Hello - We have a JE approval workflow . When the team imports a JE via CSV it is being set as submitted and pending approval. Any suggestions on how I can have the uploaded JE go into just a saved status so they can edit it if necessary before submitting it for approval?

That would depend on you approval workflow. Would it work for you to set the Next Approver to the person that does the import or initial checking. It will be awaiting there Approval before it progresses to next approver. But depends on your flow.

Hi - The Journal Entry approval process prevents users from being able to approve or reject journal entries that they create. With the approval process, a journal entry can be approved or rejected only by an administrator or by the supervisor of the person who created the record. (The only exception is if the creator is at the top of the user hierarchy and has no supervisor. In this case, the person who created the record can approve or reject the journal entry.) If a journal entry is rejected, its creator or an administrator can edit and re-submit it for approval. An approved journal entry is locked for all users except administrators.

You could try adjusting the context of the workflow action to not run for CSV or do a different action for CSV

They still want the approvals to run when they hit submit for approval. So would it allow me to not run it for CSV and then it start the work flow on submit for approval? If yes, how do I adjus tthe context to not run for CSV?

If you edit the workflow action in the state, it will give you a field to select the applicable contexts:

Great - thank you - I will give it a try !