (Doc.IsBaseProto(doc) || ((Doc.Get(doc, 'isTemplateDoc', true) || Doc.Get(doc, 'isTemplateForField', true)) && !cloneTemplates)) {
+        if (Doc.IsBaseProto(doc) || ((Doc.isTemplateDoc(doc) || Doc.isTemplateForField(doc)) && !cloneTemplates)) {
             return doc;
         }
         if (cloneMap.get(doc[Id])) return cloneMap.get(doc[Id])!;
@@ -735,7 +741,7 @@ export namespace Doc {
                 const docAtKey = DocCast(clone[key]);
                 if (docAtKey && !Doc.IsSystem(docAtKey)) {
                     if (!Array.from(cloneMap.values()).includes(docAtKey)) {
-                        clone[key] = !cloneTemplates && (Doc.Get(docAtKey, 'isTemplateDoc', true) || Doc.Get(docAtKey, 'isTemplateForField', true)) ? docAtKey : cloneMap.get(docAtKey[Id]);
+                        clone[key] = !cloneTemplates && (Doc.isTemplateDoc(docAtKey) || Doc.isTemplateForField(docAtKey)) ? docAtKey : cloneMap.get(docAtKey[Id]);
                     } else {
                         repairClone(docAtKey, cloneMap, cloneTemplates, visited);
                     }
@@ -857,7 +863,7 @@ export namespace Doc {
     // of the original layout while allowing for individual layout properties to be overridden in the expanded layout.
     export function expandTemplateLayout(templateLayoutDoc: Doc, targetDoc?: Doc) {
         // nothing to do if the layout isn't a template or we don't have a target that's different than the template
-        if (!targetDoc || templateLayoutDoc === targetDoc || (!templateLayoutDoc.isTemplateForField && !templateLayoutDoc.isTemplateDoc)) {
+        if (!targetDoc || templateLayoutDoc === targetDoc || (!Doc.isTemplateForField(templateLayoutDoc) && !Doc.isTemplateDoc(templateLayoutDoc))) {
             return templateLayoutDoc;
         }
 
@@ -874,7 +880,7 @@ export namespace Doc {
             expandedTemplateLayout = undefined;
             _pendingMap.add(targetDoc[Id] + expandedLayoutFieldKey);
         } else if (expandedTemplateLayout === undefined && !_pendingMap.has(targetDoc[Id] + expandedLayoutFieldKey)) {
-            if (templateLayoutDoc.resolvedDataDoc === (targetDoc.rootDocument ?? Doc.GetProto(targetDoc))) {
+            if (templateLayoutDoc.resolvedDataDoc === targetDoc[DocData]) {
                 expandedTemplateLayout = templateLayoutDoc; // reuse an existing template layout if its for the same document with the same params
             } else {
                 templateLayoutDoc.resolvedDataDoc && (templateLayoutDoc = DocCast(templateLayoutDoc.proto, templateLayoutDoc)); // if the template has already been applied (ie, a nested template), then use the template's prototype
@@ -910,8 +916,9 @@ export namespace Doc {
             console.log('Warning: GetLayoutDataDocPair childDoc not defined');
             return { layout: childDoc, data: childDoc };
         }
-        const resolvedDataDoc = Doc.AreProtosEqual(containerDataDoc, containerDoc) || (!childDoc.isTemplateDoc && !childDoc.isTemplateForField) ? undefined : containerDataDoc;
-        return { layout: Doc.expandTemplateLayout(childDoc, resolvedDataDoc), data: resolvedDataDoc };
+        const resolvedDataDoc = Doc.AreProtosEqual(containerDataDoc, containerDoc) || (!Doc.isTemplateDoc(childDoc) && !Doc.isTemplateForField(childDoc)) ? undefined : containerDataDoc;
+        const templateRoot = DocCast(containerDoc?.rootDocument);
+        return { layout: Doc.expandTemplateLayout(childDoc, templateRoot), data: resolvedDataDoc };
     }
 
     export function FindReferences(infield: Doc | List<any>, references: Set<Doc>, system: boolean | undefined) {
@@ -1035,20 +1042,13 @@ export namespace Doc {
     // (ie, the 'data' doc), and then creates another delegate of that (ie, the 'layout' doc).
     // This is appropriate if you're trying to create a document that behaves like all
     // regularly created documents (e.g, text docs, pdfs, etc which all have data/layout docs)
-    export function MakeDelegateWithProto(doc: Doc, id?: string, title?: string): Doc {
-        const delegateProto = new Doc();
-        delegateProto[Initializing] = true;
-        delegateProto.proto = doc;
-        delegateProto.author = Doc.CurrentUserEmail;
-        delegateProto.isDataDoc = true;
-        title && (delegateProto.title = title);
-        const delegate = new Doc(id, true);
-        delegate[Initializing] = true;
-        delegate.proto = delegateProto;
-        delegate.author = Doc.CurrentUserEmail;
-        delegate[Initializing] = false;
-        delegateProto[Initializing] = false;
-        return delegate;
+    export function MakeDelegateWithProto(doc: Doc, id?: string, title?: string) {
+        const ndoc = Doc.ApplyTemplate(doc);
+        if (ndoc) {
+            Doc.GetProto(ndoc).isDataDoc = true;
+            ndoc && (Doc.GetProto(ndoc).proto = doc);
+        }
+        return ndoc;
     }
 
     let _applyCount: number = 0;
@@ -1671,7 +1671,7 @@ ScriptingGlobals.add(function getEmbedding(doc: any) {
     return Doc.MakeEmbedding(doc);
 });
 ScriptingGlobals.add(function getCopy(doc: any, copyProto: any) {
-    return doc.isTemplateDoc ? Doc.ApplyTemplate(doc) : Doc.MakeCopy(doc, copyProto);
+    return doc.isTemplateDoc ? Doc.MakeDelegateWithProto(doc) : Doc.MakeCopy(doc, copyProto);
 });
 ScriptingGlobals.add(function copyField(field: any) {
     return Field.Copy(field);
diff --git a/src/fields/util.ts b/src/fields/util.ts
index b73520999..c2ec3f13a 100644
--- a/src/fields/util.ts
+++ b/src/fields/util.ts
@@ -286,6 +286,10 @@ export function distributeAcls(key: string, acl: SharingPermissions, target: Doc
 // target should be either a Doc or ListImpl.  receiver should be a Proxy<Doc> Or List.
 //
 export function setter(target: any, in_prop: string | symbol | number, value: any, receiver: any): boolean {
+    if (!in_prop) {
+        console.log('WARNING: trying to set an empty property.  This should be fixed. ');
+        return false;
+    }
     let prop = in_prop;
     const effectiveAcl = in_prop === 'constructor' || typeof in_prop === 'symbol' ? AclAdmin : GetPropAcl(target, prop);
     if (effectiveAcl !== AclEdit && effectiveAcl !== AclAugment && effectiveAcl !== AclAdmin) return true;