I need to create a checkbox formula field that checks only if ALL certain conditions are met. The problem I'm having is converting a date/time field to read the month and year in the checkbox formula. Here is what I have so far:
If ([Project Status]="In Progress" and
[Billing Type]="Service Deposit Project" and
(month([Last Project Notification Sent])=month(today())
and (year([Last Project Notification Sent])=year(today()) and
[Opt Out of Project Notifications]=false,
Everything is working except for reading that the Last Project Notification date is not reading if the notification was sent during the current month and year based on the date in the Last Project Notification Sent date/time field. It appears that I have a () problem and can't figure out where the silly thing is missing! Or maybe I just have the wrong formula. Any suggestions?