Step 1) Open SharePoint Designer.
Step 2) Open the Site that contains the list or library that you want to apply the custom button to.
Step 3) Click on Lists and Libraries.
Step 5) Click on Custom Actions
Step 6) Click on View Ribbon. It will give you a form to fill out.
Step 7) Enter a name and description for your new custom action.
Note: Whatever you type in the “Name” field will show up on the Ribbon.
Step 8) Your custom button can be used to run a workflow, show an existing form, or navigate to another Web page. In the “Select the type of action” section, select one of the three choices:
Option 1: “Navigate to form” causes the button to open up a form that you have saved to the list.
Option 2: “Initiate workflow” causes the button to run a workflow of your choice.
Option 3: “Navigate to URL” causes the button to essentially act as a link.
(Note: you can use this option to link a form that is on a different list.)
(You will first have to insert the image in your site assets on your SharePoint site before you can browse for it.)
Choose the 32×32 image so you have a nice big image on your button.
“Sequence number” determines the position the button has on the ribbon. Although there are some limitations as to where on the ribbon you can put the button.
Step 9) Click Ok and you are done.
Here is an example of a custom button that I built to add Client Folders to a document library.
SharePoint Developer and Trainer,
Sector Learning Solutions