You may define custom actions to be user invoked. Instead of the rule being triggered by an action like the creation or deletion of a record, the user intentionally invokes the action by selecting it from a drop-down list. The qualifier items are then checked and the action is executed if the qualifiers are met.
For example, you could define a user invoked custom action to trigger an email message to be sent containing information from the current record.
You may develop user invoked custom actions to create child records. To do so, you must specify whether the record (and the child record to be created) may be created when the user invoked rule is performed or when the user clicks Save. Either alternative is possible.
The drop-down list for user invoked actions appears to users on the toolbar, as a More Actions button.
Example: User Invoked Actions Drop-Down List
